Senior Private Client Insurance Manager

EPIC Insurance Brokers & Consultants; Summit (NJ); Hybrid; USD 95,000 - 115,000; Full time

Benefits offered by this job

Generous Paid Time off

Parental leave, pregnancy disability &

Referral bonus $1,500 per hire

Employee recognition programs and trip

Employee Resource Groups: Women’sCoal;

Pet Insurance, Identity Theft & Fraud"

401(k) matching, medical, dental, and/

Wellness & EAP

50/50 Work Culture

Community giving and awards

Top 10 P/C agencies

Job summary

EPIC Insurance Brokers & Consultants is seeking a Private Client Insurance Relationship Manager in Summit, NJ, with hybrid work options across NE offices. The role focuses on delivering exceptional service to private clients, managing renewals, and identifying cross-sell opportunities to enhance client coverage.

The ideal candidate has 5+ years of client management experience and a P&C license. Strong teamwork across the Private Client group and proficiency with Sagitta and ImageRight are

Qualifications

• 5+ years of client management experience.
• P&C insurance license required.
• Strong Microsoft Office skills.
• Knowledge of Sagitta and ImageRight 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

Relationship management

Client service

Problem solving

Team collaboration

Education

College degree preferred

P&C Insurance License required

Tools

Microsoft Suite

Sagitta (ATS)

ImageRight

Job description

EPIC Insurance Brokers & Consultants is seeking a Private Client Insurance Relationship Manager in Summit, NJ, with hybrid work options across NE offices. The role focuses on delivering exceptional service to private clients, managing renewals, and identifying cross-sell opportunities to enhance client coverage.

The ideal candidate has 5+ years of client management experience and a P&C license. Strong teamwork across the Private Client group and proficiency with Sagitta and ImageRight are