Private Client Insurance Associate — Hybrid Role & Growth

Edgewoodpartnersinsurancecenter; Boca Raton (FL); Hybrid; USD 46,000 - 57,000; Full time

Benefits offered by this job

Paid time off

Bonuses potential

401(k) matching

Health/dental/vision insurance

Training & licensing support

Job summary

EPIC Insurance Brokers & Consultants in Boca Raton is seeking a Private Client Associate to support Relationship Managers and its Private Client customers. You will assist with account reviews, quoting, billing inquiries and related tasks in a team-based, client-focused environment.

The role emphasizes strong communication, problem solving, independence, and attention to detail, with opportunities for ongoing training and licensing in P&C insurance.

Qualifications

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

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.

Skills

Communication

Problem solving

Independent worker

Detail oriented

Time management

Tech savvy

Education

College degree or equivalent

P&C Insurance License required / Can be obtained once hired

Job description

EPIC Insurance Brokers & Consultants in Boca Raton is seeking a Private Client Associate to support Relationship Managers and its Private Client customers. You will assist with account reviews, quoting, billing inquiries and related tasks in a team-based, client-focused environment.

The role emphasizes strong communication, problem solving, independence, and attention to detail, with opportunities for ongoing training and licensing in P&C insurance.