Processing Specialist

Treloar & Heisel; Town of New Castle (NY); On-site; USD 26,000 - 29,000; Full time

Benefits offered by this job

Bonuses

Comprehensive benefits package

401(k) matching

Paid time off

Wellness programs

Job summary

EPIC Insurance Brokers & Consultants is seeking an on-site administrative support role in New Castle, PA. You will enter prospective client information, process insurance applications, craft email communications, and coordinate medical scheduling and records fulfillment.

The position requires a high school diploma and meticulous attention to detail, with proficiency in MS Office (Outlook/Word) and Google Workspace. Excellent multitasking in a fast-paced environment is essential.

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

Microsoft Office

Outlook

Word

Google Drive

Google Sheets

Google Docs

Education

High School Diploma

Tools

Microsoft Office

Outlook

Word

Google Drive

Google Sheets

Google Docs

Job description

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients’ regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you’re looking for in your next career? Then consider joining our amazing team!

Our division of EPIC, Treloar & Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals. We specialize in helping clients secure their financial future through tailored insurance solutions and expert guidance.

Location:

New Castle, PA (On-site)

Greater New Castle region, including nearby communities in PA and OH

ZIP Codes:

15009, 15010, 16112, 44512, 44403, 16001, 44406, 16066, 16116, 16117, 16127, 16148, 44425, 16137, 16101

WHAT YOU’LL DO

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

WHAT YOU’LL BRING

Qualifications and Education Requirements

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

COMPENSATION

The hourly pay range for this position is$19.00 - $21.00 per hour and standard workweeks are 40.00 hours. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package .

WHY EPIC

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

Generous Paid Time off

o 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

Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and 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

Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development

Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.