Commercial Insurance Account Specialist
External
Edgewoodpartnersinsurancecenter · 3780 Mansell Road, Ste 370, Alpharetta, GA 30022Prepare for this interview
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Responsibilities
- 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
Requirements
- 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 AND a current Property & Casualty Insurance License.
- Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.
- Bachelor's degree preferred, preferably in an insurance-related field
- 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
- Licensed property/casualty insurance agent/broker license
Benefits
Additional Information
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
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