Private Client Insurance Relationship Manager

Hybrid role based in the Northeast: Melville, NY; Bridgehampton, NY; Summit, NJ; Jersey City, NJ; Mt. Laurel, NJ. EPIC Insurance Brokers & Consultants, founded in 2007 and headquartered in New York City, has over 4,000 employees nationwide and operates more than 60 offices. Core values: Owner mindset, Inspire trust, Think big, Drive results.

About the role

The Relationship Manager in EPIC Private Client provides exceptional service and guidance to a group of private clients, offering professional advice and advocating for the client at all times. This is a full-time exempt position requiring independent work and strong problem-solving skills.

Responsibilities

• Become a trusted advisor and provide exemplary service in all aspects to Private Clients.
• Collaborate with Private Client Relationship Managers, Account Managers, Associates, Advisors, and leadership.
• Actively participate in thought leadership as EPIC grows and optimizes the private client practice.
• Provide mentorship and leadership to Private Client Associates.
• Develop cooperative, professional relationships with carriers.
• Manage renewal activity from start to close.
• Deliver complete and accurate renewal reviews according to agency guidelines.
• Identify sales opportunities through account rounding and selling additional coverage.
• Assume ownership of customer concerns and feedback until resolution.
• Remarket accounts per agency guidelines or at the request of the producer or insured.
• Assist Private Client Advisors in initial discussions with prospective clients and onboarding of new clients when needed.
• Take on additional responsibilities and manage projects as directed by EPIC Private Client Leadership.
• Comply with all internal procedures and practices while meeting performance and quality standards.

Requirements

• College degree preferred; Property & Casualty Insurance License required.
• 5+ years of client management experience.
• Working knowledge of Microsoft Suite.
• Sagitta (ATS) and ImageRight experience preferred.

Skills

• Excellent written, verbal, and organizational skills.
• Ability to work effectively within a team environment.
• Expected to avoid errors and omissions (E&O) situations.
• Demonstrated sense of urgency when responding to inquiries.
• Ability to multi-task and prioritize multiple projects.
• Strong attention to detail.
• Punctual and reliable.
• Ability to maintain confidentiality.

Pay

Exempt position. Base salary range: $95,000 – $115,000 (employer’s good-faith estimate at time of posting). Actual compensation determined by experience, skills, training, certifications, education, internal equity, and market data. Role may also be eligible for bonuses and a comprehensive benefits package.

Benefits

• Generous Paid Time Off: Managed PTO for salaried/exempt employees (no accruals or caps); 22 PTO days starting for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days.
• Generous leave options: Paid parental leave, pregnancy disability and bonding leave, organ donor/bone marrow donor leave.
• Employee referral bonus: $1,500 per hired referral.
• Employee recognition programs for demonstrating EPIC’s values, plus additional awards and trips.
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group.
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development.
• Unique benefits: Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, Menopause & Midlife Support.
• Additional benefits: 401(k) matching, medical, dental, vision insurance, wellness & employee assistance programs.
• 50/50 Work Culture fostering collaboration between producers and service teams.
• EPIC Gives Back: Donation Connection, Employee Assistance Fund, People First Foundation.