New Castle, Pennsylvania, United States · Hybrid
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: Attention To Detail, Customer Service, Multitasking, Microsoft Outlook, Microsoft Word
New Castle, Pennsylvania, United States · On-site
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: Customer Service, Data Entry, Microsoft Outlook, Microsoft Word, Google Workspace
New Castle, Pennsylvania, United States · On-site
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
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Manage a large caseload of insurance applications, ensuring all forms are complete and compliant with company and carrier guidelines. Coordinate with clients and processing specialists to collect missing information and create insurance illustrations.
A high school diploma is required, while an associate degree or certificate is preferred. Candidates should possess strong organizational skills, proficiency in Microsoft Office and Google Workspace, and the ability to work in a fast-paced environment.
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.
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
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 requirements and accurately communicate same to clients
Willingness to change and adapt in a fast-paced environment
High School Diploma required; certificate or Associates Degree preferred
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
The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
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”
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.
#LI-SG1
#LI-Hybrid
Financial Services for the Dental and Medical Professional
Treloar & Heisel offers dental and medical professionals nationwide a comprehensive suite of financial products and services. What started as a family enterprise over half a century ago is now a financial services provider to dental and medical professionals. Treloar and Heisel is proud to assist thousands of clients from residency into practice and through retirement. Our experienced team delivers custom-tailored advice through an active local presence, while our strong national network ensures that our clients experience the same high level of service they have come to expect from us - no matter where they move within the United States. Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as Treloar & Heisel Wealth Management. Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC. Third party posts found on this profile do not reflect the views of WCG Wealth Advisors, LLC or Treloar & Heisel Wealth Management and have not been reviewed by WCG Wealth Advisors as to accuracy or completeness.
Offices: 134 East Washington St, New Castle, PA 16101, US
Financial Services for the Dental and Medical Professional
Treloar & Heisel offers dental and medical professionals nationwide a comprehensive suite of financial products and services. What started as a family enterprise over half a century ago is now a financial services provider to dental and medical professionals. Treloar and Heisel is proud to assist thousands of clients from residency into practice and through retirement. Our experienced team delivers custom-tailored advice through an active local presence, while our strong national network ensures that our clients experience the same high level of service they have come to expect from us - no matter where they move within the United States. Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as Treloar & Heisel Wealth Management. Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC. Third party posts found on this profile do not reflect the views of WCG Wealth Advisors, LLC or Treloar & Heisel Wealth Management and have not been reviewed by WCG Wealth Advisors as to accuracy or completeness.
Offices: 134 East Washington St, New Castle, PA 16101, US
