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About the Role
The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by offering professional advice and advocating for the client. This role requires independent work and strong problem-solving skills.
Responsibilities
- Serve as a trusted advisor and provide exemplary service to Private Clients.
- Collaborate with other Private Client team members, including Relationship Managers, Account Managers, Associates, and Advisors.
- Contribute to thought leadership for the private client practice.
- Mentor and lead Private Client Associates.
- Build cooperative and professional relationships with carriers.
- Manage and complete renewal activities from beginning to end.
- Deliver accurate renewal reviews according to agency guidelines.
- Identify sales opportunities through account rounding and additional coverage sales.
- Take ownership of customer concerns and feedback until resolution.
- Remarket accounts as per agency guidelines or at the request of producers or insureds.
- Assist Private Client Advisors with initial prospect discussions and new client onboarding.
- Undertake additional responsibilities and manage projects as directed by leadership.
- Comply with internal procedures and practices while meeting performance and quality standards.
Requirements
- High School / GED Education required.
- P&C Insurance License required.
- 5+ years of Client Management Experience.
- Working knowledge of computers and relevant software applications (e.g., MS Office, Outlook).
- Sagitta (ATS) and ImageRight experience preferred.
Skills
- Excellent written, verbal, and organizational skills.
- Ability to work within a team environment.
- Avoid E&O situations.
- Demonstrate a sense of urgency when responding to inquiries.
- Ability to multi-task and prioritize multiple projects.
- Attention to detail.
- Punctual and reliable.
- Ability to keep information confidential.
Location
- Melville, NY
- Bridgehampton, NY
- Jersey City, NJ
- Summit, NJ
Work Type
- Hybrid
- Full-time
- Exempt
Experience Level
- 5+ years Client Management Experience
Education Level
- High School / GED
- P&C Insurance License
Salary/Compensations
- $85,000.00 - $105,000.00
Benefits
- Generous Paid Time off
- Managed PTO for salaried/exempt employees
- 22 PTO days starting out for hourly/non-exempt employees
- 12 company-observed paid holidays
- 4 early-close days
- Paid parental leave
- Pregnancy disability and bonding leave
- Organ donor/bone marrow donor leave
- Employee referral bonus program of $1,500 per hired referral
- Employee recognition programs
- Employee Resource Groups
- Mentorship Program
- Tuition Reimbursement Program
- Leadership Development
- Pet Insurance
- Identity Theft & Fraud Protection Coverage
- Legal Planning
- Family Planning
- Menopause & Midlife Support
- 401(k) matching
- Medical insurance
- Dental insurance
- Vision insurance
- Wellness & employee assistance programs
About the Company
- EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry.
- Founded in 2007, the company is headquartered in New York City and has over 3,000 employees nationwide.
- EPIC has over 60 offices and 3,000 employees nationwide and is growing.
- EPIC fosters a 50/50 work culture between producers and the rest of the business.
- EPIC Gives Back through charitable efforts like Donation Connection, Employee Assistance Fund, and People First Foundation.
- EPIC is ranked among the top 10 property/casualty agencies by "Insurance Journal".
Equal Opportunity
- EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience.
- We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard.
- It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
- California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
- Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.