EPIC Brokers
Client Service Representative
31 S. Mercer Street New Castle, PA 16101
Sponsorship not specifiedDetected 23 hours ago
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About the role
- This role is essential to ensuring a positive customer experience, efficient internal workflow, and the timely handling of insurance-related tasks.
Responsibilities
- Client & Policy Support
- Accurately enter, update, and maintain client and policy data in the client management system.
- Scan, upload, and organize documents, ensuring compliance with agency standards.
- Financial & Operational Support
- Assist with overflow tasks to support team members and overall department workflow.
- Maintain confidentiality and adhere to all company and regulatory requirements.
- Perform additional responsibilities as assigned to support department goals and client satisfaction.
- 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.
Requirements
- Make outbound courtesy calls regarding overdue payments, policy updates, and required documentation.
Skills
- P&C License
- Experience in insurance, customer service, or administrative support.
- Familiarity with Google Workspace (Drive, Sheets, Docs).
- Strong verbal and written communication skills.
- Ability to multitask in a fast-paced environment with shifting priorities.
- Effective decision-making and problem-solving abilities
- https://www.epicbrokers.com/about/epic-careers/.
Compensation
- The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
- 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
Benefits
- 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
- 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
- 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
- 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
Company info
- 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"
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This listing is sourced directly from EPIC Brokers's careers page and normalized into a canonical job model.