ROLES AND RESPONSIBILITIES:

　　•    Enter prospective client information into database

　　•    Enter insurance applications into appropriate software systems

　　•    Create and send email communication to clients

　　•    Order and track scheduling of medical requirements

　　•    Order and track fulfillment of medical records orders

　　•    Follow up with clients and advisors for outstanding items

　　•    Finalize insurance policies in the database and forward documentation to insurance companies

　　•    Provide back-up phone support to Receptionist

　　•    Filing

　　ANY OTHER DUTIES AS ASSIGNED

　　QUALIFICATIONS AND EDUCATION REQUIREMENTS:

　　High School Diploma required

　　PREFERRED SKILLS:

　　•    Superior attention to detail

　　•    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

　　WHY JOIN US? 

　　15th Largest Broker in US Voted " Best Place to Work" in the Insurance Industry Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!). 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. An Equal Opportunity/Affirmative Action Employer.