Private Client Relationship Manager
EPIC Brokers, Lake Forest, Illinois, United States, 60045
Location
580 N Western Ave, Lake Forest, IL 60045 LOCATION:
Hybrid, Chicago, IL or Lake Forest, IL Overview
Position Overview: The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times. The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position. Responsibilities
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 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. Education and Experience
High School / GED Education required / P&C Insurance License required 5 + years Client Management Experience Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc. Sagitta (ATS) and ImageRight experience is preferred. Skills and Abilities
Possess excellent written, verbal, and organizational skills. Must be able to work within a team environment. Account Executives are expected to avoid E&O situations. Demonstrate a sense of urgency when responding to an inquiry. Must possess the ability to multi-task and prioritize multiple projects. Must possess attention to detail. Must be punctual and reliable. Must be able to keep information confidential. COMPENSATION
The national average salary for this role is $90,000.00 - $100,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: 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 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 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
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580 N Western Ave, Lake Forest, IL 60045 LOCATION:
Hybrid, Chicago, IL or Lake Forest, IL Overview
Position Overview: The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times. The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position. Responsibilities
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 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. Education and Experience
High School / GED Education required / P&C Insurance License required 5 + years Client Management Experience Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc. Sagitta (ATS) and ImageRight experience is preferred. Skills and Abilities
Possess excellent written, verbal, and organizational skills. Must be able to work within a team environment. Account Executives are expected to avoid E&O situations. Demonstrate a sense of urgency when responding to an inquiry. Must possess the ability to multi-task and prioritize multiple projects. Must possess attention to detail. Must be punctual and reliable. Must be able to keep information confidential. COMPENSATION
The national average salary for this role is $90,000.00 - $100,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: 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 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 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
#J-18808-Ljbffr