Senior Private Client Insurance Relationship Manager

EPIC Insurance Brokers & Consultants; Town of Huntington (NY); Híbrido; USD 95.000 - 115.000; Tempo integral

Benefícios oferecidos por esta vaga

Generous PTO

Paid parental leave

Bonus program

401(k) matching

Medical Insurance

Dental Insurance

Vision Insurance

Wellness programs

Resumo da vaga

EPIC Insurance Brokers & Consultants seeks a Private Client Insurance Relationship Manager to provide expert service to a group of private clients. This full-time exempt role works in a hybrid, Northeast office network including Melville and nearby locations.

You will develop client relationships, review renewals, and identify coverage opportunities, while mentoring junior staff and coordinating with carriers.

Qualificações

• College degree preferred / P&C Insurance License required.
• 5+ years client management experience.
• Working knowledge of Microsoft Office.
• Sagitta (ATS) and ImageRight experience preferred.

Responsabilidades

• Become a trusted advisor and provide exemplary service to our Private Clients.
• Collaborate with Private Client staff and leadership.
• Participate in thought leadership as EPIC grows private client practice.
• Mentor Private Client Associates and develop relationships with carriers.
• Manage renewal activity from start to close and provide renewal reviews.

Conhecimentos

Written communication

Verbal communication

Organizational skills

Team player

Attention to detail

Multitasking

Punctuality

Confidentiality

Formação

College degree preferred

P&C Insurance License required

Ferramentas

Microsoft Office

Sagitta

ImageRight

Descrição da vaga

EPIC Insurance Brokers & Consultants seeks a Private Client Insurance Relationship Manager to provide expert service to a group of private clients. This full-time exempt role works in a hybrid, Northeast office network including Melville and nearby locations.

You will develop client relationships, review renewals, and identify coverage opportunities, while mentoring junior staff and coordinating with carriers.