Hybrid Insurance Associate Broker — Client Service Lead

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

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.