Insurance Processing Specialist — On‑Site in New Castle

Edgewoodpartnersinsurancecenter; New Castle (PA); On-site; USD 34,000 - 44,000; Full time

Benefits offered by this job

Generous PTO

Paid holidays

Parental leave

401(k) matching

Medical, dental, and vision insurance

Employee assistance programs

Pet Insurance

Job summary

EPIC Insurance Brokers & Consultants is seeking an organized administrative professional in New Castle, PA to enter client information, process applications, and manage communications with clients and advisors. The role supports underwriting workflows, files documentation, and provides receptionist backup as needed.

Applicants should have a high school diploma, strong attention to detail, and good Microsoft Office and Google Workspace skills.

Qualifications

• High School Diploma required.
• Superior attention to detail.
• Ability to multitask and balance demanding workload in a fast-paced environment.
• Strong Microsoft Office skills, especially Outlook and Word.
• Familiarity with Google Drive, Google Sheets, and Google Docs.

Responsibilities

• Enter prospective client information into database
• Enter insurance applications into appropriate software systems
• Create and send email communication to clients
• Order and track scheduling of medical requirements
• Order and track fulfillment of medical records orders
• Follow up with clients and advisors for outstanding items
• Finalize insurance policies in the database and forward documentation to insurance companies
• Provide back-up phone support to Receptionist
• Filing

Skills

Attention to detail

Multitasking

Education

High School Diploma

Tools

Microsoft Office (Outlook, Word)

Google Drive

Google Sheets

Google Docs

Job description

EPIC Insurance Brokers & Consultants is seeking an organized administrative professional in New Castle, PA to enter client information, process applications, and manage communications with clients and advisors. The role supports underwriting workflows, files documentation, and provides receptionist backup as needed.

Applicants should have a high school diploma, strong attention to detail, and good Microsoft Office and Google Workspace skills.