---
title: 'Insurance Services Specialist at EPIC Brokers'
canonical: 'https://feeny.ai/job/insurance-services-specialist-epic-brokers-134-e-washington-st-ncxvdz7zdy6f'
type: 'job'
last_seen: '2026-10-24'
---

# Insurance Services Specialist at EPIC Brokers

- **Company:** EPIC Brokers
- **Location:** 134 E Washington St, New Castle PA 16101
- **Posted:** 2026-10-21
- **Last confirmed live:** 2026-10-24
- **Apply:** https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8905821002

## Job description

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 US, 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

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

## WHAT YOU’LL BRING:

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

## 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
- 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 service to be EPIC!
- 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”

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

## #LI-SG1

#LI-Onsite

## About EPIC Brokers

## Company Overview
- **One-liner**: EPIC Insurance Brokers & Consultants is a unique and innovative retail risk management, employee benefits, and specialty program insurance brokerage and consulting firm.
- **Entity Type**: Private
- **Headquarters**: New York, NY, United States (1140 Avenue of the Americas 8th Floor)
- **Founded**: 2007
- **Founders**: Not publicly available

## Core Business
- Primary industry/industries: Insurance brokerage and consulting (Risk Management, Employee Benefits, Property & Casualty, Specialty Programs, Private Client Services)
- Target customers: B2B (enterprises, SMBs, high net-worth individuals); emphasis on accounts with >100 employees for employee benefits
- Mission or purpose statement: To put the needs of others ahead of your own, work hard together, respect and embrace diversity and community, and enjoy the process – with no limit to what they can collectively achieve.

## Products & Services
- **Risk Management**: Decoding and disarming risks most likely to affect a business by leveraging expertise, analysis, and insights.
- **Employee Benefits**: Consulting, brokerage, and advisory services with a specific emphasis on accounts with >100 employees.
- **Commercial Property & Casualty**: Insurance solutions for businesses across a wide range of industries.
- **Private Client Services**: Personal risk management consulting and insurance portfolio development for high net-worth individuals.
- **Specialty Program Insurance**: Unique specialty program insurance solutions.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (Private company)
- **Key Metric**: Over $1B in run-rate revenue; 3,000+ team members; 100K+ clients and growing
- **Notable Investors/Partners**: Not publicly available (Private company)
- **Growth Signals**: Ranked #17 among the Top 100 largest U.S. brokers (per Business Insurance); fastest-growing firm in the insurance industry; nationwide presence with offices across the country; has aligned with the DOD SkillBridge Program for military service members.

## Competitive Advantages
- **Unique Culture ("EPICness")**: Strong emphasis on a "people first" culture with shared values: Owner Mindset, Inspire Trust, Think Big, Drive Results.
- **Scale & Growth**: Over $1B in revenue and 3,000+ employees, indicating significant market presence and stability.
- **Industry Expertise**: Depth of expertise across key lines of insurance with local market knowledge and nationwide support.
- **Community Focus**: Commitment to giving back to the communities where employees live and work.

## Strategic Focus
- **Growth & Expansion**: Continuing rapid growth across the country while maintaining service excellence and a "people first" culture.
- **Innovation**: Embracing innovation in the community and anticipating future client needs.
- **Talent Acquisition**: Actively seeking people who have "the right stuff" – capable, committed individuals who share common beliefs and values.
- **Diversity & Inclusion**: Fostering a work community where every colleague feels welcomed, valued, respected, and heard.

## Why Work Here
- **Culture**: Strong emphasis on "EPICness" – a culture built on shared values of ownership, trust, big thinking, and driving results. The company is recognized as one of the fastest-growing best places to work in the insurance industry.
- **Remote/Hybrid/Office Policy**: Mixed; many roles are location-specific (e.g., New York, Atlanta, Dallas, San Ramon, etc.), but some positions (e.g., Direct Bill Accounting, Pharmacy Benefit Consultant, etc.) are listed as "Remote US Based."
- **Notable Perks**:
  - Full-suite of employee benefits: medical, dental, vision, and pharmacy plans.
  - Access to Wellness programs that support healthy lifestyles.
  - Life and disability insurance, cancer services, and commuter benefits.
  - Commitment to helping employees lead their best lives.
- **Engineering/IT Culture**: Roles exist in Information Technology, Data & Analytics, and Business Applications, suggesting a focus on modernizing internal systems and leveraging data.
- **Diversity & Inclusion**: Explicit commitment to diversity, equity, and inclusion; believes diversity drives innovation.
- **Community Impact**: Strong emphasis on giving back to the communities where employees live and work.

## Sources
1. [epicbrokers.com](https://www.epicbrokers.com/)
2. [epicbrokers.com](https://www.epicbrokers.com/about/)
3. [epicbrokers.com](https://www.epicbrokers.com/about/epic-careers/)
4. [epicbrokers.com](https://www.epicbrokers.com/about/our-values/)
5. [job-boards.greenhouse.io](http://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter)

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