Private Client Relationship Manager

Hybrid position in Melville, NY; Bridgehampton, NY; Jersey City, NJ; or Summit, NJ.

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 providing professional advice and demonstrating advocacy for the client at all times. The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position.

Responsibilities

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

Requirements

• High School diploma or GED required.
• Property & Casualty 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 is preferred.

Skills

• Excellent written, verbal, and organizational skills.
• Ability to work within a team environment.
• Strong problem-solving skills to avoid E&O situations.
• 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.

Pay

The national average salary for this role is $85,000.00 - $115,000.00 in base pay, exclusive of any bonuses or benefits. The base pay offered will be determined based on experience, skills, training, certifications, internal equity, and market data.

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.
• Generous leave time options:
  • 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 for demonstrating EPIC’s values, plus additional awards and programs (including trips).
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group.
• Professional growth and 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, and vision insurance.
  • Wellness and employee assistance programs.
• 50/50 Work Culture: EPIC fosters collaboration, teamwork, and an inclusive work environment.
• Charitable efforts including Donation Connection, Employee Assistance Fund, and People First Foundation.