EPIC Brokers

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đź“Ť Southeast and Midwest United States

🧭 Full-Time

đź’¸ 120000 - 140000 USD per year

🔍 Insurance

  • Minimum 10 years’ experience in an Environmental, Health & Safety role specializing in fleet safety/DOT compliance.
  • OR a Bachelor’s degree in Occupational Safety and Health, Industrial Hygiene or Risk Management and minimum 5 years’ experience in a relevant role.
  • Expert knowledge of effective fleet safety management principles for multi-site corporations in construction and infrastructure.
  • Ability to travel up to 60%, mostly by air.
  • Expert knowledge of DOT regulations and OSHA codes.

  • Complete safety surveys to ensure clients’ compliance with governmental safety regulations.
  • Provide compliance and safety consulting services focused on fleet safety and DOT compliance.
  • Analyze client claims experience and accident/incident data to determine trends and recommend control programs.
  • Develop fleet safety service strategies and DOT compliance plans for risk control programs.
  • Assist clients with inspections, accident investigations, and recordkeeping efforts.
  • Train client management teams and employees/drivers in compliance and safety practices.
  • Coordinate client activities with other EPIC departments.

Data AnalysisData analysisCollaborationCustomer serviceCompliance

Posted 2024-11-21
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đź“Ť United States

🧭 Full-Time

đź’¸ 150000 - 190000 USD per year

🔍 Insurance Brokerage and Risk Consulting

  • Must have 5+ years of experience in working with an Insurance Brokerage.
  • Experience placing insurance for Architect, Engineering & Construction industries is highly desirable.
  • High level of interpersonal skills required for sensitive situations.
  • Broker’s P&C license is required.
  • Bachelor’s degree preferred; experience equivalent will be considered.

  • Review documents for client pre-renewal meetings prepared by the account administrator.
  • Coordinate all pre-renewal work completed by team members.
  • Execute the plan established at the pre-renewal meeting, managing timelines and submitting coverage specifications.
  • Negotiate options, confirm compliance or exceptions, and complete renewal reports.
  • Handle day-to-day client services including mid-term requests, coverage questions, and client training.

Communication SkillsCollaborationProblem SolvingCustomer serviceMicrosoft Office

Posted 2024-11-15
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đź“Ť United States

🧭 Full-Time

đź’¸ 80000 - 115000 USD per year

🔍 Commercial Insurance

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

  • Handle day-to-day client issues and questions.
  • Process and follow up on cancellation notices by insurers.
  • Document customer service transactions.
  • Manage changes in exposure and endorsement processes.
  • Forward contract reviews and certificate of insurance requests.
  • Issue Auto ID Cards as needed.
  • Update account information in the shared database.
  • Report claims and assist with invoicing and financing.
  • Manage the insurance renewal and new business process.
  • Pre-complete applications and negotiate policy terms.
  • Prepare insurance proposals and related documentation.

LeadershipCommunication SkillsCollaborationProblem SolvingCustomer serviceMicrosoft OfficeAttention to detailDocumentation

Posted 2024-11-15
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đź’¸ 80000 - 100000 USD per year

🔍 Insurance

  • Active P&C license is required.
  • Bachelor’s degree or equivalent educational training or business experience.
  • Preferred college degree in insurance, business or related field.
  • Willingness to attain an insurance designation is preferred.
  • Minimum of 3 plus years of account management experience in an agency setting, specifically with commercial insurance.
  • Experience with Sagitta and/or other Agency Management Systems is preferred.

  • Provide support to Account Executives for Middle to upper Middle Market commercial lines accounts.
  • Handle various client/broker questions on coverage, eligibility, and compliance.
  • Assist with renewals from beginning to end, including quote reviews.
  • Process endorsements, audits, and conduct policy reviews.
  • Deliver insurance certificates and collaborate with claims processing.
  • Assist with Agency Management System input and maintenance.
Posted 2024-11-07
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đź“Ť United States

🧭 Full-Time

đź’¸ 65000 - 75000 USD per year

🔍 Insurance

  • High school diploma required; college degree preferred.
  • Property & Casualty license required.
  • Five years of commercial experience in marketing, placement, service, or sales.
  • Full knowledge of Commercial Property & Casualty lines of coverage and services.
  • Strong financial background and understanding of financial underwriting concepts.
  • Ability to solve practical problems with limited standardization.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

  • Act quickly to respond to client referrals to quote and bind small commercial business.
  • Utilize and maintain EPIC’s CRM system (Nexsure) according to EPIC standards.
  • Adhere to all new business protocols, workflows, standards, and procedures.
  • Quote and present new business opportunities using comparative rating platforms or carrier websites, involving wholesalers as necessary.
  • Attend educational, training, and other sessions as directed by EPIC.
  • Serve as a client advisor to new business prospects.
  • Maintain accurate records according to EPIC guidelines.

Business DevelopmentData AnalysisBusiness developmentData analysisCommunication SkillsAnalytical SkillsCollaboration

Posted 2024-10-21
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