Private Client Insurance Relationship Manager

Epic Insurance Brokers and Consultants; Jersey City (NJ); Hybrid; USD 95,000 - 115,000; Full time

Benefits offered by this job

Generous Paid Time off

PTO for salaried staff; 22 PTO days

Paid holidays

Bonuses potential

401(k)

Comprehensive benefits

Job summary

EPIC Insurance Brokers & Consultants in the Northeast is hiring a Relationship Manager for our Private Client team. In this full-time exempt role, you will provide exceptional service to a group of private clients, act as a trusted advisor, and collaborate with Account Managers and leadership.

The position is hybrid with offices in Melville, NY, Bridgehampton, NY, Summit, NJ, Jersey City, NJ, Mt. Laurel, NJ, and the surrounding area.

Qualifications

• College degree preferred / P&C Insurance License required.
• 5+ years client management experience.
• Working knowledge of Microsoft Suite.
• Sagitta (ATS) and ImageRight experience is preferred.

Responsibilities

• Become a trusted advisor and provide exemplary service to Private Clients.
• Collaborate with Private Client Relationship Managers, Account Managers, and leadership.
• Participate in thought leadership as Private Client practice grows.
• Mentor Private Client Associates.
• Develop relationships with carriers and manage renewals end-to-end.
• Look for sales opportunities by account rounding and selling additional coverage.
• Take ownership of client concerns and feedback until resolution.

Skills

Client management

Microsoft Suite

Written and verbal communication

Teamwork

Multitasking

Confidentiality

Education

College degree preferred

P&C Insurance license required

Tools

Sagitta (ATS)

ImageRight

Job description

LOCATION: Hybrid to NE office: Melville, NY, Bridgehampton, NY, Summit, NJ, Jersey City, NJ, Mt. Laurel, NJ

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

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 demonstrating 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.

Responsibilities

• 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.

Education and Experience

• College Degree preferred / P&C Insurance License required
• 5 + years Client Management Experience
• Working knowledge of Microsoft Suite
• Sagitta (ATS) and ImageRight experience is preferred.

Skills and Abilities

• 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 an inquiry.
• 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.

COMPENSATION:

Exempt: The base salary range for this position is $95,000 - $115,000. This range represents the employer's good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:

EPIC has over 60 offices and 4,000 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
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women's Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insura