Client Service Specialist

2 days ago


Arlington Heights, Illinois, United States EPIC Brokers Full time
Job Title: Client Service Specialist

Location: Hybrid, Arlington Heights, IL

Job Summary:

The Client Service Specialist plays a crucial role in providing administrative support to Account Team Leaders in the insurance renewal process. This includes maintaining client folders, producing client-facing materials, and preparing invoices.

Key Responsibilities:

  • Schedule Renewal Planning Meetings
  • Request loss run reports from carriers and underwriters
  • Draft Renewal Planners, involving document creation, updating, and data synthesis
  • Prepare client deliverables for E&O, Cyber, and Management Liability
  • Update and maintain client information in Salesforce
  • Respond to client requests for certificates of insurance (COIs)
  • Assist with claims/litigation matters and vendor payables
  • Generate reports for account teams and leadership

Requirements:

  • Advanced knowledge of Microsoft Office programs, including Windows, Outlook, Word, PowerPoint, and Excel
  • Strong attention to detail and time management abilities
  • Ability to multitask and prioritize tasks
  • Effective communication and interpersonal skills
  • Ability to work in a fast-paced environment with competing demands

Education and Experience:

  • Associate degree required; Bachelor's degree preferred
  • 0-2 years' experience in a corporate company, with insurance industry experience a plus
  • Experience with agency management software, preferably Sagitta and Salesforce

Why Join EPIC?

  • Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
  • Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs

EPIC Brokers values diversity and fosters a work community where every colleague feels welcomed, valued, respected, and heard. We believe that diversity drives innovation and creates an environment where every employee feels included and empowered to deliver the best outcome to our clients.



  • Arlington Heights, Illinois, United States EPIC Brokers Full time

    Job Title: Client Service SpecialistLocation: Hybrid, Arlington Heights, ILJob Summary:The Client Service Specialist plays a crucial role in providing administrative support to Account Team Leaders in connection with the insurance renewal process. This includes maintaining client folders, producing client-facing materials, and preparing invoices.Key...


  • Arlington Heights, Illinois, United States EPIC Brokers Full time

    Job Title: Client Service SpecialistLocation: Hybrid, Arlington Heights, ILJob Summary:The Client Service Specialist plays a vital role in providing administrative support to Account Team Leaders in connection with the insurance renewal process. This includes maintaining client folders, producing client-facing materials, and preparing invoices.Key...


  • Arlington Heights, Illinois, United States Creative Financial Staffing Full time

    Payroll Client SpecialistThe Payroll Client Specialist plays a vital role in ensuring the smooth operation of our clients' payroll functions. This position requires a high level of organization, attention to detail, and excellent communication skills.Key Responsibilities:Complete daily payroll functions, including data entry, payroll processing, and report...


  • Arlington Heights, Illinois, United States Creative Financial Staffing Full time

    Job SummaryThe Payroll Client Specialist is a key member of our team at Creative Financial Staffing, responsible for delivering exceptional payroll services to our clients. This role involves implementing and maintaining payroll systems, procedures, and policies, as well as building and maintaining strong relationships with clients.Key ResponsibilitiesAs a...


  • Arlington Heights, Illinois, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse ICU SpecialistHealthEcareers - Client is seeking a skilled Travel Nurse ICU Specialist to join their team in Wheeling, West Virginia.Job Summary:We are looking for a dedicated and compassionate Registered Nurse to provide high-quality patient care in our Intensive Care Unit. As a Travel Nurse ICU Specialist, you will have the...


  • Arlington Heights, Illinois, United States EPIC Brokers Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Specialist to provide administrative support to our Account Team Leaders in connection with the insurance renewal process.Key ResponsibilitiesSchedule Renewal Planning MeetingsRequest loss run reports from carriers and underwritersDraft Renewal Planners, creating, updating,...


  • Arlington Heights, Illinois, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse ICU SpecialistHealthEcareers - Client is seeking a skilled Travel Nurse ICU Specialist to join their team in Wheeling, West Virginia.Job SummaryWe are looking for a dedicated and compassionate Registered Nurse to provide high-quality patient care in our Intensive Care Unit. As a Travel Nurse ICU Specialist, you will have the...


  • Arlington Heights, Illinois, United States Banfield Pet Hospital Full time

    Job SummaryThe Client Service Coordinator plays a vital role in driving the flow of clients and pets through our hospital, ensuring exceptional client care and maximizing the productivity of our veterinary medical team. This position is responsible for promoting hospital services, coordinating client and pet care, and influencing clients to return and refer...


  • Arlington Heights, Illinois, United States March Animal Hospital Full time

    Job OverviewWe are seeking a highly skilled and compassionate Client Service Representative to join our team at March Animal Hospital. As a key member of our front office staff, you will be responsible for providing exceptional customer service to our clients and their pets.Key ResponsibilitiesManage incoming calls and respond to client inquiries in a timely...


  • Arlington Heights, Illinois, United States The LaSalle Group Full time

    Customer Care Specialist Job DescriptionLaSalle Network is seeking a skilled Customer Care Specialist to join our team. As a key member of our client service team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Handle high-volume inbound and outbound calls to assist with customer...


  • Fairview Heights, Illinois, United States RNR Tire Express Full time

    Job DescriptionRNR Tire Express - Midwest is a leading provider of affordable wheels and tires, offering unmatched service, a large in-stock inventory, flexibility, pre-approval, extra services, and convenient locations. We're seeking a Client Retention Specialist to join our team and help us achieve our goals for sales and retention.As a Client Retention...


  • Arlington Heights, Illinois, United States The LaSalle Group Full time

    Customer Care Specialist OpportunityLaSalle Network is seeking a skilled Customer Care Specialist to join our team. As a key member of our client service team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Handle high-volume inbound and outbound calls to assist with customer...

  • Client Advocate

    1 month ago


    Arlington Heights, Illinois, United States Clearbrook Full time

    Job SummaryClearbrook, a leading social service agency, is seeking a dedicated and compassionate Family Assistant to join our Home Based Services Program. As a Family Assistant, you will play a vital role in supporting and guiding our clients with disabilities in their natural home environment.Key ResponsibilitiesProvide personalized support and service to...


  • Arlington Heights, Illinois, United States The LaSalle Group Full time

    Bilingual Customer Service Specialist OpportunityLaSalle Network is seeking a highly skilled Bilingual Customer Service Specialist to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients in both English and Spanish.Key Responsibilities:Handle high-volume inbound and outbound...


  • Arlington Heights, Illinois, United States Visiting Angels Living Assistance Services Full time

    Patient Care SpecialistWe are seeking a compassionate and dedicated Patient Care Specialist to join our team at Visiting Angels Living Assistance Services. As a Patient Care Specialist, you will provide personalized care and support to individuals in their homes, assisting with daily activities, providing emotional support, and promoting independence.Assist...


  • Fairview Heights, Illinois, United States RNR Tire Express Full time

    About the RoleWe are seeking a highly motivated and customer-focused Client Retention Specialist to join our team at RNR Tire Express - Midwest. As a key member of our sales and customer service team, you will play a critical role in helping our customers achieve their goals and providing exceptional service to drive sales and retention.Key...


  • Arlington Heights, Illinois, United States Johnson Controls International Full time

    About the RoleWe are seeking a highly skilled and motivated Route Service Specialist to join our team at Johnson Controls International. As a key member of our team, you will be responsible for maintaining and growing our route servicing existing fire extinguisher, kitchen hood, e-light, and pre-engineered and possibly engineered gas system customers.Key...


  • Arlington Heights, Illinois, United States Johnson Controls International Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Route Service Specialist. In this role, you will be responsible for maintaining and growing a route servicing existing fire extinguisher, kitchen hood, e-light, and pre-engineered and possibly engineered gas system customers.Key ResponsibilitiesInspect, service,...


  • Arlington Heights, Illinois, United States Creative Financial Staffing Full time

    Accounts Payable Specialist OpportunityWe are seeking a highly organized and detail-oriented Accounts Payable Specialist to join our team at Creative Financial Staffing. As a key member of our team, you will be responsible for managing the accounts payable process, ensuring timely and accurate payment of invoices.Key Responsibilities:Post invoices daily and...


  • Arlington Heights, Illinois, United States Johnson Controls International Full time

    About the RoleWe are seeking a skilled Route Service Specialist to join our team at Johnson Controls International. As a key member of our team, you will be responsible for maintaining and growing our route servicing existing fire extinguisher, kitchen hood, e-light, and pre-engineered and possibly engineered gas system customers.Key ResponsibilitiesInspect,...