Senior Private Client Advisor - Remote & Renewal Expert

Edgewoodpartnersinsurancecenter; Chicago (IL); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

PTO program

Paid holidays

Bonus program

Referral bonus program

Tuition reimbursement

Pet insurance

Identity theft protection

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Job summary

EPIC Insurance Brokers & Consultants is seeking a Private Client Account Manager to deliver exceptional service to a portfolio of Private Client clients. You will act as a trusted advisor, handle renewals, and collaborate with carriers and internal teams to ensure superior client outcomes.

Qualifications include college graduate status and a broker’s P&C license, strong written and oral communication, and proficiency with Sagitta, Worksmart, Excel and Outlook. Remote-friendly position.

Qualifications

• Must be accurate, detailed and thorough.
• Accepts full ownership of issues and follows through to completion.
• Strong problem solving skills.
• Strong written communication skills.
• Articulate, strong oral communication skills.

Responsibilities

• Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.
• Work as a team with other Private Client account managers, producers and department managers.
• Develop cooperative and professional relationships with our carriers.
• Manage all 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
• Take on additional responsibilities. Manage projects as directed by supervisors and managers.

Skills

Detail oriented

Problem solving

Written communication

Oral communication

Ownership

Education

College graduate

P&C broker license

Tools

Sagitta

Worksmart

Excel

Outlook

Job description

EPIC Insurance Brokers & Consultants is seeking a Private Client Account Manager to deliver exceptional service to a portfolio of Private Client clients. You will act as a trusted advisor, handle renewals, and collaborate with carriers and internal teams to ensure superior client outcomes.

Qualifications include college graduate status and a broker’s P&C license, strong written and oral communication, and proficiency with Sagitta, Worksmart, Excel and Outlook. Remote-friendly position.