Relationship Manager

LOCATION
New Castle, PA-Hybrid role, 3 days a week in office.

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 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

Client Service & Retention

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

WHAT YOU’LL BRING

High School Diploma or equivalent

Required: Must have an 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.

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 off

Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly
on-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

Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

50/50 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 Foundation

We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

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.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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