SUMMARY:

The Construction Broker’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.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Review documents for client pre-renewal meetings prepared by the account administrator
Coordinate all pre-renewal work completed by other team members such as the renewal information kit prepared by the account administrator
Execute agreed plan established at the pre-renewal meeting including:
manage the timeline established during the pre-renewal meeting
send submission with coverage specifications
negotiate options
confirm compliance or exceptions to requested coverage
complete and/or review renewal report (including coverage and rating plan analyses and other analytical functions)
participate in meeting to present renewal terms/options to the client.
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
Throughout process, 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.
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
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 Administrator
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
Use Microsoft Office Products including Word, PowerPoint, Excel and Outlook
Support work related to new client acquisition such as coverage analysis and report preparation
Participate in industry-specific professional organizations
Support Senior Client Advisor and Client Executive as much as possible; free up their time enabling higher level client service

SUPERVISORY RESPONSIBILITIES:

Potential to supervise Associate Brokers, Account Managers and Account Specialists.

KEY COMPETENCIES:
Customer satisfaction; retention
Adherence to established procedures
Timing and quality of service
Avoidance of errors and omissions
Technical accuracy; attention to detail
Positive professional attitude; leadership
Proactive problem-solving
Effective communication
Personal development
Meets or exceeds agreed-upon goals

EDUCATION and/or EXPERIENCE:

Bachelors degree in Insurance or related field required, or its equivalent. 
Must have 5 years of experience in working with an Insurance Brokerage.
Experience in placing insurance for companies in the Construction Industry is highly desirable.
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.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

CERTIFICATES, LICENSES, REGISTRATIONS:

P&C License

WHY JOIN US? 

• 15th Largest Broker in US
• Voted " Best Place to Work" in the Insurance Industry
• Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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. 

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