Commercial Insurance Broker (Construction/Architects)

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined.

We’ve been so successful, that now we’re looking to grow our team!

 

JOB OVERVIEW:

We have a new book of business to support in the Seattle, WA area. We are hiring a Commercial Insurance Broker to support the book. The Broker’s main functions are to provide day-to-day customer services including completing ad hoc projects as needed, responding to client questions, providing insurance program design and risk-related consulting advice, and negotiating and implementing clients’ insurance programs. Brokers communicate frequently with clients and provide day-to-day supervision over the coordination and execution of all facets of both the account service plan and routine transactions. In all areas, it is expected that the Broker will actively seek to cultivate, improve and cement a positive client relationship and use any of Greyling’s resources necessary in performing these functions.

 

WHAT WE’RE LOOKING FOR:

• Candidates with strong communication skills who enjoy being a go-to resource, are adept at handling unique situations with creative problem solving to find solutions (that aren’t often black & white), and who aren’t afraid to sell the company’s expertise and services to clients.
• Previous commercial insurance brokering experience is required.
• Experience working with AEC (architecture, engineering, construction) industries and environmental-related policies and practices that go along with those lines of work is strongly preferred. Experience working for or with mid-size to large firms, and experience working company risk, contracts, and/or insurance policies or claims is also preferred.
• LOCATION: This will start out as a work-from-home role, however we anticipate opening an office in Seattle sometime in 2025. At that time this will become a hybrid role, so we're only considering qualified candidates in Washington State at this time, preferably in the Seattle area.

 

WHAT YOU’LL DO:

A detailed list of job duties include (but are not limited to):

• Review documents for client pre-renewal meetings prepared by the account administrator
• Coordinate all pre-renewal work completed by other team members such as the renewal information kit prepared by the account administrator
• Execute agreed plan established at the pre-renewal meeting including:
  • Manage the timeline established during the pre-renewal meeting
  • Send submission with coverage specifications
  • Negotiate options
  • Confirm compliance or exceptions to requested coverage
  • Complete and/or review renewal report (including coverage and rating plan analyses and other analytical functions)
  • Participate in meeting to present renewal terms/options to the client.
• In coordination with the Account Specialist, review all renewal documents including: Binders, Confirmation of Coverage, Insurance program chart, Sagitta input, and Master Certificates including endorsements
• Throughout process, Broker is responsible for maintaining all files and electronic records per company policy.
• In coordination with Account Specialist, collect all policies and review findings after Policy Manager has completed the review of the policies.
• Handle day-to-day client services including but not limited to:
• Handle and document mid-term requests such as policy endorsements
• Provide risk review of contracts - insurance only v. indemnity v. full contract review
• Answer coverage questions
• Perform client training on a periodic or as-needed basis
• Review WC experience modifications for accuracy of data and classifications
• Advocate/assist with client audits and requests corrections as necessary
• Document customer service transactions including but not limited to phone conversations and the processing of daily work
• Use Greyling credit and collection policy in invoicing and pursuing prompt payments
• Actively participate in and supports Greyling training endeavors
• Provide miscellaneous risk-related services as needed

Other responsibilities include:

• Coordination of the team associated with the client consisting of the following:
  • Executive Risk Placement Specialist
  • Account Specialist
  • Account Administrator
  • Contracts & Risk Analyst (if applicable)
  • Accounting
  • Policy Manager
  • Certificate Specialist
• Provide back-up to other team members including Senior Client Advisor and Client Executive while they are travelling
• Proactively and independently resolve client problems
• Use Microsoft Office Products including Word, PowerPoint, Excel and Outlook
• Support work related to new client acquisition such as coverage analysis and report preparation
• Participate in industry-specific professional organizations
• Support Senior Client Advisor and Client Executive as much as possible; free up their time enabling higher level client service

SUPERVISORY RESPONSIBILITIES:

Potential to supervise Associate Brokers, Account Managers and Account Specialists.

 

WHAT YOU’LL BRING:

Skills & Qualifications:

• Must have 5+ years of experience in working with an Insurance Brokerage.
• Experience in placing insurance for companies in Architect, Engineering & Construction industries is highly desirable.
• Must have advanced working knowledge of a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Must have high level of interpersonal skills to handle sensitive and confidential situations.  Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

Educational requirement:

• Bachelor’s degree preferred - experience equivalent will be considered
• Broker’s P&C license is required
• Insurance designation preferred

Technology:  Proficient in Microsoft Office and relevant company proprietary databases, Experience with an agency management system such as Sagitta is a plus.

 

COMPENSATION:

The national average salary for this role is $150,000.00 - $190,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. We also offer the following benefits: Health insurance (including vision & dental), retirement benefits & 401(k), and bonus opportunities.

 

WHY EPIC / GREYLING:

Greyling is a division of EPIC Insurance Brokers & Consultants. Between all of our divisions, EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Unlimited PTO for salaried employees; 22 PTO days starting out for hourly employees; 12 company-observed paid holidays; 4 early-close days; plus additional paid days off
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique insurance, such as Pet Insurance and Cancer Insurance
• Additional benefits include (but are not limited to): 401(k) matching, flexible work options, medical insurance, dental insurance, vision insurance, and wellness programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re a top 10 privately held insurance brokerage
• We’ve consistently been voted “Best place to work” in the insurance industry since 2009

 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

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