National Casualty Broker -SVP/Principal

Position Title : Casualty Broker –SVP / Principal

Overview

This position includes working closely with Global Client Executives, primarily focusing on client relations and service delivery to clients related to Risk Management Casualty and new business prospects. It also includes developing and mentoring less experienced casualty colleagues who support the senior Casualty broker on their book of business. This role is hybrid, with three days per week in the office.

Duties & Responsibilities

• Assist in all phases of client relationship management and retention strategies focusing on service and delivery of EPIC resources.
• Work closely with the Casualty account team members and the Global Client Executive to service clients, including the following tasks :
• Create and submit renewal specifications to the marketplace
• Negotiate policy terms, conditions, and premiums
• Present marketing results to clients
• Review quotes, binders, policies, and endorsements for accuracy and transmit to clients
• Coordinate international placements / services with our global broker network
• Develop productive business relationships with key insurance underwriters
• Keep clients abreast of marketplace 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 and auto-identification cards
• Request invoices, ensure timely payment and remittance
• Review contracts and insurance requirements for clients and identify gaps in coverage, suitability, and errors
• Assist with special projects and client requests
• Coordinate the production of renewal strategy, renewal presentation, and stewardship reports
• Assist Producers and Global Client Executives with prospect opportunities, including preparation of capabilities presentations, written RFP responses, and oral presentations
• Understand and deploy Risk Consulting Services (Claims, Loss Control & Analytics)
• Service clients' daily account needs
• Perform other such duties as may be assigned by the company at its discretion from time to time
• Contribute to the growth and development of the National Risk Management Casualty Practice

Knowledge, Skills, and Abilities

Credentials and Experience

WHY JOIN EPIC?

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.