Processing Specialist

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 (On-site) 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 WHAT YOU’LL DO : 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 WHAT YOU’LL BRING: Qualifications and Education Requirements 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. Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, 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 off o Managed PTO for salaried/exempt employees (personal time off without accruals or…