Description
LOCATION: Remote, US only
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!
Position Overview:
The Private Client Placement Specialist works as part of the risk assessment and placement team that supports sales and account management within Private Client. This role will be primarily focused on the marketing of high net worth and ultra-high net worth opportunities and including new placements as well as renewal activities.
Critical Job Functions:
- Develop and maintain superior knowledge and expertise of carrier markets and their appetites
- Work with the expanded Private Client teams to market both new and renewal business
- Analyze client needs and contrast with existing coverage to identify potential gaps, opportunities, and solutions
- Professionally educate the client through detailed illustrations of coverage options
- Advocate for the client by developing detailed knowledge of our client, their needs, and unique exposures
- Produce accurate proposals
- Follow all procedures in new account and renewal process
- Complete all pre and post-sale paperwork
- Initiate a consultation with the appropriate account manager to introduce them to the nuances of a new account
- Assist in the annual review process for private client accounts
- Develop cooperative professional relationships with our insurance carrier underwriters for the purpose of achieving the desired result
Skills & Qualifications:
- Minimum of 5 years of private client insurance experience.
- Ability to manage multiple priorities, take direction from multiple sources, and prioritize using sound judgement
- Must be accurate, detailed and thorough
- Strong analytical & problem-solving skills
- Ability to work independently
- Strong persuasion and negotiation skills
- Strong business writing skills
Educational requirement:
- College graduate or experience equivalent
- Possession and maintenance of a broker's license in state hired.
Technology/skills requirement:
- Ability to perform coverage analysis
- Proficient in navigating insurance company websites
- Proficient in Microsoft Word, Excel and Power Point
The national average salary for this role is $80,000 to $100,000 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.
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