Private Client Relationship Manager/team Lead

EPIC Insurance Brokers & Consultants

Boca Raton, FL, United States
On-site
Private client service
Professional advice and advocacy
Team collaboration and support
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

Job Summary

  • 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.
  • EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, fueled by capable, committed people who share common beliefs and values.

Matching Summary

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.

Skills & Requirements

Must-have

  • Private client service
  • Professional advice and advocacy
  • Team collaboration and support
  • Carrier relationship management
  • Renewal activity management
  • Sales opportunity identification

Nice-to-have

  • Owner mindset
  • Inspire trust
  • Think big
  • Drive results
  • Growth-minded employees

Key Requirements

  • Solid leadership and management skills

Work Rights

Not specified

Tailored Resume

Cover Letter