Private Client Relationship Manager

<p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>LOCATION:</strong> Melville, NY, Bridgehampton, NY, Jersey city, NJ, Summit, NJ&nbsp; Hybrid position</span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Come join our team!</span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">There are many reasons why EPIC Insurance Brokers &amp; Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.</span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.&nbsp;</span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!</span></p> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>JOB OVERVIEW:</strong></span></p> <p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">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.&nbsp; The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position.</span></p> <p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Responsibilities</span></p> <ul> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">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.</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Actively participate in thought leadership as EPIC grows and optimizes the private client practice</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Provide mentorship and leadership to Private Client Associates</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Develop cooperative and professional relationships with our carriers.</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Manage renewal activity from start to close.</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Deliver complete and accurate renewal reviews according to agency guidelines.</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Look for sales opportunities by account rounding and selling additional coverage.</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Assume ownership of customer concerns and feedback until completion.</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Remarket accounts according to agency guidelines or at the request of the producer or insured.</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed.</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership.</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.</span></li> </ul> <p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Education and Experience</span></p> <ul> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">High School / GED Education required / P&amp;C Insurance License required</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">5 + years Client Management Experience</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Sagitta (ATS) and ImageRight experience is preferred.</span></li> </ul> <p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Skills and Abilities</span></p> <ul> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Possess excellent written, verbal, and organizational skills.</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Must be able to work within a team environment.</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Account Executives are expected to avoid E&amp;O situations.</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Demonstrate a sense of urgency when responding to an inquiry.</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Must possess the ability to multi-task and prioritize multiple projects.</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Must possess attention to detail.</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Must be punctual and reliable.</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Must be able to keep information confidential.</span></li> </ul> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>COMPENSATION:&nbsp;</strong></span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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.</span></p> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>WHY EPIC: </strong></span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:</span></p> <ul> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Generous Paid Time off</span> <ul> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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</span></li> </ul> </li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Generous employee referral bonus program of $1,500 per hired referral</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Employee Resource Groups: Women’s Coalition, EPIC Veterans Group</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Professional growth &amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Unique benefits such as Pet Insurance, Identity Theft &amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause &amp; Midlife Support</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness &amp; employee assistance programs</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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!</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">We’re in the top 10 of property/casualty agencies according to “Insurance Journal”</span></li> </ul> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">To learn more about EPIC, visit our Careers Page:&nbsp;<a style="color: rgb(0, 0, 0);" href="https://www.epicbrokers.com/about/epic-careers/">https://www.epicbrokers.com/about/epic-careers/</a>.&nbsp;</span></p> <p style="line-height: 1;">&nbsp;</p> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><em>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.&nbsp;</em></span></p> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><em>California Applicants - View your privacy rights at: <a style="color: rgb(0, 0, 0);" href="https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf">https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf</a>.&nbsp;</em></span></p> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><em>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.&nbsp;</em></span></p> <p style="line-height: 1;">&nbsp;</p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">#LI-TM1</span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">#LI-Hybrid</span></p> <p style="line-height: 1;">&nbsp;</p> <p>&nbsp;</p>