EPIC Brokers

EPIC Brokers

Private Client Relationship Manager

40 Marcus Drive 3rd Floor, Melville, NY 11747 · Full-time

Sponsorship not specifiedDetected 23 hours ago
RecruitingEpicLeadershipMentoringMicrosoft OfficeProperty & Casualty

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.

Responsibilities

  • Actively participate in thought leadership as EPIC grows and optimizes the private client practice
  • 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.
  • Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership.

Requirements

  • Must be able to work within a team environment.
  • The Relationship Manager works independently and must be an excellent problem solver.

Nice to have

  • Sagitta (ATS) and ImageRight experience is preferred.

Skills

  • Possess excellent written, verbal, and organizational skills.
  • 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 $85 000.00 - $115 000.00 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.
  • 22 PTO days starting out for hourly/non-exempt employees

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, and organ donor/bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral
  • Look for sales opportunities by account rounding and selling additional coverage.
  • Education and Experience
  • High School / GED Education required / P&C Insurance License required
  • The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
Apply directly at EPIC Brokers →Create a free account for alerts like thisView EPIC Brokers immigration profile

This listing is sourced directly from EPIC Brokers's careers page and normalized into a canonical job model.