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
  • 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
• 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 assistance programs
• 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!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

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. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

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