Senior Commercial Insurance Account Specialist

Greyling Insurance Brokerage Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined.

We’ve been so successful, that now we’re looking to grow our team!

JOB OVERVIEW:

The Senior Account Specialist’s main responsibilities are to support the broker with providing top-notch client services. This role assists with producing client submissions, proposals, presentations, insurance summaries reports. It will also provide day-to-day support with routine inquiries and transactions concerning clients (such as answering phone calls, responding to emails, scanning, and photocopying).

LOCATION: Alpharetta, GA - Hybrid required, 3 days a week in-office

WHAT WE’RE LOOKING FOR:

Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders.

High attention to detail, and the ability to learn and understand software systems quickly.

REQUIRED: At least 5+ years of experience working for an insurance agency, broker or carrier AND a current Property Casualty Insurance License.

Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.

WHAT YOU’LL DO:

The account specialist will handle day-to-day client issues and questions. A detailed list of job duties include (but are not limited to):

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

WHAT YOU’LL BRING:

Skills Qualifications:

Bachelor’s degree preferred, preferably in an insurance-related field

At least 5+ 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

COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC / GREYLING:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

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 betwee…