Location: 4675 MacArthur Court, Suite 750, Newport Beach, CA 92660
Come join our team!
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 New York City and founded in 2007, our company has over 4,000 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!
LOCATION:
The role is located out of our Newport Beach, CA office with an in-office presence 5 days a week
SUMMARY:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The tasks and the reporting structure will evolve. This position must be flexible and adapt to an ever-changing environment.
The Office Administrator supports the day-to-day operations, productivity, and employee experience of the Newport Beach office by serving as the primary resource for office administration, facilities coordination, workplace technology support, onboarding, event planning, vendor management, and front desk operations. This role is responsible for maintaining a professional, welcoming, and efficient office environment for employees, clients, carriers, vendors, and visitors.
The ideal candidate is highly organized, service-oriented, and proactive, with strong communication, problem-solving, and multitasking skills. This position requires the ability to manage multiple priorities, provide exceptional internal and external customer service, and support the evolving needs of a fast-paced business environment. This position requires onsite attendance Monday through Friday.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Answer phones, route calls, and professionally greet visitors, clients, vendors, and
Serve as a primary office resource by providing information and support to employees and
Create and maintain a professional, organized, and welcoming office environment through daily office readiness activities and opening and closing inspections.
Ensure conference rooms, Zoom rooms, common areas, and kitchen facilities are operational, stocked, and meeting ready.
Manage conference room calendars, workspace reservations, and seating assignments through
Coordinate internal meetings, client meetings, Lunch & Learns, carrier presentations, and employee events, including catering and room setup.
Process incoming mail, including scanning and distributing documents electronically to the appropriate recipients.
Coordinate outgoing package deliveries (FedEx, UPS, etc.), including large-scale mailings and presentation shipments.
Order and maintain office supplies, printer inventory, beverages, snacks, and kitchen
Coordinate onboarding and offboarding activities, including workstation setup, equipment, office access, parking credentials, welcome materials, and employee orientation support.
Act as a liaison with Human Resources, Information Technology, Finance, Accounting, Building Management, and external vendors.
Provide first-level troubleshooting for Zoom rooms, conference room technology, monitors, printers, and general office technology including tracking IT equipment orders and local inventory
Coordinate facilities maintenance requests, office repairs, security access, HVAC requests, parking services, shredding services, and vendor relationships.
Submit corporate card expense reports, vendor invoices, and support financial and commission-related document processing.
Manage P&C Carrier Access, including level one help desk support (password resets, )
Support presentation preparation, printing, binding, mailing campaigns, and special administrative
Submit vendor invoices to Accounts Payable for processing and maintain related records.
Adopt and leverage AI tools to improve operational efficiency, productivity, and enhance business operations.
KEY COMPETENCIES:
Excellent troubleshooting, decision making, project management, and problem-solving skills
Exceptional customer service skills with the ability to interact professionally with employees, executives, clients, carriers, vendors, and visitors.
Strong attention to detail and time management abilities
Strong ability to multi-task and assign priority
Ability to work effectively and efficiently both with and without direct supervision
Strong interpersonal communication skills, both written and verbal
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs, including Excel, Access, Outlook, Word, Smartsheet, and PowerPoint
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Must have a high level of interpersonal skills to handle sensitive and confidential situations
Must demonstrate a high level of poise, tact, and diplomacy
Must be able to work in a collaborative, team-focused environment across multiple segments
EDUCATION and EXPERIENCE:
Associate degree or equivalent educational training or business experience
2 years of experience providing administrative support in a corporate environment
TRAVEL:
No travel required
PHYSICAL DEMANDS:
The physical demands described here represent those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to move around, sit, use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision and the ability to adjust focus. Ability to lift 35 pounds.
WORK
ENVIRONMENT
and
ENVIRONMENTAL
CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The noise level in the work environment is usually moderate. There is no or minimal exposure to physical risk.
OTHER DUTIES:
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.
The national average salary for this role is $60,000 to $65,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-LL1
The role is located out of our Newport Beach, CA office with an in-office presence 5 days a week; This position requires onsite attendance Monday through Friday
Location: 4675 MacArthur Court, Suite 750, Newport Beach, CA 92660
Come join our team!
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 New York City 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!
SUMMARY:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
OVERVIEW:
The Client Coordinator works with the Client Executive (AE) and/or Client Manager (AM) to assist with the maintenance of a client’s employee benefits program and the day-to-day service of the account. The Client Coordinator is responsible for assisting with the marketing process, from collecting census data to preparing benefits spreadsheets. The ACM is responsible for preparing/coordinating materials for open enrollments, including guides and cards, as well as assisting with open enrollments and health fairs. The Client Coordinator is also responsible for updating various client and internal systems, assisting the CE and/or CM with collecting and reviewing contracts and other data, and servicing the day-to-day needs of the client and its employees.
ESSENTIAL DUTIES AND RESPONSIBLITIES:
Service
Assist the CE and/or CM in collecting data to prepare the Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), track carrier responses, and help assemble the marketing spreadsheets for CE and/or CM review;
Draft open enrollment communication materials and wallet cards, and assist with the coordination of and support open enrollment meetings and health fairs;
Collect contracts, experience data, 5500 information, and other data as needed to assist in servicing the client;
Process BORs, update internal systems, update client HR/employee portals, and prepare invoices, as necessary;
Assist with the resolution of client and employee issues regarding bill discrepancies, claims issues, etc;
Provide additional administrative support to the service teams for new and existing clients.
Personal and Organizational Development
Work with CE and/or CM to set priorities and manage workflow for self to ensure goals are met;
Maintain up-to-date workflow logs, and update benefits information on agency management systems, manuals or other required documentation and records;
Be responsive and Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
Project a professional image in action and appearance.
KEY COMPETENCIES:
General knowledge of coverages and services regarding Employee benefits;
Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel;
Strong attention to detail and time management abilities;
Strong ability to multi-task and assign priorities;
Ability to work effectively and efficiently both with and without direct supervision;
Ability to work effectively and efficiently in a team environment as well as independently;
Good interpersonal communication skills;
Experienced with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively;
EDUCATION and/or EXPERIENCE:
High school diploma required; some college preferred;
Prefer two or more years’ experience as a Client Manager or Client Service Representative with a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA;
Must have working knowledge of a variety of Microsoft Office computer software applications to include Windows, Outlook, Word, PowerPoint, Publisher and Excel;
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands;
Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
California Life and Health License; Preferred, or willing to obtain within 60 days of hire date;
Valid Driver License
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
COMPENSATION:
The hourly pay range for this position is
$34.87 - $38.46
per hour and standard workweeks are 37.5 hours. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-MS2
#LI-Hybrid
#Employee Benefits
Location: Remote US Based
Come join our team!
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 New York City and founded in 2007, our company has over 4,000 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!
About the Opportunity
We are seeking an experienced, well-rounded Contract Instructional Design Consultant to lead the design and development of an engaging learning program focused on Errors & Omissions (E&O) risk, claims prevention, best practices, and emerging considerations related to AI.
Using the ADDIE model, the consultant will partner closely with subject matter experts (SMEs) to transform complex, technical content into clear, practical, and engaging learning experiences.
The project will be completed in two phases. Phase One will focus on analysis and design, resulting in a recommended course structure, learning strategy, and development plan for approval. Following approval, Phase Two will focus on developing, implementing, and evaluating the learning solution.
The ideal consultant brings a combination of instructional design expertise, eLearning development, visual and graphic design capabilities, and project management skills and is comfortable leading a learning project from initial discovery through final delivery.
Phase One: Analysis & Design
During Phase One, the consultant will work with project stakeholders and SMEs to understand the learning need, organize the content, and develop a recommended learning solution.
Key Responsibilities
Meet with stakeholders and SMEs to understand business needs, learner audiences, knowledge gaps, and desired outcomes.
Review existing E&O resources, claim examples, presentations, and other source materials.
Identify and organize key topics and content priorities.
Develop clear, measurable learning objectives.
Recommend the overall curriculum and course structure, including number of modules and estimated seat time.
Recommend appropriate delivery methods, learning activities, assessments, scenarios, and supporting resources.
Identify opportunities to incorporate real-world claims, case studies, and application-based learning.
Define the storyboard structure and approach that will guide course development.
Establish development requirements, SME responsibilities, review cycles, and project timeline.
Phase One Deliverables
Learning needs analysis
Recommended curriculum and course architecture
Learning objectives and course/module outlines
Recommended instructional and assessment approach
Estimated learner seat time
Recommended activities, scenarios, and supporting resources
Development scope and project timeline
Estimated hours and/or cost for Phase Two
Approval Gate
At the conclusion of Phase One, the consultant will present the recommended scope, course design, and development plan for stakeholder approval. Phase Two will begin following approval of the learning strategy and development scope.
Phase Two: Development, Implementation & Evaluation
Following approval of Phase One, the consultant will develop the learning experience according to the approved design and project scope.
Key Responsibilities
Develop detailed course storyboards and scripts, outlining content, visuals, interactions, scenarios, assessments, and learner navigation prior to course build.
Storyboard Approval: Course storyboards will be reviewed and approved by key stakeholders and SMEs prior to full course development.
Build eLearning modules and/or instructor-led learning materials as defined by the approved scope.
Develop engaging scenarios, case studies, activities, knowledge checks, and assessments.
Translate technical, insurance, and legal concepts into clear, learner-friendly content while maintaining accuracy.
Apply strong visual and graphic design principles to create polished, cohesive learning materials.
Create or source graphics and visual elements that enhance the learning experience.
Partner with SMEs through established review and revision cycles.
Develop supporting job aids and learner resources as needed.
Conduct quality assurance and testing of completed materials.
Prepare final courses and materials for LMS deployment and/or delivery.
Develop an evaluation approach to measure learner understanding and training effectiveness.
Provide final deliverables and editable source files.
Phase Two Deliverables
Depending on the approved Phase One scope, deliverables may include:
Detailed course storyboards and scripts
Completed eLearning modules
Instructor-led or virtual learning materials
Facilitator and participant resources
Scenario-based activities and case studies
Knowledge checks and assessments
Job aids and reference materials
Graphics and supporting learning assets
LMS-ready course files
Evaluation tools
Final editable/source files
Qualifications
5+ years of experience in
i
nstructional design, learning and development, eLearning development, or corporate training.
Demonstrated experience applying the ADDIE model and adult learning principles strongly preferred.
Ability to manage the full instructional design lifecycle, from needs analysis and learning strategy through development and evaluation.
Experience designing learning solutions from complex, technical, or SME-provided content.
Strong experience developing scenario-based and application-focused learning.
Strong visual and graphic design skills, with the ability to create polished, professional learning materials.
Experience developing eLearning using Articulate Storyline.
Experience with Adobe Creative Suite, Canva, or similar design tools preferred.
Excellent writing, project management, organization, and communication skills.
Ability to independently facilitate SME meetings and manage timelines, deliverables, feedback, and revisions.
Experience developing training related to insurance, compliance, risk management, legal concepts, or financial services strongly preferred.
COMPENSATION:
The hourly pay range for this position is $125 per hour. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.
Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data.
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-MS2
#LI-Remote
Location: 25 Deforest Avenue, Suite 203, Summit, NJ 07901-2140
LOCATION:
Hybrid, Melville, NY, Jersey City, NJ, Summit, NJ
Come join our team!
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 New York City and founded in 2007, our company has over 4,000 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!
JOB SUMMARY:
The Client Manager is a primary service owner responsible for delivering consistent, high‑quality client service and supporting the long-term success of complex commercial property and casualty insurance programs. This client-facing position partners closely with Producers, Senior Client Executives, and account teams to manage day-to-day service execution, coordinate renewals, and ensure accuracy, responsiveness, and consistency across an assigned book of business.
The ideal candidate brings strong technical insurance knowledge, excellent organizational skills, and a proactive service mindset. This role is well-suited for someone who enjoys managing details, building trusted client relationships, and serving as a key connector between clients, carriers, and internal teams.
KEY RESPONSBILITIES
Client Service & Account Management
Serve as a primary day-to-day service partner for assigned clients, ensuring timely, accurate, and consistent delivery of all servicing needs.
Manage insurance transactions outside of renewal periods, including applications, endorsements, binders, policy changes, audits, and related documentation.
Respond to client inquiries regarding policy terms, coverage, exclusions, and program details, collaborating with internal subject matter experts as needed.
Support Producers and Senior Client Executives with client communications, proposals, presentations, and participation in client or prospect meetings.
Prepare invoices and allocation schedules; proactively investigate and resolve billing questions in coordination with internal stakeholders.
Maintain accurate, real-time records in Agency Management Systems to support service quality, compliance, and reporting standards.
Create and manage open item lists to track deliverables, follow-ups, and outstanding requests across clients, carriers, and internal teams.
Prepare and maintain schedules of insurance, summaries of insurance, certificates, and coverage illustrations in accordance with client and carrier requirements.
Monitor accounts receivable and payable activity for assigned accounts and escalate concerns to appropriate team members as needed.
Utilize carrier portals and third-party certificate platforms to ensure timely and accurate documentation
Renewal Coordination
Review expiration lists and coordinate internal renewal strategy meetings with Producers, Senior Client Executives, Client Advocates, Senior Client Managers, and broking teams; document decisions and next steps.
Coordinate preparation of client-facing renewal presentations, marketing materials, and strategy documentation.
Analyze current programs and expiring exposures to support renewal planning and data collection efforts.
Request updated exposure information and coordinate responses across multiple client contacts when required.
Compile loss summaries and supporting documentation for renewals and ad hoc client requests.
Assist with carrier submissions, proposal development, and negotiation support as directed by the account team.
Manage policy review and quality checks, coordinate carrier corrections, and ensure timely delivery of final policies.
Coordinate binding and post-binding activities, including orders to bind, coverage confirmations, certificates, and evidence of insurance.
Obtain premium financing options, prepare renewal invoicing, and complete premium allocation requirements.
SKILLS & QUALIFICATIONS
Strong written and verbal communication skills with the ability to explain technical insurance concepts clearly and professionally.
Client-focused mindset with strong interpersonal and relationship-building skills.
Highly organized with the ability to manage multiple priorities and deadlines in a fast-paced environment.
Proficiency in Microsoft Office and agency systems, including Sagitta, ImageRight, and CSR24.
Self-motivated, detail-oriented, and comfortable working both independently and collaboratively.
REQUIREMENTS
Bachelor’s degree preferred.
3+ years of commercial property and casualty insurance experience in a client-facing or servicing role.
Active Property & Casualty Broker License with the ability to maintain required continuing education.
Professional designations such as CIC, CRM, ARM, or CPCU preferred.
Valid driver’s license.
CORE COMPETENCIES
Service Focus:
Emphasis on creating customer loyalty by ensuring the highest value of service and delivering on commitments.
Information Seeking:
Curiosity and desire to know more about things, people, or issues, going beyond routine questions to resolve discrepancies.
Composure and Resiliency:
Ability to deal effectively with pressure, recover quickly from setbacks, and remain optimistic and persistent under adversity.
Communicating:
Providing concise, direct, and unambiguous information, ensuring clear understanding, and effectively listening to others.
Conflict Management:
Addressing problems openly and objectively, resolving issues in an unemotional and constructive manner.
Analytical Thinking:
Identifying and synthesizing information from diverse sources, making connections between seemingly unrelated events, and understanding system interdependencies.
Accountability:
Taking responsibility for performance, accepting full ownership of issues, and building trust through reliability.
Time Management:
Managing multiple responsibilities by being organized and keeping on top of important time-sensitive tasks.
COMPENSATION:
Exempt:
The base salary range for this position is $75,000 – $85,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.
Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-TM1
#LI-Hybrid
Location: 499 Washington Blvd, 8th Floor, Suite 810, Jersey City, NJ 07310
LOCATION:
Hybrid, Melville, NY, Jersey City, NJ, Summit, NJ
Come join our team!
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 New York City and founded in 2007, our company has over 4,000 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!
JOB SUMMARY:
The Client Manager is a primary service owner responsible for delivering consistent, high‑quality client service and supporting the long-term success of complex commercial property and casualty insurance programs. This client-facing position partners closely with Producers, Senior Client Executives, and account teams to manage day-to-day service execution, coordinate renewals, and ensure accuracy, responsiveness, and consistency across an assigned book of business.
The ideal candidate brings strong technical insurance knowledge, excellent organizational skills, and a proactive service mindset. This role is well-suited for someone who enjoys managing details, building trusted client relationships, and serving as a key connector between clients, carriers, and internal teams.
KEY RESPONSBILITIES
Client Service & Account Management
Serve as a primary day-to-day service partner for assigned clients, ensuring timely, accurate, and consistent delivery of all servicing needs.
Manage insurance transactions outside of renewal periods, including applications, endorsements, binders, policy changes, audits, and related documentation.
Respond to client inquiries regarding policy terms, coverage, exclusions, and program details, collaborating with internal subject matter experts as needed.
Support Producers and Senior Client Executives with client communications, proposals, presentations, and participation in client or prospect meetings.
Prepare invoices and allocation schedules; proactively investigate and resolve billing questions in coordination with internal stakeholders.
Maintain accurate, real-time records in Agency Management Systems to support service quality, compliance, and reporting standards.
Create and manage open item lists to track deliverables, follow-ups, and outstanding requests across clients, carriers, and internal teams.
Prepare and maintain schedules of insurance, summaries of insurance, certificates, and coverage illustrations in accordance with client and carrier requirements.
Monitor accounts receivable and payable activity for assigned accounts and escalate concerns to appropriate team members as needed.
Utilize carrier portals and third-party certificate platforms to ensure timely and accurate documentation
Renewal Coordination
Review expiration lists and coordinate internal renewal strategy meetings with Producers, Senior Client Executives, Client Advocates, Senior Client Managers, and broking teams; document decisions and next steps.
Coordinate preparation of client-facing renewal presentations, marketing materials, and strategy documentation.
Analyze current programs and expiring exposures to support renewal planning and data collection efforts.
Request updated exposure information and coordinate responses across multiple client contacts when required.
Compile loss summaries and supporting documentation for renewals and ad hoc client requests.
Assist with carrier submissions, proposal development, and negotiation support as directed by the account team.
Manage policy review and quality checks, coordinate carrier corrections, and ensure timely delivery of final policies.
Coordinate binding and post-binding activities, including orders to bind, coverage confirmations, certificates, and evidence of insurance.
Obtain premium financing options, prepare renewal invoicing, and complete premium allocation requirements.
SKILLS & QUALIFICATIONS
Strong written and verbal communication skills with the ability to explain technical insurance concepts clearly and professionally.
Client-focused mindset with strong interpersonal and relationship-building skills.
Highly organized with the ability to manage multiple priorities and deadlines in a fast-paced environment.
Proficiency in Microsoft Office and agency systems, including Sagitta, ImageRight, and CSR24.
Self-motivated, detail-oriented, and comfortable working both independently and collaboratively.
REQUIREMENTS
Bachelor’s degree preferred.
3+ years of commercial property and casualty insurance experience in a client-facing or servicing role.
Active Property & Casualty Broker License with the ability to maintain required continuing education.
Professional designations such as CIC, CRM, ARM, or CPCU preferred.
Valid driver’s license.
CORE COMPETENCIES
Service Focus:
Emphasis on creating customer loyalty by ensuring the highest value of service and delivering on commitments.
Information Seeking:
Curiosity and desire to know more about things, people, or issues, going beyond routine questions to resolve discrepancies.
Composure and Resiliency:
Ability to deal effectively with pressure, recover quickly from setbacks, and remain optimistic and persistent under adversity.
Communicating:
Providing concise, direct, and unambiguous information, ensuring clear understanding, and effectively listening to others.
Conflict Management:
Addressing problems openly and objectively, resolving issues in an unemotional and constructive manner.
Analytical Thinking:
Identifying and synthesizing information from diverse sources, making connections between seemingly unrelated events, and understanding system interdependencies.
Accountability:
Taking responsibility for performance, accepting full ownership of issues, and building trust through reliability.
Time Management:
Managing multiple responsibilities by being organized and keeping on top of important time-sensitive tasks.
COMPENSATION:
Exempt:
The base salary range for this position is $75,000 – $85,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.
Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-TM1
#LI-Hybrid
Location: 2720 3rd Avenue South Suite 100, Birmingham, AL 35233
Come join our team!
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 New York City and founded in 2007, our company has over 4,000 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!
JOB O
VERVIEW:
This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! The team works hard & plays hard; their teamwork & culture is a huge part of their success. Their specialty is supporting clients in the commercial construction, infrastructure, & oil & gas industries. This is an exciting opportunity to join a driven, energetic, fun team!
Summary:
EPIC Insurance Brokers & Consultants is seeking an attorney with experience in contracts, insurance, and litigation to serve as a Senior Client Executive on our team of Property & Casualty brokers in Birmingham, Alabama. This is an excellent opportunity for a career-minded individual who desires to make a meaningful contribution to our organization, and most importantly, to our clients. Our firm’s remarkably high retention rate means that your expertise and interpersonal skills will be recognized and appreciated by our team and our clients.
Position Overview:
In your role as
Senior Client Executive
, you will
use your legal background
to assist our specialty construction contractor clients with contractual risk management, claims administration, coverage advocacy, and P&C insurance program design and stewardship. As a member of our Birmingham-based Specialty Construction Practice leadership team, you will serve as an expert resource to internal EPIC team and clients on complex service issues, coverage concerns, and program design.
LOCATION:
HYBRID
- Role will be fully in-office during training & onboarding, then can work 2 days per week from home / 3 days in our Birmingham, AL office.
WHAT YOU’LL DO:
A detailed list of job duties includes (but is not limited to):
Contractual Risk Analysis
Review and analyze construction-related client contracts to identify contractual risk exposures and provide practical advice to clients/prospective clients regarding the impact of insurance coverage on contractual risk and vice-versa
Provide clients with contractual risk-management guidance, strategies, and training
Engage with clients and their in-house/outside counsel, clients’ customers, and other relevant stakeholders as necessary to negotiate and finalize contractual risk and insurance provisions
Provide guidance to teammates regarding insurance policy interpretation, contractual insurance requirements, and various complex insurance and risk management issues
Claims Management
Engage in complex claims management as needed, particularly with claims involving contractual indemnity, significant property damage, and severe personal injuries
Zealously advocate for insurance coverage for clients in the face of coverage denials from carriers
Client Development and Retention
Review prospective client insurance programs, contracts, and other relevant information, and identify coverage gaps and/or contractual exposures in preparation for capabilities presentations to prospective clients
Assist in the solicitation of new business, including participating in capabilities presentations, RFP responses, and other business development activities in-person and via videoconferencing
Engage regularly with current clients in scheduled EPIC Risk Management Reviews to discuss new exposures, market conditions, significant activities and services performed for clients, open claims status, loss history, etc.
Additional Duties & Responsibilities
Maintain all required law/insurance licenses and current knowledge of insurance contracts and industry trends
Attend seminars, workshops, continuing education, and training programs, as necessary and appropriate
Draft articles, blog posts, and other commentary regarding insurance and legal topics of interest to construction contractors
WHAT YOU’LL BRING:
Education, Experience, Licenses/Certifications:
J.D. degree from an ABA-approved law school
At least 10 years of commercial litigation experience, with a strong preference for experience with insurance coverage disputes and/or construction-related litigation
Active member in good standing of the Bar
May be required to obtain Property & Casualty agent/producer license or other professional designations
Obtain IRMI Construction Risk and Insurance Specialist (CRIS) designation within one year of hire
Required Competencies, Skills, and Abilities
Ability to effectively build relationships with clients, carriers, and peers; position requires teamwork, poise, tact, and diplomacy
Working knowledge of property & casualty policies, with ability to efficiently locate all potentially applicable coverages, limits/deductibles, exclusions, limitations, conditions, and other provisions relevant to a claims situation
Strong contract review, negotiation, and drafting skills
Ability to negotiate with the underwriters and adjusters to positively impact the outcome of a claim
Excellent time management, organizational, and multi-tasking skills, with high attention to detail
Work in fast-paced environment while managing multiple competing tasks and demands
Ability to work both independently and in cross-functional teams
Strong written and verbal communication, presentation, and public speaking skills
Proficiency in Microsoft Office Products (Outlook, Word, Excel, PowerPoint)
Ability to handle sensitive and confidential situations with sound judgment
May be required to work extra hours with no restrictions
COMPENSATION:
Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-AT1
#LI-Hybrid
Location: 1117 17th Avenue South, Nashville, TN 37212; 125 S Wacker Dr, Suite 3150, Chicago, IL 60606; 14881 Quorum Drive Suite 850, Dallas, TX 75254; 2720 3rd Avenue South Suite 100, Birmingham, AL 35233; 5909 Peachtree Dunwoody Rd Bldg D Ste 800, Atlanta, GA 30328
Come join our team!
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 New York City and founded in 2007, our company has over 4,000 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!
JOB O
VERVIEW:
This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! The team works hard & plays hard; their teamwork & culture is a huge part of their success. Their specialty is supporting clients in the commercial construction, infrastructure, & oil & gas industries. This is an exciting opportunity to join a driven, energetic, fun team!
In your role as
Client Executive,
you will use your insurance background to assist our specialty construction contractor clients with a wholistic approach to risk management including assisting with escalated service issues, claims administration, coverage advocacy, and P&C insurance program design and stewardship. The goal of this role is it free up time for producers and Marketing Account Executives to spend more time on their highest value tasks and opportunities. This will allow additional capacity for Marketing Account Executives to work on program design and placement without leading the team on service issues. It will also allow the production team to spend more time on new business.
LOCATION:
HYBRID
- Role will be fully in-office during training & onboarding, then can work 2 days per week from home / 3 days in-office.
Role can work out of any of the following EPIC offices: Atlanta (Sandy Springs) GA, Birmingham AL, Dallas TX, or Nashville TN. For those not working in Birmingham, occasional travel to the Birmingham office would be required.
WHAT WE’RE LOOKING FOR:
REQUIRED: Candidates with
at least 10+ years
of insurance marketing / placement / brokering experience, with expertise in construction and/or oil & gas specialties.
Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.
Candidates with strong, professional
communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.
Positive and outgoing disposition,
eager to work as a team
but also functions well working independently.
WHAT YOU’LL DO:
A detailed list of job duties includes (but is not limited to):
• Acting as the first stop before going to the producer on an escalated service issue or complex problem
• Coordinating resources within the team and finding additional resources for the team or client both inside and outside of EPIC
• Assisting with reviewing proposals and providing quick feedback to MAE, especially in the busy season
• Working on coverage disputes and assisting with complex claims
• Running an ERMR if a producer has a conflict
• Filling the gaps in any part of the service team due to expertise or capacity needs
• Assumes ownership of customer concerns and feedback through successful resolution
• Client facing Insurance Professional
• Ability and confidence to manage renewal and program updates throughout the year for large, complex clients with limited oversight
• Train, develop, and delegate to other team members for assistance in efficient ongoing program management
• Attends pre-renewal meetings and discusses renewal exposures and strategy with service team.
• Fields and responds promptly to inquiries from client, carriers, and Producers
• Assists with the retention of renewing accounts and looks for new sales opportunities by cross-selling and rounding out accounts
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
• Serves as a resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance
• May assist with training of other service staff
• Participate in the process of acquiring new business as needed which may include travel to prospective client offices
• Other duties as assigned.
WHAT YOU’LL BRING:
• Bachelor’s degree required
• Minimum ten (10) years’ experience in a commercial agency in client service and/or marketing
• Valid Property & Casualty License
• Maintain and manage required licensing continuing education requirements
• Advanced insurance designation preferred; AAI or CIC
• Proficiency with Microsoft products; ability to effectively use other account management tools including Sagitta and ImageRight
• Strong customer service skills with an ability to assess insurance coverage needs and make recommendations
• Thorough understanding of Commercial Lines underwriting, coverages and risk analysis
• Must be detail oriented, excel in a fast-paced environment, able to meet deadlines and work with a sense of urgency
• Excellent written and verbal communication skills
• Goal oriented and highly self-motivated and resourceful to achieve results
• Ability to work independently, as well as collaboratively in a team environment
COMPENSATION:
Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-AT1
#LI-Hybrid
Location: 2405 Satellite Boulevard Suite 200, Duluth, GA 30096
Come join our team!
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 New York City 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!
WHAT YOU’LL DO:
Analyze insurance programs to identify risks, coverage deficiencies, contingent liabilities, and transaction-related exposures
Implement post-close insurance strategies, including entity additions/removals, coverage restructuring, policy endorsements, and tail/run-off coverage placement
Serve as a trusted advisor on complex commercial insurance programs, renewal strategy, carrier negotiations, and ongoing risk management initiatives
Collaborate with clients, producers, underwriters, legal counsel, and transaction advisors to deliver integrated risk and insurance solutions aligned with transaction objectives
Serve as the primary point of contact for clients, delivering expert guidance on risk management, coverage structure, and compliance requirements
WHAT YOU’LL BRING:
Bachelor’s degree with a minimum of 5+ years of client service, or High School degree with a minimum of 7 years of client service
Team-oriented self-starter, with the ability to organize, prioritize, monitor, control workflow deadlines, and be flexible
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Adaptability and resilience in managing shifting priorities
A collaborative mindset to work with teams across EPIC
Insurance technical skills; ability to apply knowledge of coverage forms in analysis, identification of coverage gaps, and ongoing coverage consultation
Receptive to feedback; critical thinking and problem-solving skills; high adaptability
Ability to work well under pressure with attention to details
Strong verbal and written communication skills and analytical abilities
Property and Casualty Insurance License
Insurance Designation(s) preferred
Proficiency in Microsoft Office
Experience with agency management systems such as Sagitta, ImageRight, etc
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-SG1
#LI-Hybrid
Location: 2405 Satellite Boulevard Suite 200, Duluth, GA 30096
Come join our team!
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!
LOCATION:
Duluth, Georgia, hybrid role- 3 days a week in the office.
JOB OVERVIEW:
The Account Manager serves as the primary day-to-day contact for employee benefits clients, delivering exceptional service and support throughout the client lifecycle. This role partners closely with Client Executives, carriers, internal departments, and clients to ensure a seamless experience while helping clients navigate benefits administration, compliance, enrollment, billing, and employee benefits programs.
What You'll Do:
Client Service & Account Management
Serve as the primary day-to-day contact for assigned clients and build strong, trusted relationships.
Partner with clients, Client Executives, and internal teams to execute comprehensive service plans.
Coordinate and support open enrollment meetings, including preparation of employee communication materials.
Complete COBRA paperwork for new group implementations and renewals.
Maintain ongoing client communication regarding benefit trends, legislative changes, and regulatory updates.
Collaborate with compliance specialists and Client Executives to support government reporting requirements and compliance initiatives.
Maintain accurate client and benefits plan information within EPIC's CRM system.
Resolve enrollment, eligibility, and basic claims issues while coordinating escalated claims with the claims department.
Research and resolve billing discrepancies and administrative concerns.
Keep Client Executives informed of client issues, concerns, and significant events.
Participate in mentorship, training, and professional development activities.
Operational Excellence
Work closely with Client Executives to prioritize activities and manage workflows effectively.
Maintain client documentation, activity logs, and agency management system records.
Communicate professionally and collaborate effectively with colleagues, clients, and carrier partners.
Stay current on industry developments, market trends, product offerings, legislation, and technology advancements.
Consistently project a professional and customer-focused image.
What You'll Bring
Working knowledge of employee benefits programs, including:
Fully insured plans
Self-funded plans
Level-funded plans
Strong proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
Excellent organizational skills with exceptional attention to detail.
Strong time management and ability to manage multiple priorities in a fast-paced environment.
Ability to work independently and collaboratively within a team setting.
Effective written and verbal communication skills.
Experience using agency management systems, HR portals, and related technology platforms.
High school diploma required; some college coursework preferred.
Minimum of 2 years of employee benefits account management experience with a brokerage, consulting firm, insurance carrier, TPA, or related organization.
Demonstrated ability to manage competing deadlines while maintaining a high level of service.
Strong professionalism, discretion, diplomacy, and ability to handle confidential information.
Licenses & Certifications
Georgia or Indiana Life & Health License, or ability to obtain within 60 days of hire.
Valid driver's license.
COMPENSATION:
The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
#LI-SG1
#Hybrid
Location: 2405 Satellite Boulevard Suite 200, Duluth, GA 30096
Come join our team!
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 New York City and founded in 2007, our company has over 4,000 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!
LOCATION
: This is a hybrid role for our Duluth, GA location.
JOB OVERVIEW:
Responsible for developing accurate and timely financial analysis for clients. Prepare various financial and quantitative analysis in support of Client Teams. Employ effective project management skills for balancing requests from multiple Client Teams and for the efficient delivery of results. Requires effective communication skills for clearly explaining detailed analysis to Client Teams and Clients, and the ability to understand Client Teams/Client perspectives that can be reflected in the development of deliverables.
WHAT YOU’LL DO:
Support Employee Benefit Account Teams
• Develop and review monthly reporting for assigned clients
• Prepare IBNR (Incurred But Not Reported) analysis
• Produce underwriting analysis for client renewals and projections
• Produce data warehouse-based reports to support plan performance analysis for clients
• Support Client Team strategy initiatives with evaluation of plan design alternatives, rate or employee contribution alternatives, risk profiles, benchmarking, data analytics, vendor change analyses, or program implementation or elimination (financial or quantifiable impact)
• Coordinate with vendors as needed to obtain necessary data for analysis
New Business Development
• Participate in new business activities and meetings as requested
WHAT YOU’LL BRING:
Bachelor’s degree or equivalent educational training or business experience
• College degree in insurance, risk management, math or related field preferred
• Aptitude for performing financial analysis for a benefits consulting or brokerage firm (we will provide training).
KSAs (Knowledge, Skills, Abilities)
• Microsoft Office Suite experience including large data sets
• Able to effectively interface with internal and external customers
• Able to handle confidential information with maximum discretion
• Able to understand business principles and apply them accordingly
• Able to work independently and on a team within a fast-paced, deadline driven environment
• Career-focused
• Demonstrate good judgment while managing projects, multi-tasking, prioritizing, and meeting deadlines with a sense of urgency
• Detail-oriented, organized, efficient, and proactive
• Excellent written/verbal communication skills including communicating complex financial information
• High level of accountability and flexibility
• High-touch client orientation
• Open and willing to receive and give constructive critique
• Strong analytical and quantitative skills
Special Requirements
• Flexible to work outside normal working hours
COMPENSATION:
Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-SG1
#LI-Hybrid
Location: 1 City Place Drive, Suite 285, Creve Coeur, MO 63141
Come join our team!
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 New York City and founded in 2007, our company has over 4,000 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!
JOB OVERVIEW:
Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined.
We’ve been so successful, that now we’re looking to grow our team!
The
Commercial Insurance Account Manager
will be the primary client contact and will be expected to actively cultivate, improve and cement positive client relationships and use appropriate company resources in performing these functions. Accounts are small to middle-market accounts for architect & engineering clients. While the Account Manager will work with new clients produced by others, the Account Manager will not be expected to develop new business.
WHAT WE’RE LOOKING FOR:
REQUIRED
:
Candidates with
commercial property & casualty account management experience
, preferably at least 2+ years.
Candidates with strong communication skills who enjoy being a go-to resource, are adept at handling unique situations with creative problem solving to find solutions, and who thrive on providing great customer service to internal and external clients.
Location: REQUIRED
- This is a HYBRID role; qualified candidates must be able & willing to work 3 days a week in our St. Louis, MO (Creve Coeur) office.
WHAT YOU’LL DO:
The Account Manager’s main function is to provide day‐to‐day client service, manage the renewal process for existing clients, and manage the intake and establishment of new clients. A detailed list of job duties include (but are not limited to):
Handle day‐to‐day client issues and questions via phone or email including:
Answer client questions and resolve client problems
Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution
Appropriately document customer service transactions
Handle changes in exposure and manage related endorsement and documentation process
Forward contract reviews to appropriate resources
Forward certificate of insurance requests to appropriate resource
Issue Auto ID Cards as needed
Create and update account information in the shared database
Claims reporting
Assist with processing of invoicing and order financing when appropriate
Proactively manage the insurance renewal and new business process in accordance with EPIC’s timing standards.
Pre‐complete insurance applications
Send request for information to clients
Follow‐up on collecting information
Submit information to insurers
Negotiate policy terms
Obtain options from competing insurers as needed
Prepare insurance proposal including analysis and comparison of options (if applicable)
and present to client (mostly via phone or web)
Prepare documentation including invoicing and confirmation of coverage
Review and email policies to clients
Use agency management system (Sagitta) as appropriate throughout the process
Job Accountability Measures
Customer satisfaction; retention
Adherence to established procedures
Timing and quality of service
Technical accuracy; attention to detail
Positive professional attitude; leadership
Proactive problem‐solving
Effective communication
Personal development
Avoidance of errors and omissions
Meet or exceed agreed‐upon goals
WHAT YOU’LL BRING:
Full knowledge of Property & Casualty lines of coverage and services
Recognize problems and respond appropriately
Able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel
Strong attention to detail and time management abilities
Strong ability to multi-task and assign priority
Ability to work effectively and efficiently both with and without direct supervision
Ability to work effectively and efficiently in a team environment as well as independently
Strong interpersonal communication skills, both written and oral
Education and/or Experience:
High school diploma or G.E.D. equivalent required. College degree preferred.
Two or more years' experience in mid-size brokerage working with commercial P&C accounts is strongly preferred
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
Certificates / Licenses:
Property and Casualty Broker License
COMPENSATION:
Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-AT1
#LI-Hybrid
Location: 2405 Satellite Boulevard Suite 200, Duluth, GA 30096
Come join our team!
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!
LOCATION:
Duluth, Georgia, hybrid role- 3 days a week in the office.
JOB OVERVIEW:
The Account Manager serves as the primary day-to-day contact for employee benefits clients, delivering exceptional service and support throughout the client lifecycle. This role partners closely with Client Executives, carriers, internal departments, and clients to ensure a seamless experience while helping clients navigate benefits administration, compliance, enrollment, billing, and employee benefits programs.
What You'll Do:
Client Service & Account Management
Serve as the primary day-to-day contact for assigned clients and build strong, trusted relationships.
Partner with clients, Client Executives, and internal teams to execute comprehensive service plans.
Coordinate and support open enrollment meetings, including preparation of employee communication materials.
Complete COBRA paperwork for new group implementations and renewals.
Maintain ongoing client communication regarding benefit trends, legislative changes, and regulatory updates.
Collaborate with compliance specialists and Client Executives to support government reporting requirements and compliance initiatives.
Maintain accurate client and benefits plan information within EPIC's CRM system.
Resolve enrollment, eligibility, and basic claims issues while coordinating escalated claims with the claims department.
Research and resolve billing discrepancies and administrative concerns.
Keep Client Executives informed of client issues, concerns, and significant events.
Participate in mentorship, training, and professional development activities.
Operational Excellence
Work closely with Client Executives to prioritize activities and manage workflows effectively.
Maintain client documentation, activity logs, and agency management system records.
Communicate professionally and collaborate effectively with colleagues, clients, and carrier partners.
Stay current on industry developments, market trends, product offerings, legislation, and technology advancements.
Consistently project a professional and customer-focused image.
What You'll Bring
Working knowledge of employee benefits programs, including:
Fully insured plans
Self-funded plans
Level-funded plans
Strong proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
Excellent organizational skills with exceptional attention to detail.
Strong time management and ability to manage multiple priorities in a fast-paced environment.
Ability to work independently and collaboratively within a team setting.
Effective written and verbal communication skills.
Experience using agency management systems, HR portals, and related technology platforms.
High school diploma required; some college coursework preferred.
Minimum of 2 years of employee benefits account management experience with a brokerage, consulting firm, insurance carrier, TPA, or related organization.
Demonstrated ability to manage competing deadlines while maintaining a high level of service.
Strong professionalism, discretion, diplomacy, and ability to handle confidential information.
Licenses & Certifications
Georgia or Indiana Life & Health License, or ability to obtain within 60 days of hire.
Valid driver's license.
COMPENSATION:
The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
#LI-SG1
#Hybrid
Location: 1 City Place Drive, Suite 285, Creve Coeur, MO 63141
Come join our team!
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 New York City and founded in 2007, our company has over 4,000 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!
JOB OVERVIEW:
Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined.
We’ve been so successful, that now we’re looking to grow our team!
The
Commercial Insurance Senior Account Manager
will be the primary client contact and will be expected to actively cultivate, improve and cement positive client relationships and use appropriate company resources in performing these functions. Accounts are small to middle-market accounts for architect & engineering clients. While the Senior Account Manager will work with new clients produced by others, the Senior Account Manager will not be expected to develop new business. This role offers the opportunity to take on
Team Lead
responsibilities, either upon hire based on experience or as a natural progression within the role.
WHAT WE’RE LOOKING FOR:
REQUIRED
:
Candidates with
commercial property & casualty account management experience
, preferably at least 5+ years.
Candidates with strong communication skills who enjoy being a go-to resource, are adept at handling unique situations with creative problem solving to find solutions, and who thrive on providing great customer service to internal and external clients.
Location: REQUIRED
- This is a HYBRID role; qualified candidates must be able & willing to work 3 days a week in our St. Louis, MO (Creve Coeur) office.
WHAT YOU’LL DO:
The Senior Account Manager’s main function is to provide day‐to‐day client service, manage the renewal process for existing clients, and manage the intake and establishment of new clients. A detailed list of job duties include (but are not limited to):
Handle day‐to‐day client issues and questions via phone or email including:
Answer client questions and resolve client problems
Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution
Appropriately document customer service transactions
Handle changes in exposure and manage related endorsement and documentation process
Forward contract reviews to appropriate resources
Forward certificate of insurance requests to appropriate resource
Issue Auto ID Cards as needed
Create and update account information in the shared database
Claims reporting
Assist with processing of invoicing and order financing when appropriate
Proactively manage the insurance renewal and new business process in accordance with EPIC’s timing standards.
Pre‐complete insurance applications
Send request for information to clients
Follow‐up on collecting information
Submit information to insurers
Negotiate policy terms
Obtain options from competing insurers as needed
Prepare insurance proposal including analysis and comparison of options (if applicable)
and present to client (mostly via phone or web)
Prepare documentation including invoicing and confirmation of coverage
Review and email policies to clients
Use agency management system (Sagitta) as appropriate throughout the process
Job Accountability Measures
Customer satisfaction; retention
Adherence to established procedures
Timing and quality of service
Technical accuracy; attention to detail
Positive professional attitude; leadership
Proactive problem‐solving
Effective communication
Personal development
Avoidance of errors and omissions
Meet or exceed agreed‐upon goals
WHAT YOU’LL BRING:
Full knowledge of Property & Casualty lines of coverage and services
Recognize problems and respond appropriately
Able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel
Strong attention to detail and time management abilities
Strong ability to multi-task and assign priority
Ability to work effectively and efficiently both with and without direct supervision
Ability to work effectively and efficiently in a team environment as well as independently
Strong interpersonal communication skills, both written and oral
Education and/or Experience:
High school diploma or G.E.D. equivalent required. College degree preferred.
Five or more years' experience in mid-size brokerage working with commercial P&C accounts is strongly preferred
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
Certificates / Licenses:
Property and Casualty Broker License
COMPENSATION:
Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-AT1
#LI-Hybrid
Location: 125 S Wacker Dr, Suite 3150, Chicago, IL 60606
LOCATION:
Hybrid or remote, based in Chicago, IL
Come join our team!
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 New York City and founded in 2007, our company has over 4,000 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!
JOB OVERVIEW:
The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times. The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position.
Responsibilities
Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.
Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team.
Actively participate in thought leadership as EPIC grows and optimizes the private client practice.
Provide mentorship and leadership to Private Client Associates.
Develop cooperative and professional relationships with our carriers.
Manage renewal activity from start to close.
Deliver complete and accurate renewal reviews according to agency guidelines.
Look for sales opportunities by account rounding and selling additional coverage.
Assume ownership of customer concerns and feedback until completion.
Remarket accounts according to agency guidelines or at the request of the producer or insured.
Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed.
Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership.
Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.
Education and Experience
College Degree Preferred / P&C Insurance License required
5 + years Client Management Experience
Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
Sagitta (ATS) and ImageRight experience is preferred.
Skills and Abilities
Possess excellent written, verbal, and organizational skills.
Must be able to work within a team environment.
Account Executives are expected to avoid E&O situations.
Demonstrate a sense of urgency when responding to an inquiry.
Must possess the ability to multi-task and prioritize multiple projects.
Must possess attention to detail.
Must be punctual and reliable.
Must be able to keep information confidential.
COMPENSATION:
Exempt:
The base salary range for this position is $95,000 – $115,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.
Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-TM1
#LI-Remote
Location: Remote US Based
Come join our team!
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!
JOB OVERVIEW:
Join our Small Business Account Management team. This role focuses on providing high-quality account service to our small business clients!
LOCATION:
US Remote-based Midwest.
WHAT YOU’LL DO:
Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients.
Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients.
Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments.
Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder.
Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.
Maintains client files in appropriate systems. prepares billing and provides standard office/administrative support.
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues.
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner.
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs.
Assist clients in making coverage changes
Responsible for timely, accurate invoicing and monthly expirations.
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity.
Other duties may be assigned.
Marketing
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination.
Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies.
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers.
Prepare proposals and provide other technical support in the sales process as needed.
Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business.
Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities.
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.
Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records.
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company.
Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
Other duties may be assigned.
Work effectively to resolve problems or enhance service in a timely manner.
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Full knowledge of Property Casualty lines of coverage and services.
Recognize problems and respond appropriately.
Able to analyze situations logically in order to draw solid conclusions.
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel.
Strong attention to detail and time management abilities.
Strong ability to multi-task and assign priority.
Ability to work effectively and efficiently both with and without direct supervision.
Ability to work effectively and efficiently in a team environment as well as independently.
Strong interpersonal communication skills, both written and oral.
WHAT YOU’LL BRING:
High school diploma or G.E.D. equivalent required. College degree preferred.
2 (two) or more years experience in mid-size brokerage or carrier.
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
Fire and Casualty Broker License
Valid Driver License
The national average hourly pay rate for this role is $28.00-$33.00, exclusive of bonuses or benefits. The pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
EPIC Careers - EPIC Insurance Brokers & Consultants
.
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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
#LI-SG1
#LI-Remote
Location: 25 Deforest Avenue, Suite 203, Summit, NJ 07901-2140
LOCATION:
Hybrid, Summit, NJ
Come join our team!
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 New York City and founded in 2007, our company has over 4,000 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!
JOB OVERVIEW:
The Vice President, Surplus Lines & Licensing leads the organization’s Surplus Lines and licensing function, with responsibility for regulatory compliance, operational effectiveness, and team leadership. This role serves as a key subject matter expert and partners across the organization to ensure accurate, timely, and consistent Surplus Lines operations while driving process improvement and automation.
Key Responsibilities
Lead, coach, and develop the Surplus Lines and Licensing team, establishing clear priorities, accountability, and service standards.
Oversee the team in Surplus Lines for filings, taxes, fees, and regulatory reporting to ensure accuracy, timeliness, and compliance.
Maintain expertise in state Surplus Lines and licensing requirements and translate regulatory changes into effective business processes.
Serve as a subject matter expert and escalation point for complex Surplus Lines and regulatory matters.
Establish and strengthen processes, controls, and quality standards across the function.
Partner with brokerage teams, Finance, Legal, Compliance, Operations, and Technology to support business needs and resolve issues.
Identify opportunities to streamline, standardize, and automate Surplus Lines processes.
Monitor operational performance and implement improvements that enhance service, efficiency, and compliance.
Support regulatory audits, examinations, and inquiries and maintain effective relationships with applicable regulatory agencies and Surplus Lines associations.
Build scalable operations that support continued organizational growth.
Development of Training and Communication for EPIC on Surplus to educate partners on state specific surplus line needs.
Support due diligence in acquisitions.
Qualifications
Significant Property & Casualty insurance experience with strong Surplus Lines knowledge.
Demonstrated knowledge of Surplus Lines regulations, filings, taxes, and compliance requirements.
Progressive leadership experience overseeing people, processes, and operational performance.
Strong analytical, problem-solving, and decision-making skills.
Demonstrated ability to collaborate and influence across multiple functions and levels.
Experience with process improvement, technology, and automation preferred.
Bachelor’s degree or equivalent relevant experience.
Key Competencies
People Leadership | Operational Excellence | Regulatory Expertise | Business Partnership | Strategic Thinking | Process Improvement | Accountability
COMPENSATION:
Exempt:
The base salary range for this position is $120,000 – $150,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.
Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
COMPENSATION:
Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-TM1
#LI-Hybrid
Location: 125 S Wacker Dr, Suite 3150, Chicago, IL 60606; 5151 San Felipe, Suite 1800, Houston, TX 77056; 5909 Peachtree Dunwoody Rd Bldg D Ste 800, Atlanta, GA 30328
Come join our team!
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!
Preferred Locations:
Atlanta, GA; Houston, TX; Chicago, IL; or Summit, NJ
Work Arrangement:
Hybrid schedule required — 3 days per week in the office.
JOB OVERVIEW
The Benefit Consultant is responsible for client satisfaction, service delivery, plan design, and vendor management while supporting the development of innovative, data-driven strategies to optimize complex Health & Welfare benefit programs.
WHAT YOU’LL DO
Strategy & Program Management
Support development and execution of benefit strategies for large, self-funded clients
Develop cost-containment strategies across medical, pharmacy, and disability programs
Analyze claims/utilization trends and identify improvement opportunities
Lead vendor evaluations, RFPs, procurement, implementation, and performance tracking
Communicate industry trends, benchmarks, and regulatory updates
Client Management
Serve as primary day-to-day client contact and manage vendor relationships
Oversee project management for deliverables, compliance deadlines, and annual planning
Manage RFP processes, renewals, contract negotiations, and vendor implementations
Ensure timely, accurate execution of deliverables with actuarial and internal teams
Support compliance (e.g., 5500 filings, plan documents, regulatory adherence)
Resolve escalated claims and support employee communications and enrollment activities
Client Relationship & Reporting
Partner with clients to define benefit goals and strategies
Deliver financial reporting, analysis, and benchmarking insights
Review and finalize client reporting deliverables
Business Development & Team Collaboration
Assist with new business opportunities and strategy development
Contribute to internal process improvements and team initiatives
WHAT YOU'LL BRING
5–10 years of experience in insurance, employee benefits, or HR
Strong knowledge of Health & Welfare programs (self-funded medical, Rx, dental, vision, disability, life, absence, etc.)
Experience managing large, self-funded clients in consulting or brokerage
Full-cycle RFP experience
Bachelor’s degree or equivalent experience
Must have experience designing and implementing benefit plans
Underwriting experience preferred
Insurance license (or ability to obtain)
Strong communication, analytical, and problem-solving skills
Project management and ability to manage multiple priorities
Experience with data analysis and self-funded plan financials
Knowledge of regulations and compliance requirements
Proficiency in Microsoft Office and large data sets
Ability to work independently, collaboratively, and in a fast-paced environment
High level of professionalism, accountability, and client service focus
Additional Requirements
Ability to maintain confidentiality and interact with executive stakeholders
Willingness to travel and work outside standard hours as needed
COMPENSATION:
The base salary range for this position is $110,000 -$135,000. This range represents the employer’s good-faith estimate of the compensation for this role at the time of posting.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-SG1
#LI-Hybrid
Location: 6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583
Come join our team!
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 New York City and founded in 2007, our company has over 4,000 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!
SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C
LOCATION:
The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week.
THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR:
Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner;
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes;
Responsible for timely, accurate invoicing and monthly expirations;
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
Other duties may be assigned.
Marketing
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination;
Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies;
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers;
Prepare proposals and provide other technical support in the sales process as needed;
Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business;
Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities;
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts;
Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records;
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
Other duties may be assigned.
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintaine
KEY COMPETENCIES:
Full knowledge of Property Casualty lines of coverage and services;
Strong Excel knowledge for Premium Allocations
Marine/Boat/Yacht knowledge
Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors
Great communication skills with producers
Recognize problems and respond appropriately
able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel; Strong attention to detail and time management abilities;
Strong ability to multi-task and assign priority;
Ability to work effectively and efficiently both with and without direct supervision;
Ability to work effectively and efficiently in a team environment as well as independently; Strong interpersonal communication skills, both written and oral
EDUCATION and/or EXPERIENCE:
High school diploma or G.E.D. equivalent required. College degree preferred.
5-7 years experience in mid-size brokerage or carrier.
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
California P&C Broker License
Valid Driver License
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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!
CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE
LOCATION:
The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week.
SUMMARY:
The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth.
The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality.
QUALIFICATIONS:
To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts
Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed
Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes
Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives
Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables
Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate
Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing
Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches
Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility
Travel as needed to support client relationships and business development efforts
REQUIREMENTS:
Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred)
Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook)
Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred)
Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes
Excellent written and verbal communication skills
Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority
Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data
Self-motivated, detail-oriented, and able to manage multiple priorities independently
High level of professionalism with a strong client service orientation
SUPERVISORY RESPONSIBILITIES:
N/A
KEY COMPETENCIES:
Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process
Strong ability to interpret coverage questions and apply technical expertise to client situations
Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions
Analytical thinking with the ability to evaluate complex situations and draw sound conclusions
Strong attention to detail, organization, and time management
Ability to handle sensitive and confidential information with professionalism and discretion
Client service–oriented mindset with a focus on delivering high-quality outcomes
Demonstrated initiative and commitment to continuous learning and development
Ability to manage multiple priorities and adapt in a fast-paced environment
Proven ability to work both independently and collaboratively within a team setting
Excellent interpersonal, written, and verbal communication skills
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
EDUCATION and/or EXPERIENCE:
Bachelor’s degree preferred
8–10 years of commercial Property & Casualty insurance experience in a client-facing role
5 plus years in an Account Executive role
Demonstrated experience in project management and client program leadership
Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM)
PREFERRED ADDITIONAL QUALIFICATIONS:
Technical expertise to handle mid-sized to large construction and manufacturing risks
Comfortable with complex contract reviews, Builders Risk Placement, working with Captives
CERTIFICATES, LICENSES, REGISTRATIONS:
Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education
Valid driver’s license
PHYSICAL DEMANDS:
The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
The noise level in the work environment is typically moderate, with minimal exposure to physical risk.
OTHER DUTIES:
This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice.
The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
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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.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
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Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-LL1 #LI-Hybrid
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