Senior Private Client Insurance Advisor & Relationship Lead

EPIC Brokers; Jersey City (NJ); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Generous PTO and leave options

Referral bonuses

Employee recognition programs

Pet Insurance

Identity Theft & Fraud Protection

Legal Planning

Wellness program

401(k) matching

Medical/Dental/Vision

Job summary

EPIC Insurance Brokers & Consultants is seeking a Private Client Insurance Relationship Manager in Jersey City, NJ area. You will provide expert guidance to a group of private clients, serving as a trusted advisor and advocate for their needs while working with a dedicated Private Client team.

The role requires 5+ years of client management experience, an active P&C license, and strong MS Office skills. Hybrid work arrangement and competitive compensation are offered to support performance and

Qualifications

• High School / GED required and P&C Insurance License preferred.
• 5+ years client management experience stated.
• Proficiency with MS Office and Outlook requested.

Responsibilities

• Become a trusted advisor and provide exemplary service to Private Clients.
• Collaborate with Private Client team and leadership.
• Participate in thought leadership as EPIC grows the private client practice.
• Provide mentorship to Private Client Associates.
• Develop relationships with carriers.
• Manage renewal activity from start to close.
• Deliver renewal reviews per agency guidelines.
• Identify sales opportunities through account rounding.

Skills

Client management

Communication

Team collaboration

Attention to detail

Education

High School / GED

P&C Insurance License

Tools

Sagitta (ATS)

ImageRight

MS Office

Outlook

Job description

EPIC Insurance Brokers & Consultants is seeking a Private Client Insurance Relationship Manager in Jersey City, NJ area. You will provide expert guidance to a group of private clients, serving as a trusted advisor and advocate for their needs while working with a dedicated Private Client team.

The role requires 5+ years of client management experience, an active P&C license, and strong MS Office skills. Hybrid work arrangement and competitive compensation are offered to support performance and