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 rapidly growing property and casualty insurance brokerage founded in 2007, with more than 3,000 employees and over 60 offices across the United States.

What you will do

• Serve as a trusted advisor and provide professional guidance and exceptional service to private clients.
• Manage renewal activity from initial review through completion and deliver accurate renewal reviews according to agency guidelines.
• Remarket accounts, identify account-rounding and additional-coverage opportunities, and support new-client onboarding.
• Build cooperative relationships with insurance carriers and collaborate with Relationship Managers, Account Managers, Associates, Advisors, and leadership.
• Own customer concerns and feedback through resolution while meeting internal quality and performance standards.
• Mentor Private Client Associates, contribute to thought leadership, and manage projects assigned by Private Client leadership.

Requirements

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

Nice to have

• Experience with Sagitta (ATS) and ImageRight.

Culture & Benefits

• Managed PTO for salaried employees, paid holidays, and early-close days.
• Paid parental, pregnancy disability and bonding, organ donor, and bone marrow donor leave.
• 401(k) matching, medical, dental, and vision insurance, wellness programs, and employee assistance programs.
• Tuition reimbursement, mentorship, and leadership development programs.
• Employee referral bonuses, recognition programs, employee resource groups, and additional family, pet, legal, identity protection, and wellness benefits.
• Collaborative 50/50 work culture focused on teamwork, inclusion, professional growth, and charitable initiatives.