Private Client Insurance Relationship Manager — Hybrid/Remote

Epic Insurance; Chicago (IL); Hybrid; USD 95,000 - 115,000; Full time

Benefits offered by this job

Generous PTO

Bonuses

Medical, Dental & Vision Insurance

401(k) with company match

Job summary

EPIC Insurance Brokers & Consultants in Chicago seeks a Private Client Relationship Manager to deliver exceptional service to high-net-worth clients. You will act as trusted advisor, manage renewals, and collaborate with cross-functional teams to enhance client satisfaction.

Requirements include college degree or P&C license, 5+ years of client management, strong communication, and proficiency with Sagitta/ ImageRight is preferred. Hybrid/remote roles based in Chicago.

Qualifications

• College degree preferred or P&C license required.
• 5+ years client management experience.
• Proficient with MS Office and Outlook.
• Sagitta (ATS) and ImageRight experience preferred.

Responsibilities

• Become a trusted advisor and provide exemplary service to Private Clients.
• Work with Private Client teams and leadership to drive client outcomes.
• Manage renewal activity from start to finish and deliver renewal reviews.
• Identify sales opportunities by account rounding and additional coverage.

Skills

Trusted advisor

Team collaboration

Communication skills

Organization & multi-tasking

Education

College degree preferred / P&C license required

Tools

Sagitta & ImageRight experience

Job description

EPIC Insurance Brokers & Consultants in Chicago seeks a Private Client Relationship Manager to deliver exceptional service to high-net-worth clients. You will act as trusted advisor, manage renewals, and collaborate with cross-functional teams to enhance client satisfaction.

Requirements include college degree or P&C license, 5+ years of client management, strong communication, and proficiency with Sagitta/ ImageRight is preferred. Hybrid/remote roles based in Chicago.