Commercial Insurance Account Specialist

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 Account Specialist’s main responsibilities are to support the broker with providing top-notch client services. This role assists with producing client submissions, proposals, presentations, insurance summaries & reports. It will also provide day-to-day support with routine inquiries and transactions concerning clients (such as answering phone calls, responding to emails, scanning, and photocopying).

LOCATION: Alpharetta, GA - Hybrid required, 3 days a week in-office

WHAT WE’RE LOOKING FOR: 

• Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders.
• High attention to detail, and the ability to learn and understand software systems quickly.
• REQUIRED: At least 1 year of experience working for an insurance agency, broker or carrier. 
• Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.

WHAT YOU’LL DO:

The account specialist will handle day-to-day client issues and questions. A detailed list of job duties include (but are not limited to):

• 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

WHAT YOU’LL BRING:

Skills & Qualifications:

• Bachelor’s degree preferred, preferably in an insurance-related field OR at least 1-2 years of working in commercial insurance industry
• Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word
• Knowledge of agency management system is a plus
• Commercial property and casualty experience is preferred
• Licensed property/casualty insurance agent/broker license; if not already licensed, Greyling will provide the opportunity to get licensed

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: 

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/. 

To learn more about Greyling, visit our LinkedIn page: https://www.linkedin.com/company/greyling-insurance/ 

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. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

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