Private Client Relationship Manager

EPIC Brokers

2 months ago

3.6 on Glassdoor

Melville, NY

Hybrid

Full Time

Senior

3 applicants

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About this role

The Relationship Manager in EPIC Private Client provides high-touch advisory and advocacy to a portfolio of private clients, ensuring exceptional service and client retention. This full-time exempt role works independently and collaboratively within the Private Client team, supporting onboarding, renewals, carrier relationships, and practice optimization. The position includes mentoring responsibilities and participation in thought leadership and project work as EPIC grows its private client practice.

Skills

Qualifications

College Degree PreferredP&C Insurance License

About EPIC Brokers

epicbrokers.com

EPIC Insurance Brokers & Consultants is an innovative retail insurance brokerage and consulting firm that provides property & casualty and employee benefits solutions. They offer brokerage placement, risk management, benefits strategy and consulting, and claims advocacy to help organizations manage risk and control costs. Combining national market access with consultative advisory services, EPIC works with employers and businesses across industries to design benefits programs and insurance solutions tailored to client needs.