EPIC Brokers
350 South Grand Avenue Suite 4500, Los Angeles, CA 90071
Location:
This role requires periodic travel to one of our California locations: Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cordova, San Francisco, San Leandro or San Mateo
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.
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 an ongoing 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.
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.
Preparation of renewal specifications for presentation to carriers including analysis of claims, changes in client operations, and recommended renewal pricing.
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.
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 Experience
Minimum of five years’ experience in mid‑size brokerage or carrier.
5 years’ experience managing a book of business.
Captive Experience preferred.
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 accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
Work Environment and Environmental Conditions The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
The national average salary for this role is $80,000 to $95,000 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.
Equal Employment Opportunity As set forth in EPIC Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:
Disabled veteran
– a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs;
Recently separated veteran
– meaning any veteran during the three‑year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service;
Active duty wartime or campaign badge veteran
– a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense;
Armed forces service medal veteran
– a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
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Location:
This role requires periodic travel to one of our California locations: Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cordova, San Francisco, San Leandro or San Mateo
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.
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 an ongoing 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.
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.
Preparation of renewal specifications for presentation to carriers including analysis of claims, changes in client operations, and recommended renewal pricing.
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.
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 Experience
Minimum of five years’ experience in mid‑size brokerage or carrier.
5 years’ experience managing a book of business.
Captive Experience preferred.
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 accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
Work Environment and Environmental Conditions The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
The national average salary for this role is $80,000 to $95,000 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.
Equal Employment Opportunity As set forth in EPIC Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:
Disabled veteran
– a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs;
Recently separated veteran
– meaning any veteran during the three‑year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service;
Active duty wartime or campaign badge veteran
– a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense;
Armed forces service medal veteran
– a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
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