Talent.com
Senior Insurance Account Executive / Broker

Senior Insurance Account Executive / Broker

EPIC BrokersAlpharetta, GA, US
14 days ago
Job type
  • Full-time
Job description

Senior Insurance Account Executive / Broker

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 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 Senior Broker's (Account Executive'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 : HYBRID - 3 days a week in office in Alpharetta GA.

What We're Looking For :

  • Required : At least 6+ years of insurance industry experience, including current experience brokering / marketing. This role will heavily focus on negotiations between clients and carriers.
  • Preferred but not required : Experience working with AEC (architecture, engineering, construction) industries, professional liability lines of coverage, and environmental-related policies and practices that go along with those lines of work.

What You'll Do :

  • Support team by helping lead new business opportunity efforts and existing client renewals
  • Prepare and present renewal results to clients
  • Review documents for client pre-renewal and 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 upon strategy established at the pre-renewal meeting and brokering of renewals, including :
  • Manage the timeline established during the pre-renewal meeting

  • Send submission with coverage specifications
  • Negotiate options with underwriters and key wholesaler partners (in the US and London)
  • Negotiate coverage enhancements and review quotes
  • Broker all lines of coverage, including group captives
  • Confirm compliance or exceptions to requested coverage
  • Complete and / or review renewal report (including coverage and rating analysis and other benchmarking and analytical functions)
  • Participate in meeting to present renewal terms / options to the client
  • Sign off on renewal billing and monitor endorsement requests and policy delivery to clients; oversee completion and delivery of clients' post-binding documentation
  • 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
  • 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.
  • Build strong relationships with underwriters and clients.
  • 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
  • Handle merger & acquisition transactions, as needed
  • 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 Manager, 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
  • Oversee claims handling
  • Support work related to new client acquisition such as coverage analysis and report preparation
  • Participate in industry-specific professional organizations and become a subject matter expert of coverage for the AEC industry
  • Support Senior Client Advisor and Client Executive with account service and client relationships
  • Supervisory Responsibilities :

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

    What You'll Bring :

    Skills & Qualifications :

  • Must have 7+ years of experience in working with an Insurance Brokerage, experienced in brokering negotiations.
  • Experience in placing insurance for companies in Architect, Engineering & Construction industries is required, and possess AEC industry and coverage expertise.
  • 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.
  • Expert time management skills and able to manage and meet all timelines and deadlines.
  • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
  • Must have exceptional attention to detail in order to provide best in class service to clients, as well as avoid errors & omissions.
  • Educational Requirement :

  • Bachelor's degree preferred - experience equivalent will be considered. Risk Management and Insurance degree preferred
  • Broker's P&C license is required; Industry specific insurance designation(s) 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 has over 60 offices and 3,000 employees nationwide 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
  • Generous leave time options : Paid parental leave, pregnancy disability and bonding leave, and organ donor / bone marrow donor leave
  • 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 Group
  • Professional growth & development : Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
  • Additional benefits include (but are not limited to) : 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee
  • Create a job alert for this search

    Insurance Account Executive • Alpharetta, GA, US

    Related jobs
    • Promoted
    New York Licensed Senior Account Executive

    New York Licensed Senior Account Executive

    VirtualVocationsLawrenceville, Georgia, United States
    Full-time
    A company is looking for a Senior Account Executive.Key Responsibilities Build and strengthen relationships with agency and brand partners Prospect new accounts and create a sustainable pipeline...Show moreLast updated: 2 days ago
    • Promoted
    FINRA Licensed Brokerage Associate

    FINRA Licensed Brokerage Associate

    VirtualVocationsNorcross, Georgia, United States
    Full-time
    A company is looking for a Premier Brokerage Associate to provide exceptional service and support to clients in a remote setting. Key Responsibilities Provide exceptional service and support to re...Show moreLast updated: 30+ days ago
    • Promoted
    Healthcare Account Executive

    Healthcare Account Executive

    VirtualVocationsAlpharetta, Georgia, United States
    Full-time
    A company is looking for a Named Hunter Enterprise Account Executive, Healthcare.Key Responsibilities Meet with key executives and partners to drive sales Close new accounts and expand existing ...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Account Manager

    Senior Account Manager

    VirtualVocationsDecatur, Georgia, United States
    Full-time
    A company is looking for a Senior Account & Relationship Manager.Key Responsibilities Prospect, qualify, and close new accounts while upselling within existing relationships Develop and execute ...Show moreLast updated: 30+ days ago
    • Promoted
    Partner Account Executive

    Partner Account Executive

    VirtualVocationsLawrenceville, Georgia, United States
    Full-time
    A company is looking for a Partner Account Executive.Key Responsibilities Develop and manage partnerships to drive sales growth Identify new business opportunities and maintain client relationsh...Show moreLast updated: 30+ days ago
    • Promoted
    Account Executive

    Account Executive

    VirtualVocationsLawrenceville, Georgia, United States
    Full-time
    A company is looking for an Account Executive.Key Responsibilities Partner with Growth and New Logo Account Executives to accelerate opportunities and meet revenue targets Lead discovery session...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Property Account Executive

    Senior Property Account Executive

    VirtualVocationsAlpharetta, Georgia, United States
    Full-time
    A company is looking for a Senior Property Account Executive to drive revenue growth by securing new multi-family / property management client accounts and maximizing opportunities within existing ac...Show moreLast updated: 1 day ago
    • Promoted
    Senior Account Executive

    Senior Account Executive

    VirtualVocationsNorcross, Georgia, United States
    Full-time
    A company is looking for a Senior Account Executive.Key Responsibilities Prospect new greenfield accounts and generate a qualified pipeline Manage the sales process from solutions identification...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Account Executive

    Senior Account Executive

    BrightLinkAtlanta, GA, US
    Full-time
    Job description About BrightLinkWe are the leading platform provider for credentialing organizations, helping professional bodies across vertical markets streamline exam delivery and credential man...Show moreLast updated: 2 days ago
    • Promoted
    Insurance Solutions Advisor

    Insurance Solutions Advisor

    VirtualVocationsAlpharetta, Georgia, United States
    Full-time
    A company is looking for an Insurance Discovery Solutions Advisor.Key Responsibilities Manage the performance of a client portfolio for a contingency-based insurance discovery solution, focusing ...Show moreLast updated: 2 days ago
    • Promoted
    Account Executive - IT Sales

    Account Executive - IT Sales

    VirtualVocationsLawrenceville, Georgia, United States
    Full-time
    A company is looking for an Account Executive - IT Sales based in Atlanta.Key Responsibilities Develop a deep understanding of customers' business objectives and IT priorities Drive business gro...Show moreLast updated: 1 day ago
    • Promoted
    Regional Insurance Sales Leader

    Regional Insurance Sales Leader

    VirtualVocationsAlpharetta, Georgia, United States
    Full-time
    A company is looking for a Head of Central Region to oversee the P&L for the Central Region and drive business growth and profitability. Key Responsibilities Drive sales and underwriting strategy,...Show moreLast updated: 2 days ago
    • Promoted
    Expansion Account Executive

    Expansion Account Executive

    VirtualVocationsLawrenceville, Georgia, United States
    Full-time
    A company is looking for an Expansion Account Executive.Key Responsibilities Manage the full sales cycle for customer expansion, identifying and closing upsell opportunities Utilize consultative...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Insuring Specialist

    Senior Insuring Specialist

    VirtualVocationsLawrenceville, Georgia, United States
    Full-time
    A company is looking for a Senior Insuring Specialist to oversee complex insuring processes within the post-closing team. Key Responsibilities Oversee and execute the end-to-end insuring process f...Show moreLast updated: 1 day ago
    • Promoted
    Enterprise Account Executive

    Enterprise Account Executive

    VirtualVocationsAlpharetta, Georgia, United States
    Full-time
    A company is looking for an Enterprise Account Executive (AMER).Key Responsibilities Drive net new business by identifying and converting high-value Enterprise prospects into customers Develop s...Show moreLast updated: 30+ days ago
    • Promoted
    Account Management Associate

    Account Management Associate

    VirtualVocationsLawrenceville, Georgia, United States
    Full-time
    A company is looking for an Associate, Account Management.Key Responsibilities Establish and nurture relationships with Pros to enhance engagement and satisfaction Serve as the primary contact f...Show moreLast updated: 2 days ago
    Wholesale Insurance Account Executive

    Wholesale Insurance Account Executive

    USG Insurance Services, Inc.Atlanta, GA, US
    Full-time
    Quick Apply
    Brokerage Hours : 8 : 30-5 : 00 Local Time Location : Remote or hybrid, depending on your area Compensation : Based on Experience Offices : At USG, we empower our team members with the flexibility to o...Show moreLast updated: 30+ days ago
    • Promoted
    Sr. Business Insurance Client Executive

    Sr. Business Insurance Client Executive

    JobotAtlanta, GA, US
    Permanent
    Business Insurance Client Executive in Atlanta, GA.This Jobot Job is hosted by : Robert Reyes.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Sal...Show moreLast updated: 18 days ago
    • Promoted
    Outside Account Executive

    Outside Account Executive

    VirtualVocationsLawrenceville, Georgia, United States
    Full-time
    A company is looking for an Outside Account Executive in Chicago, IL.Key Responsibilities Maintain and grow business within an assigned territory by developing effective business plans and mainta...Show moreLast updated: 5 days ago
    • Promoted
    Sales Account Executive

    Sales Account Executive

    VirtualVocationsAlpharetta, Georgia, United States
    Full-time
    A company is looking for a Sales Account Executive to identify, acquire, and grow new business opportunities across multiple industries. Key Responsibilities Secure new Enterprise accounts and dev...Show moreLast updated: 30+ days ago