Location: Hybrid to Richfield, MN or Chicago, IL
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.
CriticalJob 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.
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
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