Policy Owner Services Specialist

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. , 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.

WHAT YOU’LL DO

: 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 Premium mode changes Duplicate policy requests Agent of Record changes Coverage reductions Over-age policy conversion Lapse and reinstatement Cancellation Death claims 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 WHAT YOU’LL BRING: High School Diploma or equivalent required Preferred Skills High-level customer service skills Superior attention to detail Ability to multitask and balance demanding workload in a fast-paced environment Strong Microsoft Office skills, especially Outlook and Word

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. 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.

Benefits

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

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