Client Services Representative E Washington St, Castle PA

134 E Washington St, New Castle PA 16101

Treloar & Heisel – A Division of EPIC Brokers
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 San Francisco 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, Pennsylvania, in office M-F

The Client Services Representative provides frontline support to clients by processing policy documents, managing communication, and maintaining accurate records within the client management system. This role is essential to ensuring a positive customer experience, efficient internal workflow, and the timely handling of insurance-related tasks.

Client & Policy Support

• Process incoming client correspondence including policies, endorsements, notices, and payment confirmations.
• Make outbound courtesy calls regarding overdue payments, policy updates, and required documentation.
• Provide excellent customer service by responding to client inquiries and escalating complex issues when appropriate.

Administrative & Data Management

• Accurately enter, update, and maintain client and policy data in the client management system.
• Scan, upload, and organize documents, ensuring compliance with agency standards.
• Generate reports, conduct research, and resolve system-related issues.

Financial & Operational Support

• Reconcile commission statements and report discrepancies promptly.
• Assist with overflow tasks to support team members and overall department workflow.
• Maintain confidentiality and adhere to all company and regulatory requirements.
• Perform additional responsibilities as assigned to support department goals and client satisfaction.

• High school diploma or equivalent.
• Strong attention to detail with a commitment to accuracy.
• Proficiency in Microsoft Office, especially Outlook and Word.
• Strong verbal and written communication skills.
• Ability to multitask in a fast-paced environment with shifting priorities.
• Effective decision-making and problem-solving abilities.

Preferred

• P&C License
• Experience in insurance, customer service, or administrative support.
• Familiarity with Google Workspace (Drive, Sheets, 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.

• 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…