Private Client Associate

EPIC Brokers • San Mateo, CA

8h • Hybrid

About The Position

The Private Client Associate is responsible for supporting the Private Client team in providing exceptional service to our Private Client customers. The Private Client Associate works independently and must be able to take direction, seek guidance when necessary, and demonstrate a sense of urgency when required. This is a non-exempt position.

Requirements

• Bachelors Degree Preferred
• P&C Insurance License or related work experience preferred.
• If not currently licensed, it must be obtained within 90 days of hire.
• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
• Articulate, strong oral and written communication skills.
• Strong problem-solving skills.
• Strong Language, Mathematical, Analytical and Reasoning ability.
• Demonstrate a sense of urgency when responding to an inquiry.
• Must possess the ability to multi-task and prioritize multiple projects.
• 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.
• Must be punctual and reliable.
• Strong organizational and time management skills.
• Independent user of technology.
• Attend internal and external training classes and seminars.
• Must be able to keep information confidential.

Nice To Haves

• P&C Insurance License or related work experience preferred.

Responsibilities

• Act as a client advocate always.
• Maintain a positive relationship and excellent communication with client and co-workers.
• 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.
• Support Private Client Account Managers and Producers to meet the needs of our Private Client customers by assisting with new business opportunities and existing clientele.
• Collaborate and work closely with Private Client team to ensure a seamless new business process regarding proposals, account reviews, creating executive reviews or schedules of insurance so the producer is prepared to present to the client.
• Assist relationship manager with billing inquiries, basic carrier endorsements, and contract review questions.
• Maintain Client records in agency management systems. It is the associate's responsibility to accurately record and update client information in the system. This includes maintaining documentation of policy details, client contact information, and any changes or updates made throughout the process.
• Process new business applications: The associate may be responsible for data entry on new insurance applications. This involves reviewing the application for accuracy and completeness, collecting necessary documents, and entering the information into the system.
• Assist in underwriting process: The associate may provide support by gathering necessary information from the Prospect Questionnaire, preparing applications for submission, and ensuring all required documentation is provided.
• 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.
• Take on additional responsibilities as assigned. Manage projects as directed by EPIC Private Client Leadership.
• Manage and process daily carrier Download and Communication Logs.
• Manage and process daily invoicing and monthly expirations.
• Pull cancellation, reinstatements and non pays from carriers’ websites daily.
• Enter and set up prospects in management system and run MVR & CLUE.

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
• Number of Employees: 11-50 employees