Account Manager

Account Manager – Professional Liability Location New Castle, PA – In office role. Job Overview The Account Manager – Professional Liability 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. Key Responsibilities Client Management Manage relationships for clients with Professional Liability policies (MedPro, Dentist Advantage, E&S) Maintain high levels of customer satisfaction and support agency retention goals Proactively manage assigned client relationships to ensure satisfaction and retention Maintain regular client contact based on individual account needs Respond promptly to client calls and emails Address client questions, concerns, and service requests in a timely manner Manage all policy renewals beginning at least 90 days prior to expiration Contact clients via phone and/or email to review coverage and renewal needs Recommend and sell appropriate Professional Liability policies Process new business opportunities from Advisors and direct leads (MedPro) Manage the full lifecycle of new business from application through binding Enter and maintain accurate client data in agency management systems Process policy changes, endorsements, and updates as requested by clients Ensure all work is completed accurately and in compliance with internal procedures Follow all agency workflows and procedures Perform other duties as assigned Required Qualifications High School Diploma or equivalent Active Property & Casualty Insurance License Preferred Skills and Abilities Strong attention to detail Excellent interpersonal communication and negotiation skills Strong verbal and quantitative aptitude Effective decision-making and problem‑solving abilities Ability to multitask and manage a high‑volume workload in a fast‑paced environment Proficiency in Microsoft Office (Outlook, Word) Familiarity with Google Workspace (Drive, Sheets, Docs) High proficiency in math, typing, and general computer skills Flexibility and adaptability to changing business needs Compensation The base pay offered will be determined based on your experience, skills, training, certifications, and education, while also considering internal equity and market data. Benefits Generous Paid Time Off (PTO) Managed PTO for salaried/exempt employees; 22 PTO days for hourly/non‑exempt employees; 12 company‑observed paid holidays; 4 early‑close days Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Employee referral bonus ($1,500 per hired referral) Employee recognition programs and awards Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Additional benefits: pet insurance, identity theft & fraud protection, legal planning, family planning, menopause & midlife support 401(k) matching, medical, dental, vision insurance, wellness & employee assistance programs Equal Opportunity Statement 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. As set forth in EPIC Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. #J-18808-Ljbffr