Client Services Representative
EPIC Brokers
About this role
The Client Services Representative at Treloar & Heisel, a division of EPIC Brokers, provides frontline support to clients by handling policy documents, managing communication, and maintaining records. The role is vital in delivering a positive customer experience and supporting internal workflows within a regional insurance firm specializing in serving dental and medical professionals.
Skills
About EPIC Brokers
epicbrokers.comIndustry
Finance
EPIC Insurance Brokers & Consultants is an innovative retail insurance brokerage and consulting firm that provides property & casualty and employee benefits solutions. They offer brokerage placement, risk management, benefits strategy and consulting, and claims advocacy to help organizations manage risk and control costs. Combining national market access with consultative advisory services, EPIC works with employers and businesses across industries to design benefits programs and insurance solutions tailored to client needs.
Recent company news
Courier & PressONI Risk Partners is now EPIC Insurance Midwest
Feb 7, 2021
Send2PressEPIC Insurance Brokers & Consultants Acquires Pharmaceutical Strategies Group
Feb 4, 2021
Business Alabama MagazineBusinesses benefit from the experience of an insurance agent
Sep 25, 2023
PR NewswireNanuwa named as Chief Marketing Officer
Jun 24, 2021
Risk & Insurance2019 Employee Benefits Power Broker Winners
Feb 25, 2019
About EPIC Brokers
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for EPIC Brokers.
Salary
$47k – $64k
per year
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