Private Client Relationship Manager

Job Summary

Required Qualifications

• •High School / GED Education
• •P&C Insurance License
• •5 + years Client Management Experience
• •Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
• •Possess excellent written, verbal, and organizational skills
• •Must be able to work within a team environment
• •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
• •Must be able to effectively lead and coach others
• •Must be able to effectively manage and resolve customer concerns and feedback
• •Must be able to effectively manage and optimize the private client practice
• •Must be able to effectively manage and deliver complete and accurate renewal reviews
• •Must be able to effectively identify and pursue sales opportunities
• •Must be able to effectively remarket accounts
• •Must be able to effectively assist in initial discussions with prospective clients and the onboarding of new clients
• •Must be able to effectively manage projects as directed by EPIC Private Client Leadership
• •Must be able to effectively comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards
• •Must be available for hybrid work in Melville, NY, Bridgehampton, NY, Jersey city, NJ, or Summit, NJ
• •Must be able to effectively avoid E&O situations
• •Must be able to effectively provide professional advice and demonstrate advocacy for the client at all times
• •Must be able to effectively become a trusted advisor and provide exemplary service in all aspects to our Private Clients
• •Must be able to effectively 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
• •Must be able to effectively provide mentorship and leadership to Private Client Associates
• •Must be able to effectively develop cooperative and professional relationships with our carriers
• •Must be able to effectively manage renewal activity from start to close
• •Must be able to effectively look for sales opportunities by account rounding and selling additional coverage
• •Must be able to effectively assume ownership of customer concerns and feedback until completion
• •Must be able to effectively remarket accounts according to agency guidelines or at the request of the producer or insured
• •Must be able to effectively assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed
• •Must be able to effectively take on additional responsibilities
• •Must be able to effectively manage projects as directed by EPIC Private Client Leadership
• •Must be able to effectively comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards
• •Must be able to effectively provide exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times
• •Must be able to effectively work independently
• •Must be able to effectively be an excellent problem solver
• •Must be able to effectively provide exemplary service in all aspects to our Private Clients
• •Must be able to effectively 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
• •Must be able to effectively actively participate in thought leadership as EPIC grows and optimizes the private client practice
• •Must be able to effectively provide mentorship and leadership to Private Client Associates
• •Must be able to effectively develop cooperative and professional relationships with our carriers
• •Must be able to effectively manage renewal activity from start to close
• •Must be able to effectively deliver complete and accurate renewal reviews according to agency guidelines
• •Must be able to effectively look for sales opportunities by account rounding and selling additional coverage
• •Must be able to effectively assume ownership of customer concerns and feedback until completion
• •Must be able to effectively remarket accounts according to agency guidelines or at the request of the producer or insured
• •Must be able to effectively assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed
• •Must be able to effectively take on additional responsibilities
• •Must be able to effectively manage projects as directed by EPIC Private Client Leadership
• •Must be able to effectively comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards
• •Must be able to effectively possess excellent written, verbal, and organizational skills
• •Must be able to effectively work within a team environment
• •Must be able to effectively avoid E&O situations
• •Must be able to effectively demonstrate a sense of urgency when responding to an inquiry
• •Must be able to effectively possess the ability to multi-task and prioritize multiple projects
• •Must be able to effectively possess attention to detail
• •Must be able to effectively be punctual and reliable
• •Must be able to effectively keep information confidential
• •Must be able to effectively become a trusted advisor and provide exemplary service in all aspects to our Private Clients
• •Must be able to effectively 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
• •Must be able to effectively actively participate in thought leadership as EPIC grows and optimizes the private client practice
• •Must be able to effectively provide mentorship and leadership to Private Client Associates
• •Must be able to effectively develop cooperative and professional relationships with our carriers
• •Must be able to effectively manage renewal activity from start to close
• •Must be able to effectively deliver complete and accurate renewal reviews according to agency guidelines
• •Must be able to effectively look for sales opportunities by account rounding and selling additional coverage
• •Must be able to effectively assume ownership of customer concerns and feedback until completion
• •Must be able to effectively remarket accounts according to agency guidelines or at the request of the producer or insured
• •Must be able to effectively assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed
• •Must be able to effectively take on additional responsibilities
• •Must be able to effectively manage projects as directed by EPIC Private Client Leadership
• •Must be able to effectively comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards
• •Must be able to effectively possess excellent written, verbal, and organizational skills
• •Must be able to effectively work within a team environment
• •Must be able to effectively avoid E&O situations
• •Must be able to effectively demonstrate a sense of urgency when responding to an inquiry
• •Must be able to effectively possess the ability to multi-task and prioritize multiple projects
• •Must be able to effectively possess attention to detail
• •Must be able to effectively be punctual and reliable
• •Must be able to effectively keep information confidential
• •Must be able to effectively become a trusted advisor and provide exemplary service in all aspects to our Private Clients
• •Must be able to effectively 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
• •Must be able to effectively actively participate in thought leadership as EPIC grows and optimizes the private client practice
• •Must be able to effectively provide mentorship and leadership to Private Client Associates
• •Must be able to effectively develop cooperative and professional relationships with our carriers
• •Must be able to effectively manage renewal activity from start to close
• •Must be able to effectively deliver complete and accurate renewal reviews according to agency guidelines
• •Must be able to effectively look for sales opportunities by account rounding and selling additional coverage
• •Must be able to effectively assume ownership of customer concerns and feedback until completion
• •Must be able to effectively remarket accounts according to agency guidelines or at the request of the producer or insured
• •Must be able to effectively assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed
• •Must be able to effectively take on additional responsibilities
• •Must be able to effectively manage projects as directed by EPIC Private Client Leadership
• •Must be able to effectively comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards
• •Must be able to effectively possess excellent written, verbal, and organizational skills
• •Must be able to effectively work within a team environment
• •Must be able to effectively avoid E&O situations
• •Must be able to effectively demonstrate a sense of urgency when responding to an inquiry
• •Must be able to effectively possess the ability to multi-task and prioritize multiple projects
• •Must be able to effectively possess attention to detail
• •Must be able to effectively be punctual and reliable
• •Must be able to effectively keep information confidential
• •Must be able to effectively become a trusted advisor and provide exemplary service in all aspects to our Private Clients
• •Must be able to effectively 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
• •Must be able to effectively actively participate in thought leadership as EPIC grows and optimizes the private client practice
• •Must be able to effectively provide mentorship and leadership to Private Client Associates
• •Must be able to effectively develop cooperative and professional relationships with our carriers
• •Must be able to effectively manage renewal activity from start to close
• •Must be able to effectively deliver complete and accurate renewal reviews according to agency guidelines
• •Must be able to effectively look for sales opportunities by account rounding and selling additional coverage
• •Must be able to effectively assume ownership of customer concerns and feedback until completion
• •Must be able to effectively remarket accounts according to agency guidelines or at the request of the producer or insured
• •Must be able to effectively assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed
• •Must be able to effectively take on additional responsibilities
• •Must be able to effectively manage projects as directed by EPIC Private Client Leadership
• •Must be able to effectively comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards
• •Must be able to effectively possess excellent written, verbal, and organizational skills
• •Must be able to effectively work within a team environment
• •Must be able to effectively avoid E&O situations
• •Must be able to effectively demonstrate a sense of urgency when responding to an inquiry
• •Must be able to effectively possess the ability to multi-task and prioritize multiple projects
• •Must be able to effectively possess attention to detail
• •Must be able to effectively be punctual and reliable
• •Must be able to effectively keep information confidential
• •Must be able to effectively become a trusted advisor and provide exemplary service in all aspects to our Private Clients
• •Must be able to effectively 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
• •Must be able to effectively actively participate in thought leadership as EPIC grows and optimizes the private client practice
• •Must be able to effectively provide mentorship and leadership to Private Client Associates
• •Must be able to effectively develop cooperative and professional relationships with our carriers
• •Must be able to effectively manage renewal activity from start to close
• •Must be able to effectively deliver complete and accurate renewal reviews according to agency guidelines
• •Must be able to effectively look for sales opportunities by account rounding and selling additional coverage
• •Must be able to effectively assume ownership of customer concerns and feedback until completion
• •Must be able to effectively remarket accounts according to agency guidelines or at the request of the producer or insured
• •Must be able to effectively assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed
• •Must be able to effectively take on additional responsibilities
• •Must be able to effectively manage projects as directed by EPIC Private Client Leadership
• •Must be able to effectively comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards
• •Must be able to effectively possess excellent written, verbal, and organizational skills
• •Must be able to effectively work within a team environment
• •Must be able to effectively avoid E&O situations
• •Must be able to effectively demonstrate a sense of urgency when responding to an inquiry
• •Must be able to effectively possess the ability to multi-task and prioritize multiple projects
• •Must be able to effectively possess attention to detail
• •Must be able to effectively be punctual and reliable
• •Must be able to effectively keep information confidential
• •Must be able to effectively become a trusted advisor and provide exemplary service in all aspects to our Private Clients
• •Must be able to effectively 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
• •Must be able to effectively actively participate in thought leadership as EPIC grows and optimizes the private client practice
• •Must be able to effectively provide mentorship and leadership to Private Client Associates
• •Must be able to effectively develop cooperative and professional relationships with our carriers
• •Must be able to effectively manage renewal activity from start to close
• •Must be able to effectively deliver complete and accurate renewal reviews according to agency guidelines
• •Must be able to effectively look for sales opportunities by account rounding and selling additional coverage
• •Must be able to effectively assume ownership of customer concerns and feedback until completion
• •Must be able to effectively remarket accounts according to agency guidelines or at the request of the producer or insured
• •Must be able to effectively assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed
• •Must be able to effectively take on additional responsibilities
• •Must be able to effectively manage projects as directed by EPIC Private Client Leadership
• •Must be able to effectively comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards
• •Must be able to effectively possess excellent written, verbal, and organizational skills
• •Must be able to effectively work within a team environment
• •Must be able to effectively avoid E&O situations
• •Must be able to effectively demonstrate a sense of urgency when responding to an inquiry
• •Must be able to effectively possess the ability to multi-task and prioritize multiple projects
• •Must be able to effectively possess attention to detail
• •Must be able to effectively be punctual and reliable
• •Must be able to effectively keep information confidential
• •Must be able to effectively become a trusted advisor and provide exemplary service in all aspects to our Private Clients
• •Must be able to effectively 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
• •Must be able to effectively actively participate in thought leadership as EPIC grows and optimizes the private client practice
• •Must be able to effectively provide mentorship and leadership to Private Client Associates
• •Must be able to effectively develop cooperative and professional relationships with our carriers
• •Must be able to effectively manage renewal activity from start to close
• •Must be able to effectively deliver complete and accurate renewal reviews according to agency guidelines
• •Must be able to effectively look for sales opportunities by account rounding and selling additional coverage
• •Must be able to effectively assume ownership of customer concerns and feedback until completion
• •Must be able to effectively remarket accounts according to agency guidelines or at the request of the producer or insured
• •Must be able to effectively assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed
• •Must be able to effectively take on additional responsibilities
• •Must be able to effectively manage projects as directed by EPIC Private Client Leadership
• •Must be able to effectively comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards
• •Must be able to effectively possess excellent written, verbal, and organizational skills
• •Must be able to effectively work within a team environment
• •Must be able to effectively avoid E&O situations
• •Must be able to effectively demonstrate a sense of urgency when responding to an inquiry
• •Must be able to effectively possess the ability to multi-task and prioritize multiple projects
• •Must be able to effectively possess attention to detail
• •Must be able to effectively be punctual and reliable
• •Must be able to effectively keep information confidential
• •Must be able to effectively become a trusted advisor and provide exemplary service in all aspects to our Private Clients
• •Must be able to effectively 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
• •Must be able to effectively actively participate in thought leadership as EPIC grows and optimizes the private client practice
• •Must be able to effectively provide mentorship and leadership to Private Client Associates
• •Must be able to effectively develop cooperative and professional relationships with our carriers
• •Must be able to effectively manage renewal activity from start to close
• •Must be able to effectively deliver complete and accurate renewal reviews according to agency guidelines
• •Must be able to effectively look for sales opportunities by account rounding and selling additional coverage
• •Must be able to effectively assume ownership of customer concerns and feedback until completion
• •Must be able to effectively remarket accounts according to agency guidelines or at the request of the producer or insured
• •Must be able to effectively assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed
• •Must be able to effectively take on additional responsibilities
• •Must be able to effectively manage projects as directed by EPIC Private Client Leadership
• •Must be able to effectively comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards
• •Must be able to effectively possess excellent written, verbal, and organizational skills
• •Must be able to effectively work within a team environment
• •Must be able to effectively avoid E&O situations
• •Must be able to effectively demonstrate a sense of urgency when responding to an inquiry
• •Must be able to effectively possess the ability to multi-task and prioritize multiple projects
• •Must be able to effectively possess attention to detail
• •Must be able to effectively be punctual and reliable