Insurance Client Services Specialist

EPIC Insurance Brokers & Consultants; New Castle (PA); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Generous PTO

Personal time off option

Bonuses potential

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Employee referral bonus

Job summary

EPIC Insurance Brokers & Consultants is seeking an on-site Insurance Administrative Associate in New Castle, PA. You will support policy servicing, communications with insurers, and client notifications, ensuring accuracy in policy data and timely updates to records.

We value multitasking, strong organizational skills, and proficiency in MS Office (Outlook/Word). The role offers comprehensive benefits and growth opportunities within a national network.

Qualifications

• High School Diploma or equivalent required.
• 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, duplicate policy requests, and more
• 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

Skills

Multitasking

MS Office

Outlook

Word

Education

High School Diploma

Job description

EPIC Insurance Brokers & Consultants is seeking an on-site Insurance Administrative Associate in New Castle, PA. You will support policy servicing, communications with insurers, and client notifications, ensuring accuracy in policy data and timely updates to records.

We value multitasking, strong organizational skills, and proficiency in MS Office (Outlook/Word). The role offers comprehensive benefits and growth opportunities within a national network.