Apply on Employer Site

EPIC Insurance Brokers & Consultants · 1 day ago

Private Client Relationship Manager

Jersey City, NJ

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $120K/yr

5+ years exp

EPIC Insurance Brokers & Consultants is a rapidly growing firm in the insurance industry, seeking a Private Client Relationship Manager to provide exceptional service and guidance to private clients. The role involves building strong relationships, managing renewals, and mentoring team members while ensuring compliance with agency guidelines.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

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

Qualification

P&C Insurance LicenseClient Management ExperienceMS OfficeSagitta (ATS)ImageRightWritten CommunicationVerbal CommunicationOrganizational SkillsTeamworkAttention to DetailConfidentiality

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

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

Preferred

College degree preferred

Sagitta (ATS) and ImageRight experience is preferred

Benefits

Generous Paid Time off

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, 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.

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

Company

EPIC Insurance Brokers & Consultants

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.

Founded in 2007

San Francisco, California, USA

1001-5000 employees