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 an