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Vice President, Broker

Company: EPIC Insurance Brokers & Consultants
Location: New York
Posted on: May 16, 2022

Job Description:

Responsibilities Include
Support service team leaders with primary focus on client service and delivery of service to professional service firm clients
Assist in all phases of client relationship management and retention strategies with a focus on service and delivery of Lemme, a division of EPIC and other EPIC resources
Work closely with service team leaders to service of 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 and consult with clients in the development of underwriting materials for submission to markets
Negotiate policy terms, conditions, premiums, and collateral
Present marketing results to clients
Review quotes, binders, policies and endorsements for accuracy and transmit to clients
Support investigation and efforts to resolve policy and/or claims issues between insured and insurer
Support the collection of claims information and payouts, as required
Ensure service of clients' daily account needs are met
Develop productive business relationships with key insurance underwriters
Keep client abreast of marketplace financial conditions, 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
Request invoices, ensure timely payment and remittance
Review contracts and insurance requirements for clients and identify gaps in coverage, suitability, and errors and document findings for internal quality review
Oversea creation of loss summaries for analysis and participate in analysis
Assist with special projects and client requests
Produce renewal strategy, renewal presentation and stewardship reports as directed by service team leader
Coordinate international placements/services with our international broker network, as required
Contribute to winning prospect opportunities, including preparation of capabilities presentations, written RFP responses and oral presentations
Understand and deploy Risk Consulting Services (Claims, Loss Control & Regulatory)
Perform other such duties as may be assigned by the company at its discretion from time to time
Communicate client developments and service results, market conditions and developments and team member performance to team leadership regularly
Train team members including, specifically, assistance with onboarding training and development as requested
Coordinate with specialty product resources to understand recent trends across products, markets and other industries

Bachelor's Degree
5 to 10 years of insurance industry client service experience, with some focus in professional liability
Service team experience, including experience negotiating with insurance markets and presenting to clients
Experience working with an agency management system such as Sagitta or Salesforce
Proficient in Microsoft Office Software (Word, Excel, PowerPoint, and Outlook) and Adobe
Holds appropriate Broker's License(s)

Skillset Must Include
Team player and motivated to succeed
Strong communication skills-in person/over the phone/and in writing
Ability to accomplish tasks of leadership
Ability to work with and through people
Ability to evaluate personal attitudes and behaviors and adjusting when necessary
Outstanding organizational and time-management skills.
Ability to exercise practical judgment.
Highly motivated self-starter.
Proficient in Microsoft Office applications-especially Word and Excel
Proficient in Adobe solutions
Licensed professional a plus

Location: Remote anywhere in the 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.

Keywords: EPIC Insurance Brokers & Consultants, New York , Vice President, Broker, Executive , New York, New York

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