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Location: Georgia 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 the Atlanta, GA area & all work from home, but come into the Atlanta (Sandy Springs) office as needed for team & client meetings. The team works hard & plays hard; their teamwork & culture is a huge part of their success. They work on all lines of commercial insurance and their specialty is 100% working with sports-related clients and is a mix of professional sport teams, franchises, organizations, and amateur sport teams and organizations as well. This is an exciting opportunity to join a driven, energetic, fun team who loves to grow and develop their team members! The Account Specialist's main responsibilities are to support the broker with providing top-notch client services. This role assists with producing client submissions, proposals, presentations, insurance summaries & reports. It will also provide day-to-day support with routine inquiries and transactions concerning clients (such as answering phone calls, responding to emails, scanning, and photocopying). LOCATION: REMOTE - But candidates must be able to drive from time-to-time to EPIC's Sandy Springs GA (Atlanta) office as needed for meetings & events. 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 2+ years of commercial insurance account servicing experience AND a current property & casualty license. 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): Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients. Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients. Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments. Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder. Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. Maintains client files in appropriate systems; prepares billing and provides standard office/administrative support. 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; 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; 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 WHAT YOU’LL BRING: • Full knowledge of Property Casualty lines of coverage and services; • Recognize problems and respond appropriately • Able to analyze situations logically in order to draw solid conclusions • Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; • Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel; • Strong attention to detail and time management abilities; • Strong ability to multi-task and assign priority; • Ability to work effectively and efficiently both with and without direct supervision; • Ability to work effectively and efficiently in a team environment as well as independently; • Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: • High school diploma or G.E.D. equivalent required. College degree preferred. • Two or more years' experience in mid-size brokerage 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: • P&C License • Valid Driver License COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 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-Remote (3766)

Location: 31 S. Mercer Street New Castle, PA 16101 Brand Ambassador - Kickstart Your Career in Brand Engagement Treloar & Heisel – A Division of EPIC Brokers Location: Office location, New Castle, PA (Relocation Assistance Provided) 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 succes s 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. WHAT YOU'LL DO As a Brand Ambassador , you’ll be the face of our business. Your mission? Spread the word, build excitement, and create meaningful connections that drive brand awareness and growth. This isn’t a desk job, it’s a dynamic, hands-on role where every day is different. You’ll receive ongoing feedback and coaching to help you refine your skills and achieve your goals. Plus, you’ll have opportunities for advancement within EPIC as you grow and excel in your role. Your Impact: Lead and create brand initiatives at conferences, university events, and social functions Leverage your digital and social media expertise to amplify brand visibility Connect with prospects through calls, emails, and social media outreach to generate qualified leads Build relationships with key contacts and nurture them into long-term connections Partner with marketing teams to develop and execute campaigns and drive sales initiatives Engage diverse audiences through strategic travel across multiple states Success Metrics Event attendance and engagement Outreach activity (calls, emails, etc.) Regional brand awareness WHAT YOU'LL BRING: Bachelor’s degree (Marketing, Communications, or related field a plus) A natural networker with strong communication skills Creative energy and a passion for brand building Adept at creating and managing social media content Comfortable making outreach calls and engaging prospects Travel ready for business needs (about 15 weeks/year) Must pass a background check WHAT YOU'LL GET Salary: $55,000 base + up to $10,000 year-end bonus Relocation Assistance Generous Paid Time off 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: 4675 MacArthur Court, Suite 750, Newport Beach, CA 92660 Come join our team! This role sits in Galway Family Office TM , a division of Galway Holdings, the parent company of EPIC Insurance Brokers & Consultants. Galway Family Office empowers professional athletes and entertainers through expert tax and business management services, while fostering financial wellbeing and inclusivity.  We provide comprehensive, personalized wealth management solutions and expert operational support, helping our clients manage and streamline all aspects of their financial affairs. Galway Holdings is the parent company of a growing group of financial, consulting, technology, and insurance brands. We operate under the premise of Profit with Purpose, where all can achieve more by working together. Galway Holdings emerged in an era when we saw the connection between business and community begin to fray. Our purpose was simple: to serve others by bringing them together.​ We built an efficient, transverse operation that powers profit, empowers people, and reunites them under one creative, collaborative, success-oriented mission.​ Learn more about Galway Family Office & their services by visiting: https://galwayfamilyoffice.com/ JOB OVERVIEW: The Part-Time Bookkeeper (20 hours per week) role is responsible for computing, classifying, and recording financial transactions to ensure the financial records of the high-net worth private clients are accurate. They also assist the Account Manager in overseeing the finances of the assigned clients. LOCATION: Newport Beach, CA – Hybrid (approximately 1 or 2 days a week in Newport Beach is preferred) WHAT YOU’LL DO: A detailed list of job duties includes (but is not limited to): Process and review accounts payable and accounts receivable Perform and review credit card and bank reconciliations Maintain electronic filing system General communication with vendors, clients, and client representatives via phone, email, and in-person Perform and review cash flow reports and cash balances as required Assist in assembling information for year-end tax packages for tax team Provide assistance on insurance questions Prepare and review 1099 reports Prepare and review journal entries Assist in the preparation and processing of payroll, as well as applicable reporting Print reports (such as financial statements) for review Other projects and duties as assigned Supervise and train assigned team members WHAT YOU’LL BRING: Preferred: 2+ years of bookkeeping experience in an entertainment business management firm Experience with Agilink and/or DataFaction software is nice to have but not required Associate's or bachelor's degree in accounting is preferred Ability to analyze and interpret accounting data with a critical eye Professional demeanor and communications Thorough knowledge of financial record-keeping methods, procedures, and practices Ability to review financial documents for accuracy, completeness, validity, and adherence to standards Understanding of a chart of accounts, mortgages and leases, payroll taxes, and use of divisions and journals Detail oriented and organized COMPENSATION: The national average hourly rate for this role is $24.00 - $29.00 per hour in base pay and exclusive of any bonuses or benefits, and this role will average 20 hours per week. 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 / Galway: 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 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 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 (3827)

Location: 125 S Wacker Dr, Suite 3150, Chicago, IL 60606 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: Come join our Law Firm specialty team ! We're looking for an experienced Broker / Account Executive to join the team, focused on client servicing & marketing (NOTE: This is not a sales/production role) . The Broker’s main functions are to provide day-to-day customer services, including completing ad hoc projects as needed, responding to client questions, providing insurance program design and risk-related consulting advice, and negotiating and implementing clients’ insurance programs. Brokers communicate frequently with clients and provide day-to-day supervision over the coordination and execution of all facets of both the account service plan and routine transactions. In all areas, it is expected that the Broker will actively seek to cultivate, improve and cement a positive client relationship and use any of EPIC’s resources necessary in performing these functions. LOCATION: Hybrid - 3 days a week in our downtown Chicago IL office WHAT WE’RE LOOKING FOR: REQUIRED: Current experience servicing and marketing accounts for law firm groups (at least 7+ years of insurance industry experience is required, which can be a mix of law firm & non-law firm group work) . 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. Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions. Excellent team players looking for the next step in their career, eager for a new challenge with room to grow, and to be recognized and compensated accordingly! WHAT YOU’LL DO: A detailed list of job duties includes (but is not limited to): • Support team by helping lead new business opportunity efforts and existing client renewals • Prepare and present renewal results to clients • Review documents for client pre-renewal and renewal meetings prepared by the Account Specialist • Coordinate all pre-renewal work completed by other team members such as the renewal planning information prepared by the Account Specialist • Execute agreed upon strategy established at the pre-renewal meeting and brokering of renewals, including: • Manage the timeline established during the pre-renewal meeting • Send submission with coverage specifications • Negotiate options with underwriters and key wholesaler partners (in the US, London and Bermuda) • Negotiate coverage enhancements and review quotes • Broker Casualty and Property lines of coverage (GL, BOP, Workers Comp., Commercial Auto, Commercial Property, Umbrella), including group captives. • Confirm compliance or exceptions to requested coverage • Complete and/or review renewal report (including coverage and rating analysis and other benchmarking and analytical functions) • Participate in meeting to present renewal terms/options to the client • Sign off on renewal billing and monitor endorsement requests and policy delivery to clients; oversee completion and delivery of clients’ post-binding documentation • In coordination with the Account Specialist and Associate Broker, review all renewal documents including: Binders, Confirmation of Coverage, Certificates of Insurance, Insurance program chart, Sagitta and ImageRight input, and Master Certificates, including endorsements • Broker is responsible for maintaining all files and electronic records per company policy. • In coordination with Account Specialist, collect all policies and review findings after ReSourcePro has completed the review of the policies. • Build strong relationships with underwriters and clients. • Handle day-to-day client services including but not limited to: • Handle and document mid-term requests such as policy endorsements • Provide risk review of contracts - insurance only v. indemnity v. full contract review • Answer coverage questions • Perform client training on a periodic or as-needed basis • Document customer service transactions including, but not limited to, phone conversations and the processing of daily work • Handle material change transactions such as merger, acquisition, dissolution, as needed • Use EPIC credit and collection policy in invoicing and pursuing prompt payments • Actively participate in and support EPIC Law Firm Group training endeavors • Provide miscellaneous risk-related services as needed Other responsibilities include: • Coordination with client service team consisting of the following: Professional Liability Specialist, Executive Risk Placement Specialist, Account Specialist, Account Manager, Risk Management Director (if applicable), Accounting, Policy Management, Certificate Specialist • Provide back-up to other team members including Senior Client Advisor and Client Executive while they are travelling • Proactively and independently resolve client problems • Oversee claims handling and coordination with Director of Risk Management • Support work related to new client acquisition such as coverage analysis and report preparation • Participate in industry-specific professional organizations and become a subject matter expert of coverages for Law Firms • Support Senior Client Advisor and Client Executive with account service and client relationships WHAT YOU’LL BRING: REQUIRED: At least 7+ years of insurance industry experience, with a focus on Casualty and Property lines. MUST HAVE experience working with law firm-related Casualty and Property policies (GL, BOP, Workers Comp., Commercial Auto, Commercial Property, Umbrella) and practices that go along with law firm operations. Must have working knowledge of a variety of Microsoft Office computer software applications, such as Word, Excel, Outlook and PowerPoint. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Must have a high level of interpersonal skills to handle sensitive and confidential situations.  Position continually requires teamwork, demonstrated poise, tact, and diplomacy. Required: Property & Casualty license High school diploma or G.E.D. equivalent required. College degree preferred. COMPENSATION: Exempt: The base salary range for this position is $115,000 - $150,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting. Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-AT1 #LI-Hybrid

Location: 2405 Satellite Boulevard Suite 200, Duluth, GA 30096 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHAT YOU’LL DO: Analyze insurance programs to identify risks, coverage deficiencies, contingent liabilities, and transaction-related exposures Implement post-close insurance strategies, including entity additions/removals, coverage restructuring, policy endorsements, and tail/run-off coverage placement Serve as a trusted advisor on complex commercial insurance programs, renewal strategy, carrier negotiations, and ongoing risk management initiatives Collaborate with clients, producers, underwriters, legal counsel, and transaction advisors to deliver integrated risk and insurance solutions aligned with transaction objectives Serve as the primary point of contact for clients, delivering expert guidance on risk management, coverage structure, and compliance requirements WHAT YOU’LL BRING: Bachelor’s degree with a minimum of 5+ years of client service, or High School degree with a minimum of 7 years of client service Team-oriented self-starter, with the ability to organize, prioritize, monitor, control workflow deadlines, and be flexible Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Adaptability and resilience in managing shifting priorities A collaborative mindset to work with teams across EPIC Insurance technical skills; ability to apply knowledge of coverage forms in analysis, identification of coverage gaps, and ongoing coverage consultation Receptive to feedback; critical thinking and problem-solving skills; high adaptability Ability to work well under pressure with attention to details Strong verbal and written communication skills and analytical abilities Property and Casualty Insurance License Insurance Designation(s) preferred Proficiency in Microsoft Office Experience with agency management systems such as Sagitta, ImageRight, etc WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-SG1 #LI-Hybrid

Location: 1111 Chestnut Hills Parkway, Fort Wayne, IN 46814; 11711 North Meridan St, 7th Fl, Carmel, IN 46032; 925 Wabash Avenue Suite 200, Terre Haute, IN 47807 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: Any Indiana-based office, Ohio, Kentucky, or Michigan (hybrid) The Placement Manager is responsible for leading the marketing and placement process for large and complex commercial insurance accounts. This role partners with Producers, Client Managers, and carrier partners to secure competitive coverage solutions that meet client needs. The Placement Manager serves as a technical resource within the placement team and leverages strong market knowledge to successfully place challenging risks. Key Responsibilities: Marketing & Placement Execution Lead the marketing and placement process for large and complex commercial insurance accounts. Submit applications and coverage requests to appropriate insurance markets. Negotiate pricing, terms, conditions, and coverage with insurance carriers. Review carrier quotations to ensure alignment with requested coverage and client objectives. Rate coverage through carrier portals when appropriate. Bind coverage with selected carriers and notify participating markets of final decisions. Develop creative solutions for difficult or complex placements. Proposal Development Prepare and deliver new business and renewal marketing summaries. Develop premium comparisons and coverage recommendations. Assist producers and client managers in evaluating placement alternatives. Support remarketing efforts for existing accounts Carrier Relationship Management Develop and maintain strong relationships with insurance carriers, wholesalers, and specialty markets. Stay informed on carrier underwriting appetites, market conditions, industry trends, and emerging coverage solutions. Participate in carrier meetings and maintain strong working relationships with carrier partners. Leverage market relationships to maximize coverage options and negotiate favorable outcomes for clients. Serve as a resource to internal teams regarding market intelligence and coverage expertise. Collaboration Partner with Producers and Client Managers throughout the placement process. Support Placement Specialists on larger or more complex accounts. Share market knowledge and technical expertise with team members. Assist in onboarding and training new placement team members as appropriate. WHAT YOU'LL BRING: Advanced knowledge of commercial insurance coverages, placement strategies, and risk-transfer concepts. Demonstrated experience placing complex middle-market and large commercial insurance accounts. Strong negotiation and relationship-management skills. Excellent written, verbal, and presentation communication skills. High proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint. Experience with Sagitta, ImageRight, and carrier rating platforms preferred. Ability to manage multiple priorities while maintaining a high level of service and accuracy. Strong analytical, organizational, and problem-solving skills. Professional and collaborative approach to working with internal and external partners. Bachelor's degree or equivalent combination of education and relevant work experience. 7+ years of commercial insurance, brokerage, underwriting, or placement experience. Indiana Property & Casualty License required or must be obtained within 90 days of hire. COMPENSATION: Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-SG1 #LI-Hybrid

Location: 125 S Wacker Dr, Suite 3150, Chicago, IL 60606; 25 Deforest Avenue, Suite 203, Summit, NJ 07901-2140; 5151 San Felipe, Suite 1800, Houston, TX 77056; 5909 Peachtree Dunwoody Rd Bldg D Ste 800, Atlanta, GA 30328 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! Preferred Locations: Hybrid-Atlanta, GA; Houston, TX; Chicago, IL; or Summit, NJ Work Arrangement: Hybrid schedule required — 3 days per week in the office. JOB OVERVIEW The Benefit Consultant is responsible for client satisfaction, service delivery, and vendor management while supporting the development of innovative, data-driven strategies to optimize complex Health & Welfare benefit programs. WHAT YOU’LL DO Strategy & Program Management Support development and execution of benefit strategies for large, self-funded clients Develop cost-containment strategies across medical, pharmacy, and disability programs Analyze claims/utilization trends and identify improvement opportunities Lead vendor evaluations, RFPs, procurement, implementation, and performance tracking Communicate industry trends, benchmarks, and regulatory updates Client Management Serve as primary day-to-day client contact and manage vendor relationships Oversee project management for deliverables, compliance deadlines, and annual planning Manage RFP processes, renewals, contract negotiations, and vendor implementations Ensure timely, accurate execution of deliverables with actuarial and internal teams Support compliance (e.g., 5500 filings, plan documents, regulatory adherence) Resolve escalated claims and support employee communications and enrollment activities Client Relationship & Reporting Partner with clients to define benefit goals and strategies Deliver financial reporting, analysis, and benchmarking insights Review and finalize client reporting deliverables Business Development & Team Collaboration Assist with new business opportunities and strategy development Contribute to internal process improvements and team initiatives WHAT YOU'LL BRING 5–10 years of experience in insurance, employee benefits, or HR Strong knowledge of Health & Welfare programs (self-funded medical, Rx, dental, vision, disability, life, absence, etc.) Experience managing large, self-funded clients in consulting or brokerage Full-cycle RFP experience Bachelor’s degree or equivalent experience Experience designing and implementing benefit plans Underwriting experience preferred Insurance license (or ability to obtain) Strong communication, analytical, and problem-solving skills Project management and ability to manage multiple priorities Experience with data analysis and self-funded plan financials Knowledge of regulations and compliance requirements Proficiency in Microsoft Office and large data sets Ability to work independently, collaboratively, and in a fast-paced environment High level of professionalism, accountability, and client service focus Additional Requirements Ability to maintain confidentiality and interact with executive stakeholders Willingness to travel and work outside standard hours as needed COMPENSATION: The base salary range for this position is $110,000 -$135,000. This range represents the employer’s good-faith estimate of the compensation for this role at the time of posting. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-SG1 #LI-Hybrid

Location: 5151 San Felipe, Suite 1800, Houston, TX 77056 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! SUMMARY: The Client Manager  works with and supports Producers, Client Advocates, Client Executives, Senior Client Managers and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. This position is a client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients. Location:  This role requires a hybrid work schedule out of either our Dallas, Austin or Houston offices, 3 days a week in office. Summary To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. RESPONSIBILITIES • Answer and respond promptly to client inquiries via phone, mail and e-mail, in a professional and courteous manner, adhering to agency guidelines. • Maintain proper file documentation including properly documenting all phone calls, correspondence, faxes and emails in Sagitta and Image Right. • Prioritize workflow and follow standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations. • Accurately process policy changes on carrier websites or via email. Follow up with carriers to ensure all applications and any policy changes are processed in a timely manner. • Assume ownership of customer concerns and feedback until a successful resolution is achieved. • Review client exposures, loss experience and current coverage and provide proactive solutions, and recommend appropriate products and services. • Remarket accounts according to agency guidelines. Consider the current program and if warranted, provide other options to the client. • Assist with the solicitation of new accounts and retention of existing accounts. Looks for new sales opportunities by cross- selling. • Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards. • Work well within the team and contribute to the team effort by openly sharing insurance knowledge. Skills & Qualifications: • Minimum three (3) year prior Commercial Insurance experience • Strong customer service skills with an ability to assess insurance coverage needs • Excellent communication and diplomacy skills to resolve client issues • Articulate, well organized, and focused • Goal oriented and highly motivated and resourceful to achieve results • Ability to work independently, as well as in a team environment Educational requirement: • Bachelor’s degree preferred - experience equivalent will be considered • Broker’s license is required • Insurance designation preferred Technology: Proficient in Microsoft Office and relevant company proprietary databases, Experience with an agency management system such as Sagitta is a plus. The physical demands described here are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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! 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-LL1 #LI-Hybrid

Location: 1250 S. Capital of Texas Hwy Building 1, Suite 470 Austin, TX 78746 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! SUMMARY: The Client Manager  works with and supports Producers, Client Advocates, Client Executives, Senior Client Managers and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. This position is a client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients. Location:  This role requires a hybrid work schedule out of either our Dallas, Austin or Houston offices, 3 days a week in office. Summary To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. RESPONSIBILITIES • Answer and respond promptly to client inquiries via phone, mail and e-mail, in a professional and courteous manner, adhering to agency guidelines. • Maintain proper file documentation including properly documenting all phone calls, correspondence, faxes and emails in Sagitta and Image Right. • Prioritize workflow and follow standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations. • Accurately process policy changes on carrier websites or via email. Follow up with carriers to ensure all applications and any policy changes are processed in a timely manner. • Assume ownership of customer concerns and feedback until a successful resolution is achieved. • Review client exposures, loss experience and current coverage and provide proactive solutions, and recommend appropriate products and services. • Remarket accounts according to agency guidelines. Consider the current program and if warranted, provide other options to the client. • Assist with the solicitation of new accounts and retention of existing accounts. Looks for new sales opportunities by cross- selling. • Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards. • Work well within the team and contribute to the team effort by openly sharing insurance knowledge. Skills & Qualifications: • Minimum three (3) year prior Commercial Insurance experience • Strong customer service skills with an ability to assess insurance coverage needs • Excellent communication and diplomacy skills to resolve client issues • Articulate, well organized, and focused • Goal oriented and highly motivated and resourceful to achieve results • Ability to work independently, as well as in a team environment Educational requirement: • Bachelor’s degree preferred - experience equivalent will be considered • Broker’s license is required • Insurance designation preferred Technology: Proficient in Microsoft Office and relevant company proprietary databases, Experience with an agency management system such as Sagitta is a plus. The physical demands described here are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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! 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-LL1 #LI-Hybrid

Location: 14881 Quorum Drive Suite 850, Dallas, TX 75254 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! SUMMARY: The Client Manager  works with and supports Producers, Client Advocates, Client Executives, Senior Client Managers and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. This position is a client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients. Location:  This role requires a hybrid work schedule out of either our Dallas, Austin or Houston offices, 3 days a week in office. Summary To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. RESPONSIBILITIES • Answer and respond promptly to client inquiries via phone, mail and e-mail, in a professional and courteous manner, adhering to agency guidelines. • Maintain proper file documentation including properly documenting all phone calls, correspondence, faxes and emails in Sagitta and Image Right. • Prioritize workflow and follow standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations. • Accurately process policy changes on carrier websites or via email. Follow up with carriers to ensure all applications and any policy changes are processed in a timely manner. • Assume ownership of customer concerns and feedback until a successful resolution is achieved. • Review client exposures, loss experience and current coverage and provide proactive solutions, and recommend appropriate products and services. • Remarket accounts according to agency guidelines. Consider the current program and if warranted, provide other options to the client. • Assist with the solicitation of new accounts and retention of existing accounts. Looks for new sales opportunities by cross- selling. • Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards. • Work well within the team and contribute to the team effort by openly sharing insurance knowledge. Skills & Qualifications: • Minimum three (3) year prior Commercial Insurance experience • Strong customer service skills with an ability to assess insurance coverage needs • Excellent communication and diplomacy skills to resolve client issues • Articulate, well organized, and focused • Goal oriented and highly motivated and resourceful to achieve results • Ability to work independently, as well as in a team environment Educational requirement: • Bachelor’s degree preferred - experience equivalent will be considered • Broker’s license is required • Insurance designation preferred Technology: Proficient in Microsoft Office and relevant company proprietary databases, Experience with an agency management system such as Sagitta is a plus. The physical demands described here are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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! 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-LL1 #LI-Hybrid

Location: 1 American Lane, Greenwich, CT 06831 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! Vanbridge (an EPIC company) goes beyond the perceived limits of insurance to maximize its potential. Simply put, we make insurance do more. Original thinkers and challengers of convention, we are driven to solve complex problems in innovative ways. As a capital tool, an enhancement solution, a strategic hedge, or a risk reduction strategy, insurance proves to be an exceptional asset. Whether our clients are navigating intricate challenges or seeking straightforward solutions, Vanbridge customizes our approach, leveraging insurance, alternative capital and innovative structuring technology to align seamlessly with their unique objectives. We’re comprised of two distinct yet complementary divisions: Alternative Asset Management Services & Insurance Capital Solutions and Life Capital & Executive Benefits. Each has a specialized focus and expertise but with services and market positions that are highly synergistic and extend across our collective client base. Having this combined brokerage under one roof gives Vanbridge the distinct advantage of offering our clients a broad and diverse platform of insurance solutions and programs and creates a best-of-the-best client experience. We are looking for a seasoned Client Executive- Private Equity/ M&A Risk Management to join our team working out our NYC or Greenwich, CT office 2x a week. SUMMARY: This role will be working with clients directly and with EPIC Financial Services team members across new business strategies and portfolio management. Responsibilities will include supporting producers in new business endeavors, coordinating the various team members to deliver one seamless new business proposal. Success in this role requires attention to detail, strong communication skills, ability to work well in a team, drive and an eagerness to learn.  The candidate must be able to function well in a fast-paced, high standard environment, have intimate knowledge of Property & Casualty coverages, have familiarity with running a Property & Casualty book of business. ESSENTIAL DUTIES AND RESPONSIBILITIES: Maintain new business pipeline Coordinate internal EPIC resources on a new deal, drive strategy sessions with internal teams, producers and the client, main quarterback between all parties during new business/quoting/onboarding process; coordinating proposal/deliverable to the client Assign proper service team in a timely fashion. Support the service team in getting up to speed on the account, transition. Portfolio Management – Work with service teams during the renewal (ensure coordinating with placement resources); for any diligence related matters; any service related issues that require guidance. Request required information to start the new business process from both the prospect; Ensure overarching strategies are being driven Stewardship Reporting to Private Equity Firms. Working with the individual service teams to collect necessary data and coordinate the deliverable Servicing of select Private Equity Firms-where it makes sense to drive strategy. Maintain trackers and pipelines for clients and/or prospects Work collaboratively with producers, placements teams and technical assistants to deliver best-in-class service to clients QUALIFICATIONS: High school diploma or G.E.D. equivalent required.  College degree preferred A minimum of 7 years of commercial Property & Casualty (General Liability, Automobilie, Workers’ Compensation, Umbrella, Property) experience in mid-size brokerage or carrier Prior experience working with financial services, manufacturing, transportation industries preferred Knowledge of insurance coverage forms, policy structure, and terminology Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software Strong attention to detail Works well with a team Self-starter and takes initiative Demonstrated time management skills, ability to multi-task, and prioritize work Able to work in a fast-paced environment Excellent communication skills CERTIFICATES, LICENSES, REGISTRATIONS: ·         Current Property and Casualty Broker License The national average salary for this role is $150,000 to $175,000 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: 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 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! Vanbridge (an EPIC company) goes beyond the perceived limits of insurance to maximize its potential. Simply put, we make insurance do more. Original thinkers and challengers of convention, we are driven to solve complex problems in innovative ways. As a capital tool, an enhancement solution, a strategic hedge, or a risk reduction strategy, insurance proves to be an exceptional asset. Whether our clients are navigating intricate challenges or seeking straightforward solutions, Vanbridge customizes our approach, leveraging insurance, alternative capital and innovative structuring technology to align seamlessly with their unique objectives. We’re comprised of two distinct yet complementary divisions: Alternative Asset Management Services & Insurance Capital Solutions and Life Capital & Executive Benefits. Each has a specialized focus and expertise but with services and market positions that are highly synergistic and extend across our collective client base. Having this combined brokerage under one roof gives Vanbridge the distinct advantage of offering our clients a broad and diverse platform of insurance solutions and programs and creates a best-of-the-best client experience. We are looking for a seasoned Client Executive- Private Equity/ M&A Risk Management to join our team working out our NYC or Greenwich, CT office 2x a week. SUMMARY: This role will be working with clients directly and with EPIC Financial Services team members across new business strategies and portfolio management. Responsibilities will include supporting producers in new business endeavors, coordinating the various team members to deliver one seamless new business proposal. Success in this role requires attention to detail, strong communication skills, ability to work well in a team, drive and an eagerness to learn.  The candidate must be able to function well in a fast-paced, high standard environment, have intimate knowledge of Property & Casualty coverages, have familiarity with running a Property & Casualty book of business. ESSENTIAL DUTIES AND RESPONSIBILITIES: Maintain new business pipeline Coordinate internal EPIC resources on a new deal, drive strategy sessions with internal teams, producers and the client, main quarterback between all parties during new business/quoting/onboarding process; coordinating proposal/deliverable to the client Assign proper service team in a timely fashion. Support the service team in getting up to speed on the account, transition. Portfolio Management – Work with service teams during the renewal (ensure coordinating with placement resources); for any diligence related matters; any service related issues that require guidance. Request required information to start the new business process from both the prospect; Ensure overarching strategies are being driven Stewardship Reporting to Private Equity Firms. Working with the individual service teams to collect necessary data and coordinate the deliverable Servicing of select Private Equity Firms-where it makes sense to drive strategy. Maintain trackers and pipelines for clients and/or prospects Work collaboratively with producers, placements teams and technical assistants to deliver best-in-class service to clients QUALIFICATIONS: High school diploma or G.E.D. equivalent required.  College degree preferred A minimum of 7 years of commercial Property & Casualty (General Liability, Automobilie, Workers’ Compensation, Umbrella, Property) experience in mid-size brokerage or carrier Prior experience working with financial services, manufacturing, transportation industries preferred Knowledge of insurance coverage forms, policy structure, and terminology Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software Strong attention to detail Works well with a team Self-starter and takes initiative Demonstrated time management skills, ability to multi-task, and prioritize work Able to work in a fast-paced environment Excellent communication skills CERTIFICATES, LICENSES, REGISTRATIONS: ·         Current Property and Casualty Broker License The national average salary for this role is $150,000 to $175,000 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: 2405 Satellite Boulevard Suite 200, Duluth, GA 30096 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHAT YOU’LL DO: Analyze insurance programs to identify risks, coverage deficiencies, contingent liabilities, and transaction-related exposures Implement post-close insurance strategies, including entity additions/removals, coverage restructuring, policy endorsements, and tail/run-off coverage placement Serve as a trusted advisor on complex commercial insurance programs, renewal strategy, carrier negotiations, and ongoing risk management initiatives Collaborate with clients, producers, underwriters, legal counsel, and transaction advisors to deliver integrated risk and insurance solutions aligned with transaction objectives Serve as the primary point of contact for clients, delivering expert guidance on risk management, coverage structure, and compliance requirements WHAT YOU’LL BRING: Bachelor’s degree with a minimum of 5+ years of client service, or High School degree with a minimum of 7 years of client service Team-oriented self-starter, with the ability to organize, prioritize, monitor, control workflow deadlines, and be flexible Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Adaptability and resilience in managing shifting priorities A collaborative mindset to work with teams across EPIC Insurance technical skills; ability to apply knowledge of coverage forms in analysis, identification of coverage gaps, and ongoing coverage consultation Receptive to feedback; critical thinking and problem-solving skills; high adaptability Ability to work well under pressure with attention to details Strong verbal and written communication skills and analytical abilities Property and Casualty Insurance License Insurance Designation(s) preferred Proficiency in Microsoft Office Experience with agency management systems such as Sagitta, ImageRight, etc WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-SG1 #LI-Hybrid

Location: 134 E Washington St, New Castle PA 16101 Brand Ambassador - Kickstart Your Career in Brand Engagement Treloar & Heisel – A Division of EPIC Brokers Location: New Castle, PA (Relocation Assistance Provided) 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 succes s 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. WHAT YOU'LL DO As a Brand Ambassador , you’ll be the face of our business. Your mission? Spread the word, build excitement, and create meaningful connections that drive brand awareness and growth. This isn’t a desk job, it’s a dynamic, hands-on role where every day is different. You’ll receive ongoing feedback and coaching to help you refine your skills and achieve your goals. Plus, you’ll have opportunities for advancement within EPIC as you grow and excel in your role. Your Impact: Lead and create brand initiatives at conferences, university events, and social functions Leverage your digital and social media expertise to amplify brand visibility Connect with prospects through calls, emails, and social media outreach to generate qualified leads Build relationships with key contacts and nurture them into long-term connections Partner with marketing teams to develop and execute campaigns and drive sales initiatives Engage diverse audiences through strategic travel across multiple states Success Metrics Event attendance and engagement Outreach activity (calls, emails, etc.) Regional brand awareness WHAT YOU'LL BRING: Bachelor’s degree (Marketing, Communications, or related field a plus) A natural networker with strong communication skills Creative energy and a passion for brand building Adept at creating and managing social media content Comfortable making outreach calls and engaging prospects Travel ready for business needs (about 15 weeks/year) Must pass a background check WHAT YOU'LL GET Salary: $55,000 base + up to $10,000 year-end bonus Relocation Assistance Generous Paid Time off 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-Onsite

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! LOCATION: This role will be hybrid with an in-office requirement 3x a week.  We are open to hiring out of any of our EPIC offices.  Please refer to our office locations: https://www.epicbrokers.com/about/locations/. Overview: This position includes working closely with Global Client Executives, primarily focusing on client relations and service delivery to healthcare clients and new business prospects. It also includes developing and mentoring less experienced healthcare casualty colleagues who support the senior healthcare broker on their book of business. This role requires three days per week in the office. Office locations include: San Francisco, New York, Atlanta, Boston. Healthcare Professional Liability experience required. Duties & Responsibilities • Assist in all phases of client relationship management and retention strategies focusing on service and delivery of EPIC resources. • Work closely with the Casualty account team members and the Global Client Executive to service clients, including the following tasks: o Create and submit renewal specifications to the marketplace o Negotiate policy terms, conditions, and premiums o Present marketing results to clients o Review quotes, binders, policies, and endorsements for accuracy and transmit to clients • Coordinate London/Bermuda placements with our wholesale partners • Develop productive business relationships with key insurance underwriters • Keep clients abreast of marketplace developments and innovations • Implement and maintain a quality service plan in all areas of client deliverables • Support and grow ongoing client relationships • Oversee the creation of certificates of insurance and auto-identification cards • Request invoices, ensure timely payment and remittance • Review contracts and insurance requirements for clients and identify gaps in coverage, suitability, and errors • Assist with special projects and client requests • Coordinate the production of renewal strategy, renewal presentation, and stewardship reports • Assist Producers and Global Client Executives with prospect opportunities, including preparation of capabilities presentations, written RFP responses, and oral presentations • Understand and deploy Risk Consulting Services (Claims, Loss Control & Analytics) • Service clients’ daily account needs • Perform other such duties as may be assigned by the company at its discretion from time to time • Contribute to the growth and development of the National Risk Management Healthcare Practice • Attend various insurance industry events, (ASHRM, IMAC, HCIC) as requested • Assist in the training/supervision of junior staff Knowledge, Skills, and Abilities • Comprehensive and technical understanding of healthcare professional liability coverage. Additional healthcare casualty coverages viewed positively (Workers’ compensation, automobility liability, foreign liability, etc) • Superior organizational skills and close attention to detail • Strong problem-solving skills and a sense of urgency • Results-oriented with a substantial client service focus • Excellent written, verbal, and interpersonal communication skills with the ability to foster relationships with colleagues, clients, and insurance carrier underwriting/processing departments • Strong quantitative and analytical skills • Ability to work independently and consistently meet deadlines • 10% travel may be required • Ability to prioritize and manage multiple projects/assignments and communicate with team members across various offices • Desire to work in a collaborative, team-oriented environment • Ability to translate insurance terms into easy-to-understand explanations for clients who are not familiar with the product lines involved • Strong negotiation and presentation skills Credentials and Experience • Bachelor’s Degree • Minimum of 5 years of professional liability broking experience • Proficiency in Microsoft Office Software (Word, Excel, PowerPoint, and Outlook) • Holds a valid P&C Broker’s License(s) • Additional related designations and experience with captives will be viewed positively 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 $150,000 to $175,000 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: 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! LOCATION: This role will be hybrid with an in-office requirement 3x a week.  We are open to hiring out of any of our EPIC offices.  Please refer to our office locations: https://www.epicbrokers.com/about/locations/. Overview: This position includes working closely with Global Client Executives, primarily focusing on client relations and service delivery to healthcare clients and new business prospects. It also includes developing and mentoring less experienced healthcare casualty colleagues who support the senior healthcare broker on their book of business. This role requires three days per week in the office. Office locations include: San Francisco, New York, Atlanta, Boston. Healthcare Professional Liability experience required. Duties & Responsibilities • Assist in all phases of client relationship management and retention strategies focusing on service and delivery of EPIC resources. • Work closely with the Casualty account team members and the Global Client Executive to service clients, including the following tasks: o Create and submit renewal specifications to the marketplace o Negotiate policy terms, conditions, and premiums o Present marketing results to clients o Review quotes, binders, policies, and endorsements for accuracy and transmit to clients • Coordinate London/Bermuda placements with our wholesale partners • Develop productive business relationships with key insurance underwriters • Keep clients abreast of marketplace developments and innovations • Implement and maintain a quality service plan in all areas of client deliverables • Support and grow ongoing client relationships • Oversee the creation of certificates of insurance and auto-identification cards • Request invoices, ensure timely payment and remittance • Review contracts and insurance requirements for clients and identify gaps in coverage, suitability, and errors • Assist with special projects and client requests • Coordinate the production of renewal strategy, renewal presentation, and stewardship reports • Assist Producers and Global Client Executives with prospect opportunities, including preparation of capabilities presentations, written RFP responses, and oral presentations • Understand and deploy Risk Consulting Services (Claims, Loss Control & Analytics) • Service clients’ daily account needs • Perform other such duties as may be assigned by the company at its discretion from time to time • Contribute to the growth and development of the National Risk Management Healthcare Practice • Attend various insurance industry events, (ASHRM, IMAC, HCIC) as requested • Assist in the training/supervision of junior staff Knowledge, Skills, and Abilities • Comprehensive and technical understanding of healthcare professional liability coverage. Additional healthcare casualty coverages viewed positively (Workers’ compensation, automobility liability, foreign liability, etc) • Superior organizational skills and close attention to detail • Strong problem-solving skills and a sense of urgency • Results-oriented with a substantial client service focus • Excellent written, verbal, and interpersonal communication skills with the ability to foster relationships with colleagues, clients, and insurance carrier underwriting/processing departments • Strong quantitative and analytical skills • Ability to work independently and consistently meet deadlines • 10% travel may be required • Ability to prioritize and manage multiple projects/assignments and communicate with team members across various offices • Desire to work in a collaborative, team-oriented environment • Ability to translate insurance terms into easy-to-understand explanations for clients who are not familiar with the product lines involved • Strong negotiation and presentation skills Credentials and Experience • Bachelor’s Degree • Minimum of 5 years of professional liability broking experience • Proficiency in Microsoft Office Software (Word, Excel, PowerPoint, and Outlook) • Holds a valid P&C Broker’s License(s) • Additional related designations and experience with captives will be viewed positively 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 $150,000 to $175,000 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: 101 Federal Street, Suite 550, Boston, MA 02110 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: This role will be hybrid with an in-office requirement 3x a week.  We are open to hiring out of any of our EPIC offices.  Please refer to our office locations: https://www.epicbrokers.com/about/locations/. . Overview: This position includes working closely with Global Client Executives, primarily focusing on client relations and service delivery to healthcare clients and new business prospects. It also includes developing and mentoring less experienced healthcare casualty colleagues who support the senior healthcare broker on their book of business. This role requires three days per week in the office. Office locations include: San Francisco, New York, Atlanta, Boston. Healthcare Professional Liability experience required. Duties & Responsibilities • Assist in all phases of client relationship management and retention strategies focusing on service and delivery of EPIC resources. • Work closely with the Casualty account team members and the Global Client Executive to service clients, including the following tasks: o Create and submit renewal specifications to the marketplace o Negotiate policy terms, conditions, and premiums o Present marketing results to clients o Review quotes, binders, policies, and endorsements for accuracy and transmit to clients • Coordinate London/Bermuda placements with our wholesale partners • Develop productive business relationships with key insurance underwriters • Keep clients abreast of marketplace developments and innovations • Implement and maintain a quality service plan in all areas of client deliverables • Support and grow ongoing client relationships • Oversee the creation of certificates of insurance and auto-identification cards • Request invoices, ensure timely payment and remittance • Review contracts and insurance requirements for clients and identify gaps in coverage, suitability, and errors • Assist with special projects and client requests • Coordinate the production of renewal strategy, renewal presentation, and stewardship reports • Assist Producers and Global Client Executives with prospect opportunities, including preparation of capabilities presentations, written RFP responses, and oral presentations • Understand and deploy Risk Consulting Services (Claims, Loss Control & Analytics) • Service clients’ daily account needs • Perform other such duties as may be assigned by the company at its discretion from time to time • Contribute to the growth and development of the National Risk Management Healthcare Practice • Attend various insurance industry events, (ASHRM, IMAC, HCIC) as requested • Assist in the training/supervision of junior staff Knowledge, Skills, and Abilities • Comprehensive and technical understanding of healthcare professional liability coverage. Additional healthcare casualty coverages viewed positively (Workers’ compensation, automobility liability, foreign liability, etc) • Superior organizational skills and close attention to detail • Strong problem-solving skills and a sense of urgency • Results-oriented with a substantial client service focus • Excellent written, verbal, and interpersonal communication skills with the ability to foster relationships with colleagues, clients, and insurance carrier underwriting/processing departments • Strong quantitative and analytical skills • Ability to work independently and consistently meet deadlines • 10% travel may be required • Ability to prioritize and manage multiple projects/assignments and communicate with team members across various offices • Desire to work in a collaborative, team-oriented environment • Ability to translate insurance terms into easy-to-understand explanations for clients who are not familiar with the product lines involved • Strong negotiation and presentation skills Credentials and Experience • Bachelor’s Degree • Minimum of 5 years of professional liability broking experience • Proficiency in Microsoft Office Software (Word, Excel, PowerPoint, and Outlook) • Holds a valid P&C Broker’s License(s) • Additional related designations and experience with captives will be viewed positively 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 $150,000 to $175,000 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: 2405 Satellite Boulevard Suite 200, Duluth, GA 30096 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHAT YOU’LL DO: Analyze insurance programs to identify risks, coverage deficiencies, contingent liabilities, and transaction-related exposures Implement post-close insurance strategies, including entity additions/removals, coverage restructuring, policy endorsements, and tail/run-off coverage placement Serve as a trusted advisor on complex commercial insurance programs, renewal strategy, carrier negotiations, and ongoing risk management initiatives Collaborate with clients, producers, underwriters, legal counsel, and transaction advisors to deliver integrated risk and insurance solutions aligned with transaction objectives Serve as the primary point of contact for clients, delivering expert guidance on risk management, coverage structure, and compliance requirements WHAT YOU’LL BRING: Bachelor’s degree with a minimum of 5+ years of client service, or High School degree with a minimum of 7 years of client service Team-oriented self-starter, with the ability to organize, prioritize, monitor, control workflow deadlines, and be flexible Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Adaptability and resilience in managing shifting priorities A collaborative mindset to work with teams across EPIC Insurance technical skills; ability to apply knowledge of coverage forms in analysis, identification of coverage gaps, and ongoing coverage consultation Receptive to feedback; critical thinking and problem-solving skills; high adaptability Ability to work well under pressure with attention to details Strong verbal and written communication skills and analytical abilities Property and Casualty Insurance License Insurance Designation(s) preferred Proficiency in Microsoft Office Experience with agency management systems such as Sagitta, ImageRight, etc WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-SG1 #LI-Hybrid