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. This role requires a hybrid work schedule out of our San Francisco, CA office 1 day a week.
Requirements
- Primary expert resource and first point of contact for clients
- 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 on-going basis
- 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
- Prepares presentations and proposals
- Participates in meetings with prospective clients as part of team
- Conducts marketing and new business development for employee’s book of business
- Mentor & Support Team
- Establishes and maintains primary, on-going business relationship with client
- Consistently establishes and maintains high levels of trust and confidence with clients
- Analyzes client and market data to prepare insurance renewal options
- Meets with clients to strategize, and advises on best alternatives
- Negotiate with carriers on clients’ behalf for best available premiums, commissions and coverage
- Ensures expert knowledge is maintained and prepare resource information for clients
- Works with claims advocates to ensure the client’s needs are being satisfied throughout the claims process
- Preparation of renewal specifications for presentation to carriers
- Negotiate with carriers for best available premiums, commissions and coverage
- 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
Benefits
- Generous Paid Time off
- Managed PTO for salaried/exempt employees
- 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!)
- Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
- Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
- Unique benefits such as Pet Insurance, Cancer 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
- EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
