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Assistant Vice President/ Vice President - Professional Services, Professional, Executive & Cyber Solutions Team
Posted 2 days agoViewed
💎 Seniority level: Executive, 3+ years
📍 Location: Chicago, IL or New York, NY
🔍 Industry: Insurance
🏢 Company: EPIC Brokers
🗣️ Languages: English
⏳ Experience: 3+ years
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
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