Relationship Manager

EPIC Insurance Brokers & Consultants; Youngstown (OH); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Medical insurance

Employee Referral Bonus

Wellness Programs

Job summary

EPIC Insurance Brokers & Consultants is looking for a Relationship Manager based in Youngstown, Ohio. The successful candidate will manage client relationships for Professional Liability policies, ensuring satisfaction and retention through regular communication and support.

This in-office role requires a high school diploma and an active Property & Casualty Insurance License. Strong interpersonal communication and problem-solving skills are essential. Attractive benefits include generous PTO and various employee assistance programs.

Qualifications

• Must have a high school diploma or equivalent education.
• Active Property & Casualty Insurance License is required.
• Strong attention to detail and interpersonal skills is essential.

Responsibilities

• Manage relationships for clients with Professional Liability policies.
• Proactively manage assigned client relationships for satisfaction and retention.
• Process new business opportunities and manage policy renewals.

Skills

Attention to detail

Interpersonal communication

Negotiation skills

Verbal aptitude

Quantitative aptitude

Problem-solving abilities

Multitasking

Education

High School Diploma or equivalent

Active Property & Casualty Insurance License

Tools

Microsoft Office (Outlook, Word)

Google Workspace (Drive, Sheets, Docs)

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

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

California Applicants – View your privacy rights: 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.