Private Client Associate at EPIC… · 40…

Summary: EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in New York City. The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to Private Clients, including assisting with account reviews, client inquiries, and maintaining documentation. 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 Required Qualifications: - 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 Required Skills: P&C Insurance License, Insurance carrier website navigation, Client account management, Billing inquiry handling, Documentation of client communications 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., EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation