Private Client Insurance Associate

Work from home Full-time role Hiring

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, seeking a Private Client Insurance Associate to support their Private Client team. The role involves providing exceptional service to Private Client customers, assisting with new business opportunities, and maintaining client records.

Responsibilities

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
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

Skills

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
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
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
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

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. 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

Company Overview

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. It was founded in 2007, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.edgewoodins.com.

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