Private Client Relationship Manager

Edgewoodpartnersinsurancecenter; Boca Raton (FL); Hybrid; USD 100,000 - 125,000; Full time

Benefits offered by this job

PTO and paid holidays

Parental leave

$1,500 referral bonus program

401(k) matching

Medical, dental, and vision insurance

Wellness programs

Job summary

EPIC Insurance Brokers & Consultants is seeking a Private Client Team Leader in a hybrid Boca Raton role. You will lead a team of Private Client professionals, providing advisory services, training, and relationship management to high-net-worth clients.

You’ll mentor staff, manage renewals, develop carrier relationships, and identify cross-sell opportunities while upholding EPIC’s standards and processes. This position emphasizes leadership and client advocacy.

Qualifications

• Solid leadership and management skills.
• Ability to elicit team buy-in on new strategic endeavors.
• Ability to offer constructive feedback to team members.
• Accepts full ownership of issues and follows through to completion.
• Strong problem solving skills.
• Strong written communication skills.
• Articulate, strong oral communication skills.
• Ability to manage multiple priorities consistently.

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 on boarding 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

Leadership

Communication

Problem solving

Ownership

Multitasking

Education

College degree or experience equivalent

Resident broker's license

Insurance designation (CPCU/CIC/AAI)

Job description

LOCATION:

Boca Raton, FL, Hybrid.

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 San Francisco and founded in 2007, our company has over 3,000 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 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 on boarding 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.

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 position.
• Assist in the onboarding, growth and development of both new and existing Private Client staff members.
• Accompany Account Managers on client annual review meetings as needed.
• Work with management to continuously improve PC processes and procedures to deliver a better outcome to internal and external clients. This could be through training and/or technical improvements.
• Provide training and instruction to PC account management team to institutionalize the process.
• Foster strong relationships with producers, managers, carriers and colleagues.
• Work closely with Manager(s) to meet departmental goals.
• 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 members.
• Accepts full ownership of issues and follows through to completion.
• Strong problem solving skills.
• Strong written communication skills.
• Articulate, strong oral communication skills.
• Ability to manage multiple priorities consistently.

Educational Requirements:

• College graduate or experience equivalent.
• Possession and Maintenance of a resident state broker's license.
• Holds or is pursuing an insurance industry designation such as CPCU, CIC, AAI

COMPENSATION:

The national average salary for this role is $100 000.00 - $125 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 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 paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page:https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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