Client Services Specialist Job Listing at EPIC in IN (Job ID 7851046002)

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 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!

WHAT YOU'LL DO:

A detailed list of job duties for a Client Services Specialist includes (but is not limited to):

• Evaluate potential CRM solutions within EPIC and in the market, or alternatives, and present options to management with recommendations for consideration
• Develop CRM platform, or other client service guideline streamline system that will create efficiencies for the entire cycle of client relationships from new business, onboarding, renewals, contracting, etc.
• Create and manage projects for process improvement to conclusion, then own and manage the processes oversight ongoing
• Assist the Business Development team with content development, promotional material support, conference coordination, etc.
• Create Social Media Visibility Strategy and manage content ongoing
• Assist Director of Client Services with client outreach opportunities and seminar support
• Assist Director of Client Services with client stewardship content creation and conduct stewardship presentations whenever needed
• Develop content with Power BI, or other platforms to create stewardship platform that will be efficient and meaningful
• Maintain a professional and personable connection with clients and coworkers
• Utilize excellent organizational skills to maintain multiple deadlines on many projects at once
• Assist the Director of Client Services with the coordination of stewardship calendar, renewal process, educational webinar creation and execution; web-site maintenance; communication; and, the annual Worker's Compensation Seminar
• Miscellaneous duties as assigned

WHAT YOU'LL BRING:

• Abstract thinking and comparative analysis capabilities
• Significant technical knowledge of how to use data systems for customer service platforms
• Ability to apply critical thinking and prioritize issues
• Excellent Presentation and Reporting Skills
• Client facing and development capabilities
• Proficiency in using social media platforms for business promotion and information exchange
• Ability to lead coworkers through problem-solving that creates improved office operations
• Exceptional interpersonal and communication skills that directly support strong bonds between JWF and clients
• A functional understanding of the use and operation of Microsoft Office programs (Word, Excel, Outlook, etc.)
• Event planning experience and familiarity with event software is a plus
• Ability to travel in and out of state on a limited basis
• Flexibility to adapt as business needs change and JWF grows

Preferred Credentials & Experience:
• Strongly preferred: Minimum of 2 years of insurance industry experience, preferably in account management
• Nice to have: Bachelor's degree preferred, not required

LOCATION: Must be willing & able to work a hybrid schedule out of the Carmel, IN office

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
• Quarterly employee recognition program 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, Cancer 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. 

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