Associate Client Advocate

EPIC Brokers • Maple Grove, MN

15h • Onsite

About The Position

EPIC Insurance Brokers & Consultants is seeking an Associate Client Advocate to join their Premier Personal Lines Insurance team in the Twin Cities. This is a junior-level, in-office role perfect for early-career insurance professionals or those looking to start a career in insurance. It is a service and support role, not sales-focused, emphasizing quality over quantity with an average of 10-15 calls per day. The position is designed to build expertise in personal insurance, develop top-notch customer service skills, and contribute to essential administrative tasks supporting clients. The office is located in Richfield, MN.

Requirements

• Professional communication skills – both written and verbal.
• Positive and outgoing disposition, eager to work as a team but also functions well working independently.
• Great customer service skills and enjoyment in serving others.
• Excellent organizational and time management skills.
• Strong customer service focus & communication skills.
• Excellent diplomacy skills / ability to resolve issues.
• Independent user of technology.
• College graduate or equivalent experience preferred.
• Property & Casualty Insurance License is required to perform this role - if individual does not already have this license they must be willing to obtain it if hired.
• Proficient in Microsoft Excel, Word and Outlook.

Nice To Haves

• Personal lines insurance experience.

Responsibilities

• Perform administrative functions in support of the service team, including data entry, accessing carrier websites, processing changes, verifying renewal policies, and communicating with third-party vendors.
• Follow protocol for taking calls in department phone queues.
• Develop a strong working knowledge of carrier websites and utilize them to secure accurate and timely information for clients and third parties.
• Comply with all internal procedures and practices while meeting service performance and quality standards.
• Contribute to team efforts by openly sharing insurance knowledge.
• Assume ownership of problems until resolution is successfully accomplished.
• Seek insurance knowledge through training and education.
• Complete additional projects as assigned by a supervisor or manager.

Benefits

• Generous Paid Time off (22 PTO days starting out for hourly/non-exempt employees)
• 12 company-observed paid holidays
• 4 early-close days
• Paid parental leave
• Pregnancy disability and bonding leave
• Organ donor/bone marrow donor leave
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs
• Mentorship Program
• Tuition Reimbursement Program
• Leadership Development
• Pet Insurance
• Identity Theft & Fraud Protection Coverage
• Legal Planning
• Family Planning
• Menopause & Midlife Support
• 401(k) matching
• Medical insurance
• Dental insurance
• Vision insurance
• Wellness & employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 501-1,000 employees