Insurance Certificate Specialist

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined.

We’ve been so successful, that now we’re looking to grow our team!

JOB OVERVIEW:

The Certificate Specialist (an entry level role) supports the broker teams with certificates of insurance (COIs) for their accounts. Will work with a team of 8+ members issuing COIs. Additionally, team members will have a book of assigned accounts to oversee the servicing of all aspects of COIs, along with client satisfaction regarding COIs.

LOCATION - Hybrid is preferred, 3 days a week, in one of the following offices: Alpharetta GA, Chicago IL, Arlington VA, or St Louis MO. May be open to remote for qualified candidates. MUST be willing to work Mon- Fri 10am-6pm EST or some variation of later hours.

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

• Service clients daily COI needs


• Work in a collaborative environment with your book of accounts and team accounts


• Assist with special projects, renewals, and client requests


• Review insurance requirements and contracts and apply to COIs


• Coordinate with broker teams on specific requirements/requests


• Communicating with clients and developing healthy business relationships


• Maintaining client expectation of 24-hour turnaround time, and communication when the TAT is not possible


• Assist with special projects, renewals, and client requests


• Perform other COI or team related duties that may be assigned from time to time


• Ability to work 10am – 6pm EST (or some variation of later hours)

WHAT YOU’LL BRING: 

• Exceptional time management skills


• Strong verbal and written communication skills


• Service oriented with great attention to detail 


• Interpersonal skills – enjoy working with people, internal and external


• Strong analytical skills


• Ability to learn new systems and software – and jump between them throughout your day


• Willingness to learn and take direction from others 


• Ability to work independently and meet deadlines 

COMPENSATION: 

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 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!)


• 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, 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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