Private Client Senior Account Manager/Account Executive

EPIC Brokers • Chicago, IL

4d • $70,000 - $85,000 • Remote

About The Position

The Private Client Account Manager 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 Private Client Account manager works independently and must be an excellent problem solver.

Requirements

• Must be accurate, detailed and thorough.
• Accepts full ownership of issues and follows through to completion.
• Strong problem solving skills.
• Strong written communication skills.
• Articulate, strong oral communication skills.
• College graduate or experience equivalent.
• Possession and maintenance or a broker’s P&C license in state hired.
• Experienced uses of most critical industry software programs, Sagitta, Worksmart.
• Proficient in Microsoft Excel, Work and Outlook

Responsibilities

• Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.
• Work as a team with other Private Client account managers, producers and department managers.
• Develop cooperative and professional relationships with our carriers.
• Manage all 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.
• Take on additional responsibilities. Manage projects as directed by supervisors and managers.

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: Senior
• Education Level: Associate degree