Relationship Manager

LOCATION

New Castle, PA – In office role.

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.

• Manage relationships for clients with Professional Liability policies (Med Pro, 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 (Med Pro)
• 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

• High School Diploma or equivalent
• Required:
  Must have an active Property & Casualty Insurance License
• 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

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

• Generous Paid Time off
• 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
• 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: 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

California Applicants – View your privacy rights:

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.