Private Client Insurance Relationship Manager

🕒 Yesterday

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $95k - $115k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 0%

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EPIC Insurance Brokers & Consultants

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 Seed Round on 2007-01

Insurance • B2B • Consulting

EPIC Insurance Brokers & Consultants is a leading insurance brokerage and consulting firm that specializes in providing comprehensive insurance solutions and risk management services to businesses and individuals. With a focus on innovation and customer service, EPIC leverages its expertise to help clients navigate the complex insurance landscape and ensure they have the right coverage for their needs. The firm operates with a commitment to its core values of integrity, excellence, and teamwork, striving to deliver exceptional value to every client.

📋 Description

• Provide exceptional service, professional advice, and advocacy to private clients • Become a trusted advisor to private clients • Collaborate with Private Client Relationship Managers, Account Managers, Private Client Associates, Private Client Advisors, and leadership • Participate in thought leadership as the private client practice grows and optimizes • Mentor and provide leadership to Private Client Associates • Develop 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 additional coverage • Own customer concerns and feedback through completion • Remarket accounts according to agency guidelines or producer/insured requests • Assist with prospective-client discussions and onboarding new clients • Manage projects and additional responsibilities as directed by leadership • Comply with internal procedures and meet performance and quality standards

🎯 Requirements

• P&C Insurance License required • 5+ years of client management experience • Working knowledge of computers and relevant software applications, including MS Office and Outlook • Sagitta (ATS) and ImageRight experience preferred • Excellent written, verbal, and organizational skills • Ability to work within a team environment • Ability to avoid E&O situations • Ability to respond to inquiries with a sense of urgency • Ability to multitask and prioritize multiple projects • Attention to detail • Punctuality and reliability • Ability to keep information confidential

🏖️ Benefits

• Managed PTO for salaried/exempt employees without accruals or caps • 12 company-observed paid holidays • 4 early-close days • Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave • Employee referral bonus program of $1,500 per hired referral • Employee recognition programs, awards, and trips • Employee Resource Groups: Women’s Coalition, EPIC Veterans Group • Mentorship Program • Tuition Reimbursement Program • Leadership Development • Pet Insurance • Identity Theft & Fraud Protection Coverage • Legal Planning • Family Planning • Menopause & Midlife Support • 401(k) matching • Medical insurance • Dental insurance • Vision insurance • Wellness and employee assistance programs • Inclusive 50/50 work culture • Charitable efforts including Donation Connection, Employee Assistance Fund, and People First Foundation

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