Private Client Relationship Manager

Location

Hybrid, Melville, NY or Jersey City, NJ

EPIC Insurance Brokers & Consultants is a fast-growing firm in the insurance industry. We seek capable, growth-minded people who share our beliefs and values and are ready to contribute to our success. Headquartered in San Francisco and founded in 2007, the company has over 3,000 employees nationwide, with locations across the U.S. Our core values are:
Owner mindset, Inspire trust, Think big, and Drive results.

The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by delivering professional advice and advocating 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 and 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 is preferred.

• Possess excellent written, verbal, and organizational skills.
• Must be able to work within a team environment.
• Account Executives are expected to avoid E&O situations.
• Demonstrate a sense of urgency when responding to inquiries.
• Must possess the ability to multi-task and prioritize multiple projects.
• Must possess attention to detail.
• Must be punctual and reliable.
• Must be able to keep information confidential.

The national average salary for this role is $90,000.00 - $ 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.

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:

• Generous Paid Time off with details available upon request
• Generous leave time options:
  Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values, plus additional awards
• Employee Resource Groups:
  Women’s Coalition, EPIC Veterans Group
• Benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include 401(k) matching, medical, dental, vision, and wellness programs
• 50/50 Work Culture: collaboration between producers and other staff
• EPIC Gives Back – charitable efforts with Donation Connection, Employee Assistance Fund, and People First Foundation
• Ranked among top 10 property/casualty agencies by Insurance Journal

EPIC embraces diversity in all 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.

Voluntary Self-Identification of Disability information is collected for government reporting purposes. Completion is voluntary and confidential. See our policy for details.