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 b…
Skills: Client Relationship Management, Professional Liability Insurance, Policy Renewals, New Business Processing, Customer Satisfaction
SUMMARY: The Senior Client Manager works with and supports Producers, Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy period on an as…
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 b…
Skills: Client Relationship Management, Professional Liability Insurance, Policy Renewals, New Business Processing, Customer Satisfaction
For over 20 years PSG (an EPIC company) has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies,…
Skills: Pharmacy Benefit Management, Managed Care, Business Strategy, Client Relationship Management, Financial Analysis
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 b…
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 b…
Skills: Business Development, Sales Support, CRM Management, Market Research, Proposal Development
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 b…
Skills: Tax Compliance, Tax Accounting, Corporate Income Tax, Partnership Taxation, State and Local Tax
Client Executive- Commercial Insurance Real Estate
Los Angeles, California, United States · Hybrid
$130k–$140k/yr
Senior
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 b…
LOCATION: Hybrid, Wall, NJ 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, committe…
Global Client Executive, Healthcare Practice- Risk Management
San Francisco, California, United States · Hybrid
$250k–$350k/yr
Senior
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 b…
Client Executive- Commercial Insurance Real Estate
Newport Beach, California, United States · Hybrid
$130k–$140k/yr
Senior
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 b…
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 b…
Skills: Business Development, Relationship Building, Prospecting, Networking, Client Engagement
LOCATION: Hybrid to Melville, NY, Bridgehampton, NY, Jersey City, NJ and Summit, NJ Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the i…
Skills: Oral Communication, Written Communication, Problem-Solving, Time Management, Organizational Skills
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 b…
Skills: Property Pricing, Actuarial Modeling, CAT Modeling, Data Cleaning, Python
Senior Client Manager/ Team Lead for Commercial P&C
Houston, Texas, United States · Hybrid
Senior
SUMMARY: The Senior Client Manager/ Team Lead works with and supports Producers, Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy peri…
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 b…
Come join our team! This role sits in Galway Family OfficeTM, a division of Galway Holdings, the parent company of EPIC Insurance Brokers & Consultants. Galway Family Office empowers professional athletes and entertainer…
Town of Southampton, New York, United States · Hybrid
$85k–$115k/yr
Senior
LOCATION: Melville, NY, Bridgehampton, NY, Jersey city, NJ, Summit, NJ Hybrid position Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in th…
Skills: Client Management, Problem Solving, Account Rounding, Renewal Management, Written Communication
For over 20 years, PSG (an EPIC owned company) has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and techno…
Skills: Business operations, Performance management, Financial planning and analysis, Sales operations, Revenue operations
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 b…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
high school
Paid Time Off, Parental Leave, Pregnancy Disability Leave, Bonding Leave, Organ Donor/Bone Marrow Donor Leave, Employee Referral Bonus
Posted 1d ago
~40 hrs/week
Responsibilities
Manage client relationships for Professional Liability policies to ensure high satisfaction, retention, and growth. Responsibilities include handling renewals, processing new business, and maintaining accurate client data in agency systems.
Requirements
Requires a High School Diploma and an active Property & Casualty Insurance License. Candidates should possess strong communication skills, attention to detail, and proficiency in Microsoft Office and Google Workspace.
Full 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 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.
JOB OVERVIEW:
The Client Services Representative provides frontline support to clients by processing policy documents, managing communication, and maintaining accurate records within the client management system. This role is essential to ensuring a positive customer experience, efficient internal workflow, and the timely handling of insurance-related tasks.
WHAT YOU’LL DO:
Client & Policy Support
Process incoming client correspondence including policies, endorsements, notices, and payment confirmations.
Make outbound courtesy calls regarding overdue payments, policy updates, and required documentation.
Provide excellent customer service by responding to client inquiries and escalating complex issues when appropriate.
Administrative & Data Management
Accurately enter, update, and maintain client and policy data in the client management system.
Scan, upload, and organize documents, ensuring compliance with agency standards.
Generate reports, conduct research, and resolve system-related issues.
Financial & Operational Support
Reconcile commission statements and report discrepancies promptly.
Assist with overflow tasks to support team members and overall department workflow.
Maintain confidentiality and adhere to all company and regulatory requirements.
Other Duties
Perform additional responsibilities as assigned to support department goals and client satisfaction.
WHAT YOU’LL BRING:
High school diploma or equivalent. Strong attention to detail with a commitment to accuracy. Proficiency in Microsoft Office, especially Outlook and Word. Preferred 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
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. We offer:
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
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”
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.
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.
#LI-SG1
#LI-Hybrid
Related keywords
Professional LiabilityProperty & Casualty Insurance LicenseMedProDentist AdvantageE&SAgency Management SystemsPolicy EndorsementsInsurance BrokerageClient RetentionBindingUnderwriting Support
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.
Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
Offices: 1140 Avenue of the Americas, 8th Floor, New York, NY 10036, US
Risk Management ServicesEmployee and Executive Benefits ConsultingProperty & Casualty Insurance BrokeringPrivate Client Services and Individual Risk ManagementClaims Management and Advocacyand Risk Control and Safety Program ConsultingConsultingRetailInsuranceProperty Insurance
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.
Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
Offices: 1140 Avenue of the Americas, 8th Floor, New York, NY 10036, US
Risk Management ServicesEmployee and Executive Benefits ConsultingProperty & Casualty Insurance BrokeringPrivate Client Services and Individual Risk ManagementClaims Management and Advocacyand Risk Control and Safety Program ConsultingConsultingRetailInsuranceProperty Insurance