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EPIC Insurance Brokers & Consultants · 2 days ago

Private Client Advisor

United States

Full-time

Remote

Mid Level

$100K/yr - $300K/yr

EPIC Insurance Brokers is seeking a dynamic and experienced Private Client Advisor to join their growing team. This role focuses on delivering tailored risk management and insurance solutions to affluent individuals and families, while also driving revenue and maintaining client relationships within the high net worth insurance sector.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Hiring Manager

Sylvia Schafer

Responsibilities

The Private Client Advisor role is full time and is responsible for the production, servicing and retention of property and casualty business of the company in the high net worth and ultra-high net worth insurance sector

Private Client Advisor shall honestly, diligently, in good faith and to the best of their ability at all times perform Private Client Advisor’s duties and responsibilities and shall observe and comply with all of the policies and procedures established by Company applicable to all Producers of Company, and all applicable laws, rules and regulations imposed by any governmental or regulatory authorities

Proactively originate, develop, and retain client and COI relationships which profitably drive revenue to EPIC

Proactively network throughout all Galway companies (EPIC included) to create and execute on internal cross referral opportunities

Proactively look to refer revenue opportunities to all EPIC internal partners in all lines of insurance and other business within Galway

Work closely with all EPIC Private Client support functions including client service, placement, claims advocacy, administrative and all other support functions, as a hierarchically equal partner. Assist the overall team whenever necessary

Diligently track revenue development

Take ownership of building an optimal private client book of personal lines clients. An optimal private client book would include: a) Increasing annual net revenue per goals set out at beginning of each sales year, b) increasing average revenue per account, c) acceptable retention ratios, d) acceptable loss ratios

Counsel and advise prospects and clients on technical insurance concepts and coverage

Qualify, prioritize and execute on new business opportunities

Sit in on VIP client renewal presentations in support of relationship managers as requested

Sit in on challenging client claims meetings as requested by claims advocates

Any other job related duties as may be assigned

Qualification

Private Client Insurance experienceInsurance licensingBrokering Private Client accountsAnalytical skillsCustomer service skillsCommunication skillsNegotiation skillsOrganizational skillsPresentation skills

Required

Private Client Insurance experience strongly preferred

Experience in brokering and/ or underwriting Private Client accounts preferred

Current and appropriate insurance licensing strongly preferred

Meet and be current with state continuing education requirements

Highly effective written and oral communication skills

Strong verbal and non-verbal listening skills

Demonstrated ability to be a highly responsive communicator

Demonstrated persuasion and negotiation skills

Entrepreneurial mindset

Organizational skills and effective time management to succeed in an autonomous environment

Analytical skills to understand complex coverage details and underwriting guidelines

Ability to embrace change

Ability to use technology and leverage it

Demonstrate elite customer service skills

Excellent presentation skills

Above average analytical skills to determine prospective client needs

Company

EPIC Insurance Brokers & Consultants

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.

Founded in 2007