Private Client Insurance Relationship Manager

EPIC Brokers•Richfield, MN

9h•$95,000 - $125,000•Hybrid

About The Position

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! The Private Client Team Leader is responsible for providing exceptional service to a group of Private Client customers by providing professional advice and demonstrating advocacy for the client at all times. The Team Leader provides support to the Private Client team in training, relationship management and problem solving.

Requirements

Solid leadership and management skills.
Ability to elicit team buy-in on new strategic endeavors.
Ability to offer constructive feedback to team members.
Accepts full ownership of issues and follows through to resolution.
Strong problem solving skills.
Strong written communication skills.
Articulate, strong oral communication skills.
Ability to manage multiple priorities.
College graduate or equivalent experience.
Possession and maintenance of a resident state broker's license.
Holds or is pursuing an insurance industry designation such as CPCU, CIC, CRM, AU, AAI.
Experienced user of most critical industry software programs including Sagitta, Applied Epic, or similar.
Proficient in Microsoft Excel, Word and Outlook.

Responsibilities

Become a trusted advisor and provide exemplary service in all aspects to our Private Client customers.
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 finish.
Deliver complete and accurate renewal reviews according to agency guidelines.
Look for sales opportunities by account rounding and selling additional coverages.
Assume ownership of customer concerns and feedback until resolved.
Remarket accounts according to agency guidelines or at the request of the producer or client.
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.
Maintain workload as required for the primary Private Client Relationship Manager position.
Act as role model to the PC team consistently providing excellent customer service.
Act as a resource to the PC Team on customer issues, carrier issues and technical aspects of the insurance policies.
Assist in the onboarding, growth and development of both new and existing Private Client staff.
Accompany Account Managers on client annual review meetings as needed.
Work with management to continuously improve PC processes and procedures to deliver a better outcome to internal and external customers. This could be through training and/or technical improvements.
Provide training and instruction to PC account management team to institutionalize the EPIC way.
Foster strong relationships with producers, managers, carriers and clients.
Work closely with Manager(s) to meet departmental goals.
Foster a positive, healthy, quality-based, Team environment.

Benefits

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
401(k) matching
medical insurance
dental insurance
vision insurance
wellness & employee assistance programs