Private Client Insurance Relationship Manager

About the role

The Private Client Team Leader is responsible for providing exceptional service to a group of Private Client customers by providing professional advice and demonstrating advocacy for the client at all times. The Team Leader provides support to the Private Client team in training, relationship management and problem solving.

Responsibilities

• Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team.
• Actively participate in thought leadership as EPIC grows and optimizes the private client practice.
• Develop cooperative and professional relationships with our clients.
• Manage renewal activity from start to finish.
• Deliver complete and accurate renewal reviews according to agency guidelines.
• Look for sales opportunities by account rounding and selling additional products.
• Assume ownership of customer concerns and feedback until resolution.
• Re-market accounts according to agency guidelines or at the request of the producer or client.
• Aid Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed.
• Take on additional responsibilities. Manage projects as directed by EPIC Private Client leadership.
• Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.

Qualifications

• Solid leadership and management skills.
• Ability to elicit team buy-in on new strategic endeavors.
• Ability to offer constructive feedback to team.
• Accepts full ownership of issues and follows through to completion.
• Strong problem solving skills.
• Strong written and articulate, strong oral communication skills.
• Ability to manage multiple priorities.
• College graduate or experience.
• Possession and maintenance of a resident state broker's license.
• Holds or is pursuing and insurance industry designation such as CPCU, CIC.
• Experienced user of most critical industry software programs including Sagitta.
• Proficient in Microsoft Excel, Word and Outlook.

Skills

• Leadership and management skills.
• Ability to elicit team buy-in on new strategic endeavors.
• Ability to offer constructive feedback to team.
• Accepts full ownership of issues and follows through to completion.
• Strong problem solving skills.
• Strong written and articulate, strong oral communication skills.
• Ability to manage multiple priorities.
• College graduate or experience.
• Possession and maintenance of a resident state broker's license.
• Holds or is pursuing and insurance industry designation such as CPCU, CIC.
• Experienced user of most critical industry software programs including Sagitta.
• Proficient in Microsoft Excel, Word and Outlook.

Compensation

Exempt: The base salary range for this position is $95,000 – $125,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting. Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

Why EPIC

EPIC has over 60 offices and 4,000 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.

EPIC Gives Back

We’re in the top 10 of property/casualty agencies according to “Insurance Journal”. To learn more about EPIC, visit our Careers Page: here.

Equal Opportunity Employer

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.