Private Client Relationship Manager/Team Lead

Join our team at EPIC Insurance Brokers & Consultants as a Private Client Relationship Manager/Team Lead. As a key member of our team, you will be responsible for providing exceptional service to our Private Client customers, providing professional advice, and demonstrating advocacy for the client at all times. You will work as a team with other Private Client Relationship Managers and Account Managers to achieve our goals and grow our private client practice.

Requirements

• College graduate or experience equivalent
• Possession and Maintenance of a resident state broker's license
• Holds or is pursuing an insurance industry designation such as CPCU, CIC, AAI
• Strong leadership and management skills
• Ability to elicit team buy-in on new strategic endeavors
• Ability to offer constructive feedback to team members
• Accepts full ownership of issues and follows through to completion
• Strong problem solving skills
• Strong written communication skills
• Articulate, strong oral communication skills
• Ability to manage multiple priorities consistently

Benefits

• 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!)