Associate Client Advocate

EPIC Brokers • Maple Grove, MN

15h • Onsite

About The Position

Come join our Premier Personal Lines Insurance team! This is an exciting opportunity to step into a new role, new office location, and build a top-notch team! Currently, most of our personal lines team members are based in the Northeast and southern Indiana. We are expanding to build out a new team in the Twin Cities!
The Personal Insurance - Associate Client Advocate is a junior-level role, great for early-career insurance professionals, or individuals looking to start a career in insurance. This is NOT a sales role; it's a service & support role.
Associate Client Advocates will learn essential skills necessary to work in our call center environment. The focus will be on quality not quantity – our team averages 10-15 calls per day, which allows for an advisory, relationship-driven approach.
This role is designed to build personal insurance expertise, top-notch customer service skills, and contribute to essential administrative tasks in support of our clients.

Requirements

• Candidates with professional communication skills – both written and verbal.
• Positive and outgoing disposition, eager to work as a team but also functions well working independently.
• Individuals with great customer service skills and who enjoy 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.
• 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 which may include but are not limited to data entry, accessing carrier websites and processing changes, verifying renewal policies, and communications with third party vendors.
• Follow protocol for taking calls in department phone queues.
• Develop a strong working knowledge of carrier websites and utilize the sites to secure accurate and timely information for our clients and third parties.
• Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
• Work as a team and contribute to the team effort by openly sharing insurance knowledge.
• Assume ownership of problems until the resolution is successfully accomplished.
• Become a student of the business. Seek insurance knowledge through training and education.
• Complete additional projects as assigned by a supervisor or manager.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 11-50 employees