Client Services Representative

Client Services Representative position at Treloar & Heisel, a division of EPIC Brokers, responsible for providing frontline support to clients, processing policy documents, and maintaining accurate records within the client management system.

Requirements

• High school diploma or equivalent.
• Strong attention to detail with a commitment to accuracy.
• Proficiency in Microsoft Office, especially Outlook and Word.

Benefits

• Generous Paid Time off
• 401k Matching
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Wellness & Employee Assistance Programs
• Pet Insurance
• Identity Theft & Fraud Protection Coverage
• Legal Planning
• Family Planning
• Menopause & Midlife Support