LOCATION: Hybrid, New York, NY
Come join our team!
JOB OVERVIEW: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Prior to COVID-19 this position required up to 30% of domestic travel with the opportunity for international travel. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Responsibilities
- Provide support to Client Executives as needed
- Perform research/analysis and handling of wide variety of client/broker questions on coverage/eligibility and government reporting compliance
- Assist Client Executives with renewals from beginning to end, including quote reviews and proposal preparation
- Process endorsements and audits per client requests
- Conduct policy reviews, making necessary corrections and ensure timely policy delivery to insureds
- Conduct market comparisons by analyzing insurance rates and renewal information
- Deliver certificates of insurance and auto IDs and renewal and upon insureds request
- Assist with preparation of applications for presentation to carriers (or marketing manager on large clients), including analysis of coverages
- Assist with input and maintenance of Agency Management System
- Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
- Delegates certain administrative tasks to Junior Account Managers as needed and oversees said tasks
Education and Experience Requirements
- Active P&C license (or willing to get one)
- Bachelor's degree in insurance, business or related field preferred
- Insurance Designation preferred or willingness to attain one.
- 2 + years working with Property & Casualty lines of coverage and services
Skills and Abilities
- Recognize problems and respond appropriately
- Able to analyze situations logically to draw solid conclusions
- Experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
- Advanced knowledge of Microsoft Office programs
- Strong attention to detail and time management abilities
- Strong ability to multi-task and assign priority
- Ability to work effectively and efficiently without direct supervision
- Ability to work effectively and efficiently in a team environment as well as independently
- Strong interpersonal communication skills, both written and oral
- Project a professional image in action and appearance
- Must have high level of interpersonal skills to handle sensitive and confidential situations.
- Able to effectively interface with internal and external customers
- Able to handle confidential information with maximum discretion
- Able to understand business principles and apply them accordingly
- Detail-oriented, organized, efficient, and proactive
- Excellent written/verbal communication skills including communicating complex financial information
- High level of accountability and flexibility
- High-touch client orientation
- Open and willing to receive and give constructive critique
- Analytical skills
Special Requirements- Flexible to work outside normal working hours
COMPENSATION: Exempt: The base salary range for this position is $90,000 - $100,000. This range represents the employer's good faith estimate of the compensation for this role at the time of posting.
Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
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