Senior Insurance Account Executive / Broker

Overview

Senior Insurance Account Executive / Broker at Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. Our leaders bring experience as construction lawyers, engineers, consultants, and underwriters, providing unique insight into how A / E firms operate, deliver projects, and manage risks. We place many clients in profitable group captive programs that have saved millions, and work with more A / E firms than many other brokers combined. We are growing our team.

Location : HYBRID – 3 days a week in the Alpharetta, GA office.

Responsibilities

• Provide day-to-day client services including responding to client questions, insurance program design and risk-related consulting, and negotiating and implementing clients' insurance programs.
• Communicate with clients and supervise coordination of all facets of the account service plan and routine transactions.
• Cultivate and maintain positive client relationships and utilize Greyling's resources to perform functions.
• Lead new business opportunities and support existing client renewals.
• Prepare and present renewal results to clients; review renewal documents and coordinate pre-renewal work with team members.
• Execute agreed renewal strategy, manage timelines, submit coverage specifications, negotiate with underwriters and partners (US and London), review quotes, and broker all lines of coverage including group captives.
• Ensure compliance and note any exceptions; complete renewal reports and present renewal terms to clients; handle renewal billing and post-binding documentation.
• Review renewal documents with Account Specialist and maintain files per policy; collect and review policies; build strong relationships with underwriters and clients.
• Handle day-to-day client services including policy endorsements, risk reviews of contracts, answering coverage questions, and client training as needed.
• Support merger & acquisition transactions as needed; use Greyling credit and collection policies for invoicing and collections.
• Participate in Greyling training and provide miscellaneous risk-related services as needed.

What you'll bring

Skills & Qualifications

Educational requirements

Technology

Compensation

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

Why EPIC / Greyling

EEO statement : EPIC embraces diversity and is an equal opportunity employer. We do not discriminate on the basis of protected status. This job posting is intended for recruitment purposes and may be subject to change.

J-18808-Ljbffr