Policy Owner Services Specialist

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/.

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