Private Client Insurance Relationship Manager

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

College Degree Preferred / 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:

Exempt: The base salary range for this position is $95,000 – $115,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:

EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

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

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. It takes both production and service to be EPIC!

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

We’re 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—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

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.

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