Treloar & Heisel

Policy Owner Services Specialist

High School Diploma or equivalent; strong customer service and detail orientation.

Intern

Student level: junior or senior; majors in business, finance, marketing, or communications; strong organizational and communication skills; ability to multitask; proficient in MS Word, Excel, Outlook; in-office in New Castle, PA; summer internship.

Lead Generation Specialist  

Bachelor’s degree preferred; strong networking, communication, social media, and outreach skills; willingness to travel; able to pass background check.

Brand Ambassador

Bachelor's degree preferred; strong networking and communication; social media content creation; willing to travel; background check required; relocation assistance.

Bachelor’s degree (Marketing, Communications, or related field a plus); strong networking and communication skills; social media management; willingness to travel; able to pass background check.

Title	Location	Date
Policy Owner Services Specialist Full Time New Castle, Pennsylvania, United States · Hybrid	New Castle, Pennsylvania, United States Hybrid	Apr 29, 2026
Intern Internship · $29K/yr New Castle, Pennsylvania, United States · Onsite	New Castle, Pennsylvania, United States Onsite	Apr 14, 2026
Lead Generation Specialist Full Time · $55K-$65K Pittsburgh, Pennsylvania, United States · Onsite	Pittsburgh, Pennsylvania, United States Onsite	Apr 14, 2026
Brand Ambassador Full Time · $55K-$65K Pittsburgh or New Castle · Onsite	Pittsburgh or New Castle Onsite	Apr 1, 2026
Brand Ambassador Full Time · $55K-$65K · 0+ YOE New Castle, Pennsylvania, United States · Onsite	New Castle, Pennsylvania, United States Onsite	Feb 20, 2026

Activities	Disability income insuranceProfessional liability insuranceFinancial planningWealth managementLife insurance
Headquarters	US
Industries	InsuranceFinancial Services
Name	Treloar & Heisel
Employees	3,000
Type	Private
Parent Company	EPIC Insurance Brokers & Consultants
Subsidiaries	Treloar & Heisel Property and Casualty
Tagline	Insurance and financial planning for dental and medical professionals.
Founded	1,959
Website	treloaronline.com
Latest Funding Round	Private Equity
Latest Funding Year	2,020
Latest Funding Amount	1,400,000,000
Latest Investors	Harvest PartnersThe Carlyle GroupOak Hill Capital

Treloar & Heisel

About Treloar & Heisel