Relationship Manager

EPIC Insurance Brokers & Consultants; Butler (Butler County); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Generous PTO

PTO for salaried employees

22 PTO days for hourly employees

12 company holidays

Parental leave

Pet Insurance

Job summary

EPIC Insurance Brokers & Consultants in New Castle, PA is seeking a Relationship Manager to oversee client relationships for Professional Liability policies, handle renewals, and support growth. You will manage accounts from application through binding and maintain accurate client data.

The ideal candidate will have a valid Property & Casualty license, strong communication and negotiation skills, and the ability to multitask in a fast-paced office environment.

Qualifications

• Active Property & Casualty license required.
• Strong interpersonal and negotiation skills.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Manage client relationships for Professional Liability policies.
• Handle renewals, processing new business, and data maintenance.
• Ensure customer satisfaction and agency retention goals.
• Review coverage needs with clients and advise on appropriate policies.
• Enter and maintain client data in agency systems.

Skills

Client Management

Relationship Building

Attention to detail

Negotiation

Multitasking

Microsoft Office

Google Workspace

Education

High School Diploma

Tools

Microsoft Office

Google Workspace

Job description

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

California Applicants - View your privacy rights at: privacy notice.

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.