Insurance Client Services Support Specialist

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are:
Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

This role is with Pegasus Captive Management, a division of EPIC Insurance Brokers & Consultants, provides comprehensive captive insurance and risk management solutions to organizations across a wide range of industries. Pegasus specializes in the formation, licensing, and ongoing management of captive insurance companies, offering end‑to‑end services that support each phase of a captive’s lifecycle.

The Client Services Specialist plays a critical role in supporting client account teams by delivering high-quality administrative, accounting, and business development support throughout the client lifecycle. This position is responsible for coordinating renewal and new business processes, maintaining accurate client and financial records, preparing client-facing and governance deliverables, and supporting revenue, invoicing, and payment workflows.

This role is well-suited for a detail-oriented professional who thrives in a fast-paced, client-focused environment and is interested in building a long-term career in insurance, risk management, or financial services. The Client Services Specialist serves as a key operational and administrative partner to producers, account executives, and leadership, ensuring accuracy, compliance, and consistency across client engagements.

Salt Lake City, Utah - This is a work from home role HOWEVER,
qualified candidates must live in the Salt Lake City, UT valley & be willing & able to go to the Salt Lake City post office once or twice a week to pick up Pegasus' mail from the company's PO Box.

• Strongly preferred: Individuals with at least 2+ years of experience working in the insurance industry in some capacity.
• Eagerness to grow! This role provides a great opportunity for employees to learn and grow in their insurance career.
• Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation.
• Strong administrative skills - a majority of this role will be performing administrative tasks - from scanning documents, to issuing COI's & endorsements, to taking meeting minutes, to tracking reports. It's the perfect opportunity for individuals who enjoy a variety of responsibilities!
• High attention to detail, and the ability to learn and understand software systems quickly.
• Candidates who adapt well to priority changes,
  deadlines, and can multi-task and manage projects well.
• Positive and outgoing disposition,
  eager to work as a team but also functions well working independently.

A detailed list of job duties includes (but is not limited to):

• Coordinate and manage timelines for new business onboarding and annual renewal cycles, ensuring adherence to internal standards and client expectations.
• Support exposure data collection, quote specifications, collateral analysis, and preparation of renewal and new business proposals.
• Draft and maintain renewal planners, including compiling, updating, and organizing required documentation and deliverables.
• Schedule and…