Job Specifications
Location: This role requires a hybrid work schedule out of our Fresno, CA office, 2 days a week in office.
Summary
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Essential Duties And Responsibilities
Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated.
For new and renewal business, analyzes relevant client data (e.g. experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives.
Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team.
Conducts marketing and new business development for employee’s book of business.
Mentor & Support Team. Encourage team development through training and growth opportunities.
Service
Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all client service needs;
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 issues; Interface with clients, producers and other team members to develop a comprehensive customer service plan;
Analyze client and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives;
Negotiate with carriers on clients’ behalf for best available premiums, commissions and coverage;
Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of insurance, market and loss control trends, State and Federal legislation, rules and regulations;
Work with claims advocates to ensure the client’s needs are being satisfied throughout the claims process.
Marketing
Preparation of renewal specifications for presentation to carriers including analysis of claims, changes in client operations, and recommended renewal pricing;
Negotiate with carriers for best available premiums, commissions and coverage;
Conduct renewal presentations as part of team;
Analyze and provide client referrals to Sales Team for Property Casualty and Employee Benefits opportunities;
Develop strong relationships with a wide range of business partners, including underwriters, , wholesale brokers, monitoring counsel, defense counsel, and other professional service providers.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure all goals are met;
Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts;
Document correspondence and activity in agency management systems;
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
Project a professional image in action and appearance.
EDUCATION And/or EXPERIENCE
High school diploma. I prefer a college degree.
Minimum of three years’ experience in mid-size brokerage or carrier.
Must have working knowledge of a variety of Microsoft Office computer software applications to include 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 a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
Certificates, Licenses, Registrations
Valid State Property and Casualty License required;
Valid State Driver’s License Required.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable acco
About the Company
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
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