Insurance Client Services Support Specialist

EPIC Brokers

15h•$34 - $41•Remote

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 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! JOB OVERVIEW: This role with Pegasus Captive Management, a division of EPIC Insurance Brokers & Consultants, provides comprehensive captive insurance and risk management solutions to organizations across a wide range of industries. Pegasus specializes in the formation, licensing, and ongoing management of captive insurance companies, offering end‑to-end services that support each phase of a captive’s lifecycle. Pegasus is hiring a Client Services Specialist. The Client Services Specialist plays a critical role in supporting client account teams by delivering high-quality administrative, accounting, and business development support throughout the client lifecycle. This position is responsible for coordinating renewal and new business processes, maintaining accurate client and financial records, preparing client-facing and governance deliverables, and supporting revenue, invoicing, and payment workflows. This role is well-suited for a detail-oriented professional who thrives in a fast-paced, client-focused environment and is interested in building a long-term career in insurance, risk management, or financial services. The Client Services Specialist serves as a key operational and administrative partner to producers, account executives, and leadership, ensuring accuracy, compliance, and consistency across client engagements. LOCATION: Salt Lake City, Utah - This is a work from home role HOWEVER, qualified candidates must live in the Salt Lake City, UT valley & be willing & able to go to the Salt Lake City post office once or twice a week to pick up Pegasus' mail from the company's PO Box.

Requirements

Strong organizational skills with the ability to manage multiple priorities and deadlines.
Excellent written and verbal communication skills.
High attention to detail with strong analytical and problem-solving skills.
Ability to work independently and collaboratively within a team environment.
Proficiency in Microsoft Excel, Word, PowerPoint, Salesforce, and other business systems.

Nice To Haves

Individuals with at least 2+ years of experience working in the insurance industry in some capacity.
Eagerness to grow! This role provides a great opportunity for employees to learn and grow in their insurance career.
Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation.
Strong administrative skills - a majority of this role will be performing administrative tasks - from scanning documents, to issuing COI's & endorsements, to taking meeting minutes, to tracking reports. It's the perfect opportunity for individuals who enjoy a variety of responsibilities!
High attention to detail, and the ability to learn and understand software systems quickly.
Candidates who adapt well to priority changes, deadlines, and can multi-task and manage projects well.
Positive and outgoing disposition, eager to work as a team but also functions well working independently.
2 or more years of experience in insurance brokerage, underwriting, client services, accounting support, or a related role preferred.

Responsibilities

Coordinate and manage timelines for new business onboarding and annual renewal cycles, ensuring adherence to internal standards and client expectations.
Support exposure data collection, quote specifications, collateral analysis, and preparation of renewal and new business proposals.
Draft and maintain renewal planners, including compiling, updating, and organizing required documentation and deliverables.
Schedule and coordinate annual client meetings, presentations, and follow-up activities.
Bind coverage upon client acceptance and issue appropriate policy documentation.
Prepare and issue client invoices, monitor receivables, and follow up on outstanding balances to prevent policy cancellation.
Maintain organized and compliant client, claims, and governance files in accordance with company and regulatory requirements.
Prepare corporate governance documents including meeting minutes, resolutions, and annual filings.
Interact professionally with insurance regulators and support regulatory submissions as required.
Update and maintain accurate client and policy data within Salesforce and other internal systems.
Prepare reports and presentations for clients and internal management.
Perform other duties and special projects as assigned.

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
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation