Senior Commercial Insurance Account Specialist

About this role

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 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).

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

WHAT WE’RE LOOKING FOR:

• 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.

• High attention to detail, and the ability to learn and understand software systems quickly.

• REQUIRED: At least 5+ years of experience working for an insurance agency, broker or carrier AND a current Property & Casualty Insurance License.

• Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.

WHAT YOU’LL DO:

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

• Input client information into Sagitta (agency management software system)

• Request loss runs

• Pre-complete renewal schedules and applications

• Prepare ACORD applications

• Create client files on…