SVP, Professional Liability

This position supports Managing Principal and Principal leaders with primary focus on client service and relationships for ourAccounting Firm Clients.  

QUALIFICATIONS:

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 an in office presence.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Responsible for all phases of client relationship management and retention strategies with a focus on service and delivery of Lemme, a division of EPIC (Lemme) and other EPIC resources. 
• Work closely with account team to monitor and manage service to clients including, but not limited to, the following tasks:
• Identify, analyze, and quantify risk exposures for clients/prospects and recommend appropriate insurance products/services
• Create and submit renewal specifications to the marketplace and consult with clients in the development of underwriting materials for submission to markets
• Negotiate policy terms, conditions, and premiums.
• Review quotes, binders, policies and endorsements for accuracy and transmit to clients
• Present marketing results to clients
• Investigate and endeavor to resolve policy and/or claims issues between insured and insurer
• Monitor the collection of claims information and payouts, as required
• Monitor and manage requests for and issuance of certificates of insurance
• Develop productive business relationships with key insurance underwriters
• Keep client abreast of marketplace financial conditions, developments and innovations
• Implement and maintain a quality service plan in all areas of client deliverables
• Support and grow ongoing client relationships
• Review selected provisions within contracts  to evaluate insurance requirements for clients Assist with special projects and client requests
• Coordinate the production of renewal strategy, renewal presentation and stewardship reports
• Coordinate international placements/services with our international broker network, as required
• Contribute to winning prospect opportunities, including preparation of proposals, written RFP responses and oral presentations
• Communicate client developments and service results, market conditions and developments and team member performance to leadership regularly

KEY COMPETENCIES:

• Strong interpersonal skills, ability to work independently and collaboratively
• Ability to communicate effectively across all levels of the organization
• Excellent written and verbal communication skills
• Proficient knowledge of business systems & technology
• Ability to remain flexible with changing business requirements and demands
• Highly motivated self-starter
• Team player and motivated to succeed
• Attention to detail
• Outstanding organizational and time-management skills

EDUCATION AND EXPERIENCE 

• Bachelor's Degree
• Graduate degree or professional designation a plus
• Minimum of 8 years of insurance industry and/or brokerage experience, with some focus in Professional Liability/errors and omissions (E&O) insurance products.
• Experience working with an agency management system such as Sagitta or Salesforce
• Proficient in Microsoft Office Software (Word, Excel, PowerPoint and Outlook) and Adobe

The national average salary for this role is $180 000 to $250 000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Note, this role is non-exempt / hourly. 

WHY JOIN US? 

• 15th Largest Broker in US
• Voted " Best Place to Work" in the Insurance Industry
• Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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. An Equal Opportunity/Affirmative Action Employer.

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