Associate Broker - Property & Casualty Insurance

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

 

JOB OVERVIEW:

The Associate Broker assists with brokerage and servicing of existing client relationships and the pursuit of new business. You will negotiate with underwriters for the best terms, conditions and competitive pricing for existing and new clients. This role is responsible for verifying that all policies and documentation for accuracy in accordance with terms and conditions.  Maintains relationships and ensures high quality responsive service and renewal to retain clients.

 

WHAT WE’RE LOOKING FOR:

• REQUIRED: Experience working for an insurance agency, broker or carrier AND extensive experience handling property & casualty lines of coverage is required (at least 5+ years of insurance industry experience).
• Preferred but not required: Experience placing coverage for international / global firms, and experience supporting professional service firms (such as law firm groups).
• Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders.
• High attention to detail, and the ability to learn and understand software systems quickly.
• Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.
• Excellent team players looking for the next step in their career, eager for a new challenge with room to grow, and to be recognized and compensated accordingly.
• Location: We're hiring for individuals in one of the following areas: Chicago IL, Washington DC, Alpharetta GA, or New York NY. We prefer candidates that are within a reasonable commute of one of our offices & that they work a hybrid schedule - 3 days a week in office. However other work arrangements may be considered. (NOTE: We do not have a Washington DC office yet, so anyone hired in DC/Virginia area would start out fully remote.)

 

WHAT YOU’LL DO:

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

Account Management:

• Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of
• Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing
• 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 Makes routine policy adjustments.
• Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (g., reviews census/experience data, contractual requirements for insurance}, 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 (with full authority from EPIC to act on its behalf),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
• Prepares billing and provides standard office/administrative

Property Broking:

• Facilitate the compilation of submission
• Analyze client specific risk exposures and detail coverage
• Collaborates with producers to develop coverage strategy and marketing initiatives for renewal and prospective
• Negotiate with underwriters to find the most suitable insurance for clients at the best
• Drive utilization of all available technology throughout the marketing process and client service
• Develop and maintain thorough knowledge of the insurance marketplace, products and services.
• Developing productive business relationships with key insurance
• Follow up with insurer to confirm terms of negotiated contract are
• Approve documentation for new contracts, policy changes, additions, deletions and
• Develop and maintain thorough knowledge of the insurance marketplace, products and services, developing productive business relationships with key insurance
• Adhere to the highest standards of professionalism and ethical behavior in all
• Maintaining technical proficiency through continued educational
• Maintaining knowledge in market, industry, and economic and administrative
• Understand the causes of E&O and avoid and adopt practices to reduce
• Adhere to all best
• Maintain benchmarking on all coverage
• Keeping up with changes in the insurance market and in the clients' industries
• Building and maintaining ongoing relationships with clients including scheduling and attending meetings and understanding the nature of clients'
• Perform other related duties as

Service:

• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and
• Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients’ policies in a timely and accurate
• Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage Assist clients in making coverage changes.
• Responsible for timely, accurate invoicing and monthly
• Meet all quality and timeliness standards in the Agency Management System while properly documenting all
• Other duties may be

Marketing:

• In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing
• Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and
• Aggressively and professionally negotiate premiums and commissions with underwriters and
• Prepare proposals and provide other technical support in the sales process as
• Work with the Sales Team to refer current and prospective clients to P.I.C.'s Employee benefits, and Private Client Departments for solicitation for those lines of business.
• Other duties may be

Personal and Organizational Development:

• Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all
• Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business
• Maintain up-to-date proposals, workflow logs, manuals or other required documentation and
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and
• Other duties may be Work effectively to resolve problems or enhance service in a timely manner.
• Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and
• Ensure expert knowledge is

SUPERVISORY RESPONSIBILITIES:

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

 

WHAT YOU’LL BRING:

SKILLS & QUALIFICATIONS:

• Full knowledge of Property Casualty lines of coverage and
• Able to analyze situations logically to draw solid
• Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and Experience with an agency management system such as Sagitta is a plus.
• Strong attention to detail and time management
• Strong ability to multi-task and assign
• Ability to work effectively and efficiently both with and without direct supervision in a team
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Strong interpersonal communication skills, both written and
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and Ability to apply concepts of basic algebra.
• Proficient in Microsoft Office and relevant company proprietary databases.
• Experience working with professional service firms preferred but not required.
• Experience placing coverage for international / global firms is strongly preferred.

EDUCATION and/or EXPERIENCE:

• High school diploma or E.D. equivalent required. College degree preferred.
• Must have 5+ years working in mid-size brokerage.
• Must have working knowledge of a variety of Microsoft Office computer software applications, such as Word, Excel, Outlook and PowerPoint.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and
• Must have a high level of interpersonal skills to handle sensitive and confidential Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
• Required: Property & Casualty license

 

COMPENSATION:

The national average salary for this role is $100,000.00 - $130,000.00 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.

 

WHY EPIC:

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. 

 #LI-AT1

(2544)