Insurance Case Manager

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 Case Manager, 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.

Hourly Wage

$20.20

Roles and responsibilities: 

Review incoming applications and ensure applications are complete and include all necessary forms  

Request forms and information from clients and follow up accordingly 

Provide instructions to Processing Specialists regarding e-mail communication to be sent to clients 

Review policies for accuracy and determine what remaining requirements need to be collected from client prior to policy delivery 

Create insurance illustrations using carrier-specific tools 

Successfully manage a large caseload while maintaining and average turnaround time of 70 days or less 

Correctly interpret insurance company guidelines and provide clear instructions to Clerical Support Specialists  

Review client files to determine compliance with company standards 

100% compliance with insurance company guidelines related to proper use of applications and forms 

Competently interpret premium payment requirements and accurately communicate same to clients 

Willingness to change and adapt in a fast-paced environment 

                                      ANY OTHER DUTIES AS ASSIGNED 

​​Qualifications and Education Requirements​:

High School Diploma required; certificate or Associates Degree preferred 

​​Preferred Skills​:

Superior attention to detail 

Ability to understand and conform to insurance company guidelines for applications, forms, and procedures 

Highly developed customer service skills 

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.