Private Client Relationship Manager (Insurance)

Location: Hybrid position in Melville, NY; Bridgehampton, NY; Jersey City, NJ; or Summit, NJ, United States

Salary: $85,000–$115,000 annual base pay, excluding bonuses and benefits.

Company

EPIC Insurance Brokers & Consultants is a property and casualty insurance brokerage founded in 2007, headquartered in New York City, with more than 3,000 employees and over 60 offices across the United States.

What you will do

• Serve as a trusted advisor for a portfolio of private clients and provide professional insurance guidance.
• Manage renewal activity from initial review through completion, including accurate renewal presentations.
• Remarket accounts and identify opportunities to round accounts or sell additional coverage.
• Own customer concerns and feedback through resolution while maintaining strong carrier relationships.
• Support new-client discussions and onboarding in partnership with Private Client Advisors.
• Mentor Private Client Associates, collaborate with account and advisory teams, and manage projects assigned by leadership.

Requirements

• High school diploma or GED.
• Property and casualty insurance license.
• 5+ years of client management experience.
• Excellent written, verbal, organizational, prioritization, and multitasking skills.
• Working knowledge of computers and business software, including Microsoft Office and Outlook.
• Ability to work independently and collaboratively, respond with urgency, maintain confidentiality, and meet quality standards.

Nice to have

• Experience with Sagitta (ATS) and ImageRight.

Culture & Benefits

• Hybrid work environment focused on collaboration, teamwork, and inclusion.
• Managed PTO for salaried/exempt employees, 12 paid holidays, and four early-close days.
• Paid parental, pregnancy disability, bonding, and donor leave options.
• Professional development through mentorship, tuition reimbursement, and leadership programs.
• Benefits include 401(k) matching, medical, dental, vision, wellness, employee assistance, pet insurance, identity theft protection, legal planning, and family planning support.
• Employee recognition, referral bonus, employee resource groups, and charitable giving programs.