Senior Commercial Insurance Client Executive – Construction

EPIC Insurance Brokers & Consultants; Sandy Springs (GA); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Generous PTO

Bonuses through performance

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Wellness programs

Job summary

EPIC Insurance Brokers & Consultants is seeking a seasoned Client Executive to support our specialty construction contractor clients with risk management, claims administration, coverage advocacy, and program design. This is a hybrid role, with training in-office and then 2 days remote; travel to Birmingham, Atlanta, Dallas, or Nashville as needed.

You will help free up producers’ time by resolving escalated service issues, coordinating internal resources, and reviewing proposals while guiding

Qualifications

• Bachelor’s degree required.
• Minimum ten (10) years’ experience in a commercial agency in client service and/or marketing.
• Valid Property & Casualty License.
• Advanced insurance designation preferred; AAI or CIC.
• Proficiency with Microsoft products; ability to effectively use other account management tools including Sagitta and ImageRight.
• Strong customer service skills with an ability to assess insurance coverage needs and make recommendations.
• Thorough understanding of Commercial Lines underwriting, coverages and risk analysis.
• Must be detail oriented, excel in a fast-paced environment, able to meet deadlines and work with a sense of urgency.
• Excellent written and verbal communication skills.
• Goal oriented and highly self-motivated and resourceful to achieve results.
• Ability to work independently, as well as collaboratively in a team environment.

Responsibilities

• Acting as the first stop before going to the producer on an escalated service issue or complex problem
• Coordinating resources within the team and finding additional resources for the team or client both inside and outside of EPIC
• Assisting with reviewing proposals and providing quick feedback to MAE, especially in the busy season
• Working on coverage disputes and assisting with complex claims
• Running an ERMR if a producer has a conflict
• Filling the gaps in any part of the service team due to expertise or capacity needs
• Assumes ownership of customer concerns and feedback through successful resolution
• Client facing Insurance Professional
• Ability and confidence to manage renewal and program updates throughout the year for large, complex clients with limited oversight
• Train, develop, and delegate to other team members for assistance in efficient ongoing program management
• Attends pre-renewal meetings and discusses renewal exposures and strategy with service team.
• Fields and responds promptly to inquiries from client, carriers, and Producers
• Assists with the retention of renewing accounts and looks for new sales opportunities by cross-selling and rounding out accounts
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
• Serves as a resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance
• May assist with training of other service staff
• Participate in the process of acquiring new business as needed which may include travel to prospective client offices
• Other duties as assigned.

Skills

Communication skills

Problem solving

Relationship building

Customer service

Team collaboration

Attention to detail

Education

Bachelor’s degree

Tools

Sagitta

ImageRight

Job description

EPIC Insurance Brokers & Consultants is seeking a seasoned Client Executive to support our specialty construction contractor clients with risk management, claims administration, coverage advocacy, and program design. This is a hybrid role, with training in-office and then 2 days remote; travel to Birmingham, Atlanta, Dallas, or Nashville as needed.

You will help free up producers’ time by resolving escalated service issues, coordinating internal resources, and reviewing proposals while guiding