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Account Specialist

Company: EPIC Insurance Brokers & Consultants
Location: Alpharetta
Posted on: November 25, 2022

Job Description:

The Account Specialist's Main Responsibilities Include
Location : this role is approved for hybrid work, we work in the Atlanta office 3 days per week.

  • Support Broker with providing client service
  • Produce/assist with client submissions, proposals, presentations, insurance summaries and loss run reports
  • Coordinate and review billing, invoice materials, and premium finance agreements
  • Create and update account information in shared database
  • Provide day-to-day support with routine inquires and transactions concerning clients such as answering phone calls, assisting clients, scanning, photocopying and insurance policy check processing
    To succeed, the Account Specialist will need to be a highly motivated individual willing to work hard with good time management and critical thinking skills as well as excellent written and oral communication capabilities.
    Required Experience
    • 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; Sagitta preferable
    • Commercial property and casualty experience is a plus
    • Licensed property/casualty insurance agent/broker license. If not currently licensed, Greyling will provide the opportunity to do so
      Primary Responsibilities
      • 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
        Job Accountability Measures
        • Internal and external customer satisfaction
        • Adherence to established procedures
        • Timing and quality of service
        • Technical accuracy; attention to detail
        • Positive professional attitude; leadership
        • Proactive problem-solving
        • Effective communication
        • Personal development
        • Avoidance of errors and omissions
        • Meet or exceed agreed-upon goals
          WHY JOIN US?
          • 15th Largest Broker in US
          • Voted " Best Place to Work" in the Insurance Industry
          • 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. An Equal Opportunity/Affirmative Action Employer.

Keywords: EPIC Insurance Brokers & Consultants, Alpharetta , Account Specialist, Other , Alpharetta, Georgia

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