EPIC Brokers

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🔥 Assistant Vice President/ Vice President - Professional Services, Professional, Executive & Cyber Solutions Team

Posted 1 day ago

📍 Chicago, IL or New York, NY

🔍 Insurance

🔧 Requirements

Bachelor's Degree; advanced degree a plus.
Minimum of 3 years of experience in the insurance industry with client service experience with respect to professional liability, executive and/or specialty lines insurance products.
Service team experience, including experience negotiating with insurance markets and presenting to clients.
Experience working with an agency management system such as Sagitta or Salesforce
Proficient in Microsoft Office Software (Word, Excel, PowerPoint and Outlook) and Adobe
Hold appropriate Broker's License(s) or able to obtain one within 3 months of employment
Strong interpersonal skills, ability to work independently and collaboratively
Ability to communicate effectively across all levels of the organization
Excellent written and verbal communication skills
Outstanding organizational and time-management skills; detail oriented
Ability to remain flexible with changing business requirements and demands
Highly motivated, self-starter
Proficient in Microsoft Office applications—especially Word and Excel
Proficient in Adobe solutions
Licensed professional a plus

💡 Responsibilities

Identify, analyze, and quantify risk exposures for clients/prospects and recommend appropriate insurance products and service requirements
Create and submit renewal specifications to the marketplace and consult with clients in the development of underwriting materials for submission to markets
Negotiate policy terms, conditions, premiums, and collateral with domestic markets, and work closely with international placement broker
Create necessary client deliverables documents throughout renewal timeline process
Present marketing results to clients
Review quotes, binders, policies and endorsements for accuracy and transmit to clients
Support investigation and efforts to resolve policy and/or claims issues between insured and insurer
Support the collection of claims information and payouts, as required
Ensure service of clients' daily account needs are met, this may include insurance requirement responses, certificate requests, and midterm coverage questions or policy needs
Develop and maintain productive business relationships with key insurance underwriters
Request invoices, ensure timely payment and remittance
Review contracts and insurance requirements for clients and identify gaps in coverage, suitability, and errors and document findings for internal quality review
Assist with special projects and client requests
Produce renewal strategy, renewal presentation and stewardship reports
Contribute to winning prospect opportunities, including preparation of capabilities presentations, written RFP responses and oral presentations
Communicate client developments and service results, market conditions and developments and team member performance to team leadership regularly

Posted 1 day ago

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🔥 Marketing Specialist- Commercial Lines

Posted 13 days ago

📍 United States

💸 80000.0 - 85000.0 USD per year

🔍 Insurance

🔧 Requirements

High school diploma required; college degree preferred.
Property & Casualty license required.
Five years’ commercial experience in marketing, placement, service, or sales
Full knowledge of Commercial Property & Casualty lines of coverage and services.
Capacity to present, communicate and build trust with confidence and expertise.
Ability to solve practical problems with diverse variables in situations where only limited standardization exists. Capability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Collaborative, optimistic, and positive mindset.

💡 Responsibilities

Actively engage and efficiently manage referrals to market, quote and bind small commercial business.
Foster strong relationships with producers, clients, and underwriters.
Utilize and maintain EPIC’s CRM system (Nexsure) to EPIC standards.
Must adhere to all new business protocols, workflows, standards, and procedures.
Utilize our comparative rating platform and carrier websites to quote and present new business opportunities to new clients. Use of wholesalers as needed.
Attend all educational, training, and other sessions as directed by EPIC.
Serve as a trusted advisor to our new business prospects.
Ensure accurate record-keeping in compliance with EPIC guidelines.

Communication SkillsCustomer serviceNegotiation skillsClient relationship managementRelationship managementSales experienceMarket ResearchCRM

Posted 13 days ago

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🔥 Account Manager, Middle Market, Financial Services Clients

Posted 14 days ago

📍 United States

💸 74672.0 - 85330.0 USD per year

🔍 Financial Services

🔧 Requirements

Minimum five (5) year prior Commercial Insurance experience
Strong customer service skills with an ability to assess insurance coverage needs
Excellent communication and diplomacy skills to resolve client issues
Articulate, well organized, and focused
Goal oriented and highly motivated and resourceful to achieve results
Ability to work independently, as well as in a team environment
Proficient in Microsoft Office

💡 Responsibilities

Answer and respond promptly to client inquiries via phone, mail and e-mail, in professional and courteous manner, adhering to agency guidelines.
Maintain proper file documentation including properly documenting all phone calls, correspondence, faxes and emails in Sagitta and Image Right.
Prioritize workflow and follow standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations.
Accurately process policy changes on carrier websites or via email. Follow up with carriers to ensure all applications and any policy changes are processed in a timely manner.
Assume ownership of customer concerns and feedback until a successful resolution is achieved.
Review client exposures, loss experience and current coverage and provide proactive solutions, and recommend appropriate products and services.
Remarket accounts according to agency guidelines. Consider the current program and if warranted, provide other options to the client.
Assist with the solicitation of new accounts and retention of existing accounts. Looks for new sales opportunities by cross-selling.
Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
Work well within the team and contribute to the team effort by openly sharing insurance knowledge

Communication SkillsCustomer serviceMicrosoft OfficeAccount ManagementClient relationship management

Posted 14 days ago

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🔥 Communications Consultant

Posted about 1 month ago

📍 United States

💸 75000.0 - 85000.0 USD per year

🔍 Employee Benefits or Healthcare

🔧 Requirements

Bachelor’s degree or higher in Communications or equivalent experience
Employee benefits or healthcare industry experience a plus
Client management experience
5-8 years combined benefit and communications experience
Advanced knowledge of Microsoft Office programs (Excel, Outlook, PowerPoint, Word and Microsoft Teams)

💡 Responsibilities

Serve as a consultant for employee-facing benefits communications, from strategy development to delivery, including project and internal collaboration with C&E colleagues, EPIC account teams and clients on content development, graphic design and project management
Create compelling employee benefits communications that are easily understood and delivered across a multitude of channels (for example: digital, print, and face-to-face) to maximize employee engagement and to facilitate required action
Ensure all content is written and edited to the highest standards, optimized for the channel distribution and provides a great user experience
Establish priorities, manages multiple projects and create workflows to ensure all projects are delivered with quality and accuracy
Oversee, as necessary, support from third-party service providers that contribute to the development and delivery of print, digital and online communications
Play a lead role in the creation, maintenance and stewardship of our content collections

Project ManagementProject CoordinationContent creationContent managementStrategic ManagementCommunication SkillsCollaborationMicrosoft ExcelMicrosoft OfficeAgile methodologiesPresentation skillsMS OfficeWritingClient relationship managementData visualizationEditingStrategic thinking

Posted about 1 month ago

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🔥 Assistant Vice President/ Assistant Vice President - Professional Services, Professional, Executive & Cyber Solutions Team

Posted about 1 month ago

📍 U.S. (specifically Chicago, IL or New York, NY)

🧭 Full-Time

🔍 Insurance

🔧 Requirements

Bachelor's Degree; advanced degree is a plus.
Minimum of 3 years experience in the insurance industry with client service experience.
Experience in negotiating with insurance markets and presenting to clients.
Experience using agency management systems like Sagitta or Salesforce.
Proficient in Microsoft Office Software (Word, Excel, PowerPoint, Outlook) and Adobe.
Hold appropriate Broker's License(s) or able to obtain within 3 months of employment.
Strong interpersonal, organizational, and communication skills required.

💡 Responsibilities

Support Account Team Leaders with placing professional liability and ancillary management liability insurance products for large firms.
Manage client renewal processes including identifying and analyzing risk exposures.
Consult clients during the development of underwriting materials.
Negotiate policy terms, conditions, premiums, and collateral.
Create client deliverables and present marketing results.
Review insurance quotes, policies for accuracy, and transmit to clients.
Support investigations and resolve policy/claims issues.
Ensure daily account needs are met and develop relationships with underwriters.
Assist with special projects and client requests.

NegotiationAccount ManagementClient relationship managementRisk Management

Posted about 1 month ago

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🔥 Associate Consultant Leave, Absence & Disability

Posted about 1 month ago

📍 United States

🧭 Full-Time

💸 93000.0 - 100000.0 USD per year

🔍 Consulting

🔧 Requirements

5+ years experience in group life, disability, absence programs
Knowledge of federal and state leave regulations
Proficiency in Microsoft Office, particularly in Teams, Excel, and PowerPoint

💡 Responsibilities

Support management of group disability and absence programs
Serve as the primary contact for clients and vendors
Communicate industry trends and participate in client meetings

Project ManagementData AnalysisCommunication SkillsMicrosoft ExcelComplianceClient relationship managementData visualization

Posted about 1 month ago

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🔥 Commercial Insurance Broker/Associate Broker

Posted about 1 month ago

📍 United States

🧭 Full-Time

💸 130000.0 - 190000.0 USD per year

🔍 Insurance Brokerage

🔧 Requirements

5+ years of experience in working with an Insurance Brokerage
Experience in placing insurance for Architect, Engineering & Construction industries is highly desirable
Advanced knowledge of Microsoft Office applications required
Ability to work in a fast-paced environment and handle multiple tasks
High level of interpersonal skills for sensitive situations
Bachelor’s degree preferred; Broker’s P&C license required; Insurance designation preferred

💡 Responsibilities

Review documents for client pre-renewal meetings prepared by the account administrator
Coordinate all pre-renewal work completed by other team members
Manage timelines and negotiate insurance coverage options
Prepare and present renewal terms/options to clients
Handle day-to-day client service requests and document transactions
Support new client acquisition and participate in industry organizations

Client relationship managementRisk Management

Posted about 1 month ago

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🔥 Client Manager, Commercial Lines Insurance

Posted 4 months ago

📍 United States

💸 80000.0 - 85000.0 USD per year

🔍 Commercial Lines Insurance

🔧 Requirements

Full knowledge of Property Casualty lines of coverage and services.
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations.
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel.
Strong attention to detail and time management abilities.
Strong ability to multi-task and assign priority.
Strong interpersonal communication skills, both written and oral

💡 Responsibilities

Processes applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients.
Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients.
Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues.
Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client, strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives, prepares proposal, and oversees accuracy of insurance binder.
Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.
Maintains client files in appropriate systems; prepares billing and provides standard office/administrative support.

Communication SkillsMicrosoft ExcelCustomer serviceMicrosoft OfficeWritten communicationAccount ManagementNegotiation skillsActive listeningClient relationship managementBudgetingData entryRelationship managementSales experienceRisk ManagementMarketingCRMFinancial analysis

Posted 4 months ago

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