Case Manager
About the Role
EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry, fueled by capable, committed people who share common beliefs and values. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. Our division, Treloar & Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals, specializing in helping clients secure their financial future through tailored insurance solutions and expert guidance.
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).
Core values: Owner mindset, Inspire trust, Think big, and Drive results.
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 an 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
Qualifications
- High School Diploma required; certificate or Associate's Degree 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
Benefits
- 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
- 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"