Broker/Customer Service - New York, NY, United States - EPIC Brokers

Description

Our Property & Casualty Brokers provide high-quality service to our clients.

In the private equity M&A space, they work to ensure satisfaction by balancing the quality of service and speed of response.

Supports due diligence activities for existing and prospective clients.
Rounds out accounts as opportunities arise.
Maintains a significant relationship with the underwriting community, particularly in the M&A space.
Receives, reviews and forwards invoices, policies, endorsements and other documents as necessary.
Authorizes the release of Certificates of Insurance, Binders, and all post placement documentation.
Audits policies for compliance with internal procedures.
This role is hybrid, we are in the office 2 to 3 days a week.
Managing the account life cycle: pre-renewal, renewal, post renewal, stewardship and visiting client as needed.
Pro-actively addressing client issues by immediately addressing matters impacting customer satisfaction as they arise.

Managing day to day account transactions including additions/deletions of vehicles, property acquisitions, exposure changes, contract reviews, coverage analysis and program recommendations with intensive client interaction.

Submission of renewal business to various markets and maintaining a productive relationship with insurance company underwriters and staff.

Policy Administration:

Checking policies, coverage analysis, checking endorsements and due diligence review for clients during mergers and acquisitions; and policy audits.

Seek out new business through referrals, cross-selling and account rounding.
Complete weekly Account Renewal Status update reports.
College degree in insurance or related field preferred.
~ Knowledge of general liability, workers' compensation, property, automobile liability, umbrella liability and related lines of coverage.
~ Experience with Private Equity is a must.
~ Knowledge of the insurance carriers risk appetite and industry preferences.
~ Strong computer skills including MS office suite, Excel and PowerPoint.
~ Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others' messages. This involves going beyond routine questions and includes digging or pressing for exact information and/or resolving discrepancies by asking a series of questions or conducting less-focused environmental scanning for opportunities or miscellaneous information that may be used in the future.

Relationship Building:

Develops and maintains long-term relationships with others and excels at building and maintaining friendly interactions, establishing credibility and building rapport with individuals and networks of contacts.

Demonstrates a determination to achieve ever-increasing levels of performance. Sets high standards and challenging goals for new accounts, financial targets, customer service and themselves.

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

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.