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 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. 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! LOCATION: New Castle, PA.

This is an in-office role.

WHAT YOU’LL DO

: Review incoming applications and ensure applications are complete and include all necessary forms Request forms and information from clients and follow up accordingly Provide instructions to Processing Specialists regarding e-mail communication to be sent to clients Review policies for accuracy and determine what remaining

Requirements

need to be collected from client prior to policy delivery Create insurance illustrations using carrier-specific tools Successfully manage a large caseload while maintaining and average turnaround time of 70 days or less Correctly interpret insurance company guidelines and provide clear instructions to Clerical Support Specialists Review client files to determine compliance with company standards 100% compliance with insurance company guidelines related to proper use of applications and forms Competently interpret premium payment

and accurately communicate same to clients Willingness to change and adapt in a fast-paced environment Provide 100% compliance with insurance company guidelines related to proper use of applications and forms Adapt to change in a fast-paced environment WHAT YOU’LL BRING: High School Diploma required; certificate or Associates Degree preferred Preferred Skills Superior attention to detail Ability to understand and conform to insurance company guidelines for applications, forms, and procedures Highly developed customer service skills 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 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.

Case Manager