Insurance Broker (Hybrid)

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 Architects, Engineers, and Construction (AEC) 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 AEC firms operate, deliver projects, and manage risks.

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

JOB OVERVIEW :

The Broker's main functions are to provide day-to-day customer services including completing ad hoc projects as needed, responding to client questions, providing insurance program design and risk-related consulting advice, and negotiating and implementing clients' insurance programs.

Brokers communicate frequently with clients and provide day-to-day supervision over the coordination and execution of all facets of both the account service plan and routine transactions.

In all areas, it is expected that the Broker will actively seek to cultivate, improve and cement a positive client relationship and use any of Greyling's resources necessary in performing these functions.

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.
• Experience working for an insurance agency or broker is required (at least 5+ years of relevant experience).
• Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.
• Excellent team players looking for the next step in their career, eager for a new challenge with room to grow, and to be recognized and compensated accordingly.
• LOCATION : REQUIRED - Candidates able to work a hybrid schedule out of our Alpharetta, GA office location (3 days a week in-office).

WHAT YOU'LL DO :

A detailed list of job duties include (but are not limited to) :

• Review documents for client pre-renewal meetings prepared by the account administrator
• Coordinate all pre-renewal work completed by other team members such as the renewal information kit prepared by the account administrator
• 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 - 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
• 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

Other responsibilities include :

• Coordination of the team associated with the client consisting of the following :
• Executive Risk Placement Specialist
• Account Specialist
• Account Administrator
• 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
• Use Microsoft Office Products including Word, PowerPoint, Excel and Outlook
• Support work related to new client acquisition such as coverage analysis and report preparation
• Participate in industry-specific professional organizations
• Support Senior Client Advisor and Client Executive as much as possible; free up their time enabling higher level client service

Supervisory Responsibilities :

Potential to supervise Associate Brokers, Account Managers and Account Specialists.

WHAT YOU'LL BRING :

• Must have 5+ years of experience in working with an Insurance Brokerage.
• Experience in placing insurance for companies in Architect, Engineering & Construction industries is highly desirable.
• 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.
• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

Educational requirement :

• Bachelor's degree preferred - experience equivalent will be considered
• Broker's P&C license is required
• Insurance designation preferred

Technology : Proficient in Microsoft Office and relevant company proprietary databases, Experience with an agency management system such as Sagitta is a plus.

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 :

Greyling is a division of EPIC Insurance Brokers & Consultants. Between all of our divisions, EPIC is over 3,000 employees 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
• Unlimited PTO for salaried employees; 22 PTO days starting out for hourly employees; 12 company-observed paid holidays;

4 early-close days; plus additional paid days off

• Generous leave time options : Paid parental leave, pregnancy disability and bonding leave, and organ donor / bone marrow donor leave
• Work-life balance, especially with our standard work weeks being 37.5 hours not 40 hours
• 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
• Professional growth & development : Mentor Program, Tuition Reimbursement Program
• Unique insurance, such as Pet Insurance and Cancer Insurance
• Additional benefits include (but are not limited to) : 401(k) matching, flexible work options, medical insurance, dental insurance, vision insurance, and wellness programs
• We're a top 10 privately held insurance brokerage
• We've consistently been voted Best place to work in the insurance industry since 2009

EPIC embraces diversity in all its various forms whether it be diversity of thought, background, race, religion, gender, skills or experience.

We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

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