Private Client Relationship Manager

EPIC Brokers; Boca Raton (FL); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Generous PTO

Parental leave

Referral bonus

401(k) matching

Wellness programs

Job summary

EPIC Insurance Brokers & Consultants seeks a Private Client Team Leader to deliver exceptional service to Private Client customers, provide professional advice, and advocate for clients at all times. The role supports training, relationship management and problem solving for the Private Client team.

As Team Leader, you will mentor staff, manage renewals, develop relationships with carriers, and pursue sales opportunities while upholding agency guidelines and quality standards.

Qualifications

• College graduate or experience equivalent.
• Resident state broker's license required/maintained.
• Designations such as CPCU, CIC, or AAI preferred.

Responsibilities

• Become a trusted advisor and provide exemplary service to Private Clients.
• Collaborate with Private Client Relationship Managers, Account Managers, Associates, Advisors and leadership.
• Mentor and lead Private Client Associates.
• Manage renewal activity from start to close and provide renewal reviews.
• Look for sales opportunities by account rounding and selling additional coverage.
• Onboard and assist new clients when needed.
• Lead process improvements with Private Client Leadership and training.

Skills

Leadership & management

Team buy-in

Constructive feedback

Ownership of issues

Multitasking

Education

College degree or equivalent

State broker license

Insurance designation (CPCU/CIC/AAI)

Job description

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 teamJOB 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.

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.
• 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
• 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”

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.

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.