Relationship Manager

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
• 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
• Sales & New Business
• 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
• Policy Servicing & Administration
• 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)
• Professional phone and email etiquette
• 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

• 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
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• 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

California Applicants

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Massachusetts Applicants

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.