Policy Services Specialist: Client Care & Updates

EPIC Insurance Brokers & Consultants; Cranberry Township (Butler County); Sur place; USD 42 000 - 65 000; Plein temps

Avantages offerts par ce poste

Generous PTO

Paid holidays

Parental leave

Referral bonus

Employee recognition programs

Employee Resource Groups

Pet Insurance

Identity Theft Protection

Legal Planning

Wellness programs

401(k) matching

Medical/dental/vision insurance

Employee assistance programs

Résumé du poste

EPIC Insurance Brokers & Consultants is seeking a detail-oriented policy servicing associate in the United States. On-site in New Castle, PA, you will manage client policy servicing tasks, respond to insurer communications, and ensure accurate updates to client records.

A high school diploma is required, with strong MS Office (Outlook/Word) skills preferred. Role offers comprehensive benefits and potential bonuses; PTO, holidays, and family leave are among the noted perks.

Qualifications

• High School Diploma or equivalent required.
• Proficiency with Microsoft Office applications (Outlook & Word) preferred.

Responsabilités

• Receive communications from insurance companies regarding clients’ policies and respond.
• Provide courtesy notifications to clients with late premium payments.
• Assist clients with servicing existing policies (beneficiary changes, ownership changes, bank changes, duplicate policy requests).
• Process Agent of Record changes and coverage reductions.
• Handle lapse and reinstatement, death claims, and policy suspensions/reinstatements.
• Update databases with policy changes and client contact information.
• Communicate with clients’ financial institutions and insurers for collateral assignments.

Connaissances

Multitasking

MS Office (Outlook/Word)

Formation

High School Diploma or equivalent

Outils

Microsoft Office Suite

Description du poste

EPIC Insurance Brokers & Consultants is seeking a detail-oriented policy servicing associate in the United States. On-site in New Castle, PA, you will manage client policy servicing tasks, respond to insurer communications, and ensure accurate updates to client records.

A high school diploma is required, with strong MS Office (Outlook/Word) skills preferred. Role offers comprehensive benefits and potential bonuses; PTO, holidays, and family leave are among the noted perks.