Private Client Senior Account Manager/Account Executive

About this role

<p style="line-height: 1;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><strong>LOCATION:</strong> Remote, MT or CST time zones</span></p> <p style="line-height: 1;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);">Come join our team!</span></p> <p style="line-height: 1;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);">There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.</span></p> <p style="line-height: 1;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);">Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. </span></p> <p style="line-height: 1;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);">Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!</span></p> <p style="line-height: 1;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><strong>JOB OVERVIEW:</strong></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">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. </span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><strong>WHAT YOU’LL DO:</strong></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">A detailed list of job duties includes (but is not limited to):</span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><strong>Critical Job Functions:</strong></span> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Work as a team with other Private Client account managers, producers and department managers.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Develop cooperative and professional relationships with our carriers.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Manage all renewal activity from start to close.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Deliver complete and accurate renewal reviews according to agency guidelines.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Look for sales opportunities by account rounding and selling additional coverage.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Assume ownership of customer concerns and feedback until completion.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Remarket accounts according to agency guidelines or at the request of the producer or insured</span></li> <li style="font-family: arial, helvetica,…