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Receptionist/Client Relations Coordinator

225 NE Mizner Boulevard Suite 675, Boca Raton, FL 33432

LOCATION: In office, Boca Raton, FL 

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:

Our clients count on us as their complete back-office support; from quoting and illustrations to marketing and product delivery, we are their one-stop shop. The Client Relations Coordinator is our agent's first point of contact when they reach out for assistance. They are responsible for cultivating a professional and friendly atmosphere, either over the phone or with in-person visitors at the office and performing various administrative tasks to support our operations teams.

WHAT TO EXPECT:
In our fast-paced environment, our Client Relations Coordinator will answer and properly route incoming calls from agents and clients. You will take messages, greet clients, and manage mail and email correspondence. There is a very high volume of email and hardy-copy correspondence that you will need to disburse accurately and efficiently. You also may assist various departments with scanning and printing documents, planning office events, and ordering supplies. Your good computer and time management skills and dedication to detail are crucial to your success with our company.
Because of the dynamics in the insurance industry, you must communicate effectively with our agents to determine who can best service their needs, enjoy being on the phone, and thrive in meeting and exceeding goals. Working closely with colleagues professionally is a priority, and you must also feel comfortable receiving feedback on your work and coaching from the management team.

 

DUTIES AND RESPONSIBILITIES: 
• Answer phones, effectively route calls, and take messages
• Greet clients and visitors
• Manage inventory of office supplies
• Sort, scan and properly disburse a high volume of mail and email, including policies and commission checks
• Review and forward emails to the correct parties
• Create labels and drop off packages for all outgoing mail (USPS and Fed Ex)
• Perform other clerical tasks as needed

DESIRED SKILLS AND EXPERIENCE: 
Insurance experience a plus
2+ years of Administrative or clerical experience
Strong attention to detail and accuracy
Confidence with computers
Self-starter with the ability to multi-task and prioritize
Demonstrated time-management and organizational skills
Desire to learn
Dedicated to excellence in service and support
Excellent interpersonal and communication skills
Ability to provide excellent customer service to both internal and external clients
Outgoing personality
Calm and professional demeanor

COMPENSATION: 

The national average hourly rate for this role is $24.04 - $25.00 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. 

 

#LI-TM1

 

 

 

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