Financial Services Intern

Описание вакансии

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!

 We are hiring for a Financial Services Intern

Position Type: Intern (Full Time, Summer Program)

JOB OVERVIEW:

The Treloar & Heisel (An Epic Brokers-owned company) Summer Internship Program provides hands-on experience across several core business areas, including Marketing, Sales, and Operations. Interns will contribute to meaningful projects that support business operations, client service, data integrity, and communication initiatives.

This program is designed for students seeking to develop strong professional skills, gain exposure to financial services and business operations, and understand how cross-functional teams collaborate to serve clients effectively.

LOCATION: New Castle, PA-In office

WHAT YOU’LL DO:

• Assist with data entry, quality assurance, and updating client or application information.
• Support client service activities, including gathering documentation, updating profiles, and assisting with application processes.
• Help schedule, draft, and publish social media content.
• Assist with planning and coordinating marketing campaigns and events.
• Support the management of sales leads and outreach initiatives.
• Shadow Sales and Financial Services professionals to observe client interactions, advisory processes, and solution delivery.
• Assist with filing, organizing, and other general administrative tasks.

WHAT YOU'LL BRING:

• Junior or Senior level students preferred; relevant majors welcome (e.g., Business, Finance, Marketing, Communications).

• Excellent organizational skills and strong attention to detail.

• Ability to manage multiple tasks in a dynamic environment.

• Strong verbal and written communication skills.

• Ability to work independently and collaboratively across teams.

• Proficiency with Microsoft Word, Excel, Outlook; willingness to learn new tools and software

COMPENSATION:

The national average hourly rate for this nonexempt role is $14.00 an hour, exclusive of any bonuses or benefits. The compensation 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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