Senior Private Client Insurance Relationship Manager

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

Benefits offered by this job

Generous Paid Time Off

401(k) matching

Medical, Dental, Vision Insurance

Employee wellness programs

Bonuses and recognition programs

Job summary

EPIC Insurance Brokers & Consultants in Melville, NY seeks a Private Client Relationship Manager to deliver exceptional service to a select client group. You’ll work hybridly, guiding client strategies, renewing policies, and pursuing growth opportunities with carriers.

Ideal candidates have a college degree, a P&C license, and 5+ years in client management, with strong teamwork and communication skills. Competitive salary and comprehensive benefits offered.

Qualifications

• 5+ years of client management experience.
• P&C insurance license required.
• Strong written and verbal communication.
• Proficiency in Sagitta ATS and ImageRight preferred.

Responsibilities

• Become a trusted advisor and provide exemplary service to Private Clients.
• Work with Private Client teams and leadership.
• Lead renewal reviews and manage accounts end-to-end.
• Identify sales opportunities and cross-sell additional coverage.
• Mentor Private Client Associates and maintain carrier relationships.

Skills

Client Management

Team Collaboration

Communication skills

Education

College Degree preferred

P&C Insurance License required

Tools

Sagitta (ATS)

ImageRight

Microsoft Office Suite

Job description

EPIC Insurance Brokers & Consultants in Melville, NY seeks a Private Client Relationship Manager to deliver exceptional service to a select client group. You’ll work hybridly, guiding client strategies, renewing policies, and pursuing growth opportunities with carriers.

Ideal candidates have a college degree, a P&C license, and 5+ years in client management, with strong teamwork and communication skills. Competitive salary and comprehensive benefits offered.