Processing Specialist

Processing Specialist – Treloar & Heisel

About Us

Treloar & Heisel, an EPIC Company, specializes in providing insurance and financial services to dentists and medical professionals at every stage of their careers. Our commitment to excellence and personalized support sets us apart in the industry.

Job Overview

As a Processing Specialist, you’ll play a crucial role in our operations. Your attention to detail, multitasking abilities, and proficiency in Microsoft Office tools will contribute to our success.

Responsibilities

• Data Entry: Accurately input prospective client information into our database.
• Application Processing: Handle insurance applications using specialized software systems.
• Client Communication: Create and send professional email correspondence to clients.
• Medical Requirements: Coordinate and track scheduling for medical exams.
• Record Management: Monitor fulfillment of medical records orders.
• Follow-Up: Engage with clients and advisors to address outstanding items promptly.
• Policy Finalization: Ensure insurance policies are accurately documented in our database and forward necessary paperwork to insurance companies.
• Reception Backup: Provide phone support when needed.
• Filing: Maintain organized records.

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Qualifications

• • Education: High School Diploma or equivalent.
  • Skills:
    • Superior attention to detail.
    • Ability to thrive in a fast-paced environment.
    • Proficiency in Microsoft Office (especially Outlook and Word).

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 (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.