Client Services and Policy Processing Specialist at EPITEC in Fort Washington, Pennsylvania

Posted in Other about 23 hours ago.

Type: full-time





Job Description:

Client Services and Policy Processing Specialist

Work Schedule: Onsite

Location: Fort Washington, PA

MUST HAVE A VALID P&C PRODUCER LICENSE IN THE STATE OF PENNSYLVANIA

Job Summary: Responding to client inquiries via email/chat regarding new and renewal processes. Act as advisor to the client utilizing program rules and underwriting guidelines. Also, responsible for creating financial transactions to debit / credit policy accounts depending on the nature of the request.

Key Responsibilities:
  • Customer Service: Provide excellent customer service to clients, addressing inquiries and resolving issues promptly including coverage questions and assisting with new business/renewal inquiries. Strong writing and reading comprehension skills are required as all our requests are handled via email.
  • Policy Processing: Handle payments, endorsements, coverage changes and cancellation of Individual insurance policies.
  • Client Management: Maintain and update client records, ensuring all information is accurate and up to date.
  • Compliance: Ensure all operations comply with state and federal regulations, as well as company policies.
  • Claims Support: Assist in the reporting of insurance claims, providing support to clients throughout the claims process.
  • Documentation: Prepare and review insurance documents, ensuring accuracy and completeness.
  • Collaboration: Work closely with East partners, Call Center team, Accounting Operations, and other team members to ensure smooth operations and client satisfaction.

Qualifications:
  • Education: High school diploma or equivalent; Associate's or Bachelor's degree in Business, Finance, or related field preferred.
  • License: Valid P&C Producer License in the state of Pennsylvania required
  • Experience: 2-3 years of experience in commercial insurance operations or a related field.
  • Skills:
  • Strong attention to detail and organizational skills.
  • Excellent communication and interpersonal skills.
  • Proficiency in Microsoft Office Suite and insurance software.
  • Ability to work independently and as part of a team.
  • Problem-solving skills and the ability to handle multiple tasks simultaneously.

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