Financial Services Intern

EPIC Brokers•New Castle, PA

10h•Onsite

About The Position

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 San Francisco and founded in 2007, our company has over 3,000 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! We are hiring for a Financial Services Intern JOB OVERVIEW: The Treloar & Heisel (An Epic Brokers-owned company) Summer Internship Program provides hands-on experience across several core business areas, including Marketing, Sales, and Operations. Interns will contribute to meaningful projects that support business operations, client service, data integrity, and communication initiatives. This program is designed for students seeking to develop strong professional skills, gain exposure to financial services and business operations, and understand how cross-functional teams collaborate to serve clients effectively.

Responsibilities

Assist with data entry, quality assurance, and updating client or application information.
Support client service activities, including gathering documentation, updating profiles, and assisting with application processes.
Help schedule, draft, and publish social media content.
Assist with planning and coordinating marketing campaigns and events.
Support the management of sales leads and outreach initiatives.
Shadow Sales and Financial Services professionals to observe client interactions, advisory processes, and solution delivery.
Assist with filing, organizing, and other general administrative tasks.

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
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