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Location: 10877 White Rock Road Suite 300, Rancho Cordova, CA 95670 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/ . 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 #LI-Hybrid

Location: 1390 Willow Pass Road Suite 800, Concord, CA 94520 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/ . 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 #LI-Hybrid

Location: 100 Montgomery Street, Suite 2000, San Francisco, CA 94104-4348 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/ . 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 #LI-Hybrid

Location: 301 Grant Street Suite 470, Pittsburgh, PA 15219 LOCATION: Hybrid to Pittsburgh, PA, if do not live in that area can be flexible (would expect visits 2-3 days a month in Pittsburgh). 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: A Surety Director oversees the issuance and management of contract and commercial surety bonds, ensuring portfolio profitability and driving business development. Core responsibilities typically include risk assessment, agency relationship management, and strategic market growth. Key Responsibilities Client Relationship & Surety Risk Management: Analyzes performance of portfolio as well as individual account performance and develops appropriate action to drive profitable growth based upon the analysis.", as noted by Nationwide Careers. Review and approve complex underwriting decisions and high-authority bond requests in compliance with corporate risk appetite. Monitor risk selection, pricing choices, and contract/commercial surety program results. Leadership & Strategy: Manage department workflow, set performance metrics, and direct staff development. Formulate regional or national territory sales plans to hit top- and bottom-line financial objectives. Business Development & Relations: Cultivate strong partnerships with key agents, brokers, and construction or corporate clients. Represent the firm in professional networks and industry associations like the NASBP or CFMA. Qualifications & Requirements Education: Bachelor’s degree in finance, business, risk management, or a related field. Experience: Minimum of 5 to 10 years of progressive surety and portfolio management experience, including leadership history. Licenses & Designations: Active Property and Casualty (P&C) license and professional credentials such as the Associate in Fidelity and Surety Bonding (AFSB) preferred. Skills: Advanced financial statement and credit analysis, expert knowledge of contract/commercial surety markets, and strong sales & negotiation abilities COMPENSATION: Exempt: The base salary range for this position is $175,000 – $200,000. 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: 134 E Washington St, New Castle PA 16101 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 US, 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! Our division of EPIC, Treloar & Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals. We specialize in helping clients secure their financial future through tailored insurance solutions and expert guidance. LOCATION: New Castle, PA (On-site) Greater New Castle region, including nearby communities in PA and OH ZIP Codes : 15009, 15010, 16112, 44512, 44403, 16001, 44406, 16066, 16116, 16117, 16127, 16148, 44425, 16137, 16101 WHAT YOU'LL DO Receive communication from insurance companies regarding our clients’ policies and respond accordingly Provide courtesy notifications to clients whose premium payments are late Assist clients with servicing of existing policies, including: Beneficiary and ownership changes Bank changes Premium mode changes Duplicate policy requests Agent of Record changes Coverage reductions Over-age policy conversion Lapse and reinstatement Cancellation Death claims Update database to reflect policy changes and changes to client contact information Communicate with clients’ financial institutions and insurance companies to process collateral assignments of life insurance policies Process policy suspension due to military deployment and reinstatement from suspension Provide high-quality customer service to established clientele WHAT YOU’LL BRING: High School Diploma or equivalent required Preferred Skills High-level customer service skills Superior attention to detail Ability to multitask and balance demanding workload in a fast-paced environment Strong Microsoft Office skills, especially Outlook and Word 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. Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, 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” 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. To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . #LI-SG1 #LI-Onsite

Location: 350 South Grand Avenue Suite 4500, Los Angeles, CA 90071 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! SENIOR CLIENT MANAAGER- REAL ESTATE COMMERCIAL LINES OF INSURANCE LOCATION: The role can located out of our Newport Beach, or Los Angeles, CA office with a hybrid work schedule; in office 2x a week. SUMMARY: The Senior Client Manager is a senior, client-facing individual contributor responsible for managing the day-to-day delivery of service for complex commercial Property & Casualty insurance programs. This role partners closely with Producers, Client Executives, Client Advocates, carrier partners, and other internal resources to execute client strategies, coordinate renewals, analyze exposures, and deliver responsive, high-quality service throughout the insurance lifecycle. The Senior Client Manager II serves as the primary day-to-day client contact and provides technical consultation regarding coverage, contract requirements, policy administration, and risk management solutions. Working in alignment with the Client Executive and Producer, this role translates broader client strategies into actionable service plans, manages account-level deliverables, and helps ensure client commitments are completed accurately and on time. The Senior Client Manager II also provides mentoring, technical guidance, and knowledge-sharing to service team members while contributing to operational excellence, consistency, and overall client satisfaction. You will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference.  Creativity and independent thinking are valued throughout our organization.  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: Client Service & Account Management Serve as the primary day-to-day client contact for assigned accounts, working in partnership with the Client Executive and Producer to deliver an aligned client experience. Establish and maintain strong client relationships through proactive communication, technical consultation, responsiveness, and follow-through. Research and respond to client questions regarding coverage, policy interpretation, contractual risk transfer, insurance requirements, and risk management matters. Review client insurance programs and identify potential coverage gaps, exposure concerns, coverage enhancements, and risk management solutions. Manage and oversee day-to-day service activities, including endorsements, policy changes, certificates of insurance, binders, audits, premium financing, invoicing, allocations, and other account servicing activities. Coordinate with carriers, wholesalers, Claims, Risk Control, legal counsel, and other internal and external resources to address client needs. Prepare and review schedules of insurance, coverage summaries, benchmarking information, stewardship reports, presentations, and other client-facing deliverables. Maintain complete and accurate agency management and document management system records and ensure activities meet applicable quality, documentation, and service standards. Manage open items, service timelines, and client commitments to ensure timely and accurate completion of deliverables. Facilitate client meetings, educational sessions, stewardship reviews, and other client engagement activities as appropriate. Partner with Claims and carrier resources to support the resolution of client claim matters. Serve as an initial escalation point for complex service matters and coordinate with the Client Executive, Producer, Client Service Leader, or other appropriate resources when broader relationship, coverage, or strategic intervention is needed. Renewal Strategy & Execution Coordinate internal renewal planning meetings and manage renewal timelines, deliverables, action items, and accountabilities. Partner with the Client Executive and Producer to evaluate loss experience, exposure changes, market conditions, coverage structure, and overall program performance. Develop technical analyses and recommendations that support renewal strategy and program design decisions. Support external renewal strategy meetings by preparing materials, providing technical consultation, documenting decisions, and coordinating follow-up activities. Lead the collection, review, validation, and analysis of exposure information, loss data, applications, and underwriting information. Coordinate submission development and marketing activities in alignment with the strategy established by the Client Executive and Producer. Prepare high-quality submissions and supporting documentation for the marketplace. Analyze carrier quotations, coverage terms, conditions, exclusions, pricing, and program alternatives. Provide recommendations regarding program structure, deductibles, limits, coverage enhancements, and other program considerations. Support carrier negotiations and, where appropriate, negotiate coverage terms, conditions, and pricing within the established client strategy. Participate in proposal development and client presentations, providing technical consultation regarding coverage options and recommendations. Coordinate binding activities, including orders to bind, coverage confirmations, evidence of insurance, and policy issuance. Oversee policy checking, carrier corrections, and final policy delivery. Develop billing allocations and coordinate accurate and timely renewal invoicing. Leadership & Team Support Provide mentoring, technical guidance, and knowledge-sharing to Client Managers, Account Managers, Assistant Account Managers, and other service team members. Coordinate and assign account-level service activities consistent with established team roles while maintaining accountability for assigned deliverables. Support onboarding and training through process guidance, account knowledge transfer, and technical instruction. Share expertise regarding coverage interpretation, policy analysis, documentation standards, renewal processes, and service best practices. Support department initiatives focused on operational efficiency, service consistency, quality, technology adoption, and employee development. Foster effective collaboration among client service, sales, Claims, Risk Control, carriers, and other internal and external REQUIREMENTS: Advanced knowledge of commercial Property & Casualty insurance, including major coverage lines and complex commercial exposures. Strong technical ability to analyze policies, endorsements, contracts, loss information, exposure data, and other insurance-related documentation. Demonstrated experience managing complex renewal and account-service processes. Strong client relationship, consultation, negotiation, presentation, and communication skills. Ability to recognize coverage and service issues, evaluate alternatives, and recommend appropriate solutions. Strong analytical and problem-solving skills with the ability to exercise sound judgment. Strong project management, organization, prioritization, and time-management skills. Ability to coordinate multiple stakeholders, competing priorities, and deadlines with limited oversight. Advanced proficiency in Microsoft Office and applicable agency and document management systems. Demonstrated ability to leverage technology, data, and emerging AI solutions to improve workflows, documentation quality, client deliverables, accuracy, and service efficiency. Ability to quickly develop proficiency in applicable internal, carrier, and client-service systems. High level of professionalism, discretion, and commitment to delivering high-quality client experiences. SUPERVISORY RESPONSIBILITIES: N/A EDUCATION and/or EXPERIENCE: Bachelor's degree preferred. Generally, 7 or more years of commercial Property & Casualty insurance experience, including significant experience in a client-facing account management role. Demonstrated experience managing complex middle-market and/or large commercial accounts. Experience coordinating renewals, analyzing coverage, evaluating insurance programs, and providing consultative client solutions. Demonstrated experience providing technical guidance, mentoring, or account leadership to service team members preferred. Relevant insurance industry designations such as CPCU, ARM, CIC, CRM, CRIS, or equivalent preferred. 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 $125,000 to $155,000 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 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 . #LI-LL1 #LI-Hybrid

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 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! SENIOR CLIENT MANAAGER- REAL ESTATE COMMERCIAL LINES OF INSURANCE LOCATION: The role can located out of our Newport Beach, or Los Angeles, CA office with a hybrid work schedule; in office 2x a week. SUMMARY: The Senior Client Manager is a senior, client-facing individual contributor responsible for managing the day-to-day delivery of service for complex commercial Property & Casualty insurance programs. This role partners closely with Producers, Client Executives, Client Advocates, carrier partners, and other internal resources to execute client strategies, coordinate renewals, analyze exposures, and deliver responsive, high-quality service throughout the insurance lifecycle. The Senior Client Manager II serves as the primary day-to-day client contact and provides technical consultation regarding coverage, contract requirements, policy administration, and risk management solutions. Working in alignment with the Client Executive and Producer, this role translates broader client strategies into actionable service plans, manages account-level deliverables, and helps ensure client commitments are completed accurately and on time. The Senior Client Manager II also provides mentoring, technical guidance, and knowledge-sharing to service team members while contributing to operational excellence, consistency, and overall client satisfaction. You will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference.  Creativity and independent thinking are valued throughout our organization.  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: Client Service & Account Management Serve as the primary day-to-day client contact for assigned accounts, working in partnership with the Client Executive and Producer to deliver an aligned client experience. Establish and maintain strong client relationships through proactive communication, technical consultation, responsiveness, and follow-through. Research and respond to client questions regarding coverage, policy interpretation, contractual risk transfer, insurance requirements, and risk management matters. Review client insurance programs and identify potential coverage gaps, exposure concerns, coverage enhancements, and risk management solutions. Manage and oversee day-to-day service activities, including endorsements, policy changes, certificates of insurance, binders, audits, premium financing, invoicing, allocations, and other account servicing activities. Coordinate with carriers, wholesalers, Claims, Risk Control, legal counsel, and other internal and external resources to address client needs. Prepare and review schedules of insurance, coverage summaries, benchmarking information, stewardship reports, presentations, and other client-facing deliverables. Maintain complete and accurate agency management and document management system records and ensure activities meet applicable quality, documentation, and service standards. Manage open items, service timelines, and client commitments to ensure timely and accurate completion of deliverables. Facilitate client meetings, educational sessions, stewardship reviews, and other client engagement activities as appropriate. Partner with Claims and carrier resources to support the resolution of client claim matters. Serve as an initial escalation point for complex service matters and coordinate with the Client Executive, Producer, Client Service Leader, or other appropriate resources when broader relationship, coverage, or strategic intervention is needed. Renewal Strategy & Execution Coordinate internal renewal planning meetings and manage renewal timelines, deliverables, action items, and accountabilities. Partner with the Client Executive and Producer to evaluate loss experience, exposure changes, market conditions, coverage structure, and overall program performance. Develop technical analyses and recommendations that support renewal strategy and program design decisions. Support external renewal strategy meetings by preparing materials, providing technical consultation, documenting decisions, and coordinating follow-up activities. Lead the collection, review, validation, and analysis of exposure information, loss data, applications, and underwriting information. Coordinate submission development and marketing activities in alignment with the strategy established by the Client Executive and Producer. Prepare high-quality submissions and supporting documentation for the marketplace. Analyze carrier quotations, coverage terms, conditions, exclusions, pricing, and program alternatives. Provide recommendations regarding program structure, deductibles, limits, coverage enhancements, and other program considerations. Support carrier negotiations and, where appropriate, negotiate coverage terms, conditions, and pricing within the established client strategy. Participate in proposal development and client presentations, providing technical consultation regarding coverage options and recommendations. Coordinate binding activities, including orders to bind, coverage confirmations, evidence of insurance, and policy issuance. Oversee policy checking, carrier corrections, and final policy delivery. Develop billing allocations and coordinate accurate and timely renewal invoicing. Leadership & Team Support Provide mentoring, technical guidance, and knowledge-sharing to Client Managers, Account Managers, Assistant Account Managers, and other service team members. Coordinate and assign account-level service activities consistent with established team roles while maintaining accountability for assigned deliverables. Support onboarding and training through process guidance, account knowledge transfer, and technical instruction. Share expertise regarding coverage interpretation, policy analysis, documentation standards, renewal processes, and service best practices. Support department initiatives focused on operational efficiency, service consistency, quality, technology adoption, and employee development. Foster effective collaboration among client service, sales, Claims, Risk Control, carriers, and other internal and external REQUIREMENTS: Advanced knowledge of commercial Property & Casualty insurance, including major coverage lines and complex commercial exposures. Strong technical ability to analyze policies, endorsements, contracts, loss information, exposure data, and other insurance-related documentation. Demonstrated experience managing complex renewal and account-service processes. Strong client relationship, consultation, negotiation, presentation, and communication skills. Ability to recognize coverage and service issues, evaluate alternatives, and recommend appropriate solutions. Strong analytical and problem-solving skills with the ability to exercise sound judgment. Strong project management, organization, prioritization, and time-management skills. Ability to coordinate multiple stakeholders, competing priorities, and deadlines with limited oversight. Advanced proficiency in Microsoft Office and applicable agency and document management systems. Demonstrated ability to leverage technology, data, and emerging AI solutions to improve workflows, documentation quality, client deliverables, accuracy, and service efficiency. Ability to quickly develop proficiency in applicable internal, carrier, and client-service systems. High level of professionalism, discretion, and commitment to delivering high-quality client experiences. SUPERVISORY RESPONSIBILITIES: N/A EDUCATION and/or EXPERIENCE: Bachelor's degree preferred. Generally, 7 or more years of commercial Property & Casualty insurance experience, including significant experience in a client-facing account management role. Demonstrated experience managing complex middle-market and/or large commercial accounts. Experience coordinating renewals, analyzing coverage, evaluating insurance programs, and providing consultative client solutions. Demonstrated experience providing technical guidance, mentoring, or account leadership to service team members preferred. Relevant insurance industry designations such as CPCU, ARM, CIC, CRM, CRIS, or equivalent preferred. 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 $125,000 to $155,000 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 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 . #LI-LL1 #LI-Hybrid

Location: 12444 Powerscourt Drive, Suite 360, St. Louis, MO 63131; 125 S Wacker Dr, Suite 3150, Chicago, IL 60606; 3780 Mansell Road, Ste 370, Alpharetta, GA 30022 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: Within our Construction & Design vertical, we have a team that specializes in providing insurance brokerage and risk consulting services for construction and design professionals, specifically large accounts for architect & engineering firms (A/E). 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 Account Manager - Project Solutions 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. While the Account Manager will work with new clients produced by others, the Account Manager will not be expected to develop new business. 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. LOCATION: Hybrid required, 3 days a week in-office - in Alpharetta GA, Chicago IL, or St. Louis MO. WHAT WE’RE LOOKING FOR: Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders. High attention to detail, and the ability to learn and understand software systems quickly. REQUIRED: At least 5+ years of experience working for an insurance agency, broker or carrier, AND experience working with Controlled Insurance Programs (OCIPs, CCIPs) and Builder's Risk Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions. WHAT YOU’LL DO: A detailed list of job duties includes (but is not limited to): Critical Job Functions: The account manager will handle day-to-day client issues and questions, including but not limited to: • 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: Skills & Qualifications: • Must have 5+ years of experience in working with commercial insurance, preferably with Builder's Risk and OCIPs / CCIPs. • Experience in placing insurance for companies in Architect, Engineering & Construction industries is highly desirable. • Must have advanced working knowledge of a variety of Microsoft Office computer software applications in 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. Educational requirement: • Bachelor’s degree preferred - experience equivalent will be considered • Broker’s P&C license is required, or ability to obtain it within 90 days of hire COMPENSATION: Exempt: The base salary range for this position is $90,000 - $130,000. 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-AT1 #LI-Hybrid (4046)

Location: 8101 East Prentice Avenue Suite 410, Greenwood Village, CO 80111 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: Our Greenwood Village, CO team specializes in insuring large, complex client accounts in the real estate & development industries. The Casualty Liability Claims Advocate is responsible for managing and advocating on behalf of our clients throughout the lifecycle of casualty insurance claims. This role serves as a strategic partner to clients, producers, third party administrators, carriers, and internal teams, ensuring claims are handled efficiently, coverage is maximized, and outcomes are optimized. LOCATION: Primarily in-office: This role must work in our Greenwood Village, CO office . Candidates can work from home up to five days every month, with the entire month of August being flexible. WHAT WE’RE LOOKING FOR: REQUIRED: At least 4 years of casualty claims experiencing, preferably with large, complex policies and accounts. Real estate and professional liability experience is nice to have but not required. MUST HAVE: Strong sense of urgency and thoroughness. This successful team handles large accounts for clients, so speed to respond while also being accurate is of the utmost importance. Candidates with exceptional communication skills - both written and verbal - to communicate in a prompt and professional manner with internal & external stakeholders. WHAT YOU’LL DO: A detailed list of job duties includes (but is not limited to): Serve as the primary liaison between clients and insurance carriers regarding all claims matters. Evaluate coverage, report claims, and manage documentation. Monitor claim progress and maintain proactive communication with adjusters, TPAs, clients, and producers. Provide technical expertise and guidance on claim resolution, settlement strategies, and risk mitigation. Conduct formal claims reviews and participate in client presentations and stewardship meetings. Collaborate with internal departments to ensure seamless service delivery and client satisfaction. Identify claim trends and develop strategies to reduce claim frequency and severity. Maintain current knowledge of insurance contracts, industry trends, and regulatory changes. Uphold EPIC’s service standards and contribute to a positive team culture. WHAT YOU’LL BRING: Qualifications: Bachelor’s degree preferred; equivalent experience considered. Minimum of 4 years’ experience in casualty claims, commercial claims adjusting, or corporate risk management. Experience handling multi-line property & casualty claims, with emphasis on real estate exposures. Skills and Competencies: Strong analytical and problem-solving skills. Excellent verbal and written communication abilities. Proven ability to build and maintain client relationships. Skilled in coverage analysis, negotiation, and claims strategy. Highly organized with strong time management and multitasking capabilities. Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint). Ability to work independently and collaboratively in a fast-paced environment. Sound judgment and professionalism in handling sensitive situations. COMPENSATION: Exempt: The base salary range for this position is $90,000 - $105,000. 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-AT1

Location: 1117 17th Avenue South, Nashville, TN 37212 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: This team is based in Nashville, TN - they work hard & play hard; their teamwork & culture is a huge part of their success. They work on all lines of commercial insurance and their specialty is supporting entertainment industry clients . This is an exciting opportunity to join a driven, energetic, fun team who loves to grow and develop their team members! The role of the commercial insurance account manager is to participate in the production of new and renewal business and to provide a high level of client service to new and existing clients. LOCATION: Hybrid in Nashville, TN WHAT WE’RE LOOKING FOR: Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders. High attention to detail, and the ability to learn and understand software systems quickly. REQUIRED: At least 5+ years of commercial insurance account management experience AND a current property & casualty license. Entertainment industry experience is nice to have but not required. Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions. WHAT YOU’LL DO: A detailed list of job duties includes (but is not limited to): A. Handle renewal and new business for the company that is assigned to you from the production team as well as from call-in and client referrals and by expanding existing networks and business relationships. B. Maintain/strengthen relationships with prospect and client decision makers, insurance buyers, and company contacts. C. Manage day-to-day account responsibilities and successfully perform renewal process for existing accounts. Day-to-day duties include but are not limited to: • resolving client problems • responding to client questions • monitoring clients insurance program for possible changes • facilitating resolution to claims • coordinating the delivery of value-added services. D. Perform administrative account management duties such as completing applications, billing, resolving collection problems, corresponding with carriers, providing customer status reports, coordinating and following up on audits, attending sales meetings, reviewing production reports and supporting internal staff department requests for information. E. Determine risk management and client coverage needs to develop effective insurance programs for new and renewal accounts. F. Provide coaching, direction and day-to-day supervision to account support staff. G. Develop effective proposals and make presentations to close new accounts and renew existing accounts. H. Provide input and support in order to develop and execute a marketing strategy. I. Follow new business and renewal processes, procedures and practices according to established company systems and guidelines. J. Manage entertainment and new business development expenses prudently. K. Apply all enabling technology to ensure efficient and effective delivery of service according to company policies, procedures and practices L. Perform other duties and special projects as assigned. WHAT YOU’LL BRING: Bachelors Degree Preferred Current P&C License. Minimum of 5 years’ experience in this role or similar role Ability to maintain a high level of visual attention and mental concentration for significant periods of time. Ability to solve complex problems and deal with a variety of variables in situations where some standardization exists.3 Ability to read, analyze and interpret insurance data. Ability to understand, interpret and implement procedures. 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-LL1 #LI-Hybrid (4052)

Location: 8101 East Prentice Avenue Suite 410, Greenwood Village, CO 80111 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: Commercial Insurance Account Managers provide high-quality service to our Clients ( who are large, complex accounts in real estate & development industries ) and Account Executives.  They work to ensure satisfaction by balancing the quality of service and speed of response.  In this role, the Account Manager will support Senior Executives in the administration of policies, coordination of billing/payment, processing applications and other administrative duties and projects as assigned. LOCATION: Primarily in-office: This role must work in our Greenwood Village, CO office . Candidates can work from home up to five days every month, with the entire month of August being flexible. WHAT WE’RE LOOKING FOR: REQUIRED : Candidates with current commercial insurance industry experience, licensed in P&C. Strongly prefer candidates with at least 2-3+ years of experience working for a commercial insurance brokerage servicing middle market to large accounts. Real estate experience nice to have but not required. MUST HAVE: Strong sense of urgency and thoroughness. This successful team handles large accounts for clients, so speed to respond while also being accurate is of the utmost importance. Team players who are eager to learn and grow, and collaborate well with others. WHAT YOU’LL DO: A detailed list of job duties includes (but is not limited to): Manage the activity for assigned accounts Manage the schedule of values for each assigned Client Create schedules of insurance and proposals Administer quarterly reporting and invoicing of locations added or removed from the schedule of values Endorsement processing Invoicing Tracking client account balances and working with the accounting department to ensure prompt payment is executed Set up new and renewal policies Maintain current schedule and policy records in SAGE, our custom broking system Manage day to day account transactions including additions, deletions of vehicles, acquisitions Generate and update schedules of insurance, create Acord certificates, Auto ID Cards, Loss Run reports and similar documents as needed Support administration of program adjustments including dividend and audit adjustments Contact clients and underwriters to obtain information for policy changes, renewals and endorsements WHAT YOU’LL BRING: COMPETENCIES: Team Player: EPIC’s National Real Estate Practice is a close-knit team. Candidate must be able to work well in a team environment. Customer Service Focus: Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns.  Ensures the highest value of service is always provided and consistently delivers on commitments to the customer. Active Listening: Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others’ messages.  Asks clarifying questions to ensure understanding Initiating Action: Self-starter and frequently takes a lead role in improving or enhancing a product or service to benefit the client and EPIC.  Will often demonstrate a sincere positive attitude toward getting things done and will seek out additional responsibilities that may go beyond the scope of their formal job description. Information Seeking: Driven by an underlying curiosity and desire to know more about people, things or issues.  This involves going beyond routine questions and includes digging or pressing for exact information; resolving discrepancies by asking a series of questions or conducting less-focused environmental scanning for opportunities or miscellaneous information that may be used in the future. Quality Extended Task Focus: Able to perform the same work function with excellence and high standards of quality for a significant amount of time while remaining focused and without becoming disengaged. Composure and Resilience: Able to deal effectively with pressure, maintains focus and intensity and remains optimistic and persistent even under adversity.  Demonstrates the ability and propensity to recover quickly and maintain self-control following setbacks, rejections and conflict. Time Management: Demonstrates the ability to manage multiple responsibilities by being organized and keeping on top of important time-sensitive tasks. QUALIFICATIONS: Minimum 2 years of insurance brokerage or insurance carrier experience. Strong computer skills including MS office suite, Excel and PowerPoint. Must be detail oriented. Must have excellent organization and time management skills. EDUCATIONAL REQUIREMENTS: College degree in Insurance or related field preferred but not required P&C Brokers License required COMPENSATION: Non-Exempt: The hourly pay range for this position is $38.46 – $46.15 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. 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-AT1

Location: 100 Montgomery Street, Suite 2000, San Francisco, CA 94104-4348; 1140 Avenue of the Americas 8th Floor, New York, NY 10036 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: We're hiring an Actuary to build the pricing models behind our property insurance work, as well as working on casualty lines. You'll build, validate, and maintain actuarial and CAT models that tell us what property insurance should cost for our clients, and you'll turn that output into recommendations our brokers can use with risk managers and CFOs. Current Property experience is preferred but not required; however must have property pricing & modeling experience at some point in career. This is a hands-on modeling job. Most of your week will be spent in the data (policy info, exposures, loss runs) building and refining models that help brokers benchmark risk, sanity-check pricing, and advise clients heading into renewal. ACAS is preferred but not required. If you're a non-credentialed actuary with real property modeling chops, we want to talk to you. If you like building property pricing models and want to see your work change how clients buy insurance, this one is for you. LOCATION: Hybrid - open to 3 to 5 days a week in any of the following EPIC Office locations: New York City; San Francisco; Seattle. WHAT YOU’LL DO: • Build, validate, and maintain the actuarial and statistical models we use to price property risk, both CAT and non-CAT. • Work with a collaborative group of 10+ actuaries, geographically dispersed, with a core group located in NYC. • Use those models to produce indicated rates, layer pricing, limit adequacy reads, retention analysis, and TCOR views that feed real placement decisions. • Get hands-on with the data. That means cleaning up SOVs, loss runs, and policy schedules, and setting up workflows so the next analysis is faster than the last one. • Turn model output into something a client can read. Think slides, benchmarks, and short written narratives our brokers can put in front of a CFO without translating. • Sit with producers, property practice leaders, and clients to walk through the numbers, take the hard questions, and help shape program structure. • Pitch in on new business. Request for Proposals, prospect meetings, and any deliverable where the actuarial story matters. • Use AI to move faster and to push back on your own work. We expect you to lean on AI tools for the grunt work (data cleanup, first-pass code, drafting client narratives) and to stress-test your models with it: poke holes in assumptions, run sanity checks, and pressure-test results before they go out the door. • Keep your models documented and auditable so anyone on the team can pick them up. TOOLS YOU'LL USE: • Modeling & Simulation: @RISK, ModelRisk • CAT Platforms: Moody's RMS, Verisk AIR, Archipelago • Data & Programming: Excel, VBA, Python, R • Visualization & Mapping: Power BI, Tableau, ArcGIS • Market Intelligence: S&P Capital IQ • Presentations: PowerPoint • AI: Copilot, Claude You won't necessarily use all of these on day one. But if you've touched most of them, you'll ramp up fast. WHAT YOU’LL BRING: Credentials & Technical Skills • ACAS is preferred. If you're not credentialed, we'll still seriously consider you with at least 2 years of dedicated commercial insurance pricing or modeling work. • Real property modeling experience. You've worked on loss development, trend, frequency/severity, CAT load integration, and layer pricing, not just read about them. • Comfort with big, messy datasets. Strong Excel is table stakes. You also work in at least one of Python, R, or SQL. • You use AI in your day-to-day. Copilot, ChatGPT, Claude, whatever fits the job. You know where it saves you hours, and you know when not to trust it. • You can explain your work without jargon. If you can't get a broker or a client to follow the logic, the model doesn't matter. Experience & Education • 2+ years of actuarial work, with meaningful time spent on property pricing or modeling. • Bachelors in actuarial science, math, stats, or another quantitative field. • Brokerage, reinsurance, or carrier-side property pricing experience is a big plus. Bonus points if you've seen how actuarial work actually moves a placement. • Self-starter mindset. Our property analytics practice is growing fast, and we need people who want to help build it, not just slot into a process. Domain • You understand commercial property: how programs are structured, what a tower looks like, what TIV values actually represent, and the actuarial logic underneath it all. • You know the major CAT models (AIR, RMS) and how vendor output gets folded into pricing. Hands-on experience is great but not required. • You've seen benchmarking, limit adequacy work, and TCOR modeling used in real renewal conversations. • You're comfortable with complex programs: layered placements, quota shares, deductibles, self-insured retentions, and captives. • You can work across a lot of stakeholders at once: brokers, practice leaders, clients, and the technical team. COMPENSATION: The national average salary for this role is $150,000.00 - $200,000.00+ 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-AT1 #LI-Hybrid (3810)

Location: 1140 Avenue of the Americas 8th Floor, New York, NY 10036 LOCATION: Hybrid, New York, NY (Flexible for remote if not near the office). 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! ROLE SUMMARY: The Senior Client Manager leads execution for complex commercial accounts, serving as a senior technical resource and escalation point for service and coverage matters. This role ensures high‑quality renewal execution and service consistency and may provide technical guidance and coordination across the service team. Role Differentiator: This role is defined by complex execution leadership and judgment—bridging service delivery and renewal strategy—without formal people leadership or accountability for team performance. KEY RESPONSIBILITIES Complex Account Execution Leadership : Serves as the primary day to day service lead for complex accounts, setting execution cadence and expectations, resolving escalations, and ensuring service delivery remains accurate, consistent, and client‑ Advanced Coverage Support & Issue Resolution : Coordinates consultative guidance on policy language, coverage structures, exclusions, and risk considerations, partnering with carriers and internal experts to resolve discrepancies and ensure coverage intent is accurately reflected. Renewal Execution Leadership & Quality Control : Support Client Executive through internal renewal execution activities, including strategy coordination, exposure and loss trend review, proposal readiness, policy checking oversight, and binding/post‑bind requirements, ensuring timelines and quality standards are met. Operational Discipline & Documentation Standards : Maintains complete, timely, and audit‑ready documentation in Agency Management Systems and ImageRight through disciplined workflow tracking, milestone management, and proactive follow‑up. Team Support & Technical Guidance (Non ‑ Supervisory) : Provides technical guidance, workflow coordination, and quality review support without direct people management accountability. Skills & Requirements Professional Skills : Advanced technical P&C knowledge; strong analytical thinking and pattern recognition; confident client communication under pressure; sound judgment; strong prioritization; proficiency with Sagitta and ImageRight. Education & Licensing : Bachelor’s preferred; 5-7+ years commercial P&C experience including complex accounts; active P&C license; designations preferred (CIC, CRM, ARM, CPCU). Career Path & Development Focus Typical Next Role: Client Executive or Team Lead for Client Managers (based on career path). Performing Well in Role: Applies advanced judgment to resolve complex issues, drive execution under pressure, and ensure high‑quality service delivery across complex accounts Growth Focus : Expand impact by strengthening advisory capability, anticipating renewal risks, and—if pursuing leadership—developing coaching, delegation, and workflow coordination skills. Readiness Defined As : For Client Executive : Demonstrates ability to influence strategy and own client relationship through insight and communication. High level of coverage understanding and presentation skills. For Client Manager-Team Lead : Demonstrates ability to guide others, support team workflow, reinforce quality standards, and contribute to consistent execution across the team. COMPENSATION: Exempt: The base salary range for this position is $80,000 – $100,000. 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: 40 Marcus Drive 3rd Floor, Melville, NY 11747 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: 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 across the U.S., our local market knowledge and industry expertise support our clients' regional and global needs. We have grown rapidly since our founding, and we continue to see success thanks to our hard-working, growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. Do these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION : US Remote-based JOB OVERVIEW: EPIC Insurance Brokers is looking for a driven and dynamic Commercial Lines Producer to join the growing team within our Small Business unit (Main Street). In this Inside Sales role, you will be responsible for prospecting, quoting, and closing new business opportunities that help small businesses secure the coverage they need to thrive. This is an ideal opportunity for a motivated insurance professional who excels in a fast-paced, client-focused environment. EPIC offers: • A robust lead generation program(s) • Uncapped referral opportunities: cultivate relationships with over 500 Personal Lines & Large Account Producers within EPIC • Access to a diverse client book for cross-selling • The backing of a top-tier brokerage with strong market presence • High level of communication via phone & email to engage prospects • Responsive follow-up on all lead channels • Ability to learn and manage leads within a CRM platform • Ability to learn and successfully utilize a commercial lines comparative rater • Foster strong relationships with referring producers, underwriters, and other circles of influence • Maintain an adequate pipeline of prospects to achieve sales targets • Develop cross-selling strategies for existing client books • Proficiency in providing quote comparison reviews and articulating coverage differences • Utilize and maintain EPIC’s CRM and Agency Management System within the designed standards • Fluent in navigating different risk profiles in Standard & E&S markets • Attend all educational, training, and other sessions as directed by EPIC • Achieve Annual Target Revenue: roughly 150K in new revenue WHAT YOU’LL BRING: • Client focus & understanding of Client engagement • A sales-driven mentality • A proven track record of insurance sales success • Broad product and market knowledge • A proactive mindset and readiness to hit the ground running • A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates If you are passionate about helping businesses succeed and want to be part of a high-performing team, we encourage your candidacy: • High school diploma required; college degree preferred • Property & Casualty license required • Minimum three years of experience in Commercial Lines marketing, placement, service & sales • Full knowledge of Commercial Property & Casualty lines of coverage and services • Capacity to present, communicate, and build trust with confidence and expertise • Ability to solve practical problems with diverse variables in situations where only limited standardization exists Training & Onboarding EPIC provides high-quality training & onboarding from day one. In addition, we offer ongoing sales training and coaching to ensure your success. COMPENSATION: Target base salary for this role is $70,000.00 - $80,000.00 plus commissions and incentives with significant upside. The actual base pay offered will be determined based on your experience, skills, training, certifications, and education. 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: 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 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: EPIC Brokers is looking for a hungry & driven Commercial Lines Associate Producer to join the growing Inside Sales Team within our Small Business unit (Main Street). In this role, you will be responsible for prospecting, quoting, and closing new business opportunities that help small businesses secure the coverage they need to thrive. This is an ideal opportunity for a motivated insurance professional to grow their career in a fast-paced, client-focused environment. EPIC offers: Robust lead generation program(s): not cold calling! Access to a diverse client book for cross-selling The backing of a top-tier brokerage with strong market presence The ideal candidate brings: Client focus & professional Client engagement A sales-driven mentality Motivation to handle a high volume of leads Adaptability & willingness to build new lead sources A proactive mindset and readiness to hit the ground running A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates If you are passionate about helping businesses succeed and want to be part of a high-performing team, we encourage you to submit your candidacy. WHAT YOU’LL DO: A detailed list of job duties includes (but is not limited to): High level of communication via phone & email to engage prospects Responsive follow up on all lead channels Ability to learn and manage leads within a CRM platform Ability to learn and successfully utilize commercial lines comparative rating platform Maintain adequate pipeline of prospects to achieve sales target Develop cross-selling strategies for existing client books Proficiency providing quote comparison reviews and articulating coverage differences Utilize and maintain EPIC’s CRM and Agency Management System within designed standards Attend all educational, training, and other sessions as directed by EPIC Achieve Annual Target Revenue: roughly 75K in new revenue WHAT YOU’LL BRING: High school diploma required; college degree preferred Property & Casualty license required (in-progress will be considered if completion date is prior to starting in role) Minimum one year of experience in Commercial Lines marketing or placement Functional knowledge of Commercial Property & Casualty lines of coverage and services Capacity to present, communicate and build trust with confidence and expertise Ability to solve practical problems with diverse variables in situations where only limited standardization exists Training & Onboarding EPIC provides high-quality training & onboarding from day one. In addition, we offer ongoing sales training and coaching to ensure your success. COMPENSATION: This role offers a national target hourly base pay of $23.08 - $28.21, with commissions paid in addition to the hourly rate and targeting an extra 30% of base compensation. Actual pay will be based on experience, skills, training, certifications, and education. LOCATION: This is a US-based remote role. 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-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 US, 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: California-Remote -US Based WHAT YOU’LL DO: Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to the servicing of clients from all regions including Midwest, Northeast, and West Assists clients with policy coverages and related questions Reviews the policy coverages for potential gaps and other needs of the policyholder Works with Producers to assist client with the service needs mentioned above Renews and retains assigned accounts Conducts renewal process working with Producers, if applicable, to provide the best possible options for our client Provide client with additional coverage options Maintains client files in appropriate systems and provides standard office/administrative support Maintain carrier relationships and follow any changes with our contracted carriers and keep up with industry trends Other duties as assigned 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 Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity Other duties as assigned Marketing Work with Placement Department and Producers to properly transition new business written For renewal marketing: Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies If needed, enter policy information into carrier websites for quote options Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers Present quote options to the client and/or Producer, if applicable Bind and issue policies in carrier websites or order policies from underwriters Other duties may be assigned Personal and Organizational Development Set priorities and manage workflow 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 client records, workflow tasks/activities, manuals or other required documentation 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 trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance. 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 maintained Other duties may be assigned 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 GED equivalent required College degree preferred 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 California Property & Casualty License Valid Driver License Ability to travel independently to clients; some air travel may be required COMPENSATION: The national average hourly pay rate for this role is $39.00-$44.00, 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: 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-Remote

Location: 134 E Washington St, New Castle PA 16101 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 US, 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! Our division of EPIC, Treloar & Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals. We specialize in helping clients secure their financial future through tailored insurance solutions and expert guidance. LOCATION: New Castle, PA (On-site) Greater New Castle region, including nearby communities in PA and OH ZIP Codes : 15009, 15010, 16112, 44512, 44403, 16001, 44406, 16066, 16116, 16117, 16127, 16148, 44425, 16137, 16101 WHAT YOU'LL DO Receive communication from insurance companies regarding our clients’ policies and respond accordingly Provide courtesy notifications to clients whose premium payments are late Assist clients with servicing of existing policies, including: Beneficiary and ownership changes Bank changes Premium mode changes Duplicate policy requests Agent of Record changes Coverage reductions Over-age policy conversion Lapse and reinstatement Cancellation Death claims Update database to reflect policy changes and changes to client contact information Communicate with clients’ financial institutions and insurance companies to process collateral assignments of life insurance policies Process policy suspension due to military deployment and reinstatement from suspension Provide high-quality customer service to established clientele WHAT YOU’LL BRING: High School Diploma or equivalent required Preferred Skills High-level customer service skills Superior attention to detail Ability to multitask and balance demanding workload in a fast-paced environment Strong Microsoft Office skills, especially Outlook and Word 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. Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, 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” 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. To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . #LI-SG1 #LI-Onsite