Private Client Insurance Relationship Manager

EPIC Brokers • Summit, NJ

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 excellent problem-solving skills. This is a full-time exempt position, based in 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.

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.
• Ability to respond to inquiries with a sense of urgency.
• 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, Private Client Associates, Private Client Advisors, and EPIC Private Client leadership.
• 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 and meet performance and quality standards.

Benefits

• Generous paid time off.
• Managed PTO for salaried/exempt employees without accruals or caps.
• 22 PTO days starting out for hourly/non-exempt employees.
• 12 company-observed paid holidays.
• Four early-close days.
• Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
• $1,500 employee referral bonus for a hired referral.
• Employee recognition programs and awards, including trips.
• Employee Resource Groups, including the Women’s Coalition and EPIC Veterans Group.
• Mentorship Program.
• Tuition Reimbursement Program.
• Leadership Development.
• Pet Insurance.
• Identity Theft & Fraud Protection Coverage.
• Legal Planning.
• Family Planning.
• Menopause & 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