Private Client Relationship Manager

Overview

Location:

Hybrid, Melville, NY or Jersey City, NJ

Come join our team! EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry with values:
Owner mindset, Inspire trust, Think big, and Drive results.

Headquartered in San Francisco and founded in 2007, EPIC has over 3,000 employees nationwide with locations across the U.S. We support our clients' regional and global needs. We continue to grow thanks to our hard-working and growth-minded employees.

The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and advocacy for the client at all times. The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position.

• Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.
• Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team.
• Actively participate in thought leadership as EPIC grows and optimizes the private client practice.
• Provide mentorship and leadership to Private Client Associates.
• Develop cooperative and professional relationships with our carriers.
• Manage renewal activity from start to close.
• Deliver complete and accurate renewal reviews according to agency guidelines.
• Look for sales opportunities by account rounding and selling additional coverage.
• Assume ownership of customer concerns and feedback until completion.
• Remarket accounts according to agency guidelines or at the request of the producer or insured.
• Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed.
• Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership.
• Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.

• College degree preferred, P&C Insurance License required
• 5+ years client management experience
• Working knowledge of computers and relevant software applications, e.g., MS Office, Outlook
• Sagitta (ATS) and Image Right experience preferred

• Excellent written, verbal, and organizational skills
• Ability to work within a team environment
• Avoid E&O situations
• Demonstrate a sense of urgency in responding to inquiries
• Ability to multi-task and prioritize multiple projects
• Attention to detail
• Punctual and reliable
• Ability to keep information confidential

The national average salary for this role is $90,000.00 – $ in base pay and exclusive of bonuses or benefits. The base pay offered will be determined based on experience, skills, training, certifications and education, and internal equity and market data.

EPIC has over 60 offices and 3,000 employees nationwide and is growing. We offer:

• Generous paid time off and leave options including PTO, holidays, and leave programs
• Employee referral bonus programs
• Employee recognition programs and awards
• Employee Resource Groups:
  Women’s Coalition, EPIC Veterans Group
• Professional growth and development programs
• Additional benefits such as Pet Insurance, Identity Theft Protection, Legal Planning, Family Planning, and more
• 401(k) matching, medical, dental, vision, wellness and EAP
• Collaborative 50/50 work culture between producers and the rest of the business
• EPIC Gives Back charitable efforts
• Recognition that EPIC is in top 10 of property/casualty agencies per Insurance Journal

To learn more about EPIC, visit our Careers Page:

EPIC embraces diversity in all its forms and is committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. Diversity drives innovation and helps us deliver the best outcomes to clients.