Commercial Insurance Broker / Account Executive - Law Firms

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E

linktr.ee/ecotricity

501-1,000 employees

Utilities

Stroud, Glos

1995

Privately Held

55k LinkedIn followers

• Come join our Law Firm specialty team!
• We're looking for an experienced Broker / Account Executive to join the team, focused on client servicing & marketing (NOTE: This is not a sales/production role). The Broker’s main functions are to provide day-to-day customer services, including completing ad hoc projects as needed, responding to client questions, providing insurance program design and risk-related consulting advice, and negotiating and implementing clients’ insurance programs. Brokers communicate frequently with clients and provide day-to-day supervision over the coordination and execution of all facets of both the account service plan and routine transactions. In all areas, it is expected that the Broker will actively seek to cultivate, improve and cement a positive client relationship and use any of EPIC’s resources necessary in performing these functions.
• LOCATION: Hybrid - 3 days a week in our downtown Chicago IL office
• Support team by helping lead new business opportunity efforts and existing client renewals
• Prepare and present renewal results to clients
• Review documents for client pre-renewal and renewal meetings prepared by the Account Specialist
• Coordinate all pre-renewal work completed by other team members such as the renewal planning information prepared by the Account Specialist
• Execute agreed upon strategy established at the pre-renewal meeting and brokering of renewals, including
• Manage the timeline established during the pre-renewal meeting
• Send submission with coverage specifications
• Negotiate options with underwriters and key wholesaler partners (in the US, London and Bermuda)
• Negotiate coverage enhancements and review quotes
• Broker Casualty and Property lines of coverage (GL, BOP, Workers Comp., Commercial Auto, Commercial Property, Umbrella), including group captives.
• Confirm compliance or exceptions to requested coverage
• Complete and/or review renewal report (including coverage and rating analysis and other benchmarking and analytical functions)
• Participate in meeting to present renewal terms/options to the client
• Sign off on renewal billing and monitor endorsement requests and policy delivery to clients; oversee completion and delivery of clients’ post-binding documentation
• In coordination with the Account Specialist and Associate Broker, review all renewal documents including: Binders, Confirmation of Coverage, Certificates of Insurance, Insurance program chart, Sagitta and ImageRight input, and Master Certificates, including endorsements
• Broker is responsible for maintaining all files and electronic records per company policy.
• In coordination with Account Specialist, collect all policies and review findings after ReSourcePro has completed the review of the policies.
• Build strong relationships with underwriters and clients.
• Handle and document mid-term requests such as policy endorsements
• Provide risk review of contracts - insurance only v. indemnity v. full contract review
• Answer coverage questions
• Perform client training on a periodic or as-needed basis
• Document customer service transactions including, but not limited to, phone conversations and the processing of daily work
• Handle material change transactions such as merger, acquisition, dissolution, as needed
• Use EPIC credit and collection policy in invoicing and pursuing prompt payments
• Actively participate in and support EPIC Law Firm Group training endeavors
• Provide miscellaneous risk-related services as needed
• Coordination with client service team consisting of the following: Professional Liability Specialist, Executive Risk Placement Specialist, Account Specialist, Account Manager, Risk Management Director (if applicable), Accounting, Policy Management, Certificate Specialist
• Provide back-up to other team members including Senior Client Advisor and Client Executive while they are travelling
• Proactively and independently resolve client problems
• Oversee claims handling and coordination with Director of Risk Management
• Support work related to new client acquisition such as coverage analysis and report preparation
• Participate in industry-specific professional organizations and become a subject matter expert of coverages for Law Firms
• Support Senior Client Advisor and Client Executive with account service and client relationships

• REQUIRED: Current experience servicing and marketing accounts for law firm groups (at least 7+ years of insurance industry experience is required, which can be a mix of law firm & non-law firm group work).
• Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders.
• High attention to detail, and the ability to learn and understand software systems quickly.
• Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.
• Excellent team players looking for the next step in their career, eager for a new challenge with room to grow, and to be recognized and compensated accordingly!
• REQUIRED: At least 7+ years of insurance industry experience, with a focus on Casualty and Property lines.
• MUST HAVE experience working with law firm-related Casualty and Property policies (GL, BOP, Workers Comp., Commercial Auto, Commercial Property, Umbrella) and practices that go along with law firm operations.
• Must have working knowledge of a variety of Microsoft Office computer software applications, such as Word, Excel, Outlook and PowerPoint.
• 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.
• Required: Property & Casualty license
• High school diploma or G.E.D. equivalent required. College degree preferred.

• Exempt: The base salary range for this position is $115,000 - $150,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.
• Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
• EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer
• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
• To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
• 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.
• California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
• Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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