Be an early applicantLess than 25 applicants

Company

EPIC Insurance Brokers & Consultants · 1 day ago

Private Client Placement Specialist

Remote US Based

Full-time

Remote

Mid, Senior Level

$80K/yr - $100K/yr

5+ years exp

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Responsibilities

Develop and maintain superior knowledge and expertise of carrier markets and their appetites

Work with the expanded Private Client teams to market both new and renewal business

Analyze client needs and contrast with existing coverage to identify potential gaps, opportunities, and solutions

Professionally educate the client through detailed illustrations of coverage options

Advocate for the client by developing detailed knowledge of our client, their needs, and unique exposures

Produce accurate proposals

Follow all procedures in new account and renewal process

Complete all pre and post-sale paperwork

Initiate a consultation with the appropriate account manager to introduce them to the nuances of a new account

Assist in the annual review process for private client accounts

Develop cooperative professional relationships with our insurance carrier underwriters for the purpose of achieving the desired result

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Private client insurance experienceBusiness writing skillsPersuasion skillsCoverage analysisInsurance company websitesMicrosoft WordMicrosoft ExcelMicrosoft PowerPointBroker's license

Required

Minimum of 5 years of private client insurance experience.

Ability to manage multiple priorities, take direction from multiple sources, and prioritize using sound judgement.

Must be accurate, detailed and thorough.

Strong analytical & problem-solving skills.

Ability to work independently.

Strong persuasion and negotiation skills.

Strong business writing skills.

College graduate or experience equivalent.

Possession and maintenance of a broker’s license in state hired.

Ability to perform coverage analysis.

Proficient in navigating insurance company websites.

Proficient in Microsoft Word, Excel and Power Point.

Benefits

401K matching

Generous Time Off Policy

Flexible Work Options

Medical

Dental

Vision

Pet Insurance

Cancer Insurance

Wellness Programs

Employee Award Programs (Trips!)

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

San Francisco, California, USA

1,001-5,000 employees