Relationship Manager

Relationship ManagerCome join our team!There are many reasons why EPIC Insurance Brokers & 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.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.Our division of EPIC, Treloar & Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals. We specialize in helping clients secure their financial future through tailored insurance solutions and expert guidance.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!Location: New Castle, PA-In office role.Job Overview:The Relationship Manager is responsible for managing client relationships for Professional Liability policies and ensuring customer satisfaction, retention, and growth. This role includes servicing accounts, handling renewals, processing new business, and maintaining accurate client data.What You'll Do:Client ManagementManage relationships for clients with Professional Liability policies (MedPro, Dentist Advantage, E&S)Maintain high levels of customer satisfaction and support agency retention goalsClient Service & Retention:Proactively manage assigned client relationships to ensure satisfaction and retentionMaintain regular client contact based on individual account needsRespond promptly to client calls and emailsAddress client questions, concerns, and service requests in a timely mannerManage all policy renewals beginning at least 90 days prior to expirationContact clients via phone and/or email to review coverage and renewal needsSales & New Business:Recommend and sell appropriate Professional Liability policiesProcess new business opportunities from Advisors and direct leads (MedPro)Manage the full lifecycle of new business from application through bindingPolicy Servicing & Administration:Enter and maintain accurate client data in agency management systemsProcess policy changes, endorsements, and updates as requested by clientsEnsure all work is completed accurately and in compliance with internal proceduresFollow all agency workflows and proceduresPerform other duties as assignedWhat You'll Bring:High School Diploma or equivalentRequired-Must have an Active Property & Casualty Insurance LicenseStrong attention to detailExcellent interpersonal communication and negotiation skillsStrong verbal and quantitative aptitudeEffective decision-making and problem-solving abilitiesAbility to multitask and manage a high-volume workload in a fast-paced environmentProficiency in Microsoft Office (Outlook, Word)Professional phone and email etiquetteFamiliarity with Google Workspace (Drive, Sheets, Docs)High proficiency in math, typing, and general computer skillsFlexibility and adaptability to changing business needsCompensation:The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.Why EPIC: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:Generous Paid Time offManaged 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 daysGenerous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leaveGenerous employee referral bonus program of $1,500 per hired referralEmployee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)Employee Resource Groups: Women's Coalition, EPIC Veterans GroupProfessional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership DevelopmentUnique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife SupportAdditional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs50/50 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!EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First FoundationWe're in the top 10 of property/casualty agencies according to "Insurance Journal"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.