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Private Client Relationship Manager

EPIC Brokers
Location
225 NE Mizner Boulevard Suite 675, Boca Raton, FL 33432
Posted
17 days ago
Department
National Personal Insurance
What they actually want (must-haves)
  • Solid 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
Nice to have
  • Holds or is pursuing an insurance industry designation such as CPCU, CIC, AAI
What the job really is

The Private Client Relationship Manager at EPIC Insurance Brokers & Consultants is responsible for providing exceptional service and support to Private Client customers. This role involves mentoring team members, managing client relationships, overseeing renewal activities, and identifying sales opportunities. The manager will collaborate with various team members and assist in onboarding new clients while ensuring compliance with agency guidelines.

Benefits
  • Generous Paid Time off
  • Managed PTO for salaried/exempt employees; 22 PTO days 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, 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
  • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Things to weigh
  • The salary range is provided but may vary based on experience and other factors.
  • The role involves a significant amount of team collaboration and leadership responsibilities, which may not suit everyone.
  • The job description emphasizes a strong commitment to client advocacy and service, which may require high emotional intelligence and resilience.
Job score3.2/5
Benefits4/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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