Commercial Insurance Associate Broker (Account Executive)
Edgewood Partners Insurance CenterAbout the role
Our Greyling team is hiring an Associate Broker for our ACEC affinity program!
Greyling a division of EPIC, is a specialty insurance brokerage and risk consulting firm dedicated to serving architect and engineering firms. Greyling | EPIC combined have a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.
JOB OVERVIEW:
The Associate Broker (Account Executive) will perform both brokering and account management duties. This role will be the primary client contact and will be expected to actively cultivate, improve and cement positive client relationships and use appropriate company resources in performing these functions. The Associate Broker will work with new clients produced by others and will not be expected to develop new business (in other words, this is not a sales/production role).
The Associate Broker’s main function is to:
- Provide day‐to‐day client service (Account management)
- Support Producers with negotiation and placement of policies (Brokering)
- Manage the renewal process for existing clients
- Manage the intake and establishment of new clients
WHAT WE’RE LOOKING FOR:
- REQUIRED: Candidates with commercial property & casualty brokering/placement experience, preferably at least 3+ years.
- Candidates with strong communication skills who enjoy being a go-to resource, are adept at handling unique situations with creative problem solving to find solutions, and who thrive on providing great customer service to internal and external clients.
- Location: REQUIRED - This is a HYBRID role; qualified candidates must be able & willing to work 3 days a week in our St. Louis, MO office.
WHAT YOU’LL DO:
A detailed list of job duties include (but are not limited to):
Account Management:
- Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution
- Appropriately document customer service transactions and any account updates in the shared database
- Handle changes in exposure and manage related endorsement and documentation process
- Forward contract reviews to appropriate resources
- Issue Auto ID Cards as needed
- Claims reporting
Brokering:
- Support Broker with negotiation and placement of policies, and providing day-to-day client services
- Review quotes and negotiate with underwriters over coverage enhancements
- Produce/assist with client submissions, proposals, presentations, insurance summaries and loss summary reports
- Assist with program analysis for potential clients
- Assist with contract review of insurance requirements
- Develop and maintain relationships with underwriters and key client contacts
- Coordinate and review billing, invoice materials, and premium finance agreements
- Assist with policy workflow process to make sure policies are sent out to clients according to agency standards
WHAT YOU’LL BRING:
- Bachelor’s degree preferred, preferably in an insurance-related field
- Proficient with Microsoft Office Suite, specifically Outlook, Excel, PowerPoint and Word
- Knowledge of agency management system required
- Commercial property and casualty experience; 5+ years preferred
- Licensed property/casualty insurance agent/broker license required
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:
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
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