[Hiring] Commercial Insurance - Account Specialist @EPIC Brokers

Role Description

This team is based in the Atlanta, GA area & all work from home, but come into the Atlanta (Sandy Springs) office as needed for team & client meetings. The team works hard & plays hard; their teamwork & culture is a huge part of their success. They work on all lines of commercial insurance and their specialty is 100% working with sports-related clients and is a mix of professional sport teams, franchises, organizations, and amateur sport teams and organizations as well. This is an exciting opportunity to join a driven, energetic, fun team who loves to grow and develop their team members!

The Account Specialist's main responsibilities are to support the broker with providing top-notch client services. This role assists with producing client submissions, proposals, presentations, insurance summaries & 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).

Qualifications

• Strong, professional communication skills – both written and verbal.
• High attention to detail, and the ability to learn and understand software systems quickly.
• At least 2+ years of commercial insurance account servicing experience.
• Current property & casualty license.
• Ability to adapt well to priority changes, deadlines, and problem-solving.

Requirements

• Processes applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients.
• Assists clients with policy coverage, exclusions and related questions.
• Services client accounts with oversight of Producers or Account Executives.
• Conducts renewal process with oversight of Producers or Account Executives.
• Provides support to Producers and, if applicable, Account Executives.
• Maintains client files in appropriate systems; prepares billing and provides standard office/administrative support.
• Establishes and maintains high levels of trust and confidence with clients.
• Informs and educates clients about policy coverage, changes, exclusions, and insurance coverage needs.
• Responsible for timely, accurate invoicing and monthly expirations.
• Determines strategy in conjunction with the Sales Team.
• Submits applications with proper supporting documentation.
• Negotiates premiums and commissions with underwriters and wholesalers.
• Prepares proposals and provides other technical support in the sales process.
• Sets priorities and manages workflow for self.
• Maintains cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.
• Stays informed regarding industry information, new product/program developments, coverages, legislation, technology.
• Works effectively to resolve problems or enhance service in a timely manner.
• Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.

Benefits

• Generous Paid Time off.
• Managed PTO for salaried/exempt employees; 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days.
• 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.
• Employee recognition programs for demonstrating EPIC’s values.
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development.
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support.
• Additional benefits include 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs.
• 50/50 Work Culture supporting collaboration, teamwork, and an inclusive work environment.
• EPIC Gives Back – charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation.