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EPIC Insurance Brokers & Consultants · 1 day ago

Senior Insurance Account Executive / Broker

Alpharetta, GA

Full-time

Hybrid

Senior Level

6+ years exp

EPIC Insurance Brokers & Consultants, through its division Greyling, specializes in insurance brokerage and risk consulting for construction and design professionals. The Senior Insurance Account Executive/Broker will provide customer service, negotiate insurance programs, and maintain client relationships while managing day-to-day operations and team coordination.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Hiring Manager

Amanda Tetzlaff

Responsibilities

Support team by helping lead new business opportunity efforts and existing client renewals

Prepare and present renewal results to clients

Review documents for client pre-renewal and renewal meetings prepared by the Account Specialist

Coordinate all pre-renewal work completed by other team members such as the renewal information kit prepared by the Account Specialist

Execute agreed upon strategy established at the pre-renewal meeting and brokering of renewals, including:

Manage the timeline established during the pre-renewal meeting

Send submission with coverage specifications

Negotiate options with underwriters and key wholesaler partners (in the US and London)

Negotiate coverage enhancements and review quotes

Broker all lines of coverage, including group captives

Confirm compliance or exceptions to requested coverage

Complete and/or review renewal report (including coverage and rating analysis and other benchmarking and analytical functions)

Participate in meeting to present renewal terms/options to the client

Sign off on renewal billing and monitor endorsement requests and policy delivery to clients; oversee completion and delivery of clients’ post-binding documentation

In coordination with the Account Specialist, review all renewal documents including: Binders, Confirmation of Coverage, Insurance program chart, Sagitta input, and Master Certificates including endorsements

Broker is responsible for maintaining all files and electronic records per company policy

In coordination with Account Specialist, collect all policies and review findings after Policy Manager has completed the review of the policies

Build strong relationships with underwriters and clients

Handle day-to-day client services including but not limited to:

Handle and document mid-term requests such as policy endorsements

Provide risk review of contracts - insurance only v. indemnity v. full contract review

Answer coverage questions

Perform client training on a periodic or as-needed basis

Review WC experience modifications for accuracy of data and classifications

Advocate/assist with client audits and requests corrections as necessary

Document customer service transactions including but not limited to phone conversations and the processing of daily work

Handle merger & acquisition transactions, as needed

Use Greyling credit and collection policy in invoicing and pursuing prompt payments

Actively participate in and supports Greyling training endeavors

Provide miscellaneous risk-related services as needed

Coordination of the team associated with the client consisting of the following: Executive Risk Placement Specialist, Account Specialist, Account Manager, Contracts & Risk Analyst (if applicable), Accounting, Policy Manager, Certificate Specialist

Provide back-up to other team members including Senior Client Advisor and Client Executive while they are travelling

Proactively and independently resolve client problems

Oversee claims handling

Support work related to new client acquisition such as coverage analysis and report preparation

Participate in industry-specific professional organizations and become a subject matter expert of coverage for the AEC industry

Support Senior Client Advisor and Client Executive with account service and client relationships

Qualification

Insurance brokerage experienceAEC industry expertiseNegotiation skillsMicrosoft Office proficiencyBroker's P&C licenseInterpersonal skillsTime managementAttention to detail

Required

At least 6+ years of insurance industry experience, including current experience brokering/marketing

Must have 7+ years of experience in working with an Insurance Brokerage, experienced in brokering negotiations

Experience in placing insurance for companies in Architect, Engineering & Construction industries is required, and possess AEC industry and coverage expertise

Must have advanced working knowledge of a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software

Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands

Expert time management skills and able to manage and meet all timelines and deadlines

Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy

Must have exceptional attention to detail in order to provide best in class service to clients, as well as avoid errors & omissions

Broker's P&C license is required

Preferred

Experience working with AEC (architecture, engineering, construction) industries, professional liability lines of coverage, and environmental-related policies and practices that go along with those lines of work

Bachelor's degree preferred - experience equivalent will be considered. Risk Management and Insurance degree preferred

Industry specific insurance designation(s) preferred

Experience with an agency management system such as Sagitta is a plus

Benefits

Generous Paid Time off

Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave

Generous employee referral bonus program of $1,500 per hired referral

Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)

Employee Resource Groups: Women’s Coalition, EPIC Veterans Group

Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development

Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

Company

EPIC Insurance Brokers & Consultants

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.

Founded in 2007

San Francisco, California, USA

1001-5000 employees