Private Client Insurance Relationship Manager

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 $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.

Why EPIC:

EPIC has over 60 offices and 3,000 employees nationwide, and we're growing. We offer:

• Generous Paid Time Off, including managed PTO for salaried/exempt employees, 22 PTO days starting out for hourly/non-exempt employees, 12 company-observed paid holidays, and 4 early-close days
• Generous leave options: paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs and awards
• Employee Resource Groups: Women's Coalition, EPIC Veterans Group
• Professional growth and development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Benefits such as Pet Insurance, Identity Theft and Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause and Midlife Support
• 401(k) matching, medical, dental, vision insurance, and wellness and employee assistance programs
• 50/50 Work Culture between producers and the rest of the business
• EPIC Gives Back through Donation Connection, Employee Assistance Fund, and People First Foundation
• Recognized 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. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard.

California Applicants: View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.