Case Manager

WHAT YOU'LL DO: - Review incoming applications and ensure applications are complete and include all necessary forms - Request forms and information from clients and follow up accordingly - Provide instructions to Processing Specialists regarding e-mail communication to be sent to clients - Review policies for accuracy and determine what remaining requirements need to be collected from client prior to policy delivery - Create insurance illustrations using carrier-specific tools - Successfully manage a large caseload while maintaining and average turnaround time of 70 days or less - Correctly interpret insurance company guidelines and provide clear instructions to Clerical Support Specialists - Review client files to determine compliance with company standards - 100% compliance with insurance company guidelines related to proper use of applications and forms - Competently interpret premium payment requirements and accurately communicate same to clients - Willingness to change and adapt in a fast-paced environment - Provide 100% compliance with insurance company guidelines related to proper use of applications and forms - Adapt to change in a fast-paced environment WHAT YOU'LL BRING: - High School Diploma required; certificate or Associates Degree preferred Preferred Skills - Superior attention to detail - Ability to understand and conform to insurance company guidelines for applications, forms, and procedures - Highly developed customer service skills - 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: 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 . 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. #LI-SG1 #LI-Hybrid