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.
Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
WHY JOIN EPIC?
- Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
What We Do
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.
Check out our other links for all things EPIC: https://linktr.ee/epicbrokers
_0.jpg)
