Processing Specialist

About the role

EPIC Insurance Brokers & Consultants is a fast‑growing firm headquartered in New York City, founded in 2007, with over 3,000 employees nationwide. The company’s core values are Owner mindset, Inspire trust, Think big, and Drive results. Treloar & Heisel, a division of EPIC, is a nationally recognized brand serving dental and medical professionals with tailored insurance solutions. This position is located in New Castle, PA (on‑site) and serves the 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).

Responsibilities

• Enter prospective client information into database
• Enter insurance applications into appropriate software systems
• Create and send email communication to clients
• Order and track scheduling of medical requirements
• Order and track fulfillment of medical records orders
• Follow up with clients and advisors for outstanding items
• Finalize insurance policies in the database and forward documentation to insurance companies
• Provide back‑up phone support to Receptionist
• Filing

Qualifications

• High School Diploma required
• Superior attention to detail
• 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

Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

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. It takes both production and