Job Description
Location: Periodic in-office presence in any of one of our Northern, CA offices (roughly one day a week) is required for internal events, carrier meetings, and client meetings, as needed. Please refer to our EPIC office locations:https://www.epicbrokers.com/about/locations/ SUMMARY: 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. ESSENTIAL DUTIES AND RESPONSIBILITIES Primary expert resource and first point of contact for clients, which includes 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. Routine questions are delegated. For new and renewal business, 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, including preparing presentations and proposals, participating in meetings with prospective clients as part of team. Conducts marketing and new business development for employee's book of business. Mentor & Support Team. Encourage team development through training and growth opportunities. Servic