Private Client Associate

Job Overview The Private Client Associate is responsible for supporting the Private Client team in providing exceptional service to our Private Client customers. The Associate works independently, takes direction, seeks guidance when necessary, and demonstrates a sense of urgency when required. This non‑exempt position supports new business opportunities and existing client needs. Responsibilities Qualities: Act as a client advocate always. Maintain a positive relationship and excellent communication with clients and co‑workers. Work as a team and openly share insurance knowledge. Assume ownership of problems until 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 closely with the 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; accurately record and update client information and documentation of policy details, client contact information, and any changes. Process new business applications: reviewing accuracy and completeness, collecting necessary documents, and entering information into the system. Assist in underwriting process: gather necessary information from the Prospect Questionnaire, prepare applications for submission, and ensure all required documentation is provided. Develop a strong working knowledge of carrier websites and utilize them to secure accurate and timely information for clients. Document all communications with clients and carriers promptly; records must reflect the most current status. Comply with all internal procedures and practices while meeting service and quality standards. Take on additional responsibilities as assigned; manage projects directed by EPIC Private Client Leadership. Manage and process daily carrier Download and Communication Logs. Manage and process daily invoicing and monthly expirations. Pull cancellations, reinstatements, and non‑pays from carriers’ websites daily. Enter and set up prospects in the management system and run MVR & CLUE. Compensation The national average hourly rate for this role is $30.77–$35.90 in base pay, exclusive of any bonuses or benefits. Base pay will be determined based on experience, skills, training, certifications, education, internal equity and market data. Benefits Generous Paid Time Off: Managed PTO for salaried/exempt employees; 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, 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 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 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. EPIC Gives Back: Donor Connection, Employee Assistance Fund, People First Foundation. We are in the top 10 of property/casualty agencies according to “Insurance Journal.” EEO Statement 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 deliver the best outcome to our clients. Legal Notices California Applicants: View your privacy rights at: 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. #J-18808-Ljbffr