Job Summary

The Account Specialist's main responsibilities include :

Support Broker with providing client service

Produce / assist with producing client submissions, proposals, presentations, insurance summaries and reports

Coordinate and review billing, invoice materials, and premium finance agreements

Provide day-to-day support with routine inquires and transactions concerning clients such as answering phone calls, assisting clients, scanning, photocopying and insurance policy check processing

To succeed, the Account Specialist will need to be a highly motivated individual willing to work

hard with good time management and critical thinking skills as well as excellent written and oral communication capabilities

Required Experience

Bachelor's degree required, preferably in an insurance-related field

Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word

Knowledge of agency management system is a plus; Sagitta preferable

Commercial property and casualty experience is a plus

Licensed property / casualty insurance agent / broker license. If not currently licensed,

Greyling will provide the opportunity to do so

Primary Responsibilities

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 shared server, prepare pre-renewal reports including loss ratio analysis and pre-complete renewal reports

Prepare confirmations of coverage and insurance program charts

Coordinate with other staff on certificate-holder list

Assist with processing and tracking mid-term endorsement requests

Follow up on underwriter subjectivities

Assist with program analysis for potential clients

Assist with contract review of insurance requirements

Assist with policy workflow process to make sure policies are sent out to clients in a timely fashion

Assist quoting using insurer's online platforms where applicable

Provide day-to-day support with routine inquires and transactions concerning client

Serve as a backup when a broker is out of the office

Job Accountability Measures

Internal and external customer satisfaction

Adherence to established procedures

Timing and quality of service

Technical accuracy; attention to detail

Positive professional attitude; leadership

Proactive problem-solving

Effective communication

Personal development

Avoidance of errors and omissions

Meet or exceed agreed-upon goals

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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Last updated : 2024-05-12