Private Client Insurance Relationship Manager

EPIC Brokers • Chicago, IL

13d

About The Position

The Relationship Manager in EPIC Private Client provides exceptional service and guidance to a group of private clients, offering professional advice and advocating for clients. The role works independently and requires strong problem-solving skills. This is a full-time exempt position, based in Chicago, IL, with a hybrid or remote work arrangement. The position works with Private Client colleagues, advisors, leadership, and insurance carriers to manage client relationships and account activity.

Requirements

• P&C Insurance License required.
• At least 5 years of client management experience.
• Working knowledge of computers and relevant software applications, including MS Office and Outlook.
• Excellent written, verbal, and organizational skills.
• Ability to work within a team environment.
• Ability to avoid errors and omissions situations.
• Demonstrated urgency in responding to inquiries.
• Ability to multitask and prioritize multiple projects.
• Attention to detail.
• Punctuality and reliability.
• Ability to keep information confidential.

Nice To Haves

• College degree preferred.
• Experience with Sagitta (ATS) and ImageRight preferred.

Responsibilities

• Become a trusted advisor and provide exemplary service to Private Clients.
• Collaborate with Private Client Relationship Managers, Account Managers, Associates, Advisors, and the EPIC Private Client leadership team.
• Participate in thought leadership as EPIC grows and optimizes its private client practice.
• Provide mentorship and leadership to Private Client Associates.
• Develop cooperative and professional relationships with carriers.
• Manage renewal activity from start to close.
• Deliver complete and accurate renewal reviews according to agency guidelines.
• Identify sales opportunities through account rounding and selling additional coverage.
• Take ownership of customer concerns and feedback through resolution.
• Remarket accounts according to agency guidelines or at the request of the producer or insured.
• Assist Private Client Advisors with initial discussions with prospective clients and onboarding new clients as needed.
• Take on additional responsibilities and manage projects as directed by EPIC Private Client Leadership.
• Comply with internal procedures and practices while meeting performance and quality standards.

Benefits

• Managed PTO for salaried/exempt employees, without accruals or caps.
• 22 PTO days starting out for hourly/non-exempt employees.
• 12 company-observed paid holidays and 4 early-close days.
• Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
• Employee referral bonus of $1,500 per hired referral.
• Employee recognition programs and awards, including trips.
• Employee Resource Groups, including the Women’s Coalition and EPIC Veterans Group.
• Mentorship Program.
• Tuition Reimbursement Program.
• Leadership Development.
• Pet Insurance.
• Identity Theft & Fraud Protection Coverage.
• Legal Planning.
• Family Planning benefits.
• Menopause & Midlife Support.
• 401(k) matching.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Wellness and employee assistance programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed