Private Client Relationship Manager

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

Benefits offered by this job

Generous PTO and holidays

Bonus program

401(k) matching

Comprehensive benefits

Tuition/Leadership development

Job summary

EPIC Insurance Brokers & Consultants in Chicago, IL seeks a Relationship Manager for its Private Client practice. You will provide expert guidance to a group of private clients and act as their advocate, working independently with strong problem-solving skills. This full-time exempt role emphasizes client service and leadership within a growing team.

The role requires 5+ years in client management, a P&C license, and proficiency with MS Office. Sagitta and ImageRight experience are preferred.

Qualifications

• High School / GED education required; P&C Insurance License required.
• 5+ years client management experience.
• Proficiency with MS Office, Outlook, etc.
• Sagitta (ATS) and ImageRight experience preferred.

Responsibilities

• Become a trusted advisor and provide exemplary service to Private Clients.
• Collaborate with Private Client Relationship Managers, Account Managers, and leadership.
• Participate in thought leadership as EPIC grows private client practice.
• Mentor and lead Private Client Associates.
• Develop relationships with carriers and manage renewals from start to close.
• Deliver thorough renewal reviews and identify sales opportunities.

Skills

Written communication

Verbal communication

Organizational skills

Teamwork

Urgency/Responsiveness

Multitasking

Attention to detail

Punctuality

Confidentiality

Education

High School / GED

P&C Insurance License

Tools

Sagitta

ImageRight

Job description

LOCATION: Hybrid, 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 Relationship Manager in EPIC Private Client is responsible for providing exceptionalservice and guidance to a group of private clients by providing professional advice and demonstratingadvocacy for the client at all times. The Relationship Manager works independently and must be an excellentproblem solver. This is a full-time exempt position.

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 onboarding 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.

EDUCATION AND EXPERIENCE

• High School / GED Education required / P&C Insurance License required
• 5 + years Client Management Experience
• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
• Sagitta (ATS) and ImageRight experience is preferred.

SKILLS AND ABILITIES

• Possess excellent written, verbal, and organizational skills.
• Must be able to work within a team environment.
• Account Executives are expected to avoid E&O situations.
• Demonstrate a sense of urgency when responding to an inquiry.
• Must possess the ability to multi-task and prioritize multiple projects.
• Must possess attention to detail.
• Must be punctual and reliable.
• Must be able to keep information confidential.

COMPENSATION

Exempt: The base salary range for this position is $95,000 - $115,000. 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 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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