Policy Owner Services Specialist

Treloar & Heisel • New Castle, PA

2d • Hybrid

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, specializing in serving dental and medical professionals, is looking for a Policy Owner Services Specialist to help clients secure their financial future. This role involves managing client policy communications, processing changes, and providing high-quality customer service.

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
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs
• 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

What This Job Offers

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