Client Services Specialist - Remote

Overview

Join EPIC Insurance Brokers & Consultants as a Client Services Specialist, where you will play a crucial role in enhancing client relationships and improving service processes.

In Short

• Evaluate and recommend CRM solutions.
• Develop and streamline client service systems.
• Create and manage process improvement projects.
• Support Business Development with content and event coordination.
• Manage social media visibility strategies.
• Assist with client outreach and stewardship presentations.
• Utilize Power BI for content development.
• Maintain professional connections with clients and coworkers.
• Organize multiple projects and deadlines.
• Coordinate various client service processes and events.

Requirements

• Strong analytical and abstract thinking skills.
• Technical knowledge of customer service data systems.
• Critical thinking and prioritization abilities.
• Excellent presentation skills.
• Ability to work independently.
• Proficiency in social media for business.
• Strong interpersonal and communication skills.
• Familiarity with Microsoft Office programs.
• Event planning experience is a plus.
• Willingness to travel occasionally.

Benefits

• Generous paid time off and leave options.
• Employee referral bonus program.
• Quarterly employee recognition programs.
• Professional growth and development opportunities.
• Unique benefits including pet insurance and wellness programs.
• 401(k) matching and comprehensive medical benefits.
• Inclusive work culture promoting collaboration.
• Charitable efforts and community involvement.
• Recognition as a top property/casualty agency.