EPIC Insurance Brokers & Consultants · 17 hours ago
Commercial Insurance Account Specialist
3780 Mansell Road, Ste 370, Alpharetta, GA 30022
Full-time
Hybrid
Entry Level
1+ years expGreyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage focused on construction and design professionals. The Account Specialist’s main responsibilities are to support the broker with providing top-notch client services, assisting with client submissions, proposals, and day-to-day inquiries.
RetailFinanceConsultingProperty & Casualty InsuranceFinancial ServicesInsuranceProperty Insurance
Responsibilities
Input client information into Sagitta (agency management software system)
Request loss runs
Pre-complete renewal schedules and applications
Prepare ACORD applications
Create client files on shared server, prepare pre-renewal reports including loss ratio analysis and pre-complete renewal reports
Prepare confirmations of coverage and insurance program charts
Coordinate with other staff on certificate-holder list
Assist with processing and tracking mid-term endorsement requests
Follow up on underwriter subjectivities
Assist with program analysis for potential clients
Assist with contract review of insurance requirements
Assist with policy workflow process to make sure policies are sent out to clients in a timely fashion
Assist quoting using insurer’s online platforms where applicable
Provide day-to-day support with routine inquires and transactions concerning client
Serve as a backup when a broker is out of the office
Qualification
Required
At least 1+ year of experience working for an insurance agency, broker or carrier
Candidates with strong, professional communication skills – both written and verbal
High attention to detail, and the ability to learn and understand software systems quickly
Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions
Preferred
Bachelor's degree preferred, preferably in an insurance-related field OR at least 1-2+ years of working in commercial insurance industry
Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word
Knowledge of agency management system is a plus
Commercial property and casualty experience is preferred
Licensed property/casualty insurance agent/broker license; if not already licensed, Greyling will provide the opportunity to get licensed
Benefits
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
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.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP, Corporate Operations
Recent News
Business Journals
2022-08-25
2022-01-21
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