Private Client Relationship Manager

EPIC Insurance Brokers & Consultants

Melville, NY, United States
Hybrid
5+ years client management experience
P&c insurance license required
High school or ged education
EPIC Insurance Brokers & Consultants is seeking a Private Client Relationship Manager to provide exceptional service and advocacy for private clients. The position requires strong client management skills and collaboration with team members to ensure client satisfaction and retention

Job Summary

  • The Relationship Manager is responsible for providing exceptional service and guidance to a group of private clients by demonstrating advocacy at all times.
  • This role requires working independently as an excellent problem solver while managing renewal activity from start to close.
  • EPIC Insurance Brokers & Consultants values an owner mindset, inspiring trust, thinking big, and driving results.

Matching Summary

Match Score: 85

EPIC Insurance Brokers & Consultants is seeking a Private Client Relationship Manager to provide exceptional service and advocacy for private clients. The position requires strong client management skills and collaboration with team members to ensure client satisfaction and retention.

Skills & Requirements

Must-have

  • 5+ years client management experience
  • P&C Insurance License required
  • High School or GED education

Nice-to-have

  • Sagitta ATS software experience
  • ImageRight software experience
  • Strong problem-solving abilities

Key Requirements

  • 5+ years Client Management Experience
  • P&C Insurance License
  • High School / GED Education

Work Rights

Not specified

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