Commercial Insurance - Associate Broker / Account Executive
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We need to parse the posting.
We have:
- JOB OVERVIEW: description about Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, specialty insurance brokerage and risk consulting firm focused on construction and design professionals. That's about the role/company. Could be "About the role" or "About the company". We'll use "About the role" heading.
- LOCATION: Hybrid - 3 days a week in Alpharetta, GA. That's schedule/location. Could be Schedule section.
- WHAT WE’RE LOOKING FOR: list of desired attributes: communication skills, attention to detail, ability to learn software, experience required, adaptability, team player, hybrid schedule. This could be Requirements or Qualifications.
- WHAT YOU’LL DO: list of duties. That's Responsibilities.
- WHAT YOU’LL BRING: Bachelor’s degree required, proficiency with MS Office, knowledge of agency management system a plus, commercial property and casualty experience; 5+ years required, licensed property/casualty insurance agent/broker license. That's Qualifications/Skills.
- COMPENSATION: statement: Compensation will be determined based on factors... may also be eligible for bonuses and a comprehensive benefits package. This is vague, not specific numbers. According to rule: do NOT create Pay/Schedule/Benefits sections unless posting actually states them. It mentions "benefits package" but not specifics. However later under WHY EPIC they list benefits in detail. So we have benefits details. So we can include Benefits section with those specifics. Pay: they only say compensation determined based on factors, may be eligible for bonuses. That's vague; we should not create Pay section because no specific pay info. Schedule: they gave hybrid schedule 3 days a week in Alpharetta, GA. That's specific schedule info, so we can include Schedule section.
- WHY EPIC: list of benefits: generous PTO, managed PTO, etc. That's Benefits.
We need to avoid boilerplate: remove cookie/navigation/legal/EEO etc. At end there is diversity statement, privacy notice, Massachusetts law. Those are boilerplate; remove.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep the details exactly as given, but we can format into HTML.
We need to use for section headings. Use - for any list of duties/requirements/benefits, and
for prose.
We need to decide which sections to include: About the role (overview), Responsibilities (What you'll do), Requirements (What we're looking for), Qualifications (What you'll bring), Benefits (Why Epic), Schedule (Hybrid). Possibly also Skills? Could combine Qualifications and Skills. But we need to avoid thin sections. We'll include:
- About the role (overview)
- Responsibilities
- Requirements
- Qualifications
- Benefits
- Schedule
Check each for real specific content.
About the role: The JOB OVERVIEW paragraph: "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!The Associate Broker will be responsible for providing high-quality, white-glove service to our clients, and partnering with the lead broker and client executive to ensure the book of business is properly and promptly serviced."
That's substantive.
Responsibilities: WHAT YOU’LL DO list: Support Broker and Client Executive with providing day-to-day client service; Support Broker with negotiation and placement of policies; Review quotes and negotiate with underwriters over coverage enhancements; Produce/assist with client submissions, proposals, presentations, insurance summaries and loss summary reports; Assist with Insurance M&A Due Diligence; Assist with program analysis for potential clients; Assist with contract review of insurance requirements; Develop and maintain relationships with underwriters and key client contacts; Update Agency system (Sagitta) with policy information; Coordinate and review billing, invoice materials, and premium finance agreements; Assist with policy workflow process to make sure policies are sent out to clients according to agency standards; Serve as primary backup when Broker is out of the office.
We'll put each as
- .
Requirements: WHAT WE’RE LOOKING FOR list: Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders. High attention to detail, and the ability to learn and understand software systems quickly. Experience working for an insurance agency, broker or carrier is required, including marketing/placement experience (preferably at least 5+ years of insurance industry experience). Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions. Excellent team players looking for the next step in their career, eager for a new challenge with room to grow, and to be recognized and compensated accordingly. Candidates able to work a hybrid schedule out of our Alpharetta, GA office location (3 days a week in-office).
We'll put each as
- . Note that hybrid schedule appears also in Schedule section; but we can keep it here as requirement and also in Schedule. Might duplicate but okay.
Qualifications: WHAT YOU’LL BRING: Bachelor’s degree required, preferably in an insurance-related field. Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word. Knowledge of agency management system is a plus. Commercial property and casualty experience; 5+ years required. Licensed property/casualty insurance agent/broker license.
We'll put each as
- .
Benefits: from WHY EPIC: list: 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”.
We need to format as list items. Some items have colons and sublists; we can keep as plain text within
- . Might be okay.
Schedule: LOCATION: Hybrid - 3 days a week in Alpharetta, GA. We'll put as
maybe. Since schedule is specific, we can have
Schedule
Hybrid - 3 days a week in Alpharetta, GA.
We must not repeat job title as heading. Not include Job ID etc.
We must not include boilerplate like diversity statement, privacy notice, Massachusetts law. Remove those.
Now produce HTML fragment: start with About the role
...
etc.
Make sure to use - for lists.
Let's craft.
Check for any missing content: The JOB OVERVIEW also includes "Come join our team!There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry..." That's introductory fluff; but it's substantive about company. Could be included in About the role. We'll include that as part of overview.
We need to preserve ALL substantive information; do not invent or summarize away detail. So we should include the introductory paragraph about EPIC being fast-growing, etc. Let's capture that.
The text: "Come join our team!There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!"
That's a lot. We'll include that in About the role before the Greyling overview.
Thus About the role will have two paragraphs: first the introductory fluff, second the Greyling overview and Associate Broker responsibility.
We'll keep as
maybe combine into one
with line breaks? Better to keep as separate
for readability but rule says use
for prose. Multiple
okay.
Now Responsibilities list: we need to ensure we capture each duty exactly as written.
Let's list them:
- Support Broker and Client Executive with providing day-to-day client service
- Support Broker with negotiation and placement of policies
- Review quotes and negotiate with underwriters over coverage enhancements
- Produce/assist with client submissions, proposals, presentations, insurance summaries and loss summary reports
- Assist with Insurance M&A Due Diligence
- Assist with program analysis for potential clients
- Assist with contract review of insurance requirements
- Develop and maintain relationships with underwriters and key client contacts
- Update Agency system (Sagitta) with policy information
- Coordinate and review billing, invoice materials, and premium finance agreements
- Assist with policy workflow process to make sure policies are sent out to clients according to agency standards
- Serve as primary backup when Broker is out of the office
Now Requirements list (What we're looking for):
- Candidates with strong, professional communication skills – both written and verbal.
- Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders.
- High attention to detail, and the ability to learn and understand software systems quickly.
- Experience working for an insurance agency, broker or carrier is required, including marketing/placement experience (preferably at least 5+ years of insurance industry experience).
- Candidates who adapt well to priority changes
- for any list of duties/requirements/benefits, and
for prose. We need to decide which sections to include: About the role (overview), Responsibilities (What you'll do), Requirements (What we're looking for), Qualifications (What you'll bring), Benefits (Why Epic), Schedule (Hybrid). Possibly also Skills? Could combine Qualifications and Skills. But we need to avoid thin sections. We'll include: - About the role (overview) - Responsibilities - Requirements - Qualifications - Benefits - Schedule Check each for real specific content. About the role: The JOB OVERVIEW paragraph: "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!The Associate Broker will be responsible for providing high-quality, white-glove service to our clients, and partnering with the lead broker and client executive to ensure the book of business is properly and promptly serviced." That's substantive. Responsibilities: WHAT YOU’LL DO list: Support Broker and Client Executive with providing day-to-day client service; Support Broker with negotiation and placement of policies; Review quotes and negotiate with underwriters over coverage enhancements; Produce/assist with client submissions, proposals, presentations, insurance summaries and loss summary reports; Assist with Insurance M&A Due Diligence; Assist with program analysis for potential clients; Assist with contract review of insurance requirements; Develop and maintain relationships with underwriters and key client contacts; Update Agency system (Sagitta) with policy information; Coordinate and review billing, invoice materials, and premium finance agreements; Assist with policy workflow process to make sure policies are sent out to clients according to agency standards; Serve as primary backup when Broker is out of the office. We'll put each as
- . Requirements: WHAT WE’RE LOOKING FOR list: Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders. High attention to detail, and the ability to learn and understand software systems quickly. Experience working for an insurance agency, broker or carrier is required, including marketing/placement experience (preferably at least 5+ years of insurance industry experience). Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions. Excellent team players looking for the next step in their career, eager for a new challenge with room to grow, and to be recognized and compensated accordingly. Candidates able to work a hybrid schedule out of our Alpharetta, GA office location (3 days a week in-office). We'll put each as
- . Note that hybrid schedule appears also in Schedule section; but we can keep it here as requirement and also in Schedule. Might duplicate but okay. Qualifications: WHAT YOU’LL BRING: Bachelor’s degree required, preferably in an insurance-related field. Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word. Knowledge of agency management system is a plus. Commercial property and casualty experience; 5+ years required. Licensed property/casualty insurance agent/broker license. We'll put each as
- . Benefits: from WHY EPIC: list: 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”. We need to format as list items. Some items have colons and sublists; we can keep as plain text within
- . Might be okay.
Schedule: LOCATION: Hybrid - 3 days a week in Alpharetta, GA. We'll put as
maybe. Since schedule is specific, we can have
Schedule
Hybrid - 3 days a week in Alpharetta, GA.
We must not repeat job title as heading. Not include Job ID etc. We must not include boilerplate like diversity statement, privacy notice, Massachusetts law. Remove those. Now produce HTML fragment: start withAbout the role
...
etc. Make sure to use- for lists.
Let's craft.
Check for any missing content: The JOB OVERVIEW also includes "Come join our team!There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry..." That's introductory fluff; but it's substantive about company. Could be included in About the role. We'll include that as part of overview.
We need to preserve ALL substantive information; do not invent or summarize away detail. So we should include the introductory paragraph about EPIC being fast-growing, etc. Let's capture that.
The text: "Come join our team!There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!"
That's a lot. We'll include that in About the role before the Greyling overview.
Thus About the role will have two paragraphs: first the introductory fluff, second the Greyling overview and Associate Broker responsibility.
We'll keep as
maybe combine into one
with line breaks? Better to keep as separate
for readability but rule says use
for prose. Multiple
okay. Now Responsibilities list: we need to ensure we capture each duty exactly as written. Let's list them: - Support Broker and Client Executive with providing day-to-day client service - Support Broker with negotiation and placement of policies - Review quotes and negotiate with underwriters over coverage enhancements - Produce/assist with client submissions, proposals, presentations, insurance summaries and loss summary reports - Assist with Insurance M&A Due Diligence - Assist with program analysis for potential clients - Assist with contract review of insurance requirements - Develop and maintain relationships with underwriters and key client contacts - Update Agency system (Sagitta) with policy information - Coordinate and review billing, invoice materials, and premium finance agreements - Assist with policy workflow process to make sure policies are sent out to clients according to agency standards - Serve as primary backup when Broker is out of the office Now Requirements list (What we're looking for): - Candidates with strong, professional communication skills – both written and verbal. - Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders. - High attention to detail, and the ability to learn and understand software systems quickly. - Experience working for an insurance agency, broker or carrier is required, including marketing/placement experience (preferably at least 5+ years of insurance industry experience). - Candidates who adapt well to priority changes
- for lists.
Let's craft.
Check for any missing content: The JOB OVERVIEW also includes "Come join our team!There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry..." That's introductory fluff; but it's substantive about company. Could be included in About the role. We'll include that as part of overview.
We need to preserve ALL substantive information; do not invent or summarize away detail. So we should include the introductory paragraph about EPIC being fast-growing, etc. Let's capture that.
The text: "Come join our team!There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!"
That's a lot. We'll include that in About the role before the Greyling overview.
Thus About the role will have two paragraphs: first the introductory fluff, second the Greyling overview and Associate Broker responsibility.
We'll keep as