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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 execute 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 position
• Full-time exempt position

Experience Level

• 5+ years Client Management Experience

Education Level

• High School / GED Education
• P&C Insurance License

Salary/Compensations

• $85,000.00 - $115,000.00

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps)
• 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
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs
• Employee Resource Groups (Women’s Coalition, EPIC Veterans Group)
• 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, EPIC has over 3,000 employees nationwide with locations across the U.S.
• The company emphasizes local market knowledge and industry expertise to support client needs.
• EPIC's core values are: Owner mindset, Inspire trust, Think big, and Drive results.
• EPIC has over 60 offices and 3,000 employees nationwide and is experiencing growth.
• EPIC fosters a 50/50 work culture between producers and the rest of the business.
• EPIC Gives Back initiatives include Donation Connection, Employee Assistance Fund, and People First Foundation.
• EPIC is recognized as a top 10 property/casualty agency by "Insurance Journal".
• EPIC embraces diversity and is committed to fostering an inclusive work community where every colleague feels welcomed, valued, respected, and heard.
• The company believes diversity drives innovation and empowers employees to deliver the best outcomes for clients.

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.