EPIC Insurance Brokers & Consultants
Private Client Relationship Manager
EPIC Insurance Brokers & Consultants, Melville, New York, us, 11775
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Private Client Relationship Manager
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EPIC Insurance Brokers & Consultants 5 days ago Be among the first 25 applicants Join to apply for the
Private Client Relationship Manager
role at
EPIC Insurance Brokers & Consultants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from EPIC Insurance Brokers & Consultants Senior Talent Acquisition Partner at EPIC Insurance Brokers, Building Teams that shape EPIC's future.
LOCATION:
Melville, NY or East Hampton, NY
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 San Francisco 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. 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.
Education And Experience
High School / GED Education required / P&C Insurance License required 5 + years Client Management Experience Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc. Sagitta (ATS) and ImageRight experience is preferred.
Skills And Abilities
Possess excellent written, verbal, and organizational skills. Must be able to work within a team environment. Account Executives are expected to avoid E&O situations. Demonstrate a sense of urgency when responding to an inquiry. Must possess the ability to multi-task and prioritize multiple projects. Must possess attention to detail. Must be punctual and reliable. Must be able to keep information confidential.
Compensation
The national average salary for this role is $80 000.00 - $105 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
Why Epic
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
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, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Insurance Referrals increase your chances of interviewing at EPIC Insurance Brokers & Consultants by 2x Sign in to set job alerts for “Private Client Manager” roles.
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Private Client Relationship Manager
role at
EPIC Insurance Brokers & Consultants 5 days ago Be among the first 25 applicants Join to apply for the
Private Client Relationship Manager
role at
EPIC Insurance Brokers & Consultants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from EPIC Insurance Brokers & Consultants Senior Talent Acquisition Partner at EPIC Insurance Brokers, Building Teams that shape EPIC's future.
LOCATION:
Melville, NY or East Hampton, NY
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 San Francisco 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. 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.
Education And Experience
High School / GED Education required / P&C Insurance License required 5 + years Client Management Experience Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc. Sagitta (ATS) and ImageRight experience is preferred.
Skills And Abilities
Possess excellent written, verbal, and organizational skills. Must be able to work within a team environment. Account Executives are expected to avoid E&O situations. Demonstrate a sense of urgency when responding to an inquiry. Must possess the ability to multi-task and prioritize multiple projects. Must possess attention to detail. Must be punctual and reliable. Must be able to keep information confidential.
Compensation
The national average salary for this role is $80 000.00 - $105 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
Why Epic
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
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, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Insurance Referrals increase your chances of interviewing at EPIC Insurance Brokers & Consultants by 2x Sign in to set job alerts for “Private Client Manager” roles.
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High Net-Worth Wealth Advisor (Stamford)
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Huntington Station, NY $80,000.00-$110,000.00 7 hours ago Old Westbury, NY $57,000.00-$59,500.00 5 months ago Citi Wealth - Wealth Relationship Manager - Utopia Branch
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Plainview, NY $88,400.00-$132,600.00 1 week ago Melville, NY $100,000.00-$275,000.00 11 hours ago Greenwich, CT $90,000.00-$120,000.00 7 hours ago J.P. Morgan Wealth Management – Private Client Advisor - Queens, NY (West)
Senior Home Lending Advisor - Valley Stream, NY - Green Acres MallBranch
J.P. Morgan Wealth Management – Private Client Advisor - Queens, NY (East)
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr