Relationship Manager

About this role

<p>Come join our team!</p> <p>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.</p> <p>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.</p> <p>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.</p> <p>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!</p> <p><strong>LOCATION</strong>: New Castle, PA-In office role.</p> <p><strong>JOB OVERVIEW:</strong></p> <p>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.</p> <p><strong>WHAT YOU’LL DO:</strong></p> <ul> <li>Client Management</li> <li>Manage relationships for clients with Professional Liability policies (MedPro, Dentist Advantage, E&S)</li> <li>Maintain high levels of customer satisfaction and support agency retention goals<strong> </strong></li> </ul> <p><strong>Client Service & Retention</strong></p> <ul> <li>Proactively manage assigned client relationships to ensure satisfaction and retention</li> <li>Maintain regular client contact based on individual account needs</li> <li>Respond promptly to client calls and emails</li> <li>Address client questions, concerns, and service requests in a timely manner</li> <li>Manage all policy renewals beginning at least 90 days prior to expiration</li> <li>Contact clients via phone and/or email to review coverage and renewal needs</li> </ul> <p> </p> <p><strong>Sales & New Business</strong></p> <ul> <li>Recommend and sell appropriate Professional Liability policies</li> <li>Process new business opportunities from Advisors and direct leads (MedPro)</li> <li>Manage the full lifecycle of new business from application through binding</li> </ul> <p> </p> <p><strong>Policy Servicing & Administration</strong></p> <ul> <li>Enter and maintain accurate client data in agency management systems</li> <li>Process policy changes, endorsements, and updates as requested by clients</li> <li>Ensure all work is completed accurately and in compliance with internal procedures</li> <li>Follow all agency workflows and procedures</li> <li>Perform other duties as assigned</li> </ul> <p><strong>WHAT YOU’LL BRING:</strong></p> <ul> <li>High School Diploma or equivalent</li> <li style="font-weight: bold;"><strong>Required-Must have an Active Property & Casualty Insurance License</strong></li> <li>Preferred Skills and Abilities</li> <li>Strong attention to detail</li> <li>Excellent interpersonal communication and negotiation skills</li> <li>Strong verbal and quantitative aptitude</li> <li>Effective decision-making and problem-solving abilities</li> <li>Ability to multitask and manage a high-volume workload in a fast-paced environment</li> <li>Proficiency in Microsoft Office (Outlook, Word)</li> <li>Professional phone and email etiquette</li> <li>Familiarity with Google Workspace (Drive, Sheets, Docs)</li> <li>High proficiency in math, typing, and general computer skills</li> <li>Flexibility and adaptability to changing business needs</li> </ul> <p> </p> <p><strong>COMPENSATION:</strong></p> <p>The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.</p> <p><strong>WHY EPIC</strong>:</p> <p>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:</p> <p>Generous Paid Time off</p> <p>Managed 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 days</p> <p>Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave</p> <p>Generous employee referral bonus program of $1,500 per hired referral</p> <p>Employee recognition programs for demonstrating EPIC’s…