Private Client Insurance Associate

 

Summary:

The Private Client Associate is responsible for supporting the Private Client team in providing exceptional service to our Private Client customers.  

Critical Job Functions: 
•    Work as a team with Private Client Account Managers, producers, sales support, and other team members to meet the needs of our Private Client customers by assisting with account reviews, quoting, billing inquiries, and other tasks as needed.
•    Field and respond promptly to client inquiries via, phone, mail and email in a professional and courteous manner. 
•    Develop a strong working knowledge of our carrier’s websites and utilize the sites to secure accurate and timely information for our clients.

•    Document all communications with clients and carriers in a prompt manner.  Records must reflect the most current status at all times. 
•    Comply with all internal procedures and practices while demonstrating the ability to meet service and quality standards. 
•    Assume ownership of problems until the resolution is successfully accomplished.
•    Work as a team and contribute to the team effort by openly sharing insurance knowledge.
•    Become a student of the business.  Seek insurance knowledge through training and education. 

Skills & Qualifications: 
•    Articulate, strong oral and written communication skills. 
•    Strong problem-solving skills. 
•    Ability to work independently and within a team environment. 
•    Accepts full ownership of issue and follows through to completion.
•    Must be accurate, detailed and thorough.
•    Strong organizational and time management skills. 
•    Independent user of technology. 
 
Educational requirement: 
•    College graduate or experience equivalent. 
•    Broker’s license is required / can be obtained once hired

WHY JOIN EPIC? 

Ranked #17 Top Global Broker by AM Best
Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
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.

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