Policy Owner Services Specialist

<p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Come join our team!</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">There are many reasons why EPIC Insurance Brokers &amp; 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.</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">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.&nbsp;</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">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!</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Our division of EPIC, Treloar &amp; 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.</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"><strong>LOCATION</strong>: </span>New Castle, PA (3 days a week onsite)</p> <p><strong>Nearby Areas / ZIP Codes:&nbsp;Serving the greater New Castle, PA region, including nearby communities in PA and OH:&nbsp;</strong></p> <p>15009, 15010, 16112, 44512, 44403, 16001, 44406, 16066, 16116, 16117, 16127, 16148, 44425, 16137, 16101</p> <p>&nbsp;</p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"><strong>WHAT YOU’LL DO:</strong></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Receive communication from insurance companies regarding our clients’ policies and respond accordingly&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Provide courtesy notifications to clients whose premium payments are late&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Assist clients with servicing of existing policies, including:&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Beneficiary and ownership changes&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Bank changes&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Premium mode changes&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Duplicate policy requests&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Agent of Record changes&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Coverage reductions&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Over-age policy conversion&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Lapse and reinstatement&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Cancellation&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Death claims&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Update database to reflect policy changes and changes to client contact information&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Communicate with clients’ financial institutions and insurance companies to process collateral assignments of life insurance policies&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Process policy suspension due to military deployment and reinstatement from suspension&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Provide high-quality customer service to established clientele&nbsp;</span><br><br></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"><strong>WHAT YOU’LL BRING:</strong></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">High School Diploma or equivalent required&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Preferred Skills&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">High-level customer service skills&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Superior attention to detail&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Ability to multitask and balance demanding workload in a fast-paced environment&nbsp;</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Strong Microsoft Office skills, especially Outlook and Word</span></p> <p>&nbsp;</p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"><strong>COMPENSATION:</strong></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.</span></p> <p>&nbsp;</p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;"><strong>WHY EPIC:</strong></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">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:</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Generous Paid Time off</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">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</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Generous employee referral bonus program of $1,500 per hired referral</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Employee Resource Groups: Women’s Coalition, EPIC Veterans Group</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Professional growth &amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Unique benefits such as Pet Insurance, Identity Theft &amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause &amp; Midlife Support</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness &amp; employee assistance programs</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">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!</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation</span><br><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">We’re in the top 10 of property/casualty agencies according to “Insurance Journal”</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.&nbsp;</span></p> <p>&nbsp;</p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">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.&nbsp;</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.&nbsp;</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">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.&nbsp;</span></p> <p>&nbsp;</p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">#LI-SG1</span></p> <p>&nbsp;</p> <p>&nbsp;</p>