EB
Personal Insurance - Associate Client Advocate
full-time•Maple Grove•$0k - $0k
About this role
<p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Come join our team!</span></p>
<p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">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.</span></p>
<p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">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' 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. </span></p>
<p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">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!</span></p>
<p> </p>
<p><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>JOB OVERVIEW:</strong></span></p>
<p style="line-height: 1;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="color: rgb(0, 0, 0);">Come join our <strong>Premier Personal Lines Insurance</strong> team! This is an exciting opportunity to step into a new role, new office location, and build a top-notch team! Currently, most of our personal lines team members are based in the Northeast and southern Indiana. We are expanding to build out a new team in the Twin Cities!</span></span></p>
<p style="line-height: 1;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">The <strong>Personal Insurance - Associate Client Advocate</strong> is a junior-level role, great for early-career insurance professionals, or individuals looking to start a career in insurance. This is NOT a sales role; it's a service & support role. </span></p>
<p style="line-height: 1;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Associate Client Advocates will learn essential skills necessary to work in our call center environment. The focus will be on quality not quantity – our team averages 10-15 calls per day, which allows for an advisory, relationship-driven approach. </span></p>
<p style="line-height: 1;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">This role is designed to build personal insurance expertise, top-notch customer service skills, and contribute to essential administrative tasks in support of our clients.</span></p>
<p style="line-height: 1;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> </span></p>
<p><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0);"><strong>LOCATION:</strong> <strong>In-Office - Richfield, MN </strong>- This is a fully in-office role. Office location will most likely be in Richfield, or close-by in St. Louis Park, Edina or Minnetonka.</span></span></p>
<p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"> </span></p>
<p><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><strong>WHAT WE’RE LOOKING FOR:</strong></span></p>
<ul>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Preferred but not required: Personal lines insurance experience.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Candidates with professional <strong>communication skills</strong> – both written and verbal. </span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Positive and outgoing disposition, <strong>eager to work as a team</strong> but also functions well working independently.</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Individuals with great customer service skills and who enjoy serving others.</span></li>
</ul>
<p> </p>
<p><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>WHAT YOU’LL DO: </strong></span></p>
<p><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;">A detailed list of job duties includes (but is not limited to):</span></p>
<ul>
<li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Perform administrative functions in support of the service team which may include but are not limited to data entry, accessing carrier websites and processing changes, verifying renewal policies, and communications with third party vendors.</span></li>
<li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Follow protocol for taking calls in department phone queues.</span></li>
<li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Develop a strong working knowledge of carrier websites and utilize the sites to secure accurate and timely information for our clients and third parties.</span></li>
<li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.</span></li>
<li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Work as a team and contribute to the team effort by openly sharing insurance knowledge.</span></li>
<li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Assume ownership of problems until the resolution is successfully accomplished.</span></li>
<li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Become a student of the business. Seek insurance knowledge through training and education.</span></li>
<li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Complete additional projects as assigned by a supervisor or manager.</span></li>
</ul>
<p> </p>
<p><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>WHAT YOU’LL BRING: </strong></span></p>
<p><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>Skill & Qualifications:</strong></span></p>
<ul>
<li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Excellent organizational and time management skills.</span></li>
<li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Strong customer service focus & communication skills.</span></li>
<li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Excellent diplomacy skills / ability to resolve issues.</span></li>
<li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Independent user of technology.</span></li>
</ul>
<p><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>Educational Requirement:</strong></span></p>
<ul>
<li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">College graduate or experience equivalent preferred</span></li>
<li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Property & Casualty Insurance License is required to perform this role - if individual does not already have this license they must be willing to obtain it if hired</span></li>
</ul>
<p><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>Technology:</strong></span></p>
<ul>
<li style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;">Proficient in Microsoft Excel, Word and Outlook.</span></li>
</ul>
<p> </p>
<p><span style="color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>COMPENSATION: </strong></span></p>
<p><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;">The national average hourly rate for this role is $26.00 - $31.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.</span></p>
<p> </p>
<p><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>WHY EPIC: </strong></span></p>
<p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">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:</span></p>
<ul>
<li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Generous Paid Time off</span>
<ul>
<li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">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</span></li>
</ul>
</li>
<li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave</span></li>
<li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Generous employee referral bonus program of $1,500 per hired referral</span></li>
<li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)</span></li>
<li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Employee Resource Groups: Women’s Coalition, EPIC Veterans Group</span></li>
<li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development</span></li>
<li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support</span></li>
<li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs</span></li>
<li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">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!</span></li>
<li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation</span></li>
<li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">We’re in the top 10 of property/casualty agencies according to “Insurance Journal”</span></li>
</ul>
<p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">To learn more about EPIC, visit our Careers Page: <a href="https://www.epicbrokers.com/about/epic-careers/">https://www.epicbrokers.com/about/epic-careers/</a>. </span></p>
<p style="line-height: 1;"> </p>
<p style="line-height: 1;"><em><span style="font-size: 12pt;">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. </span></em></p>
<p style="line-height: 1;"><em>California Applicants - View your privacy rights at: <a href="https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf">https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf</a>. </em></p>
<p style="line-height: 1;"><em>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. </em></p>
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<p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(45, 194, 107);">#LI-AT1</span></p>
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<p style="line-height: 1;">(3240)</p>
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What you'll do
- The Associate Client Advocate will perform administrative functions to support the service team, including data entry and communication with vendors. They will also develop knowledge of carrier websites and assist clients with inquiries.
About EPIC Brokers
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.
EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.
Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
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Frequently Asked Questions
What does EPIC Brokers pay for a Personal Insurance - Associate Client Advocate?
EPIC Brokers offers a competitive compensation package for the Personal Insurance - Associate Client Advocate role. The salary range is USD 0k - 0k per year. Apply through Clera to learn more about the full compensation details.
What does a Personal Insurance - Associate Client Advocate do at EPIC Brokers?
As a Personal Insurance - Associate Client Advocate at EPIC Brokers, you will: the Associate Client Advocate will perform administrative functions to support the service team, including data entry and communication with vendors. They will also develop knowledge of carrier websites and assist clients with inquiries..
Is the Personal Insurance - Associate Client Advocate position at EPIC Brokers remote?
The Personal Insurance - Associate Client Advocate position at EPIC Brokers is based in Maple Grove, Minnesota, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Personal Insurance - Associate Client Advocate position at EPIC Brokers?
You can apply for the Personal Insurance - Associate Client Advocate position at EPIC Brokersdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.