Private Client Insurance Leader & Trusted Advisor

Epic-Insurance-Brokers-; Chicago (IL); Hybrid; USD 95,000 - 125,000; Full time

Benefits offered by this job

Generous Paid Time Off

401(k) matching

Medical, dental, vision benefits

Employee referral program

Job summary

EPIC Insurance Brokers & Consultants is seeking a Private Client Insurance Relationship Manager in a hybrid role based at our Chicago, IL office. You will lead client relationships, provide expert guidance, and partner with a team of specialists to deliver superior service to high-net-worth clients.

The role requires strong leadership, fielding inquiries, and managing renewal activities while identifying opportunities for account growth and improved client outcomes.

Qualifications

• College graduate or experience.
• Possession and maintenance of a resident state broker's license.
• Holds or is pursuing insurance industry designations such as CPCU, CIC.

Responsibilities

• Provide exceptional service to Private Client customers as trusted advisor.
• Collaborate with Private Client team and leadership.
• Mentor and develop Private Client Associates.

Skills

Leadership

Team management

Communication

Ownership

Problem solving

Multitasking

Education

College degree or experience

State broker license experience

Insurance designations (CPCU/CIC)

Tools

Sagitta

Excel

Word

Outlook

Job description

EPIC Insurance Brokers & Consultants is seeking a Private Client Insurance Relationship Manager in a hybrid role based at our Chicago, IL office. You will lead client relationships, provide expert guidance, and partner with a team of specialists to deliver superior service to high-net-worth clients.

The role requires strong leadership, fielding inquiries, and managing renewal activities while identifying opportunities for account growth and improved client outcomes.