Private Client Insurance Relationship Manager

The role

The Relationship Manager provides service and guidance to private clients through professional advice and advocacy. This person works independently to manage renewals, provide mentorship, and develop carrier relationships.

What you will do

• Provide service and guidance to Private Clients.
• Work with other Private Client team members and leadership.
• Participate in thought leadership to optimize the private client practice.
• Provide mentorship and leadership to Private Client Associates.
• Develop professional relationships with carriers.
• Manage renewal activity from start to close.
• Deliver complete and accurate renewal reviews.
• Look for sales opportunities by account rounding and selling additional coverage.
• Assume ownership of customer concerns and feedback.
• Remarket accounts or assist in onboarding new clients.

Required qualifications

• P&C Insurance License required
• 5 + years Client Management Experience
• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
• Excellent written, verbal, and organizational skills.
• Must be able to work within a team environment.
• Must demonstrate a sense of urgency when responding to an inquiry.
• Must be able to multi-task and prioritize multiple projects.
• Must possess attention to detail.
• Must be punctual and reliable.
• Must be able to keep information confidential.

Nice to have

• College Degree
• Sagitta (ATS) experience
• ImageRight experience

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees
• 22 PTO days 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 and trips
• Mentorship Program
• Tuition Reimbursement Program

About the company

EPIC Insurance Brokers & Consultants is a growing firm in the insurance industry with over 4,000 employees nationwide. Headquartered in New York City, the company has locations spread across the U.S.