Private Client Insurance Relationship Manager

Location: Hybrid to Richfield, MN or Chicago, IL

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

The Private Client Team Leader 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 Team Leader provides support to the Private Client team in training, relationship management and problem solving.

Critical Job Functions:

Become a trusted advisor and provide exemplary service in all aspects to our Private

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

Manage renewal activity from start to

Deliver complete and accurate renewal reviews according to agency

Look for sales opportunities by account rounding and selling additional

Assume ownership of customer concerns and feedback until

Remarket accounts according to agency guidelines or at the request of the producer or

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

Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.

Team Leader Specific Responsibilities:

Maintain workload as required for the primary Private Client Relationship Manager position.

Act as role model to the PC team consistently providing excellent customer service.

Act as a resource to the PC Team on customer issues, carrier issues and technical aspects of the

Assist in the onboarding, growth and development of both new and existing Private Client staff

Accompany Account Managers on client annual review meetings as

Work with management to continuously improve PC processes and procedures to deliver a better outcome to internal and external This could be through training and/or technical improvements.

Provide training and instruction to PC account management team to institutionalize the

Foster strong relationships with producers, managers, carriers and

Work closely with Manager(s) to meet departmental

Foster a positive, healthy, quality-based, Team environment

Skills & Qualifications:

Solid leadership and management skills.

Ability to elicit team buy-in on new strategic endeavors

Ability to offer constructive feedback to team

Accepts full ownership of issues and follows through to

Strong problem solving

Strong written communication

Articulate, strong oral communication skills.

Ability to manage multiple priorities

Educational Requirements:

College graduate or experience

Possession and maintenance of a resident state broker's

Holds or is pursuing and insurance industry designation such as CPCU, CIC,

Technology:

Experienced user of most critical industry software programs including Sagitta,

Proficient in Microsoft Excel, Word and Outlook.

COMPENSATION:

Exempt: The base salary range for this position is $95,000 – $125,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:

EPIC has over 60 offices and 4,000 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

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

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”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ .

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.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf .

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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