Private Client Associate

EPIC Brokers • Melville, NY

1d • Hybrid

About The Position

The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients. Come join our team! 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 New York City 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!

Requirements

• College graduate or experience equivalent
• P&C Insurance License required / Can be obtained once hired
• 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.

Responsibilities

• Work as a team with Private Client Relationship 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.

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
• 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree