Account Manager – Professional Liability

EPIC Brokers•New Castle, WA

16d•Onsite

About The Position

The Account Manager – Professional Liability 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. EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, fueled by capable, committed people who share common beliefs and values. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. Our division of EPIC, Treloar & Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals, specializing in helping clients secure their financial future through tailored insurance solutions and expert guidance. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results.

Requirements

High School Diploma or equivalent
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)
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

Nice To Haves

Preferred Skills and Abilities

Responsibilities

Manage relationships for clients with Professional Liability policies (MedPro, 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 (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

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
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
401(k) matching
medical insurance
dental insurance
vision insurance
wellness & employee assistance programs