Case Manager

EPIC Brokers•New Castle, WA

2d•Onsite

About The Position

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 New York City 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 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. 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! This is an in-office role. Greater New Castle region, including nearby communities in PA and OH.

Requirements

High School Diploma required
Superior attention to detail
Ability to understand and conform to insurance company guidelines for applications, forms, and procedures
Highly developed customer service skills
Ability to multitask and balance demanding workload in a fast-paced environment
Strong Microsoft Office skills, especially Outlook and Word
Familiarity with Google Drive, Google Sheets, and Google Docs

Nice To Haves

certificate or Associates Degree preferred

Responsibilities

Review incoming applications and ensure applications are complete and include all necessary forms
Request forms and information from clients and follow up accordingly
Provide instructions to Processing Specialists regarding e-mail communication to be sent to clients
Review policies for accuracy and determine what remaining requirements need to be collected from client prior to policy delivery
Create insurance illustrations using carrier-specific tools
Successfully manage a large caseload while maintaining and average turnaround time of 70 days or less
Correctly interpret insurance company guidelines and provide clear instructions to Clerical Support Specialists
Review client files to determine compliance with company standards
100% compliance with insurance company guidelines related to proper use of applications and forms
Competently interpret premium payment requirements and accurately communicate same to clients
Willingness to change and adapt in a fast-paced environment
Provide 100% compliance with insurance company guidelines related to proper use of applications and forms
Adapt to change in a fast-paced environment

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