[Hiring] Private Client Senior Account Manager/Account Executive @EPIC Brokers

Role Description

The Private Client Account Manager 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 Private Client Account Manager works independently and must be an excellent problem solver.

What You’ll Do

• Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.
• Work as a team with other Private Client account managers, producers, and department managers.
• Develop cooperative and professional relationships with our carriers.
• Manage all 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.
• Take on additional responsibilities. Manage projects as directed by supervisors and managers.

Qualifications

• Must be accurate, detailed, and thorough.
• Accepts full ownership of issues and follows through to completion.
• Strong problem-solving skills.
• Strong written communication skills.
• Articulate, strong oral communication skills.
• College graduate or experience equivalent.
• Possession and maintenance of a broker’s P&C license in the state hired.
• Experienced use of most critical industry software programs, Sagitta, Worksmart.
• Proficient in Microsoft Excel, Word, and Outlook.

Compensation

The base salary range for this position is $70,000–$85,000. 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.

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!).
• 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.
• 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.”