Client Service Specialist - Insurance

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!

 

JOB OVERVIEW:

The Client Services Specialist position provides an exceptional opportunity for a career-minded individual who wants to make a meaningful contribution within our organization. The Client Services Specialist supports the client account teams by managing the client renewal process including, but not limited to maintaining client folders, producing client facing material, maintaining and creating corporate governance documents and deliverables. This is a support role for our Client Services team.

LOCATION: Hybrid or Remote

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

• Upon client’s acceptance, binds coverage and issues appropriate documents.
• Invoices client and monitors payment by the client to avoid policy cancellation.
• Responsible for maintaining a timeline and process during new business and renewal cycles inclusive of exposure analysis, quote specifications, collateral analysis, and preparation and presentation of coverage proposals.
• Schedule Annual Meetings
• Draft Renewal Planner which entails creating, updating and gathering multiple documents
• Update/maintain Principal Calendar with client meetings, events etc.
• Assist in the preparation of client deliverables
• Maintain the claims folder (process, save and update client teams)
• Update and maintain client information in Salesforce
• Respond to client requests for certificates of insurance (COIs)
• Assist in preparing corporate meeting minutes and annual deliverables
• Prepare corporate governance changes
• Interacts with Insurance Regulators
• Prepare reports and present results to clients and management.
• Perform such other duties as may be assigned by the Company at its discretion from time to time.

WHAT YOU’LL BRING:

• Bachelor's degree or equivalent experience preferred.
• 2 years of broker, underwriting or insurance CSR experience preferred.
• Ability to manage multiple priorities and instructions from multiple Managers.
• Excellent phone and interpersonal skills.
• Strong oral and written communication skills.
• Excellent problem-solving ability using creative, logical and analytical approaches.
• Ability to work independently as well as in a team environment.
• Client service focused with a high degree of professionalism.
• Detail-oriented, technical ability to identify, create, and present data.
• Strong understanding of professional and industry standards and practices.
• Proficiency in Excel, PowerPoint, Word, and other on-line computer systems.

COMPENSATION: 

The national average hourly rate for this non-exempt roles is $37.00 - $39.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering 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”

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

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. 

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Client-provided location(s): Flexible / Remote

Job ID: 8142872002

Employment Type: OTHER

Posted: 2025-09-12T18:33:22