Commercial Insurance - Associate Broker / Account Executive

EPIC Insurance Brokers & Consultants; Alpharetta (GA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Generous PTO

Parental leave

Referral bonus

Medical insurance

Dental insurance

401(k) matching

Employee assistance program

Wellness program

Job summary

EPIC Insurance Brokers & Consultants, a division of EPIC, seeks an Associate Broker to provide high-quality, white-glove service to clients. Hybrid role in Alpharetta, GA, three days in-office, supporting Broker and Client Executive with policy placement and client communications.

Ideal candidates have 5+ years in insurance, P&C experience, and a licensed P/C broker license, plus proficiency in Sagitta and MS Office. Opportunity to grow within a leading national broker.

Qualifications

• 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.
• Commercial property and casualty experience; 5+ years required.
• Licensed property/casualty insurance agent/broker license.

Responsibilities

• Support Broker and Client Executive with day-to-day client service.
• Assist with negotiation and placement of policies.
• Review quotes and negotiate with underwriters over coverage enhancements.
• Produce client submissions, proposals, insurance summaries and loss reports.
• Assist with Insurance M&A Due Diligence and program analysis.

Skills

Professional communication

Detail oriented

Insurance industry experience

Education

Bachelor’s degree

Tools

Sagitta

Microsoft Excel

PowerPoint

Word

Job description

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

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!

The Associate Broker will be responsible for providing high-quality, white-glove service to our clients, and partnering with the lead broker and client executive to ensure the book of business is properly and promptly serviced.

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

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.
• Experience working for an insurance agency, broker or carrier is required, including marketing/placement experience (preferably at least 5+ years of insurance industry experience).
• Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.
• Excellent team players looking for the next step in their career, eager for a new challenge with room to grow, and to be recognized and compensated accordingly.
• Candidates able to work a hybrid schedule out of our Alpharetta, GA office location (3 days a week in-office).

WHAT YOU’LL DO:

A detailed list of job duties include (but are not limited to):

• Support Broker and Client Executive with providing day-to-day client service
• Support Broker with negotiation and placement of policies
• Review quotes and negotiate with underwriters over coverage enhancements
• Produce/assist with client submissions, proposals, presentations, insurance summaries and loss summary reports
• Assist with Insurance M&A Due Diligence
• Assist with program analysis for potential clients
• Assist with contract review of insurance requirements
• Develop and maintain relationships with underwriters and key client contacts
• Update Agency system (Sagitta) with policy information
• Coordinate and review billing, invoice materials, and premium finance agreements
• Assist with policy workflow process to make sure policies are sent out to clients according to agency standards
• Serve as primary backup when Broker is out of the office

WHAT YOU’LL BRING:

• 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
• Commercial property and casualty experience; 5+ years required
• Licensed property/casualty insurance agent/broker license

COMPENSATION:

Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:

EPIC has over 60 offices and 4,000 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
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Unique benefits such as Pet 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/.

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.