Client Services Representative

EPIC Brokers • New Castle, PA

7h • Onsite

About The Position

The Client Services Representative provides frontline support to clients by processing policy documents, managing communication, and maintaining accurate records within the client management system. This role is essential to ensuring a positive customer experience, efficient internal workflow, and the timely handling of insurance-related tasks.

Requirements

• High school diploma or equivalent.
• Strong attention to detail with a commitment to accuracy.
• Proficiency in Microsoft Office, especially Outlook and Word.

Nice To Haves

• P&C License
• Experience in insurance, customer service, or administrative support.
• Familiarity with Google Workspace (Drive, Sheets, Docs).
• Strong verbal and written communication skills.
• Ability to multitask in a fast-paced environment with shifting priorities.
• Effective decision-making and problem-solving abilities.

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
• 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: Entry Level
• Education Level: High school or GED