Private Client Relationship Manager
EPIC Brokers · 2331 Montauk Highway Lower Level Bridgehampton, NY 11932
Posted about 3 months ago
or apply directly on EPIC Brokers's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 81 days EPIC Brokers's roles stay open a median of 80 days
- Reposted
- No
- Salary listed
- No 44% of EPIC Brokers's roles list one
- Ghost-job risk at EPIC Brokers
- high 115 stale, 0 reposted of 115 open
- Hiring momentum
- 177 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-24
Measured from postings appearing on and disappearing from EPIC Brokers's own greenhouse board since 2026-08-03. Full hiring picture for EPIC Brokers.
About this role
The Private Client Insurance Relationship Manager at EPIC Insurance Brokers & Consultants is responsible for providing exceptional service and guidance to private clients, acting as a trusted advisor. This role involves managing client relationships, overseeing renewal activities, and collaborating with team members while also participating in thought leadership and mentoring associates.
- benefits
- 5/5
- freshness
- 1/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of EPIC Brokers as an employer.
What you need
- High School / GED Education required
- P&C Insurance License required
- 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
Nice to have
- Sagitta (ATS) and ImageRight experience is preferred
What you get
- Generous Paid Time off
- Managed PTO for salaried/exempt employees; 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
Worth weighing
- Hybrid position with multiple locations
- No specific mention of the technology stack used
- Role involves managing multiple projects and client concerns, which may lead to a high-pressure environment
Summarised from EPIC Brokers's posting. Read the full original.
Listed by EPIC Brokers on their greenhouse job board, last confirmed open on 2026-10-24. PitchMeAI is not the employer.
More roles at EPIC Brokers
- Director of Business Operations and PerformanceRemote US Based
- Senior Client ManagerRemote US Based
- Financial Planning and Design Coordinator with Life Insurance Product ExpertiseRemote US Based
- Financial Planning and Design Coordinator with Life Insurance Product Expertise1 American Lane, Greenwich, CT 06831
- Financial Planning and Design Coordinator with Life Insurance Product Expertise499 Washington Blvd, 8th Floor, Suite 810, Jersey City, NJ 07310
- Financial Planning and Design Coordinator with Life Insurance Product Expertise1140 Avenue of the Americas 8th Floor, New York, NY 10036
- Senior Commercial Account Manager2405 Satellite Boulevard Suite 200, Duluth, GA 30096
- Senior Account Manager (P&C)2405 Satellite Boulevard Suite 200, Duluth, GA 30096