Private Client Insurance Relationship Manager

Epic Insurance; Town of Huntington (NY); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Generous PTO and holidays

Paid parental leave

Referral bonus program

Employee recognition programs

Health insurance and wellness programs

401(k) with matching

Job summary

EPIC Insurance Brokers & Consultants is seeking a Private Client Insurance Relationship Manager to provide exceptional service to a pool of private clients and advocate for their needs. The role is full-time and hybrid, with responsibilities spanning renewal reviews, advisory support, and collaboration with a cross-functional team.

Ideal candidates bring 5+ years of client management experience, a P&C license, and strong MS Office skills; Sagitta or ImageRight experience is preferred.

Qualifications

• High School / GED Education required and P&C Insurance License required.
• 5+ years of client management experience.
• Working knowledge of MS Office, Outlook, etc.
• Sagitta (ATS) and ImageRight experience preferred.

Responsibilities

• Become a trusted advisor and provide exemplary service to Private Clients.
• Collaborate with Private Client team members and leadership.
• Participate in thought leadership as private client practice grows.
• Mentor Private Client Associates and develop carrier relationships.
• Manage renewals from start to close and deliver renewal reviews.
• Identify sales opportunities and remarket accounts per guidelines.
• Address client concerns and coordinate onboarding with advisors.
• Support EPIC Private Client leadership on projects and responsibilities.

Skills

Client management

Teamwork

Attention to detail

Multi-tasking

Punctual

Confidentiality

Written and verbal communication

Education

High School / GED

P&C Insurance License

Tools

Sagitta (ATS)

ImageRight

Job description

Private Client Insurance Relationship Manager

LOCATION: Melville, NY, Bridgehampton, NY, Jersey city, NJ, Summit, NJ Hybrid position

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 3,000 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

• High School / GED Education required / P&C Insurance License required
• 5 + years Client Management Experience
• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
• 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:

The national average salary for this role is $85 000.00 - $115 000.00 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.

WHY EPIC:

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
  • 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
• 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 insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistant Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.