Commercial Insurance Broker

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on architect and engineering firms. 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 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.

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

WHAT WE’RE LOOKING FOR:

• Candidates with experience managing large, complex commercial accounts.
• REQUIRED:
  Current commercial insurance brokering experience.
• Nice to have: CRIS designation, and/or experience working with AEC (architecture, engineering, construction) industries and environmental-related policies and practices that go along with those lines of work.

WHAT YOU’LL DO:

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

• Review documents for client pre-renewal meetings prepared by the account specialist
• Coordinate all pre-renewal work completed by other team members such as the renewal information kit prepared by the account specialist
• 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, and answer coverage questions.
• Advocate/assist with client audits and requests corrections as necessary
• Actively participate in and supports Greyling training endeavors
• Coordination of the team associated with the client consisting of the following:
  • Account Specialist
  • Contracts & Risk Analyst
  • Accounting
  • Certificate Specialist
• Support work related to new client acquisition such as coverage analysis and report preparation
• Support Senior Client Advisor and Client Executive as much as possible; free up their time enabling higher level client service

WHAT YOU’LL BRING:

Skills &

Qualifications:

• 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 be able to work in a fast-paced environment with demonstrated ability to juggle multiple…