Private Client Relationship Manager

EPIC Insurance Brokers & Consultants; Melville (NY); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Generous Paid Time Off

Employee referral bonus program

401(k) matching

Medical, dental, and vision insurance

Job summary

EPIC Insurance Brokers & Consultants is seeking a full-time Relationship Manager in Melville, NY. You will be responsible for delivering exceptional service and advice to private clients, working independently and solving problems effectively. This hybrid position requires collaboration with the EPIC Private Client team to manage client relationships and renewal activities.

The ideal candidate should possess 5+ years in client management, a P&C Insurance License, and strong communication skills. Notable benefits include generous PTO, medical insurance, and a supportive work culture.

Qualifications

• High School / GED Education required and P&C Insurance License required.
• 5+ years Client Management Experience.
• Working knowledge of computers and relevant software applications.

Responsibilities

• Provide exemplary service in all aspects to our Private Clients.
• Work as a team with other Private Client professionals.
• Manage renewal activity from start to close.
• Look for sales opportunities by account rounding.

Skills

Excellent written, verbal, and organizational skills

Ability to work within a team environment

Attention to detail

Ability to multi-task and prioritize

Demonstrate a sense of urgency

Education

High School / GED Education

P&C Insurance License

5+ years Client Management Experience

Tools

MS Office

Sagitta (ATS)

ImageRight

Job description

LOCATION: Melville, NY, Bridgehampton, NY, Jersey City, NJ, Summit, NJ - Hybrid position

Come join our 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.

Benefits

• 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 Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to "Insurance Journal"

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

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.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

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.