Insurance Advisor (Personal Lines)

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!

LOCATION : Carmel, IN, Evansville IN / Hybrid 3 days week in office

WHAT YOU'LL DO

The Insurance Advisor- Personal Lines has a primary responsibility for providing superior customer service to clients and carriers. Our first objective is to retain existing clients.

• Field and respond promptly to client inquiries via phone, mail, and email in a professional and courteous manner.
• View every client contact as an opportunity to give our clients another reason to keep their insurance with us. Review exposures, loss experience, and current coverage. Provide proactive solutions and recommend appropriate products.
• Follow department protocol for taking the next call in the queue, return calls promptly, and set clear expectations with the client.
• Document all communication with clients and carriers in a prompt manner. Records must reflect the most current status at all times.
• Look for new sales opportunities by cross selling and upselling coverage.
• Develop a strong working knowledge of our carrier websites and utilize the sites to secure accurate and timely information for our clients. Strive to resolve all inquiries on the first phone call.
• Deliver complete and accurate account reviews according to procedures.
• Remarket accounts according to agency guidelines. Confirm that the client's current program is the best option and if warranted, provide other options to the client.
• Assume ownership of customer concerns and feedback until the resolution is successfully accomplished. Utilize good judgment. Escalate problems to management as needed.
• Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
• Work as a team with your co-workers, producers, and department managers.
• Contribute to the team effort by openly sharing insurance knowledge with other employees.
• Take on additional responsibilities. Manage projects as directed by supervisors and managers.

WHAT YOU'LL BRING :

COMPENSATION : 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 :

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.

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