Senior Private Client Relationship Manager - Hybrid

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)

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Job description

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.