Private Client Relationship Manager

Relationship Manager In Epic Private ClientLocation: Hybrid, Southfield, MICome 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 OverviewThe 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.ResponsibilitiesBecome 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 practiceProvide mentorship and leadership to Private Client AssociatesDevelop 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 ExperienceCollege Degree preferredP&C Insurance License required5 + years Client Management ExperienceWorking knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.Agency Management System experience: Sagitta (ATS) and ImageRight experience is preferred.Skills and AbilitiesPossess 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.CompensationCompensation 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 EpicEPIC 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 offGenerous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leaveGenerous employee referral bonus program of $1,500 per hired referralEmployee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)Employee Resource Groups: Women's Coalition, EPIC Veterans GroupProfessional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership DevelopmentUnique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife SupportAdditional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs50/50 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 FoundationWe're in the top 10 of property/casualty agencies according to "Insurance Journal"