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Private Client Associate

EPIC Brokers
CompanyEPIC Brokers
CategoryFinance
Location40 Marcus Drive 3rd Floor
RemoteOn-site (inferred)
EmploymentNot stated
LevelEntry
SalaryNot stated by the employer
Posted23 Jul 2026
Last verified31 Jul 2026
SourceEmployer career page (greenhouse)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
LOCATION: Hybrid to Melville, NY, Bridgehampton, NY, Jersey City, NJ and Summit, NJ 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 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps 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 Relationship Managers in providing exceptional service to our Private Clients.  RESPONSIBILITES:   Work as a team with Private Client Relationship Managers, producers, sales support, and other team members to meet the needs of our Private Client customers by assisting with account reviews, quoting, billing inquiries, and other tasks as needed.  Field and respond promptly to client inquiries via, phone, mail and email in a professional and courteous manner.  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.  Assume ownership of problems until the resolution is successfully accomplished.  Work as a team and contribute to the team effort by openly sharing insurance knowledge. Become a student of the business. Seek insurance knowledge through training and education.  EDUCATION AND EXPERIENCE   College graduate or experience equivalent  P&C Insurance License required / Can be obtained once hired  SKILLS AND ABILITIES   Articulate, strong oral and written communication skills.  Strong problem-solving skills.  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.  Strong organizational and time management skills.  Independent user of technology.   COMPENSATION: Non-Exempt: The hourly pay range for this position is $33.34 – $41.03 per hour and standard workweeks are 37.5 hours. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting. Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package. WHY EPIC: EPIC has over 60 offices and 4,000 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/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: P
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Private Client Associate — EPIC Brokers · Job Opportunities API