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Client Service Specialist

1 month 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.