Client Service Representative

Treloar & Heisel • New Castle, PA

13d • Onsite

About The Position

EPIC Insurance Brokers & Consultants is a rapidly growing firm in the insurance industry, seeking dedicated individuals who align with their core values. This role is with the Treloar & Heisel division, which specializes in serving dental and medical professionals. The Client Services Representative will provide frontline support, manage client communications, and maintain accurate records to ensure a positive customer experience and efficient workflow.

Requirements

• High school diploma or equivalent.
• Strong attention to detail with a commitment to accuracy.
• Proficiency in Microsoft Office, especially Outlook and Word.
• Strong verbal and written communication skills.
• Ability to multitask in a fast-paced environment with shifting priorities.
• Effective decision-making and problem-solving abilities

Nice To Haves

• P&C License
• Experience in insurance, customer service, or administrative support.
• Familiarity with Google Workspace (Drive, Sheets, Docs).

Responsibilities

• Process incoming client correspondence including policies, endorsements, notices, and payment confirmations.
• Make outbound courtesy calls regarding overdue payments, policy updates, and required documentation.
• Provide excellent customer service by responding to client inquiries and escalating complex issues when appropriate.
• Accurately enter, update, and maintain client and policy data in the client management system.
• Scan, upload, and organize documents, ensuring compliance with agency standards.
• Generate reports, conduct research, and resolve system-related issues.
• Reconcile commission statements and report discrepancies promptly.
• Assist with overflow tasks to support team members and overall department workflow.
• Maintain confidentiality and adhere to all company and regulatory requirements.
• Perform additional responsibilities as assigned to support department goals and client satisfaction.

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, and wellness & employee assistance programs

What This Job Offers

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