Relationship Manager

EPIC Brokers • New Castle, WA

70d • Hybrid

About The Position

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. EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, with over 3,000 employees nationwide. Our division, Treloar & Heisel, specializes in helping dental and medical professionals 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
• 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

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
• Paid parental leave
• Pregnancy disability and bonding leave
• 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
• Mentorship Program
• Tuition Reimbursement Program
• Leadership Development
• Pet Insurance
• Identity Theft & Fraud Protection Coverage
• Legal Planning
• Family Planning
• Menopause & Midlife Support
• 401(k) matching
• Medical insurance
• Dental insurance
• Vision insurance
• Wellness & employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED