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Policy Owner Services Specialist

External
edgewoodpartnersinsurancecenter logoEdgewoodpartnersinsurancecenter · 134 E Washington St, New Castle PA 16101
Full-timeOn-site1w ago
EpicLeadershipREST
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Responsibilities

  • Receive communication from insurance companies regarding our clients' policies and respond accordingly
  • Provide courtesy notifications to clients whose premium payments are late
  • Assist clients with servicing of existing policies, including:
  • Beneficiary and ownership changes
  • Bank changes
  • Premium mode changes
  • Duplicate policy requests
  • Agent of Record changes
  • Coverage reductions
  • Over-age policy conversion
  • Lapse and reinstatement
  • Cancellation
  • Death claims
  • Update database to reflect policy changes and changes to client contact information
  • Communicate with clients' financial institutions and insurance companies to process collateral assignments of life insurance policies
  • Process policy suspension due to military deployment and reinstatement from suspension
  • Provide high-quality customer service to established clientele

Requirements

  • High School Diploma or equivalent required
  • Preferred Skills
  • High-level customer service skills
  • Superior attention to detail
  • Ability to multitask and balance demanding workload in a fast-paced environment
  • Strong Microsoft Office skills, especially Outlook and Word

Benefits

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 offManaged 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 daysGenerous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leaveGenerous employee referral bonus program of $1,500 per hired referralEmployee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)Employee Resource Groups: Women's Coalition, EPIC Veterans GroupProfessional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership DevelopmentUnique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife SupportAdditional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs50/50 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 FoundationWe'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/.CalifornDental insuranceVision insurance401(k)Paid time offEquity / stock optionsPerformance bonusParental leave

Additional Information

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 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! 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. LOCATION : New Castle, PA Nearby Areas / ZIP Codes: Serving the greater New Castle, PA region, including nearby communities in PA and OH: 15009, 15010, 16112, 44512, 44403, 16001, 44406, 16066, 16116, 16117, 16127, 16148, 44425, 16137, 16101

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