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About the Role

The Private Client Associate supports Private Client Relationship Managers in delivering exceptional service to Private Clients.

Responsibilities

• Collaborate with Private Client Relationship Managers, producers, sales support, and team members to assist with account reviews, quoting, and billing inquiries.
• Respond promptly and professionally to client inquiries via phone, mail, and email.
• Develop a strong understanding of carrier websites to efficiently obtain accurate client information.
• Document all client and carrier communications promptly and accurately.
• Adhere to all internal procedures and practices while meeting service and quality standards.
• Take ownership of problems and ensure successful resolution.
• Share insurance knowledge openly to contribute to team efforts.
• Continuously seek insurance knowledge through training and education.

Requirements

• College graduate or equivalent experience.
• P&C Insurance License required (can be obtained after hiring).

Skills

• Articulate with strong oral and written communication skills.
• Strong problem-solving abilities.
• Ability to work independently and within a team.
• Takes full ownership of issues and follows through to completion.
• Accurate, detailed, and thorough.
• Strong organizational and time management skills.
• Independent technology user.

Location

• Hybrid to Melville, NY
• Hybrid to Bridgehampton, NY
• Hybrid to Jersey City, NJ
• Hybrid to Summit, NJ

Work Type

• Hybrid

Education Level

• College graduate or experience equivalent

Salary/Compensations

• $33.34 – $41.03 per hour for a standard 37.5-hour workweek.

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees
• 22 PTO days for hourly/non-exempt employees
• 12 company-observed paid holidays
• 4 early-close days
• Paid parental leave
• Pregnancy disability and bonding leave
• Organ donor/bone marrow donor leave
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs
• Employee Resource Groups
• Mentorship Program
• Tuition Reimbursement Program
• Leadership Development
• Pet Insurance
• Identity Theft & Fraud Protection Coverage
• Legal Planning
• Family Planning
• Menopause & Midlife Support
• 401(k) matching
• Medical insurance
• Dental insurance
• Vision insurance
• Wellness & employee assistance programs

About the Company

• EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry.
• Founded in 2007 and headquartered in New York City, the company has over 4,000 employees nationwide.
• EPIC has over 60 offices and 4,000 employees nationwide and is growing.
• 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 through charitable efforts like Donation Connection, Employee Assistance Fund, and People First Foundation.
• EPIC is recognized as one of the top 10 property/casualty agencies by "Insurance Journal".

Equal Opportunity

• 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.
• California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
• 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.