Senior Insurance Account Executive​/Broker

Senior Insurance Account Executive / Broker

Location:

HYBRID - 3 days a week in office in Alpharetta GA.

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage focused on construction and design professionals. We place many clients in highly profitable group captive programs and work with A/E firms to manage risk and insurance programs.

• Provide day-to-day customer service, respond to client questions, and deliver insurance program design and risk-related consulting advice.
• Negotiate and implement clients’ insurance programs; supervise coordination of the account service plan and routine transactions.
• Lead new business opportunities and manage existing client renewals; prepare and present renewal results to clients.
• Review pre-renewal materials and coordinate with team members to complete renewal tasks.
• Execute renewal strategy, manage timelines, negotiate with underwriters and partners (US and London), review quotes and coverage enhancements, and broker all lines of coverage including group captives.
• Ensure compliance or note exceptions, complete renewal reports, and participate in renewal meetings with clients.
• Review renewal documents with Account Specialist (binders, confirmation of coverage, program charts, endorsements).
• Maintain files and electronic records per company policy; coordinate with Account Specialist on policy reviews after Policy Manager reviews.
• Build strong relationships with underwriters and clients; handle day-to-day client services (endorsements, contract risk reviews, coverage questions, client training, WC mods, audits, and documenting transactions).
• Support merger & acquisition transactions as needed; assist with invoicing and collections per Greyling policy.
• Participate in training activities and provide miscellaneous risk-related services as needed.

• Coordinate the team:
  Executive Risk Placement Specialist, Account Specialist, Account Manager, Contracts & Risk Analyst, Accounting, Policy Manager, Certificate Specialist.
• Provide backup to other team members when traveling; proactively resolve client problems; oversee claims handling.
• Support new client acquisition through coverage analysis and reporting; participate in industry organizations to develop subject-matter expertise for the AEC industry.

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

• Must have 7+ years of experience in an Insurance Brokerage, with brokering negotiations; experience placing insurance for Architect, Engineering & Construction industries is required.
• Experience in professional liability lines and environmental policies related to those lines is preferred.
• Advanced knowledge of Microsoft Office; familiarity with agency management systems such as Sagitta is a plus.
• Ability to work in a fast-paced environment with multiple tasks; strong time management and deadline discipline.
• Excellent interpersonal skills, tact, diplomacy, and ability to handle confidential situations; attention to detail for high-quality client service and risk management.

• Bachelor’s degree preferred; risk management or insurance degree preferred. Experience may be considered in lieu of degree.
• Broker’s P&C license required; industry-specific designations preferred.

Proficient in Microsoft Office and related software;
Sagitta or other agency management experience a plus.

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

Greyling is a division of EPIC Insurance Brokers & Consultants. EPIC has over 60 offices and 3,000 employees nationwide and is growing. Benefits include:

• Generous Paid Time Off and leave programs
• Employee referral bonus program
• Quarterly recognition programs and additional awards
• Employee Resource Groups and professional growth opportunities
• Comprehensive benefits (health, dental, vision, 401(k), wellness, EAP, etc.)
• Commitment to diversity and inclusive work environment

To learn more about EPIC, visit the Careers Page:

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Senior Account Executive (Mid Market Outbound) and other related roles are listed with compensation ranges in Atlanta, GA.