15 Private Client Associate Jobs in Jersey, NJ
EPIC Insurance Brokers & Consultants is Hiring a Private Client Associate Near Jersey, NJ
Position Overview: The Private Client Associate is responsible for supporting the National Personal Insurance team in providing exceptional service to our Private Client customers.
Critical Job Functions
- Work as a team with Private Client Account 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.
- 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.
- College graduate or experience equivalent.
- Broker’s license is required / can be obtained once hired
- 15th Largest Broker in US
- Voted " Best Place to Work" in the Insurance Industry
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
Job Summary
Full Time
Insurance
$45k-57k (estimate)
06/09/2024
08/04/2024
epicbrokers.com
IRVINE, CA
1,000 - 3,000
2007
DAN RYAN
$500M - $1B
Insurance
Related Companies
About EPIC Insurance Brokers & Consultants
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
The job skills required for Private Client Associate include Problem Solving, Written Communication, Time Management, Billing, etc. Having related job skills and expertise will give you an advantage when applying to be a Private Client Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Private Client Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Private Client Associate positions, which can be used as a reference in future career path planning. As a Private Client Associate, it can be promoted into senior positions as an Account Services Representative, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Private Client Associate. You can explore the career advancement for a Private Client Associate below and select your interested title to get hiring information.
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