Senior Casualty Broker

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Job description

Overview

This position supports Executive Brokers with primary focus on client relations and delivery of service to clients. Reports to San Francisco Casualty Practice Leader.

Duties & Responsibilities

• Assist in all phases of client relationship management and retention strategies with a focus on service and delivery of EPIC resources.
• Work closely with Executive Brokers to service clients including the following tasks:
• 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
• Negotiate policy terms, conditions, premiums, and collateral
• Present marketing results to clients
• Review quotes, binders, policies and endorsements for accuracy and transmit to clients
• Coordinate international placements/services with our international broker network
• Develop productive business relationships with key insurance underwriters
• Keep client abreast of marketplace developments and innovations
• Implement and maintain a quality service plan in all areas of client deliverables
• Support and grow ongoing client relationships
• Oversee the creation of certificates of insurance, auto identification cards, Workers' Compensation notices
• Submit vehicle information to the states that require DMV Electronic Insurance Verifications
• Request invoices, ensure timely payment and remittance
• Review contracts and insurance requirements for clients and identify gaps in coverage, suitability, and errors
• Create loss summaries for analysis
• Assist with special projects and client requests
• Coordinate the production of renewal strategy, renewal presentation and stewardship reports
• Assist Producers and Executive Brokers with prospect opportunities, including preparation of capabilities presentations, written RFP responses and oral presentations
• Understand and deploy Risk Consulting Services (Claims, Loss Control & Analytics)
• Service clients' daily account needs
• Perform other such duties as may be assigned by the company at its discretion from time to time
  

Knowledge, Skills, And Abilities

• Comprehensive understanding of casualty, international and commercial package coverages
• Superior organizational skills and high attention to detail
• Strong problem solving skills and sense of urgency
• Results oriented with a strong client service focus
• Excellent written, verbal and interpersonal communication skills with the ability to foster relationships with colleagues, clients and insurance carrier underwriting/processing departments
• Strong quantitative and analytical skills
• Ability to work independently and consistently meet deadlines
• Incidental travel required
• Ability to prioritize and manage multiple projects/assignments, and communicate with team members across various offices
• Desire to work in a collaborative, team-oriented environment
• Ability to translate insurance terms into easy-to-understand explanations for clients who are not familiar with the product lines involved
• Strong negotiation and presentation skills
  

Credentials And Experience

• Bachelor's Degree
• Minimum of 10 years of insurance industry client service experience
• Experience working with an agency management system such as Applied EPIC
• Proficient in Microsoft Office Software (Word, Excel, PowerPoint and Outlook)
• Holds appropriate Broker's License(s)
  

WHY JOIN US?

• 15th Largest Broker in US
• Voted " Best Place to Work" in the Insurance Industry
• Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
  

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. An Equal Opportunity/Affirmative Action Employer.