Private Client Insurance Relationship Leader (Hybrid/Remote)

Epic Insurance Brokers and Consultants; United States; Hybrid; USD 95,000 - 115,000; Full time

Benefits offered by this job

Bonuses

Comprehensive benefits package

401(k) matching

Paid time off

Pet Insurance

Identity Theft & Fraud Protection

Legal Planning

Family Planning

Mentions of Menopause & Midlife 5? - (

Employee referral bonus

Job summary

EPIC Insurance Brokers & Consultants is seeking a Relationship Manager for its Private Client practice, based in Chicago with hybrid or remote options. You will serve a group of private clients, providing expert guidance and advocating for clients at all times.

This is a full-time exempt role with potential bonuses and a comprehensive benefits package. You will collaborate with a team of Private Client professionals, participate in thought leadership, and mentor Associates while managing

Qualifications

• College Degree Preferred / P&C Insurance License required.
• 5+ years Client Management Experience.
• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
• Sagitta (ATS) and ImageRight experience is preferred.

Responsibilities

• Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.
• 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.
• Provide mentorship and leadership to Private Client Associates.
• Develop cooperative and professional relationships with our carriers.
• Manage renewal activity from start to close.
• Deliver complete and accurate renewal reviews according to agency guidelines.
• Look for sales opportunities by account rounding and selling additional coverage.
• Assume ownership of customer concerns and feedback until completion.
• Remarket accounts according to agency guidelines or at the request of the producer or insured.
• Assist 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.

Skills

Written and verbal communication

Team collaboration

Confidentiality / E&O awareness

Multitasking

Prioritization

Organizational skills

Education

P&C Insurance License required

College Degree Preferred

Tools

Sagitta ATS

ImageRight

Job description

EPIC Insurance Brokers & Consultants is seeking a Relationship Manager for its Private Client practice, based in Chicago with hybrid or remote options. You will serve a group of private clients, providing expert guidance and advocating for clients at all times.

This is a full-time exempt role with potential bonuses and a comprehensive benefits package. You will collaborate with a team of Private Client professionals, participate in thought leadership, and mentor Associates while managing