Private Client Relationship Manager/Team Lead
EPIC Brokers
About this role
The Private Client Team Leader provides exceptional service to Private Client customers, acts as a trusted advisor, and leads the team in training, relationship management, and problem solving.
Skills
Qualifications
About EPIC Brokers
epicbrokers.comEPIC Insurance Brokers & Consultants is an innovative retail insurance brokerage and consulting firm that provides property & casualty and employee benefits solutions. They offer brokerage placement, risk management, benefits strategy and consulting, and claims advocacy to help organizations manage risk and control costs. Combining national market access with consultative advisory services, EPIC works with employers and businesses across industries to design benefits programs and insurance solutions tailored to client needs.
Recent company news
Courier & PressONI Risk Partners is now EPIC Insurance Midwest
Feb 7, 2021
Send2PressEPIC Insurance Brokers & Consultants Acquires Pharmaceutical Strategies Group
Feb 4, 2021
Business Alabama MagazineBusinesses benefit from the experience of an insurance agent
Sep 25, 2023
PR NewswireNanuwa named as Chief Marketing Officer
Jun 24, 2021
Risk & Insurance2019 Employee Benefits Power Broker Winners
Feb 25, 2019
About EPIC Brokers
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for EPIC Brokers.
Salary
$100k – $130k
per year
More jobs at EPIC Brokers
Similar Jobs
Sr. Private Client Relationship Manager
SIAA
Private Client Advisor Team Manager
Marsh
Key Private Bank Senior Relationship Manager
KeyBank
Private Client Relationship Manager
Risk Strategies Company
Private Client Relationship Manager
Capital Group
Private Client Desk Client Service Executive, China Team - Private Banking
Hsbc