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EPIC Insurance Brokers & Consultants · 1 day ago

Commercial Insurance Broker

Alpharetta, GA

Full-time

Hybrid

Senior Level

5+ years exp

EPIC Insurance Brokers & Consultants is a specialty insurance brokerage and risk consulting firm focused on architect and engineering firms. The Broker’s main functions are to provide day-to-day customer services, respond to client questions, provide insurance program design and risk-related consulting advice, and negotiate and implement clients’ insurance programs.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Hiring Manager

Amanda Tetzlaff

Responsibilities

Review documents for client pre-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 plan established at the pre-renewal meeting including:

Manage the timeline established during the pre-renewal meeting

Send submission with coverage specifications

Negotiate options

Confirm compliance or exceptions to requested coverage

Complete and/or review renewal report (including coverage and rating plan analyses and other analytical functions)

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

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

Throughout process, 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

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, and answer coverage questions

Advocate/assist with client audits and requests corrections as necessary

Actively participate in and supports Greyling training endeavors

Coordination of the team associated with the client consisting of the following:

Account Specialist

Contracts & Risk Analyst

Accounting

Certificate Specialist

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

Support Senior Client Advisor and Client Executive as much as possible; free up their time enabling higher level client service

Qualification

Commercial insurance brokeringAEC industry experienceCRIS designationBroker's P&C licenseMicrosoft OfficeSagittaInterpersonal skillsTeamworkTime management

Required

Current commercial insurance brokering experience

5+ years of experience in working with an Insurance Brokerage

Broker's P&C license is required

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

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

Preferred

CRIS designation

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

Bachelor's degree preferred - experience equivalent will be considered

Experience in placing insurance for companies in Architect, Engineering & Construction industries is highly desirable

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