EPIC Insurance Brokers & Consultants ยท 1 day ago
Relationship Manager, Private Client
United States
Contract
Remote
Mid, Senior Level
5+ years exp
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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.
Qualification
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Required
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.
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.
Preferred
Sagitta (ATS) and ImageRight experience
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.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP, Corporate Operations
Recent News
Business Journals
2022-08-25
2022-01-21
Company data provided by crunchbase
