Private Client Insurance Relationship Manager

Epic Insurance Brokers and Consultants; Richfield (MN); Hybrid; USD 95,000 - 125,000; Full time

Job summary

EPIC Insurance Brokers & Consultants seeks a Private Client Team Leader to deliver exceptional service to a group of Private Client clients. You will mentor the Private Client team, manage relationship strategies, and support ongoing training and problem solving with the leadership group.

You will collaborate with Account Managers, Advisors and leadership to drive renewal activity and account reviews, while identifying sales opportunities and improving internal processes for client outcomes.

Qualifications

• Provide mentorship and leadership to Private Client staff.
• Demonstrate ownership of issues with strong problem solving.
• Effectively mentor teammates and manage client relationships.

Responsibilities

• Lead a Private Client team to deliver exemplary service.
• Collaborate with Account Managers and Advisors on client needs.
• Own renewal activity and deliver accurate renewal reviews.
• Identify cross-sell opportunities and improve processes.
• Onboard and train new Private Client staff and associates.
• Partner with management to improve PC workflows and service levels.

Skills

Leadership

Communication

Problem solving

Prioritization

Written communication

Oral communication

Multitasking

Education

College degree or experience

Insurance broker license

CPCU/CIC designation

Tools

Sagitta

Excel

Outlook

Word

Job description

Location: Hybrid to Richfield, MN or Chicago, IL

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 New York City and founded in 2007, our company has over 4,000 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

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.

Critical Job Functions

• Become a trusted advisor and provide exemplary service in all aspects to our Private


• 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


• Manage renewal activity from start to


• Deliver complete and accurate renewal reviews according to agency


• Look for sales opportunities by account rounding and selling additional


• Assume ownership of customer concerns and feedback until


• Remarket accounts according to agency guidelines or at the request of the producer or


• 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


• Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.

Team Leader Specific Responsibilities

• Maintain workload as required for the primary Private Client Relationship Manager position.


• Act as role model to the PC team consistently providing excellent customer service.


• Act as a resource to the PC Team on customer issues, carrier issues and technical aspects of the


• Assist in the onboarding, growth and development of both new and existing Private Client staff


• Accompany Account Managers on client annual review meetings as


• Work with management to continuously improve PC processes and procedures to deliver a better outcome to internal and external This could be through training and/or technical improvements.


• Provide training and instruction to PC account management team to institutionalize the


• Foster strong relationships with producers, managers, carriers and


• Work closely with Manager(s) to meet departmental


• Foster a positive, healthy, quality-based, Team environment

Skills & 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


• Strong problem solving


• Strong written communication


• Articulate, strong oral communication skills.


• Ability to manage multiple priorities

Educational Requirements

• College graduate or experience


• Possession and maintenance of a resident state broker's


• Holds or is pursuing and insurance industry designation such as CPCU, CIC,

Technology

• 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