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Location: 125 S Wacker Dr, Suite 3150, Chicago, IL 60606; 5151 San Felipe, Suite 1800, Houston, TX 77056; 5909 Peachtree Dunwoody Rd Bldg D Ste 800, Atlanta, GA 30328 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! Preferred Locations: Atlanta, GA; Houston, TX; Chicago, IL; or Summit, NJ Work Arrangement: Hybrid schedule required — 3 days per week in the office. JOB OVERVIEW The Benefit Consultant is responsible for client satisfaction, service delivery, 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: 5909 Peachtree Dunwoody Rd Bldg D Ste 800, Atlanta, GA 30328 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! Preferred Locations: Atlanta, GA; Houston, TX; Chicago, IL; or Summit, NJ Work Arrangement: Hybrid schedule required — 3 days per week in the office. JOB OVERVIEW The Benefit Consultant is responsible for client satisfaction, service delivery, 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: 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: 134 E Washington St, New Castle PA 16101 Lead Generation Specialist - Kickstart Your Career in  Sales! 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 Lead Generation Specialist, 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: 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: 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: Remote US Based EPIC Insurance Brokers & Consultants is one of the fastest‑growing insurance brokerage and consulting firms in the United States. Founded in 2007 and headquartered in New York City, EPIC has more than 3,000 employees across 60+ offices nationwide, combining national scale with local market expertise. Our continued growth is fueled by people who bring an owner mindset, inspire trust, think big, and drive results. If you are looking for a long‑term career with a collaborative, growth‑oriented organization, EPIC may be the right fit. Position Summary The Senior Client Manager partners closely with Producers and Client Executives to manage and service a book of employee benefits clients. This role is responsible for renewals, vendor marketing, plan analysis, compliance support, open enrollment, and ongoing client relationship management. The ideal candidate brings strong employee benefits brokerage experience, consultative client skills, and the ability to manage complex accounts in a fast‑paced environment. Key Responsibilities Serve as the primary client contact and subject matter expert for employee benefits accounts Manage day‑to‑day client service, escalations, and complex coverage or compliance inquiries Analyze client census and experience data for new and renewal business Conduct carrier marketing, obtain quotes, compare plan designs, and evaluate alternatives Present recommendations to clients, including senior HR and leadership stakeholders Negotiate premiums, plan terms, and commissions with carriers and vendors on behalf of clients Lead open enrollment planning and execution, including employee communications Prepare client presentations, proposals, and benefit summaries Support Producers with sales activities and new business development Maintain accurate documentation in agency management systems and CRM tools Core Competencies Client Service & Consulting Employee benefits strategy and advisory support Medical, dental, vision, life, disability, and ancillary benefits knowledge Carrier negotiation and vendor management Compliance support related to state and federal regulations Leadership & Collaboration Partner effectively with Producers, Client Executives, and service teams Mentor junior staff and support team workflows Manage multiple deadlines, priorities, and client deliverables Qualifications 5+ years of experience in employee benefits account management with a brokerage, consulting firm, or health insurance carrier Strong understanding of benefits renewals, plan design, and carrier markets Experience supporting mid‑market or large group employee benefits clients preferred Proficiency with Microsoft Excel, Word, and PowerPoint Ability to thrive in a deadline‑driven, client‑facing environment Excellent communication, organization, and problem‑solving skills Licenses & Certifications California Life and Health License; Preferred, or willing to obtain within 90 days of hire date Professional designations such as CEBS, PHR, BGA, or CLU preferred Compensation The national base salary range for this position is $110,000 – $140,000, exclusive of bonuses or benefits. Final compensation will be based on experience, skills, certifications, location, and internal equity. Why EPIC? EPIC offers a comprehensive and competitive total rewards package, including: Generous paid time off and company holidays Paid parental leave and family‑supportive benefits 401(k) with company match Medical, dental, vision, wellness, and EAP programs Professional development, tuition reimbursement, and mentorship Employee recognition programs and referral bonuses Employee Resource Groups and inclusive culture EPIC fosters a 50/50 culture that values both production and service excellence—and we actively invest in our people’s growth. Equal Opportunity Employer EPIC embraces diversity in all its forms and is committed to creating an inclusive work environment where every employee feels valued, respected, and empowered. California Applicants: View your privacy rights here: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf #LI‑MS2 #SeniorClientManager #EmployeeBenefits #BenefitsBrokerage #BenefitsConsulting #AccountManager #InsuranceCareers

Location: 2405 Satellite Boulevard Suite 200, Duluth, GA 30096 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: We are seeking a highly experienced Senior Claims Advocate with expertise in both workers’ compensation and liability claims to deliver exceptional claims management, strategic advocacy, and risk mitigation support to our clients. The ideal candidate will have a strong background in multi-jurisdictional claims handling, including workers’ compensation and liability lines such as general liability, auto, and property and demonstrate analytical skills and a client-focused mindset. LOCATION: Duluth GA, this is a hybrid position, with a minimum of three in-office days per week. WHAT YOU’LL DO: Claims Advocacy & Oversight Manage and advocate for complex claims across both workers’ compensation and liability lines from initial reporting to final resolution. Serve as a trusted advisor to clients, delivering strategic guidance to reduce claim costs and improve outcomes. Partner with carriers, TPAs, and legal counsel to ensure appropriate claim handling, reserving, and settlement strategies. Identify claim trends across multiple lines and propose tailored solutions to reduce loss experience. Support clients in challenging denials, negotiating settlements, and intervening in escalated cases. Client Consulting & Risk Mitigation Provide consultative support on injury and incident management, return-to-work strategies, and liability exposure, and overall claim risk. Prepare and present client-facing settlement and reserve recommendations aligned with exposure analysis, jurisdictional factors, and risk-management objectives. Facilitate claim review meetings and prepare detailed reports that communicate claim status, trends, and recommendations. Collaborate closely with the account service team to ensure coordinated client strategy, consistent communication, and effective execution of claims initiatives. Partner with client risk, safety, legal, and HR teams to implement proactive measures aimed at reducing claim frequency and severity. Carrier, TPA & Legal Liaison Interface with carriers, TPAs, and attorneys to ensure effective, timely, and client-centered claim resolution. Advocate for appropriate reserving practices, equitable settlements, and consistent claims service. Participate in settlement negotiations and mediation where appropriate. Compliance & Regulatory Awareness Maintain current knowledge of workers’ compensation and liability laws, litigation trends, and best practices across jurisdictions. Ensure clients remain compliant with regulatory requirements, including reporting obligations and safety protocols. Data Analytics & Reporting Analyze loss data across lines of coverage to identify trends, gaps, and opportunities for improvement. Prepare and deliver client-facing analytics reports with strategic insights and practical recommendations. WHAT YOU’LL BRING: Experience: Minimum 5 to 10 years of claims experience across workers’ compensation and liability lines (GL, Auto, etc.), with a background in brokerage, TPA, or carrier environments. Technical Expertise: Strong knowledge of multi-jurisdictional laws and best practices in both workers’ compensation and liability claims. Client-Facing Skills: Demonstrated ability to build relationships, influence outcomes, and communicate effectively with all stakeholders. Analytical Ability: Skilled in data analysis, claim reviews, and trend identification. Technology: Proficient in claims management systems, Excel, and reporting tools. Preferred Education & Certifications Bachelor’s degree in Risk Management, Insurance, Business, or a related field preferred. Industry designations such as AIC, ARM, CPCU, or CLCS strongly preferred. COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, 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: 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” 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: 1140 Avenue of the Americas 8th Floor, New York, NY 10036; 11711 North Meridan St, 7th Fl, Carmel, IN 46032; 3780 Mansell Road, Ste 370, Alpharetta, GA 30022; 40 Marcus Drive 3rd Floor, Melville, NY 11747; 4675 MacArthur Court, Suite 750, Newport Beach, CA 92660; Z - 311 South Wacker Dr Suite 3280, Chicago, IL 60606 Job Title: SkillBridge Account Manager Company: EPIC Brokers Location: Hybrid (Newport Beach, CA / Alpharetta, GA / Chicago, IL / Carmel, IN / New York, NY / Melville, NY) Duration: Minimum 120-day/4-month training program Role Overview: As a SkillBridge Account Manager at EPIC Brokers, you will train for a pivotal role, focusing on learning and understanding Property and Casualty or Employee Benefits Insurance policies. This role is designed to help you transition from military service to a civilian career. You’ll gain expertise in business insurance policies, processes, and procedures to support current clients and contribute to expanding our book of business through cross-selling, marketing, and efficient client communication. Responsibilities: Manage Business Insurance Policies: Oversee the full book of Business Insurance policies. Monitor policy renewals and maintain an organized renewal schedule. Track open items and ensure timely resolution. Ensure timely and accurate invoicing and manage monthly expirations. Manage policy endorsements, cancellations, audits, and notices effectively. Collaborate and Support: Work closely with producers and internal teams. Provide support to the sales and service team during renewal marketing. Leverage EPIC resources on written materials for presentations. Research client operations on their websites. Cross-Sell and Enhance Existing Business: Assist with pursuing opportunities to cross-sell Business Insurance policies. Review and analyze current policies for existing clients. Client Relationship Management: Assist in managing existing client relationships. Coordinate and collaborate with account teams to deliver exceptional service. Research and support new business production efforts. Hands-On Experience and Licensing: Complete the Property and Casualty (P&C) or Life and Health license test for your state. Gain practical experience within EPIC Brokers. Use this program as a steppingstone to a rewarding full-time career. Qualifications: Experience Requirements: Education: College degree preferred or equivalent working experience. Military Transition: Current active military servicemember seeking a SkillBridge transition role, available for a minimum of 4 months (ideally 6 months). Licensing: Willingness to study for and successfully complete Property and Casualty licensing requirements. Software Proficiency: Intermediate proficiency in Microsoft Office (word processing, spreadsheets, database, and presentation software) preferred. Required Competencies: Service Focus: Emphasis on creating customer loyalty by ensuring the highest value of service and delivering on commitments. Information Seeking: Curiosity and desire to know more about things, people, or issues, going beyond routine questions to resolve discrepancies. Composure and Resiliency: Ability to deal effectively with pressure, recover quickly from setbacks, and remain optimistic and persistent under adversity. Communicating: Providing concise, direct, and unambiguous information, ensuring clear understanding, and effectively listening to others. Conflict Management: Addressing problems openly and objectively, resolving issues in an unemotional and constructive manner. Analytical Thinking: Identifying and synthesizing information from diverse sources, making connections between seemingly unrelated events, and understanding system interdependencies. Accountability: Taking responsibility for performance, accepting full ownership of issues, and building trust through reliability. Time Management: Managing multiple responsibilities by being organized and keeping on top of important time-sensitive tasks. Salary Range: The national average salary for this role is $45,000-$60,000 in base pay (exclusive of bonuses or benefits). The actual base pay offered will be determined based on your experience, certifications, education, and market data. Compatible Military Experience: Customer Service Representatives Operations Managers Analysts Project Managers Recruiters Training First Sergeants Program Managers Human Resources Note: EPIC Brokers is committed to diversity and inclusion. We encourage applications from all qualified candidates. WHY JOIN US? 15th Largest Broker in US Voted " Best Place to Work" in the Insurance Industry Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!). 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. An Equal Opportunity/Affirmative Action Employer. #LI-MS2