Commercial Insurance - Account Specialist

The role

The Account Specialist supports brokers by providing client services and managing commercial insurance tasks. This role involves producing client submissions, proposals, and reports for sports-related clients.

What you will do

• Processes applications, policies, endorsements, binders, certificates, and audit requests.
• Assists clients with policy coverage, exclusions, and related questions.
• Services client accounts with oversight of Producers or Account Executives.
• Conducts renewal process including exposure analysis and market comparisons.
• Negotiates premium and commission rates on behalf of clients.
• Prepares presentations and proposals and participates in meetings.
• Maintains client files in appropriate systems.
• Provides billing and standard office/administrative support.
• Determines marketing strategy including coverage determination and target pricing.
• Submits applications and follows up to ensure receipt of quotes and policies.

Required qualifications

• At least 2+ years of commercial insurance account servicing experience
• Current property & casualty license
• High school diploma or G.E.D. equivalent
• Two or more years' experience in mid-size brokerage or carrier
• Working knowledge of a variety of Microsoft Office computer software applications
• Valid Driver License
• Strong, professional communication skills
• High attention to detail
• Ability to learn and understand software systems quickly
• Ability to adapt to priority changes and deadlines
• Ability to work in a fast-paced environment
• High level of interpersonal skills

Nice to have

• College degree

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees
• 22 PTO days starting out for hourly/non-exempt employees
• 12 company-observed paid holidays
• 4 early-close days
• Paid parental leave
• Pregnancy disability and bonding leave
• Organ donor/bone marrow donor leave
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs
• Mentorship Program
• Tuition Reimbursement Program

About the company

EPIC Insurance Brokers & Consultants is a fast-growing firm headquartered in New York City with over 4,000 employees nationwide. The company has locations spread across the U.S. and focuses on local market knowledge and industry expertise.