Private Client Associate

Epic Insurance; Boca Raton (FL); Hybrid; USD 45,000 - 56,000; Full time

Benefits offered by this job

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Wellness programs

Job summary

EPIC Insurance Brokers & Consultants in Boca Raton is seeking a Private Client Associate to support our Private Client Relationship Managers and deliver exceptional service to high-net-worth clients. The role emphasizes teamwork, accurate quoting, billing support, and timely information retrieval from carrier portals.

The ideal candidate will be a college graduate or have equivalent experience with a P&C license (or the ability to obtain one).

Qualifications

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

Responsibilities

• Support Private Client Relationship Managers with account reviews, quoting, billing inquiries and related tasks.
• Respond to client inquiries via phone, mail and email professionally.
• Develop knowledge of carrier websites to obtain accurate information for clients.
• Document all client and carrier communications with up-to-date status.
• Adhere to internal procedures and quality standards.
• Own issues until resolution is achieved.
• Share insurance knowledge with the team and contribute to the group effort.
• Pursue ongoing training and education in the business.

Skills

Oral and written communication

Problem solving

Independent and team work

Ownership and accountability

Attention to detail

Time management

Technology proficiency

Education

College degree or experience equivalent

P&C Insurance License (or can be obtained)

Job description

Location: Hybrid, Boca Raton, FL (1-2x month in office, flexible)

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 4,000 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!

JOB OVERVIEW

The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Client customers.

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.

EDUCATION AND EXPERIENCE

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

SKILLS AND ABILITIES

• 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.

COMPENSATION

Non-Exempt: The hourly pay range for this position is $33.34 - $41.05per hour and standard workweeks are 37.5 hours. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC

EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• 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
• 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
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.