Private Client Associate
EPIC Brokers, California, MO, United States
Location:
San Mateo, CA
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 help 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 team in providing exceptional service to our Private Client customers. The Private Client Associate works independently and must be able to take direction, seek guidance when necessary, and demonstrate a sense of urgency when required. This is a non‑exempt position.
Qualities
Act as a client advocate always.
Maintain a positive relationship and excellent communication with client and co‑workers.
Work as a team and contribute to the team effort by openly sharing insurance knowledge.
Assume ownership of problems until the resolution is successfully accomplished.
Become a student of the business. Seek insurance knowledge through training and education.
Skills
Support Private Client Account Managers and Producers to meet the needs of our Private Client customers by assisting with new business opportunities and existing clientele.
Collaborate and work closely with Private Client team to ensure a seamless new business process regarding proposals, account reviews, creating executive reviews or schedules of insurance so the producer is prepared to present to the client.
Assist relationship manager with billing inquiries, basic carrier endorsements, and contract review questions.
Maintain Client records in agency management systems. It is the associate's responsibility to accurately record and update client information in the system. This includes maintaining documentation of policy details, client contact information, and any changes or updates made throughout the process.
Process new business applications: The associate may be responsible for data entry on new insurance applications. This involves reviewing the application for accuracy and completeness, collecting necessary documents, and entering the information into the system.
Assist in underwriting process: The associate may provide support by gathering necessary information from the Prospect Questionnaire, preparing applications for submission, and ensuring all required documentation is provided.
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.
Take on additional responsibilities as assigned. Manage projects as directed by EPIC Private Client Leadership.
Manage and process daily carrier Download and Communication Logs.
Manage and process daily invoicing and monthly expirations.
Pull cancellation, reinstatements and non pays from carriers’ websites daily.
Enter and set up prospects in management system and run MVR & CLUE.
Education and Experience
Bachelors Degree Preferred
P&C Insurance License or related work experience preferred.
If not currently licensed, it must be obtained within 90 days of hire.
Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
Skills and Abilities
Articulate, strong oral and written communication skills.
Strong problem‑solving skills.
Strong Language, Mathematical, Analytical and Reasoning ability.
Demonstrate a sense of urgency when responding to an inquiry.
Must possess the ability to multi‑task and prioritize multiple projects.
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.
Must be punctual and reliable.
Strong organizational and time management skills.
Independent user of technology.
Attend internal and external training classes and seminars.
Must be able to keep information confidential.
Compensation
The national average hourly rate for this role is $30.77 - $35.90 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
Benefits
EPIC has over 60 offices and 3,000 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
on‑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.
As set forth in EPIC Brokers’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.
#J-18808-Ljbffr
San Mateo, CA
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 help 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 team in providing exceptional service to our Private Client customers. The Private Client Associate works independently and must be able to take direction, seek guidance when necessary, and demonstrate a sense of urgency when required. This is a non‑exempt position.
Qualities
Act as a client advocate always.
Maintain a positive relationship and excellent communication with client and co‑workers.
Work as a team and contribute to the team effort by openly sharing insurance knowledge.
Assume ownership of problems until the resolution is successfully accomplished.
Become a student of the business. Seek insurance knowledge through training and education.
Skills
Support Private Client Account Managers and Producers to meet the needs of our Private Client customers by assisting with new business opportunities and existing clientele.
Collaborate and work closely with Private Client team to ensure a seamless new business process regarding proposals, account reviews, creating executive reviews or schedules of insurance so the producer is prepared to present to the client.
Assist relationship manager with billing inquiries, basic carrier endorsements, and contract review questions.
Maintain Client records in agency management systems. It is the associate's responsibility to accurately record and update client information in the system. This includes maintaining documentation of policy details, client contact information, and any changes or updates made throughout the process.
Process new business applications: The associate may be responsible for data entry on new insurance applications. This involves reviewing the application for accuracy and completeness, collecting necessary documents, and entering the information into the system.
Assist in underwriting process: The associate may provide support by gathering necessary information from the Prospect Questionnaire, preparing applications for submission, and ensuring all required documentation is provided.
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.
Take on additional responsibilities as assigned. Manage projects as directed by EPIC Private Client Leadership.
Manage and process daily carrier Download and Communication Logs.
Manage and process daily invoicing and monthly expirations.
Pull cancellation, reinstatements and non pays from carriers’ websites daily.
Enter and set up prospects in management system and run MVR & CLUE.
Education and Experience
Bachelors Degree Preferred
P&C Insurance License or related work experience preferred.
If not currently licensed, it must be obtained within 90 days of hire.
Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
Skills and Abilities
Articulate, strong oral and written communication skills.
Strong problem‑solving skills.
Strong Language, Mathematical, Analytical and Reasoning ability.
Demonstrate a sense of urgency when responding to an inquiry.
Must possess the ability to multi‑task and prioritize multiple projects.
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.
Must be punctual and reliable.
Strong organizational and time management skills.
Independent user of technology.
Attend internal and external training classes and seminars.
Must be able to keep information confidential.
Compensation
The national average hourly rate for this role is $30.77 - $35.90 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
Benefits
EPIC has over 60 offices and 3,000 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
on‑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.
As set forth in EPIC Brokers’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.
#J-18808-Ljbffr