Private Client Relationship Manager

EPIC Brokers • Boca Raton, FL

3d • $100,000 - $125,000 • Hybrid

About The Position

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.

Critical Job Functions:
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 on boarding 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.

Team Leader Specific Responsibilities:
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 position.
Assist in the onboarding, growth and development of both new and existing Private Client staff members.
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 clients. This could be through training and/or technical improvements.
Provide training and instruction to PC account management team to institutionalize the process.
Foster strong relationships with producers, managers, carriers and colleagues.
Work closely with Manager(s) to meet departmental goals.
Foster a positive, healthy, quality-based, Team environment

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 completion.
• Strong problem solving skills.
• Strong written communication skills.
• Articulate, strong oral communication skills.
• Ability to manage multiple priorities consistently.
• College graduate or experience equivalent.
• Possession and Maintenance of a resident state broker's license.
• Holds or is pursuing an insurance industry designation such as CPCU, CIC, AAI

Responsibilities

• Provide exceptional service to a group of Private Client customers by providing professional advice and demonstrating advocacy for the client at all times.
• Provide support to the Private Client team in training, relationship management and problem solving.
• 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 on boarding 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 position.
• Assist in the onboarding, growth and development of both new and existing Private Client staff members.
• 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 clients.
• Provide training and instruction to PC account management team to institutionalize the process.
• Foster strong relationships with producers, managers, carriers and colleagues.
• 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
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree