Insurance Services Specialist

EPIC Brokers•New Castle, WA

23h•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 of Owner mindset, Inspire trust, Think big, and Drive results. The Treloar & Heisel division of EPIC specializes in serving dental and medical professionals by providing tailored insurance solutions and expert guidance to help clients secure their financial future. This role is based in New Castle, PA, serving the surrounding PA and OH areas.

Requirements

High School Diploma or equivalent required
High-level customer service skills
Superior attention to detail
Ability to multitask and balance demanding workload in a fast-paced environment
Strong Microsoft Office skills, especially Outlook and Word

Responsibilities

Receive communication from insurance companies regarding our clients’ policies and respond accordingly
Provide courtesy notifications to clients whose premium payments are late
Assist clients with servicing of existing policies, including: Beneficiary and ownership changes, Bank changes, Premium mode changes, Duplicate policy requests, Agent of Record changes, Coverage reductions, Over-age policy conversion, Lapse and reinstatement, Cancellation, Death claims
Update database to reflect policy changes and changes to client contact information
Communicate with clients’ financial institutions and insurance companies to process collateral assignments of life insurance policies
Process policy suspension due to military deployment and reinstatement from suspension
Provide high-quality customer service to established clientele

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