Private Client Placement Specialist

Private Client Placement Specialist

Location : Remote, US only

Come join our team! 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. Headquartered in San Francisco and founded in 2007, our company has over 3,000 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. 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!

Position Overview :

The Private Client Placement Specialist works as part of the risk assessment and placement team that supports sales and account management within Private Client. This role will be primarily focused on the marketing of high net worth and ultra-high net worth opportunities and including new placements as well as renewal activities.

Critical Job Functions :

• Develop and maintain superior knowledge and expertise of carrier markets and their appetites
• Work with the expanded Private Client teams to market both new and renewal business
• Analyze client needs and contrast with existing coverage to identify potential gaps, opportunities, and solutions
• Professionally educate the client through detailed illustrations of coverage options
• Advocate for the client by developing detailed knowledge of our client, their needs, and unique exposures
• Produce accurate proposals
• Follow all procedures in new account and renewal process
• Complete all pre and post-sale paperwork
• Initiate a consultation with the appropriate account manager to introduce them to the nuances of a new account
• Assist in the annual review process for private client accounts
• Develop cooperative professional relationships with our insurance carrier underwriters for the purpose of achieving the desired result

Skills & Qualifications :

Educational requirement :

Technology / skills requirement :

The national average salary for this role is $80,000 to $100,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

Why EPIC :

EPIC has over 60 offices and 3,000 employees nationwide and we're growing! It's a great time to join the team and be a part of this growth. We offer :