Private Client Insurance Team Leader (Hybrid)

Edgewoodpartnersinsurancecenter

Minnesota

Hybrid

USD 95,000 - 125,000

Full time

14 days+

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Benefits offered by this job

Generous PTO

Parental leave

Employee referral bonus $1,500

Tuition Reimbursement

Pet Insurance

Job summary

EPIC Insurance Brokers & Consultants is seeking a Private Client Team Leader to deliver exceptional service to a portfolio of Private Client clients, provide mentorship, and support training and problem solving.

Hybrid role based in Richfield, MN or Chicago, IL, with opportunities to lead renewal reviews, identify growth opportunities, and collaborate with Account Managers and leadership to elevate client outcomes.

Qualifications

Become a trusted advisor and provide exemplary service to our Private Client.
Collaborate with Private Client team and leadership.
Participate in thought leadership to grow the Private Client practice.
Mentor Private Client Associates.
Develop professional client relationships.
Manage renewal activity end-to-end.
Deliver complete renewal reviews per agency guidelines.
Identify upsell opportunities by account rounding.
Own customer concerns until resolution.
Remarket accounts per agency guidelines.
Assist in initial discussions and onboarding of new clients.
Manage projects as directed by EPIC Private Client.
Adhere to internal procedures while meeting performance standards.

Responsibilities

Become a trusted advisor and provide exemplary service to our Private Client.
Collaborate with Private Client team and leadership.
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 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.
Assume ownership of customer concerns and feedback until closed.
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.
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.
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