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National Casualty Broker -SVP

National Casualty Broker -SVP

EPICSf, CA, US
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Position Title : National Casualty Broker –SVP

Overview

This position includes working closely with Global Client Executives, primarily focusing on client relations and service delivery to clients related to Risk Management Casualty and new business prospects. It also includes developing and mentoring less experienced casualty colleagues who support the senior Casualty broker on their book of business. This role is hybrid, with three days per week in the office.

Duties & Responsibilities

  • Assist in all phases of client relationship management and retention strategies focusing on service and delivery of EPIC resources.
  • Work closely with the Casualty account team members and the Global Client Executive to service clients, including the following tasks :
  • Create and submit renewal specifications to the marketplace
  • Negotiate policy terms, conditions, and premiums
  • Present marketing results to clients
  • Review quotes, binders, policies, and endorsements for accuracy and transmit to clients
  • Coordinate international placements / services with our global broker network
  • Develop productive business relationships with key insurance underwriters
  • Keep clients 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 and auto-identification cards
  • Request invoices, ensure timely payment and remittance
  • Review contracts and insurance requirements for clients and identify gaps in coverage, suitability, and errors
  • Assist with special projects and client requests
  • Coordinate the production of renewal strategy, renewal presentation, and stewardship reports
  • Assist Producers and Global Client Executives 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
  • Contribute to the growth and development of the National Risk Management Casualty Practice

Knowledge, Skills, and Abilities

  • Comprehensive and technical understanding of casualty and international coverages
  • Superior organizational skills and close attention to detail
  • Strong problem-solving skills and a sense of urgency
  • Results-oriented with a substantial 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
  • 20% travel may be 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 client service experience within the insurance industry
  • Proficient in Microsoft Office Software (Word, Excel, PowerPoint, and Outlook)
  • Holds a valid P&C Broker's License(s)
  • Additional related designations and experience with captives will be viewed positively

    • WHY JOIN EPIC?

  • Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
  • 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.

    LI-TV1

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