Client Associate at EPIC Brokers — United States

About The Role

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&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;&quot;&gt;Come join our team!&lt;/span&gt;&lt;/p&gt;
&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;&quot;&gt;There are many reasons why EPIC Insurance Brokers &amp;amp; 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.&lt;/span&gt;&lt;/p&gt;
&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;&quot;&gt;Headquartered in San Francisco 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 helps support our clients&#39; 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.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;&quot;&gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you&#39;re looking for in your next career? Then consider joining our amazing team!&lt;/span&gt;&lt;/p&gt;
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&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;&lt;strong&gt;JOB OVERVIEW:&lt;/strong&gt;&lt;/span&gt;&lt;/p&gt;
&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;The &lt;strong&gt;Insurance Client Associate&amp;nbsp;&lt;/strong&gt;role is a great opportunity to get one&#39;s foot in the door to a career in the insurance industry! This position interacts with customers and employees as the first point of contact to provide requested information, and assists with other projects as needed by different business lines. The Client Associate responsibilities include providing day-to-day support to our team and our clients. This includes assisting clients with various online service platforms and acting as an internal accountability partner for EPIC’s value-added services. The Client Associate will assist in the renewal, external marketing, loss analysis and ongoing service to client; they will prepare RFPs and client presentations as well as other deliverables.&lt;/span&gt;&lt;/p&gt;
&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! The team works hard &amp;amp; plays hard; their teamwork &amp;amp; culture is a huge part of their success. This is an exciting opportunity to join a driven, energetic, fun team!&lt;/span&gt;&lt;/p&gt;
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&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;&lt;strong&gt;WHAT WE’RE LOOKING FOR:&lt;/strong&gt;&lt;/span&gt;&lt;/p&gt;
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&lt;li style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;Curiosity and &lt;strong&gt;an eagerness to learn&lt;/strong&gt;! Insurance industry experience is nice to have but not required. The team can teach the important aspects of the industry, but ideal candidates will love learning, be a self-starter &amp;amp; enjoy variety in their work.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;&lt;strong&gt;Eagerness to grow! &lt;/strong&gt;While there is a lot to teach and learn in this role, it also provides a great opportunity for employees to learn what their insurance career opportunities are, and grow into those career paths in time.&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;Candidates with strong, professional &lt;strong&gt;communication skills&lt;/strong&gt; – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;High attention to detail, and the ability to learn and understand software systems quickly.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;Candidates who adapt well to priority changes, &lt;strong&gt;deadlines, and can multi-task and manage projects&lt;/strong&gt; well.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;Positive and outgoing disposition, &lt;strong&gt;eager to work as a team&lt;/strong&gt; but also functions well working independently.&lt;/span&gt;&lt;/li&gt;
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&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;&quot;&gt;&lt;strong&gt;LOCATION:&lt;/strong&gt; &lt;span style=&quot;color: rgb(0, 0, 0);&quot;&gt;In-Office - 5 days a week in our Birmingham, AL office&lt;/span&gt;&lt;/span&gt;&lt;/p&gt;
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&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;&lt;strong&gt;WHAT YOU’LL DO: &lt;/strong&gt;&lt;/span&gt;&lt;/p&gt;
&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;&quot;&gt;A detailed list of job duties includes (but is not limited to):&lt;/span&gt;&lt;/p&gt;
&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;ESSENTIAL FUNCTIONS AND RESPONSIBILITIES: &lt;/span&gt;&lt;br&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;• As directed, ensures that internal/external inquiries to the online services are responded to and resolved within established guidelines while providing excellent customer service; &lt;/span&gt;&lt;br&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;• Upon renewal/onboarding of an account, determine services to be provided with input from Production and Marketing. &lt;/span&gt;&lt;br&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;• Communicate to individual team members the assigned responsibilities and required timeline related to individual client services plans. &lt;/span&gt;&lt;br&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;• Assimilate data from multiple departments into a cohesive deliverable. &lt;/span&gt;&lt;br&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;• Participate in external marketing campaigns as requested &lt;/span&gt;&lt;br&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;• Assist in day to day service needs of assigned accounts. &lt;/span&gt;&lt;br&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;• Other office duties and special projects as assigned;&lt;/span&gt;&lt;/p&gt;
&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;PERSONAL AND ORGANIZATIONAL DEVELOPMENT: &lt;/span&gt;&lt;br&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;• Set priorities and manage workflow for self to ensure all goals are met; &lt;/span&gt;&lt;br&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;• Maritain cordial and effective relationships with all parties; &lt;/span&gt;&lt;br&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;• Maintain up-to-date proposals, workflow logs, update all required documentation and records; &lt;/span&gt;&lt;br&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed, to achieve the business goals of the Team/Company; &lt;/span&gt;&lt;br&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;• Stay informed regarding industry information, trends, new product/program developments, coverages and technology to continually improve service, work product, and knowledge and performance; &lt;/span&gt;&lt;br&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;• Project a professional image in action and appearance;&lt;/span&gt;&lt;/p&gt;
&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;&lt;strong&gt;WHAT YOU’LL BRING: &lt;/strong&gt;&lt;/span&gt;&lt;/p&gt;
&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;&quot;&gt;• Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word. Outlook, Power Point and presentation software; &lt;br&gt;• Ability to obtain and maintain a Property and Casualty Insurance License &lt;br&gt;• Ability to work with and maintain confidential information in a discreet and professional manner; &lt;br&gt;• Solid problem solving, analytical abilities and critical thinking skillset; &lt;br&gt;• Strong attention to detail;&lt;br&gt;• Ability to work both on a team and independently; with or without, direct supervision; &lt;br&gt;• Performing with effective planning and priority setting. Ability to manage several projects simultaneously while working under pressure to meet deadlines; &lt;br&gt;• Strong interpersonal communication skills, both written and oral; &lt;br&gt;• Position continually requires teamwork, demonstrated poise, tact and diplomacy; &lt;br&gt;• High school diploma or GED equivalent required. College degree preferred; &lt;br&gt;• Prefer 2 years current relevant experience.&lt;/span&gt;&lt;/p&gt;
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&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;&quot;&gt;&lt;strong&gt;COMPENSATION: &lt;/strong&gt;&lt;/span&gt;&lt;/p&gt;
&lt;p style=&quot;line-height: 1.1;&quot;&gt;&lt;span style=&quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;&quot;&gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.&lt;/span&gt;&lt;/p&gt;
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&lt;p style=&quot;line-height: 1;&quot;&gt;&lt;strong&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;WHY EPIC: &lt;/span&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;p style=&quot;line-height: 1;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;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:&lt;/span&gt;&lt;/p&gt;
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&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Generous Paid Time off&lt;/span&gt;
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&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;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&lt;/span&gt;&lt;/li&gt;
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&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Generous employee referral bonus program of $1,500 per hired referral&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Professional growth &amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Unique benefits such as Pet Insurance, Identity Theft &amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause &amp;amp; Midlife Support&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness &amp;amp; employee assistance programs&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;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!&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-size: 12pt;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p style=&quot;line-height: 1;&quot;&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;To learn more about EPIC, visit our Careers Page:&amp;nbsp;&lt;a href=&quot;https://www.epicbrokers.com/about/epic-careers/&quot;&gt;https://www.epicbrokers.com/about/epic-careers/&lt;/a&gt;.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
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&lt;p style=&quot;line-height: 1;&quot;&gt;&lt;em&gt;&lt;span style=&quot;font-size: 12pt;&quot;&gt;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.&amp;nbsp;&lt;/span&gt;&lt;/em&gt;&lt;/p&gt;
&lt;p style=&quot;line-height: 1;&quot;&gt;&lt;em&gt;California Applicants - View your privacy rights at: &lt;a href=&quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf&quot;&gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf&lt;/a&gt;.&amp;nbsp;&lt;/em&gt;&lt;/p&gt;
&lt;p style=&quot;line-height: 1;&quot;&gt;&lt;em&gt;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.&amp;nbsp;&lt;/em&gt;&lt;/p&gt;
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&lt;p style=&quot;line-height: 1;&quot;&gt;&lt;span style=&quot;font-size: 12pt; color: rgb(0, 0, 0);&quot;&gt;#LI-SP2&lt;/span&gt;&lt;/p&gt;
&lt;p style=&quot;line-height: 1;&quot;&gt;&lt;span style=&quot;font-size: 12pt; color: rgb(0, 0, 0);&quot;&gt;#LI-Hybrid&lt;/span&gt;&lt;/p&gt;
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