Private Client Relationship Manager

About this role

LOCATION: Melville, NY, Bridgehampton, NY, Jersey city, NJ, Summit, NJ Hybrid position

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

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.

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