Private Client Insurance Relationship Manager - Hybrid

Edgewoodpartnersinsurancecenter; New York (NY); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Generous PTO

Parental leave

Employee referral bonus

Tuition Reimbursement

Mentorship Program

Wellness program

Pet Insurance

401(k) matching

Medical/dental/vision

Job summary

EPIC Insurance Brokers & Consultants is seeking a Relationship Manager for its Private Client practice. In this role you will provide exceptional service, act as a trusted advisor, and collaborate with a team of Private Client professionals.

You will manage renewals, identify cross-sell opportunities, mentor associates, and engage with carriers to strengthen client relationships. This is a full-time hybrid position based in Melville/NY area.

Qualifications

• High School / GED education required; 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 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.

Skills

Client relationship management

Communication skills

Teamwork

Problem solving

Attention to detail

Organizational skills

Education

High School / GED

P&C Insurance License

Tools

Sagitta ATS

ImageRight

MS Office

Outlook

Job description

EPIC Insurance Brokers & Consultants is seeking a Relationship Manager for its Private Client practice. In this role you will provide exceptional service, act as a trusted advisor, and collaborate with a team of Private Client professionals.

You will manage renewals, identify cross-sell opportunities, mentor associates, and engage with carriers to strengthen client relationships. This is a full-time hybrid position based in Melville/NY area.