Associate Client Advocate

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 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. 

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:

Come join our Premier Personal Lines Insurance 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!

The Personal Insurance - Associate Client Advocate 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.

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. 

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.

LOCATION: In-Office - Richfield, MN - This is a fully in-office role. Office location will be in Richfield!

WHAT WE’RE LOOKING FOR:

• Preferred but not required: Personal lines insurance experience.
• Candidates with professional communication skills – both written and verbal. 
• Positive and outgoing disposition, eager to work as a team but also functions well working independently.
• Individuals with great customer service skills and who enjoy serving others.

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

• 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.
• Follow protocol for taking calls in department phone queues.
• Develop a strong working knowledge of carrier websites and utilize the sites to secure accurate and timely information for our clients and third parties.
• Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
• Work as a team and contribute to the team effort by openly sharing insurance knowledge.
• Assume ownership of problems until the resolution is successfully accomplished.
• Become a student of the business. Seek insurance knowledge through training and education.
• Complete additional projects as assigned by a supervisor or manager.

WHAT YOU’LL BRING: 

Skill & Qualifications:

• Excellent organizational and time management skills.
• Strong customer service focus & communication skills.
• Excellent diplomacy skills / ability to resolve issues.
• Independent user of technology.

Educational Requirement:

• College graduate or experience equivalent preferred
• 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

Technology:

• Proficient in Microsoft Excel, Word and Outlook.

COMPENSATION: 

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.

WHY EPIC:

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:

• 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: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 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!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

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. 

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. 

#LI-SP2