Hybrid Private Client Associate - Insurance Services

EPIC Brokers; Boca Raton (FL); Hybrid; USD 45,000 - 56,000; Full time

Benefits offered by this job

Paid time off

Parental leave

Referral bonus

Employee recognition programs

Pet Insurance

401(k) matching

Health insurance

Dental insurance

Vision insurance

Wellness program

Employee assistance program

Job summary

EPIC Insurance Brokers & Consultants in Boca Raton is seeking a Private Client Associate to support Relationship Managers and deliver exceptional service to Private Client customers. You’ll assist with reviews, quotes, and inquiries, while advancing knowledge of carrier platforms and maintaining accurate records.

The role requires a college degree or experience, and a P&C license (or ability to obtain after hire). Flexible in-office schedule supports collaboration with the team.

Qualifications

• College degree or equivalent experience.
• P&C Insurance License required or can be obtained after hire.

Responsibilities

• Assist Private Client Relationship Managers with account reviews, quotes, billing inquiries, and related tasks.
• Field and respond to client inquiries via phone, mail, and email in a courteous manner.
• Develop knowledge of carrier websites to retrieve accurate information for clients.
• Document communications with clients and carriers; keep records up to date.
• Follow internal procedures to meet service and quality standards.
• Take ownership of issues until resolved.
• Collaborate with the team and share insurance knowledge openly.
• Pursue ongoing insurance training and knowledge growth.

Skills

Articulate communication

Problem solving

Team player

Detail oriented

Tech savvy

Independent worker

Education

College degree or experience equivalent

P&C Insurance License

Job description

EPIC Insurance Brokers & Consultants in Boca Raton is seeking a Private Client Associate to support Relationship Managers and deliver exceptional service to Private Client customers. You’ll assist with reviews, quotes, and inquiries, while advancing knowledge of carrier platforms and maintaining accurate records.

The role requires a college degree or experience, and a P&C license (or ability to obtain after hire). Flexible in-office schedule supports collaboration with the team.