Senior Relationship Manager

Treloar & Heisel – A Division of EPIC Brokers

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

Our division of EPIC, Treloar & Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals. We specialize in helping clients secure their financial future through tailored insurance solutions and expert guidance.

 

LOCATION: New Castle, Pennsylvania, in office M-F

 

JOB OVERVIEW:

The Senior Relationship Manager is responsible for building, managing, and retaining strong client relationships for commercial and insurance accounts. This role requires a high level of expertise in account servicing, policy management, and renewal execution. The Senior Relationship Manager acts as a primary point of contact for clients, ensuring exceptional service, timely communication, and effective policy management throughout the lifecycle of each account.

 

WHAT YOU’LL DO:

Serve as the primary liaison for business clients, ensuring a high level of satisfaction and retention.

Conduct proactive outreach and maintain regular contact to address issues, questions, and coverage requirements.

Manage the full renewal process beginning at least 90 days prior to expiration.

Promote long-term retention through strong relationship-building and responsiveness.

Policy & Account Servicing

Process requested changes for commercial policies as applicable.

Provide certificates of insurance upon request.

Ensure all client communications are handled promptly and documented appropriately.

Complete all workflow steps according to agency standards and SOPs.

Data & Documentation Management

Enter and maintain accurate client data in agency systems including Applied Epic.

Upload and archive documentation, emails, and correspondence.

Generate reports, research account information, and resolve system issues.

New Business & Cross-Selling

Manage new business leads from Advisors or MedPro sources, completing the entire process from contact to binding.

Initiate applications and underwriting following internal SOPs.

Identify cross-sell opportunities and refer clients to Account Executives when appropriate.

Service incoming entity policies after the first renewal year.

Operational Support

Assist team members with overflow servicing tasks.

Maintain confidentiality in accordance with company and regulatory requirements.

Perform additional responsibilities to support departmental goals.

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:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

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 &am