Case Manager

Treloar & Heisel • New Castle, PA

4d • 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!

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

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
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

What This Job Offers

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