Private Client Insurance Relationship Manager

EPIC Brokers • Melville, NY

9h • $95,000 - $115,000 • Hybrid

About The Position

The Relationship Manager in EPIC Private Client provides exceptional service and guidance to a group of private clients, offering professional advice and advocating for clients. The role works independently and requires strong problem-solving skills. It is a full-time exempt position with a hybrid arrangement at one of the listed Northeast offices: Melville or Bridgehampton, New York; Summit or Jersey City, New Jersey; or Mt. Laurel, New Jersey.

The Relationship Manager works with other Private Client Relationship Managers, Account Managers, Associates, Advisors, leadership, and insurance carriers. The position manages client renewals, identifies additional coverage opportunities, handles client concerns, and supports new-client discussions and onboarding. It also includes mentoring Private Client Associates, contributing to the development of the private client practice, and taking on projects as directed by leadership.

EPIC Insurance Brokers & Consultants is headquartered in New York City, was founded in 2007, and has more than 4,000 employees nationwide. The company describes its core values as Owner mindset, Inspire trust, Think big, and Drive results. Its stated benefits include paid time off and holidays, leave options, referral bonuses, recognition programs, employee resource groups, professional development, and insurance and wellness benefits.

Requirements

• P&C Insurance License required.
• At least 5 years of client management experience.
• Working knowledge of Microsoft Suite.
• Excellent written, verbal, and organizational skills.
• Ability to work within a team environment.
• Ability to avoid errors and omissions (E&O) situations.
• Demonstrate urgency when responding to inquiries.
• Ability to multitask and prioritize multiple projects.
• Attention to detail.
• Punctuality and reliability.
• Ability to keep information confidential.

Nice To Haves

• College degree preferred.
• Sagitta (ATS) experience preferred.
• ImageRight experience preferred.

Responsibilities

• Become a trusted advisor and provide exemplary service to private clients.
• Work collaboratively with Private Client Relationship Managers, Account Managers, Associates, Advisors, and the EPIC Private Client leadership team.
• Participate in thought leadership as EPIC grows and optimizes its private client practice.
• Provide mentorship and leadership to Private Client Associates.
• Develop cooperative and professional relationships with carriers.
• Manage renewal activity from start to close.
• Deliver complete and accurate renewal reviews according to agency guidelines.
• Identify sales opportunities by rounding accounts and selling additional coverage.
• Take ownership of customer concerns and feedback through resolution.
• Remarket accounts according to agency guidelines or at the request of the producer or insured.
• Assist Private Client Advisors with initial discussions with prospective clients and onboarding new clients when needed.
• Manage projects and take on additional responsibilities as directed by EPIC Private Client leadership.
• Comply with internal procedures and practices while meeting performance and quality standards.

Benefits

• Generous paid time off, including managed PTO without accruals or caps for salaried/exempt employees.
• For hourly/non-exempt employees, 22 PTO days starting out.
• 12 company-observed paid holidays and 4 early-close days.
• Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
• $1,500 employee referral bonus for each hired referral.
• Employee recognition programs and awards, including trips.
• Employee Resource Groups, including Women’s Coalition and EPIC Veterans Group.
• Mentorship Program, Tuition Reimbursement Program, and Leadership Development.
• Pet insurance, identity theft and fraud protection coverage, legal planning, family planning, and menopause and midlife support.
• 401(k) matching.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Wellness and employee assistance programs.
• The role may be eligible for bonuses.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed