Commercial Insurance Account Specialist

<p style="line-height: 1.1;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Greyling Insurance Brokerage &amp; 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.</span></p> <p style="line-height: 1.1;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">We’ve been so successful, that now we’re looking to grow our team!</span></p> <p style="line-height: 1.1;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">&nbsp;</span></p> <p style="line-height: 1.1;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>JOB OVERVIEW:</strong></span></p> <p><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">The <strong>Account Specialist’s</strong> main responsibilities are to support the broker with providing top-notch client services. This role assists with producing client submissions, proposals, presentations, insurance summaries &amp; 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).</span></p> <p style="line-height: 1.1;">&nbsp;</p> <p style="line-height: 1.1;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>LOCATION: </strong>Alpharetta, GA - Hybrid required, 3 days a week in-office</span></p> <p style="line-height: 1.1;">&nbsp;</p> <p style="line-height: 1.1;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>WHAT WE’RE LOOKING FOR:&nbsp;</strong></span></p> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">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.</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">High attention to detail, and the ability to learn and understand software systems quickly.</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>REQUIRED: At least 1+ year</strong> of experience working for an insurance agency, broker or carrier <strong>AND a current Property &amp; Casualty Insurance License.&nbsp;</strong></span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.</span></li> </ul> <p style="line-height: 1.1;">&nbsp;</p> <p style="line-height: 1.1;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>WHAT YOU’LL DO: </strong></span></p> <p style="line-height: 1.1;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">The account specialist will handle day-to-day client issues and questions. A detailed list of job duties include (but are not limited to):</span></p> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Input client information into Sagitta (agency management software system)</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Request loss runs</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Pre-complete renewal schedules and applications</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Prepare ACORD applications</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Create client files on shared server, prepare pre-renewal reports including loss ratio analysis and pre-complete renewal reports</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Prepare confirmations of coverage and insurance program charts</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Coordinate with other staff on certificate-holder list</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Assist with processing and tracking mid-term endorsement requests</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Follow up on underwriter subjectivities</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Assist with program analysis for potential clients</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Assist with contract review of insurance requirements</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Assist with policy workflow process to make sure policies are sent out to clients in a timely fashion</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Assist quoting using insurer’s online platforms where applicable</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Provide day-to-day support with routine inquires and transactions concerning client</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Serve as a backup when a broker is out of the office</span></li> </ul> <p style="line-height: 1.1;">&nbsp;</p> <p style="line-height: 1.1;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>WHAT YOU’LL BRING:</strong></span></p> <p style="line-height: 1.1;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Skills &amp; Qualifications:</span></p> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Bachelor’s degree preferred, preferably in an insurance-related field </span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">At least 1-2+ years of working in commercial insurance industry</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Knowledge of agency management system is a plus</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Commercial property and casualty experience</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Licensed property/casualty insurance agent/broker license</span></li> </ul> <p>&nbsp;</p> <p><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>COMPENSATION:&nbsp;</strong></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.</span></p> <p>&nbsp;</p> <p><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;"><strong>WHY EPIC / GREYLING:&nbsp;</strong></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">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:</span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Generous Paid Time off</span> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days</span></li> </ul> </li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Generous employee referral bonus program of $1,500 per hired referral</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Employee Resource Groups: Women’s Coalition, EPIC Veterans Group</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Professional growth &amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft &amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause &amp; Midlife Support</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness &amp; employee assistance programs</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">We’re in the top 10 of property/casualty agencies according to “Insurance Journal”</span></li> </ul> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">To learn more about EPIC, visit our Careers Page:&nbsp;<a style="color: rgb(0, 0, 0);" href="https://www.epicbrokers.com/about/epic-careers/">https://www.epicbrokers.com/about/epic-careers/</a>.&nbsp;</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">To learn more about Greyling, visit our LinkedIn page: <a style="color: rgb(0, 0, 0);" href="https://www.linkedin.com/company/greyling-insurance/">https://www.linkedin.com/company/greyling-insurance/</a>&nbsp;</span></p> <p style="line-height: 1;">&nbsp;</p> <p style="line-height: 1;">&nbsp;</p> <p style="line-height: 1;"><em><span style="font-size: 12pt;">EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.&nbsp;</span></em></p> <p style="line-height: 1;"><em>California Applicants - View your privacy rights at: <a href="https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf">https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf</a>.&nbsp;</em></p> <p style="line-height: 1;"><em>Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.&nbsp;</em></p> <p style="line-height: 1;">&nbsp;</p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0);">#LI-AT1</span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0);">#LI-Hybrid</span></p> <p style="line-height: 1;">(3728)</p> <p>&nbsp;</p> <p>&nbsp;</p>