Insurance Account Specialist
1 week ago
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 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).
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, broker or carrier, OR a degree in risk management and insurance is preferred. Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions. 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 includes (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 officeWHAT YOU’LL BRING:
Bachelor’s degree preferred, preferably in an insurance-related field Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word Knowledge of agency management system is a plus; Sagitta preferred Commercial property and casualty experience is a plus Licensed property/casualty insurance agent/broker license; if not already licensed, Greyling will provide the opportunity to get licensedCOMPENSATION:
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 approaching approximately 4,000 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-
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