Private Client Insurance Relationship Manager (Insurance)

Location: Hybrid in Richfield, Minnesota, or Chicago, Illinois

Salary: $95,000–$125,000 per year, with potential bonus eligibility and comprehensive benefits.

Company

EPIC Insurance Brokers & Consultants is a U.S. insurance brokerage founded in 2007, with more than 4,000 employees and over 60 offices nationwide.

What you will do

• Provide trusted advice and exceptional service to private client insurance customers.
• Manage renewal activity, renewal reviews, remarketing, account rounding, and additional coverage opportunities.
• Take ownership of customer concerns and coordinate solutions with clients, carriers, producers, account managers, and leadership.
• Support prospective-client discussions, new-client onboarding, and private client projects.
• Mentor private client associates and support the onboarding, training, and development of private client staff.
• Improve private client processes and procedures through training, technical improvements, and operational collaboration.

Requirements

• Leadership, management, problem-solving, and constructive-feedback skills.
• Strong written and oral communication skills with the ability to manage multiple priorities.
• College degree or equivalent experience.
• Possession and maintenance of a resident-state broker’s license.
• Insurance industry designation such as CPCU or CIC, either held or in progress.
• Experience with industry software such as Sagitta and proficiency in Microsoft Excel, Word, and Outlook.

Culture & Benefits

• Hybrid work environment supporting collaboration and teamwork.
• Managed paid time off for salaried employees, paid holidays, and early-close days.
• Paid parental, pregnancy disability, bonding, and donor leave options.
• Mentorship, tuition reimbursement, leadership development, and professional growth programs.
• Medical, dental, vision, wellness, employee assistance, and 401(k) matching benefits.
• Additional benefits include pet insurance, identity theft protection, legal planning, family planning, and employee recognition programs.