125 S Wacker Dr, Suite 3150, Chicago, IL 60606
LOCATION Hybrid, Chicago, IL or Lake Forest, IL
Come join our team!
EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry. We seek capable, committed people who are aligned with our values and who are ready to contribute and grow.
Headquartered in San Francisco and founded in 2007, EPIC has over 3,000 employees nationwide with locations across the U.S. Our local market knowledge and industry expertise support our clients' regional and global needs.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values align with your next career, consider joining our team!
Position Overview The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients, offering professional advice and advocacy 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 to Private Clients.
Collaborate with Private Client Relationship Managers, Account Managers, Private Client Associates, Private Client Advisors, and EPIC Private Client leadership.
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 carriers.
Manage renewal activity from start to close and deliver complete and accurate renewal reviews per agency guidelines.
Identify sales opportunities by account rounding and selling additional coverage.
Own customer concerns and feedback until completion.
Remarket accounts per agency guidelines or at the request of the producer or insured.
Assist Private Client Advisors in initial discussions with prospective clients and onboarding when needed.
Take on additional responsibilities and manage projects as directed by EPIC Private Client Leadership.
Comply with internal procedures and meet performance and quality standards.
Education and Experience
High School / GED required; P&C Insurance License required
5+ years of Client Management Experience
Working knowledge of computers and relevant software (e.g., MS Office, Outlook)
Sagitta (ATS) and ImageRight experience preferred
Skills and Abilities
Excellent written, verbal, and organizational skills
Ability to work within a team environment
Avoid E&O situations
Demonstrate urgency in responding to inquiries
Ability to multi-task and prioritize multiple projects
Attention to detail
Punctual and reliable
Maintain confidentiality
Compensation The national average salary for this role is $90,000.00 – $100,000.00 in base pay, exclusive of bonuses or benefits. The base pay offered will be determined based on experience, skills, training, certifications and education, and will consider internal equity and market data.
Why EPIC EPIC has over 60 offices and 3,000 employees nationwide and is growing. We offer:
Generous Paid Time Off and leave options for salaried/exempt and hourly/non-exempt employees
Employee referral bonus program
Employee recognition programs and trips
Employee Resource Groups (Women’s Coalition, EPIC Veterans Group)
Benefits including pet insurance, identity theft protection, legal planning, and wellness programs
401(k) matching and comprehensive medical, dental, and vision coverage
Collaborative, inclusive work culture with a focus on production and service
Community involvement through EPIC Gives Back initiatives
EPIC embraces diversity and is committed to fostering a welcoming and inclusive work environment. We do not discriminate based on protected status. We comply with applicable equal employment opportunity laws.
Voluntary Self-Identification of Disability and other EEO information may be collected for reporting purposes in compliance with applicable law.
#LI-TM1
#LI-Hybrid
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LOCATION Hybrid, Chicago, IL or Lake Forest, IL
Come join our team!
EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry. We seek capable, committed people who are aligned with our values and who are ready to contribute and grow.
Headquartered in San Francisco and founded in 2007, EPIC has over 3,000 employees nationwide with locations across the U.S. Our local market knowledge and industry expertise support our clients' regional and global needs.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values align with your next career, consider joining our team!
Position Overview The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients, offering professional advice and advocacy 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 to Private Clients.
Collaborate with Private Client Relationship Managers, Account Managers, Private Client Associates, Private Client Advisors, and EPIC Private Client leadership.
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 carriers.
Manage renewal activity from start to close and deliver complete and accurate renewal reviews per agency guidelines.
Identify sales opportunities by account rounding and selling additional coverage.
Own customer concerns and feedback until completion.
Remarket accounts per agency guidelines or at the request of the producer or insured.
Assist Private Client Advisors in initial discussions with prospective clients and onboarding when needed.
Take on additional responsibilities and manage projects as directed by EPIC Private Client Leadership.
Comply with internal procedures and meet performance and quality standards.
Education and Experience
High School / GED required; P&C Insurance License required
5+ years of Client Management Experience
Working knowledge of computers and relevant software (e.g., MS Office, Outlook)
Sagitta (ATS) and ImageRight experience preferred
Skills and Abilities
Excellent written, verbal, and organizational skills
Ability to work within a team environment
Avoid E&O situations
Demonstrate urgency in responding to inquiries
Ability to multi-task and prioritize multiple projects
Attention to detail
Punctual and reliable
Maintain confidentiality
Compensation The national average salary for this role is $90,000.00 – $100,000.00 in base pay, exclusive of bonuses or benefits. The base pay offered will be determined based on experience, skills, training, certifications and education, and will consider internal equity and market data.
Why EPIC EPIC has over 60 offices and 3,000 employees nationwide and is growing. We offer:
Generous Paid Time Off and leave options for salaried/exempt and hourly/non-exempt employees
Employee referral bonus program
Employee recognition programs and trips
Employee Resource Groups (Women’s Coalition, EPIC Veterans Group)
Benefits including pet insurance, identity theft protection, legal planning, and wellness programs
401(k) matching and comprehensive medical, dental, and vision coverage
Collaborative, inclusive work culture with a focus on production and service
Community involvement through EPIC Gives Back initiatives
EPIC embraces diversity and is committed to fostering a welcoming and inclusive work environment. We do not discriminate based on protected status. We comply with applicable equal employment opportunity laws.
Voluntary Self-Identification of Disability and other EEO information may be collected for reporting purposes in compliance with applicable law.
#LI-TM1
#LI-Hybrid
#J-18808-Ljbffr