National Casualty Broker -SVP/Principal
Apply NowCompany: EPIC Brokers
Location: Atlanta, GA 30349
Description:
Position Title: Casualty Broker -SVP/Principal
Overview
This position includes working closely with Global Client Executives, primarily focusing on client relations and service delivery to clients related to Risk Management Casualty and new business prospects. It also includes developing and mentoring less experienced casualty colleagues who support the senior Casualty broker on their book of business. This role is hybrid, with three days per week in the office.
Duties & Responsibilities
Assist in all phases of client relationship management and retention strategies focusing on service and delivery of EPIC resources.
Work closely with the Casualty account team members and the Global Client Executive to service clients, including the following tasks:
- Create and submit renewal specifications to the marketplace
- Negotiate policy terms, conditions, and premiums
- Present marketing results to clients
- Review quotes, binders, policies, and endorsements for accuracy and transmit to clients
Coordinate international placements/services with our global broker network
Develop productive business relationships with key insurance underwriters
Keep clients abreast of marketplace developments and innovations
Implement and maintain a quality service plan in all areas of client deliverables
Support and grow ongoing client relationships
Oversee the creation of certificates of insurance and auto-identification cards
Request invoices, ensure timely payment and remittance
Review contracts and insurance requirements for clients and identify gaps in coverage, suitability, and errors
Assist with special projects and client requests
Coordinate the production of renewal strategy, renewal presentation, and stewardship reports
Assist Producers and Global Client Executives with prospect opportunities, including preparation of capabilities presentations, written RFP responses, and oral presentations
Understand and deploy Risk Consulting Services (Claims, Loss Control & Analytics)
Service clients' daily account needs
Perform other such duties as may be assigned by the company at its discretion from time to time
Contribute to the growth and development of the National Risk Management Casualty Practice
Knowledge, Skills, and Abilities
Comprehensive and technical understanding of casualty and international coverages
Superior organizational skills and close attention to detail
Strong problem-solving skills and a sense of urgency
Results-oriented with a substantial client service focus
Excellent written, verbal, and interpersonal communication skills with the ability to foster relationships with colleagues, clients, and insurance carrier underwriting/processing departments
Strong quantitative and analytical skills
Ability to work independently and consistently meet deadlines
20% travel may be required
Ability to prioritize and manage multiple projects/assignments and communicate with team members across various offices
Desire to work in a collaborative, team-oriented environment
Ability to translate insurance terms into easy-to-understand explanations for clients who are not familiar with the product lines involved
Strong negotiation and presentation skills
Credentials and Experience
Bachelor's Degree
Minimum of 10 years of client service experience within the insurance industry
Proficient in Microsoft Office Software (Word, Excel, PowerPoint, and Outlook)
Holds a valid P&C Broker's License(s)
Additional related designations and experience with captives will be viewed positively
WHY JOIN EPIC?
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.
Overview
This position includes working closely with Global Client Executives, primarily focusing on client relations and service delivery to clients related to Risk Management Casualty and new business prospects. It also includes developing and mentoring less experienced casualty colleagues who support the senior Casualty broker on their book of business. This role is hybrid, with three days per week in the office.
Duties & Responsibilities
Assist in all phases of client relationship management and retention strategies focusing on service and delivery of EPIC resources.
Work closely with the Casualty account team members and the Global Client Executive to service clients, including the following tasks:
- Create and submit renewal specifications to the marketplace
- Negotiate policy terms, conditions, and premiums
- Present marketing results to clients
- Review quotes, binders, policies, and endorsements for accuracy and transmit to clients
Coordinate international placements/services with our global broker network
Develop productive business relationships with key insurance underwriters
Keep clients abreast of marketplace developments and innovations
Implement and maintain a quality service plan in all areas of client deliverables
Support and grow ongoing client relationships
Oversee the creation of certificates of insurance and auto-identification cards
Request invoices, ensure timely payment and remittance
Review contracts and insurance requirements for clients and identify gaps in coverage, suitability, and errors
Assist with special projects and client requests
Coordinate the production of renewal strategy, renewal presentation, and stewardship reports
Assist Producers and Global Client Executives with prospect opportunities, including preparation of capabilities presentations, written RFP responses, and oral presentations
Understand and deploy Risk Consulting Services (Claims, Loss Control & Analytics)
Service clients' daily account needs
Perform other such duties as may be assigned by the company at its discretion from time to time
Contribute to the growth and development of the National Risk Management Casualty Practice
Knowledge, Skills, and Abilities
Comprehensive and technical understanding of casualty and international coverages
Superior organizational skills and close attention to detail
Strong problem-solving skills and a sense of urgency
Results-oriented with a substantial client service focus
Excellent written, verbal, and interpersonal communication skills with the ability to foster relationships with colleagues, clients, and insurance carrier underwriting/processing departments
Strong quantitative and analytical skills
Ability to work independently and consistently meet deadlines
20% travel may be required
Ability to prioritize and manage multiple projects/assignments and communicate with team members across various offices
Desire to work in a collaborative, team-oriented environment
Ability to translate insurance terms into easy-to-understand explanations for clients who are not familiar with the product lines involved
Strong negotiation and presentation skills
Credentials and Experience
Bachelor's Degree
Minimum of 10 years of client service experience within the insurance industry
Proficient in Microsoft Office Software (Word, Excel, PowerPoint, and Outlook)
Holds a valid P&C Broker's License(s)
Additional related designations and experience with captives will be viewed positively
WHY JOIN EPIC?
- Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
- 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.