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Location: 6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C LOCATION: The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week. THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR: Service Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner; Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes; Responsible for timely, accurate invoicing and monthly expirations; Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity; Other duties may be assigned. Marketing In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination; Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies; Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers; Prepare proposals and provide other technical support in the sales process as needed; Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business; Other duties may be assigned. Personal and Organizational Development Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities; Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts; Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records; Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; Other duties may be assigned. Work effectively to resolve problems or enhance service in a timely manner Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Ensure expert knowledge is maintaine KEY COMPETENCIES: Full knowledge of Property Casualty lines of coverage and services; Strong Excel knowledge for Premium Allocations Marine/Boat/Yacht knowledge Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors Great communication skills with producers Recognize problems and respond appropriately able to analyze situations logically in order to draw solid conclusions Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel;  Strong attention to detail and time management abilities; Strong ability to multi-task and assign priority; Ability to work effectively and efficiently both with and without direct supervision; Ability to work effectively and efficiently in a team environment as well as independently;  Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: High school diploma or G.E.D. equivalent required. College degree preferred. 5-7  years experience in mid-size brokerage or carrier. Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: California P&C Broker License Valid Driver License PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE LOCATION: The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week. SUMMARY: The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth. The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality. QUALIFICATIONS: To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. ESSENTIAL DUTIES & RESPONSIBILITIES: Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility Travel as needed to support client relationships and business development efforts REQUIREMENTS: Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred) Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook) Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred) Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes Excellent written and verbal communication skills Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data Self-motivated, detail-oriented, and able to manage multiple priorities independently High level of professionalism with a strong client service orientation SUPERVISORY RESPONSIBILITIES: N/A KEY COMPETENCIES: Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process Strong ability to interpret coverage questions and apply technical expertise to client situations Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions Analytical thinking with the ability to evaluate complex situations and draw sound conclusions Strong attention to detail, organization, and time management Ability to handle sensitive and confidential information with professionalism and discretion Client service–oriented mindset with a focus on delivering high-quality outcomes Demonstrated initiative and commitment to continuous learning and development Ability to manage multiple priorities and adapt in a fast-paced environment Proven ability to work both independently and collaboratively within a team setting Excellent interpersonal, written, and verbal communication skills Proficiency in Microsoft Office applications, including Word, Excel, and Outlook EDUCATION and/or EXPERIENCE: Bachelor’s degree preferred 8–10 years of commercial Property & Casualty insurance experience in a client-facing role 5 plus years in an Account Executive role Demonstrated experience in project management and client program leadership Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM) PREFERRED ADDITIONAL QUALIFICATIONS: Technical expertise to handle mid-sized to large construction and manufacturing risks Comfortable with complex contract reviews, Builders Risk Placement, working with Captives CERTIFICATES, LICENSES, REGISTRATIONS: Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education Valid driver’s license PHYSICAL DEMANDS: The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. The noise level in the work environment is typically moderate, with minimal exposure to physical risk. OTHER DUTIES: This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice. The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . 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: 10877 White Rock Road Suite 300, Rancho Cordova, CA 95670 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C LOCATION: The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week. THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR: Service Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner; Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes; Responsible for timely, accurate invoicing and monthly expirations; Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity; Other duties may be assigned. Marketing In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination; Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies; Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers; Prepare proposals and provide other technical support in the sales process as needed; Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business; Other duties may be assigned. Personal and Organizational Development Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities; Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts; Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records; Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; Other duties may be assigned. Work effectively to resolve problems or enhance service in a timely manner Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Ensure expert knowledge is maintaine KEY COMPETENCIES: Full knowledge of Property Casualty lines of coverage and services; Strong Excel knowledge for Premium Allocations Marine/Boat/Yacht knowledge Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors Great communication skills with producers Recognize problems and respond appropriately able to analyze situations logically in order to draw solid conclusions Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel;  Strong attention to detail and time management abilities; Strong ability to multi-task and assign priority; Ability to work effectively and efficiently both with and without direct supervision; Ability to work effectively and efficiently in a team environment as well as independently;  Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: High school diploma or G.E.D. equivalent required. College degree preferred. 5-7  years experience in mid-size brokerage or carrier. Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: California P&C Broker License Valid Driver License PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE LOCATION: The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week. SUMMARY: The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth. The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality. QUALIFICATIONS: To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. ESSENTIAL DUTIES & RESPONSIBILITIES: Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility Travel as needed to support client relationships and business development efforts REQUIREMENTS: Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred) Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook) Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred) Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes Excellent written and verbal communication skills Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data Self-motivated, detail-oriented, and able to manage multiple priorities independently High level of professionalism with a strong client service orientation SUPERVISORY RESPONSIBILITIES: N/A KEY COMPETENCIES: Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process Strong ability to interpret coverage questions and apply technical expertise to client situations Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions Analytical thinking with the ability to evaluate complex situations and draw sound conclusions Strong attention to detail, organization, and time management Ability to handle sensitive and confidential information with professionalism and discretion Client service–oriented mindset with a focus on delivering high-quality outcomes Demonstrated initiative and commitment to continuous learning and development Ability to manage multiple priorities and adapt in a fast-paced environment Proven ability to work both independently and collaboratively within a team setting Excellent interpersonal, written, and verbal communication skills Proficiency in Microsoft Office applications, including Word, Excel, and Outlook EDUCATION and/or EXPERIENCE: Bachelor’s degree preferred 8–10 years of commercial Property & Casualty insurance experience in a client-facing role 5 plus years in an Account Executive role Demonstrated experience in project management and client program leadership Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM) PREFERRED ADDITIONAL QUALIFICATIONS: Technical expertise to handle mid-sized to large construction and manufacturing risks Comfortable with complex contract reviews, Builders Risk Placement, working with Captives CERTIFICATES, LICENSES, REGISTRATIONS: Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education Valid driver’s license PHYSICAL DEMANDS: The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. The noise level in the work environment is typically moderate, with minimal exposure to physical risk. OTHER DUTIES: This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice. The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-LL1 #LI-Hybrid

Location: 1390 Willow Pass Road Suite 800, Concord, CA 94520 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C LOCATION: The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week. THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR: Service Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner; Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes; Responsible for timely, accurate invoicing and monthly expirations; Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity; Other duties may be assigned. Marketing In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination; Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies; Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers; Prepare proposals and provide other technical support in the sales process as needed; Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business; Other duties may be assigned. Personal and Organizational Development Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities; Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts; Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records; Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; Other duties may be assigned. Work effectively to resolve problems or enhance service in a timely manner Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Ensure expert knowledge is maintaine KEY COMPETENCIES: Full knowledge of Property Casualty lines of coverage and services; Strong Excel knowledge for Premium Allocations Marine/Boat/Yacht knowledge Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors Great communication skills with producers Recognize problems and respond appropriately able to analyze situations logically in order to draw solid conclusions Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel;  Strong attention to detail and time management abilities; Strong ability to multi-task and assign priority; Ability to work effectively and efficiently both with and without direct supervision; Ability to work effectively and efficiently in a team environment as well as independently;  Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: High school diploma or G.E.D. equivalent required. College degree preferred. 5-7  years experience in mid-size brokerage or carrier. Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: California P&C Broker License Valid Driver License PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE LOCATION: The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week. SUMMARY: The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth. The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality. QUALIFICATIONS: To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. ESSENTIAL DUTIES & RESPONSIBILITIES: Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility Travel as needed to support client relationships and business development efforts REQUIREMENTS: Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred) Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook) Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred) Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes Excellent written and verbal communication skills Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data Self-motivated, detail-oriented, and able to manage multiple priorities independently High level of professionalism with a strong client service orientation SUPERVISORY RESPONSIBILITIES: N/A KEY COMPETENCIES: Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process Strong ability to interpret coverage questions and apply technical expertise to client situations Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions Analytical thinking with the ability to evaluate complex situations and draw sound conclusions Strong attention to detail, organization, and time management Ability to handle sensitive and confidential information with professionalism and discretion Client service–oriented mindset with a focus on delivering high-quality outcomes Demonstrated initiative and commitment to continuous learning and development Ability to manage multiple priorities and adapt in a fast-paced environment Proven ability to work both independently and collaboratively within a team setting Excellent interpersonal, written, and verbal communication skills Proficiency in Microsoft Office applications, including Word, Excel, and Outlook EDUCATION and/or EXPERIENCE: Bachelor’s degree preferred 8–10 years of commercial Property & Casualty insurance experience in a client-facing role 5 plus years in an Account Executive role Demonstrated experience in project management and client program leadership Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM) PREFERRED ADDITIONAL QUALIFICATIONS: Technical expertise to handle mid-sized to large construction and manufacturing risks Comfortable with complex contract reviews, Builders Risk Placement, working with Captives CERTIFICATES, LICENSES, REGISTRATIONS: Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education Valid driver’s license PHYSICAL DEMANDS: The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. The noise level in the work environment is typically moderate, with minimal exposure to physical risk. OTHER DUTIES: This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice. The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-LL1 #LI-Hybrid

Location: 100 Montgomery Street, Suite 2000, San Francisco, CA 94104-4348 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C LOCATION: The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week. THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR: Service Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner; Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes; Responsible for timely, accurate invoicing and monthly expirations; Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity; Other duties may be assigned. Marketing In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination; Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies; Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers; Prepare proposals and provide other technical support in the sales process as needed; Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business; Other duties may be assigned. Personal and Organizational Development Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities; Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts; Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records; Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; Other duties may be assigned. Work effectively to resolve problems or enhance service in a timely manner Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Ensure expert knowledge is maintaine KEY COMPETENCIES: Full knowledge of Property Casualty lines of coverage and services; Strong Excel knowledge for Premium Allocations Marine/Boat/Yacht knowledge Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors Great communication skills with producers Recognize problems and respond appropriately able to analyze situations logically in order to draw solid conclusions Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel;  Strong attention to detail and time management abilities; Strong ability to multi-task and assign priority; Ability to work effectively and efficiently both with and without direct supervision; Ability to work effectively and efficiently in a team environment as well as independently;  Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: High school diploma or G.E.D. equivalent required. College degree preferred. 5-7  years experience in mid-size brokerage or carrier. Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: California P&C Broker License Valid Driver License PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE LOCATION: The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week. SUMMARY: The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth. The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality. QUALIFICATIONS: To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. ESSENTIAL DUTIES & RESPONSIBILITIES: Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility Travel as needed to support client relationships and business development efforts REQUIREMENTS: Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred) Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook) Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred) Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes Excellent written and verbal communication skills Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data Self-motivated, detail-oriented, and able to manage multiple priorities independently High level of professionalism with a strong client service orientation SUPERVISORY RESPONSIBILITIES: N/A KEY COMPETENCIES: Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process Strong ability to interpret coverage questions and apply technical expertise to client situations Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions Analytical thinking with the ability to evaluate complex situations and draw sound conclusions Strong attention to detail, organization, and time management Ability to handle sensitive and confidential information with professionalism and discretion Client service–oriented mindset with a focus on delivering high-quality outcomes Demonstrated initiative and commitment to continuous learning and development Ability to manage multiple priorities and adapt in a fast-paced environment Proven ability to work both independently and collaboratively within a team setting Excellent interpersonal, written, and verbal communication skills Proficiency in Microsoft Office applications, including Word, Excel, and Outlook EDUCATION and/or EXPERIENCE: Bachelor’s degree preferred 8–10 years of commercial Property & Casualty insurance experience in a client-facing role 5 plus years in an Account Executive role Demonstrated experience in project management and client program leadership Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM) PREFERRED ADDITIONAL QUALIFICATIONS: Technical expertise to handle mid-sized to large construction and manufacturing risks Comfortable with complex contract reviews, Builders Risk Placement, working with Captives CERTIFICATES, LICENSES, REGISTRATIONS: Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education Valid driver’s license PHYSICAL DEMANDS: The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. The noise level in the work environment is typically moderate, with minimal exposure to physical risk. OTHER DUTIES: This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice. The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-LL1 #LI-Hybrid

Location: Germany WHAT IS BOX? Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift. WHY BOX NEEDS YOU As an Commercial Account Executive on our Commercial team you'll be responsible for seeking out new opportunities within both new logos and our existing customer base. You will have experience prospecting, running discovery calls/demos, negotiating, and a track record of closing new business. You should also understand use cases and how to sell across multiple departments and industries. To be successful in this role you will understand how to go after new business and build relationships with potential customers. Intrigued? We want to speak to you! WHAT YOU'LL DO Manage the entire sales cycle, which includes prospecting, conducting discovery calls and demos, negotiating deals, and closing new & existing business across all industries in the Small Medium Business segment (1-2000 employees). Conduct thorough research to understand your customers and prospects better. Gain insight into their unique business challenges and how Box can provide value. Drive the sales process by influencing key stakeholders both internally and externally. Develop a comprehensive territory plan that covers all aspects of your target market. Schedule visits to meet customers face-to-face within your assigned territory if you feel appropriate WHO YOU ARE We are an AI-first company. This means you approach your work with a growth mindset and find ways to leverage AI to help make faster, smarter decisions that will 10X your impact at Box. Fluent German speaker 2+ years of experience in a closing sales role, with a proven track record of success Strong hunter with demonstrated pipeline generation creativity (events, social selling, automation tools). Skilled in qualification and deal progression frameworks (MEDDIC familiarity helpful; outcome-focused mindset essential). Curiosity and eagerness to learn about Box’s product, new technologies, the industry, and your customer's businesses Clear examples of successfully closing deals using an established sales process Effectively utilizes a repeatable method for identifying untapped opportunities and expanding into new territories Previous experience in building relationships and selling to executives at all level Box lives its values, with community and in-person collaboration being a core part of our culture. Boxers are expected to work from their assigned office a minimum of 3 days per week. Your Recruiter will share more about how we work and company culture during the hiring process. Based on current business needs, there is no relocation assistance provided for this role. At Box, we believe unique and diverse experiences benefit our culture, our products, our customers, our company, and our world. We aim to recruit a passionate, high-performing workforce that reflects the world we live in. If you are head-over-heels about this role but unsure if you meet all the requirements, we encourage you to apply! BENEFITS Box Benefits package includes 30 days of vacation, medical, and dental coverage. We have a robust wellness program including 30 days of vacation (plus your birthday off!) and subsidized gym membership. Boxers can also participate in our Employee Stock Purchase plan and other additional perks and benefits. Germany's office is based in a WeWork (Neuturmstrasse 5, Munich, BY 80331,) as well as other European offices across London, Paris, Amsterdam, and Warsaw. EQUAL OPPORTUNITY We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability, and any other protected ground of discrimination under applicable human rights legislation. For details on how we protect your information when you apply, please see our Personnel Privacy Notice. NOTICE OF USE OF AI At Box, we believe in the power of AI to improve the recruiting process while keeping people at the heart of every decision. For more information on the use of AI in our hiring process, please visit our webpage here .

Location: Argentina; Venezuela, Bolivarian Republic of; Colombia; Brazil; Bolivia, Plurinational State of; Chile About Huzzle At Huzzle, we connect high-performing B2B sales professionals with global companies across the UK, US, Canada, Europe, and Australia. Our clients include startups, digital agencies, and tech platforms in industries like SaaS, MarTech, FinTech, and EdTech. We match top sales talent to full-time remote roles where they’re hired directly into client teams and provided ongoing support by Huzzle. Role Type: Full-time Languages: English and Spanish bilingual proficiency About the Company Our client is an established, family-owned US freight brokerage specializing in reliable transportation and logistics solutions nationwide. The company connects businesses with trusted carriers, helping customers move freight efficiently through competitive pricing, proactive shipment tracking, and responsive communication. With a strong focus on accountability, customer satisfaction, and long-term partnerships, the team provides a fast-paced, collaborative environment where employees can develop their logistics expertise and grow into account management roles. Job Summary We are hiring a Bilingual Logistics Coordinator (English & Spanish) to join a growing US freight brokerage and develop into a Full-Cycle Account Manager. This is more than a traditional track-and-trace or logistics support position. You'll begin by managing shipment coordination, carrier communication, and transportation operations before progressing into freight quoting, carrier sourcing, rate negotiation, and customer account management. High-performing candidates may advance into an Account Manager role within 3–6 months, depending on demonstrated skills and performance. This opportunity is ideal for someone with logistics or freight brokerage experience who wants to build a long-term career in transportation account management. Key Responsibilities Track shipments and provide timely pickup, transit, and delivery updates. Vet carriers and coordinate with drivers to ensure smooth shipment execution. Maintain accurate TMS records, shipment documents, and PODs. Proactively resolve delays, carrier issues, and delivery exceptions. Manage customer communications and support weekend operations. Prepare competitive freight quotes and research market rates using DAT and Truckstop. Source qualified US carriers and negotiate competitive rates. Manage load coverage, carrier changes, and freight pricing. Develop knowledge of profit margins and specialized freight types. Manage existing customer accounts from quoting through final delivery as responsibilities expand. Build strong customer and carrier relationships. Grow shipment volume, maintain account records, and drive customer retention. Requirements Fluent professional English and Spanish, both written and spoken. Excellent verbal communication skills and confidence speaking on the phone. Strong organizational skills and exceptional attention to detail. Ability to manage multiple shipments, priorities, and deadlines simultaneously. Strong problem-solving abilities and a proactive approach to challenges. Comfortable communicating and negotiating with freight carriers. Ability to work independently in a fast-paced, remote environment. Strong accountability, reliability, and willingness to learn. Interest in developing into a customer-facing Account Manager. Preferred Qualifications 1–2 years of experience in freight brokerage, logistics coordination, dispatching, carrier sales, or transportation operations. Experience working with US freight carriers and transportation networks. Familiarity with DAT, Truckstop, or similar freight load boards. Experience using Transportation Management Systems (TMS), particularly Tai Software. Familiarity with 3CX or similar business phone systems. Knowledge of Dry Van, Reefer, Flatbed, Produce, Oversize, or specialized freight transportation. Benefits 💰 Competitive base salary: Tailored to skillset and experience 🚀 Structured development toward an Account Manager role, potentially within 3–6 months. 🌍 Fully remote role 🤝 Become an integral member of an established US logistics company. 💼 Build a career in freight brokerage and transportation account management.

Location: California Workplace: Remote Allara https://www.allarahealth.com is a comprehensive women’s health provider that specializes in expert, longitudinal care that supports women through every life stage. Trusted by thousands of women nationwide, Allara makes expert healthcare accessible by connecting patients with multidisciplinary care teams that have a deep understanding of hormonal, metabolic, and reproductive care. Allara provides ongoing support for hormonal conditions like PCOS, chronic conditions like insulin resistance, and life stages like perimenopause, helping patients see improved health outcomes https://cdn.prod.website-files.com/637f55cdd2e0aa051d497c52/68e6aa0f8fcce5c60e922219_Outcomes%20Impact%20Report%202025%20Web%20Display.pdf. As one of the fastest-growing women’s health platforms in the U.S., Allara is bridging long-overlooked gaps in healthcare for women. The Opportunity We’re hiring board-certified Family Nurse Practitioners who want to focus on what matters most: delivering exceptional care to women with complex hormonal and metabolic conditions. To learn more about our mission and clinical approach, visit allarahealth.com http://allarahealth.com. Location: Fully remote within the U.S. Your Impact - Conduct thorough patient assessments and develop personalized treatment plans via video visits - Collaborate with a multidisciplinary care team to deliver the highest standards of care - Complete required trainings and uphold Allara's clinical policies, standards, and best practices - Educate patients on preventive care and wellness using evidence-based strategies - Maintain accurate, up-to-date patient records and complete charting in a timely manner - Respond to patient questions and administrative messages with clarity and care - Dedicate a minimum of 10 patient-facing hours per week, including consultations and medical guidance, with prescribing when clinically appropriate   Primary Clinical focus - PCOS, Hypothyroidism / Hashimoto's, Metabolic Syndrome, Menopause / Perimenopause / HRT, PMDD, Obesity / Weight Management, Diabetes, Hyperlipidemia, and Anxiety/Depression (mild to moderate) Required Qualifications - Certification: Active national board certification as a Nurse Practitioner - Experience: Minimum of 2 years of consecutive experience as a Nurse Practitioner specializing in women's health and treating chronic conditions - Clinical Independence: Proven ability to function as an autonomous provider with strong diagnostic judgment and critical thinking skills - Communication: Exceptional written and verbal communication, with an emphasis on compassion and clarity - Webside Manner: A natural ability to build trust and connection with patients in a virtual setting - Evidence-Based Practice: A genuine commitment to delivering care rooted in current clinical research - Technical Proficiency: Comfortable working across multiple platforms including EMR systems, text expanders, Gmail, Google Calendar, Zoom, and scheduling tools - Telemedicine Experience: Prior telehealth experience is a plus - State License Requirements and Hiring Considerations: An active, unrestricted, and unencumbered professional license in at least one U.S. state is required; Licensure in multiple states strongly preferred. A note on state licensing: All active and pending licenses held at the time of application are collected and reviewed during our process. Hiring decisions reflect current state-level needs, which evolve over time. Applicants may not move forward immediately if there is no active need in their licensed states. We regularly revisit candidates as needs expand and when experience, licensure, and role requirements align. What Allara Offers - 1099 Contract: The flexibility and autonomy of an independent contractor arrangement - 1099 Longevity Recognition Bonus - Competitive Compensation: Per-visit rates plus additional pay for charting, administrative tasks, and other patient-related work - Fully Remote: Work from anywhere in the U.S. - Flexible Scheduling: Set hours that fit your life, not the other way around - Malpractice Insurance: Comprehensive coverage provided at no cost to you - Mission-Driven Work: Help transform the standard of care for women living with conditions that have historically been underdiagnosed and undertreated - Collaborative Provider Network: Connect with and learn from a community of skilled, like-minded Allara clinicians - Inclusive Culture: Join a supportive, diverse team that values innovation, equity, and belonging At Allara https://www.allarahealth.com/, we believe in celebrating everything that makes us human and are proud to be an equal-opportunity workplace. We embrace diversity and are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better we can serve our members. We’re an Equal Opportunity Employer and do not discriminate against candidates or patients based on race, color, gender, sexual orientation, gender identity or expression, age, religion, disability, national origin, protected veteran status, or any other status protected by applicable federal, state, or local law.

Location: San Francisco, CA, United States, Austin, TX, United States WHAT IS BOX? Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift. WHY BOX NEEDS YOU As a Mid-Market Sales Manager, you will lead a team of Account Executives that focus on closing pivotal deals in accounts experiencing high growth. You will join a team of highly motivated, energetic sales professionals that take pride in landing new customers, running strategic sales cycles and delivering the Box message to a wide base of accounts across various industries. Executive presence, strategic thinking and the ability to inspire your team (both direct reports and extended team members) to achieve optimal performance are all critical to success in this role. WHAT YOU'LL DO Hire, train and manage a team of Mid-Market Account Executives Develop Mid-Market AEs for career growth within the Box Sales organization Actively participate in customer on-sites, calls, and any other assistance your team needs in getting deals closed Report on sales metrics and forecast to senior sales management Motivate individuals and team to exceed objectives through coaching and mentorship Actively use Salesforce.com to manage sales process, and set standards for performance metrics WHO YOU ARE We are an AI-first company. This means you approach your work with a growth mindset and find ways to leverage AI to help make faster, smarter decisions that will 10X your impact at Box. 5+ years of solution sales experience 2+ years experience managing, hiring and training Account Executives to achieve performance goals Prior success in ECM, Cloud, or SaaS sales management Proven successful track record of exceeding quotas Excellent communication, business acumen organizational and time management skills Robust Salesforce.com analysis and reporting and forecasting skillset Box lives its values, with community and in-person collaboration being a core part of our culture. Boxers are expected to work from their assigned office a minimum of 3 days per week.Your Recruiter will share more about how we work and company culture during the hiring process. At Box, we believe unique and diverse experiences benefit our culture, our products, our customers, our company, and our world. We aim to recruit a passionate, high-performing workforce that reflects the world we live in. If you are head-over-heels about this role but unsure if you meet all the requirements, we encourage you to apply! EQUAL OPPORTUNITY We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability, and any other protected ground of discrimination under applicable human rights legislation. Box strives to respect the dignity and ‎‎independence of people with disabilities and is committed to giving them the same ‎‎opportunity to succeed as all other employees. Inclusiveness is core to our culture at Box, and we strive to ensure you get the most from your interview experience. Box makes reasonable accommodations for applicants with disabilities. If a reasonable accommodation is needed to participate in the job application or interview process, please complete this form . Reasonable accommodations may include scheduling adjustments, document dictation and beyond. Notice to applicants in Los Angeles:  Box, Inc and its related branches will consider for employment, qualified applicants with criminal histories in a manner consistent with the Los Angeles Fair Chance Ordinance.  The Fair Chance Ordinance is provided here . Notice to applicants in San Francisco:  Box, Inc and its related branches will consider for employment, qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.  The Fair Chance Ordinance is provided here . For details on how we protect your information when you apply, please see our Personnel Privacy Notice. If you are a California-resident, please read our California Applicant & Candidate Privacy Notice here . NOTICE OF USE OF AI At Box, we believe in the power of AI to improve the recruiting process while keeping people at the heart of every decision. For more information on the use of AI in our hiring process, please visit our webpage here . Box is committed to fair and equitable compensation practices. Actual base salary (or OTE if commissionable role) is dependent upon factors such as: knowledge, skill level, experience, and work location. This role is also eligible for equity and benefits. For more information , check out our benefits and perks . In accordance with OFCCP compliance, here is the Pay Transparency Provision . San Francisco Pay Range $260,500 — $325,500 USD

Location: 301 Grant Street Suite 470, Pittsburgh, PA 15219 LOCATION: Hybrid to Pittsburgh, PA, if do not live in that area can be flexible (would expect visits 2-3 days a month in Pittsburgh). Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: A Surety Director oversees the issuance and management of contract and commercial surety bonds, ensuring portfolio profitability and driving business development. Core responsibilities typically include risk assessment, agency relationship management, and strategic market growth. Key Responsibilities Client Relationship & Surety Risk Management: Analyzes performance of portfolio as well as individual account performance and develops appropriate action to drive profitable growth based upon the analysis.", as noted by Nationwide Careers. Review and approve complex underwriting decisions and high-authority bond requests in compliance with corporate risk appetite. Monitor risk selection, pricing choices, and contract/commercial surety program results. Leadership & Strategy: Manage department workflow, set performance metrics, and direct staff development. Formulate regional or national territory sales plans to hit top- and bottom-line financial objectives. Business Development & Relations: Cultivate strong partnerships with key agents, brokers, and construction or corporate clients. Represent the firm in professional networks and industry associations like the NASBP or CFMA. Qualifications & Requirements Education: Bachelor’s degree in finance, business, risk management, or a related field. Experience: Minimum of 5 to 10 years of progressive surety and portfolio management experience, including leadership history. Licenses & Designations: Active Property and Casualty (P&C) license and professional credentials such as the Associate in Fidelity and Surety Bonding (AFSB) preferred. Skills: Advanced financial statement and credit analysis, expert knowledge of contract/commercial surety markets, and strong sales & negotiation abilities COMPENSATION: Exempt: The base salary range for this position is $175,000 – $200,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting. Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-TM1 #LI-Hybrid

Location: Charlotte, NC Workplace: Remote We are hiring a field-based Provider Partnerships Manager who thrives on building relationships in medical settings, driving growth, and helping practices connect their patients to timely psychiatric care. This role blends new business prospecting with account ownership and field engagement. You will build relationships with medical practices and health systems in your territory, educate providers and supporting staff on Talkiatry’s services, support referral success, and grow adoption over time. This is a quota-carrying, field-forward role (approximately 75% territory travel) designed for someone who loves meeting providers in person, growing partnerships, and owning market success.   You're the ideal candidate if you’re ambitious and thrive in dynamic environments. You seek opportunities to take ownership, move fast, and see the direct impact of your work. You’re driven by purpose, motivated by helping providers connect patients to the care they need, and you bring a builder’s mindset to every relationship, opportunity, and challenge. You’re a collaborative, people person who draws energy from being in the field and building relationships. Sitting behind a desk and living in spreadsheets drains you; building trust with clinicians and staff motivates you. You’re equally at home nurturing relationships and driving results. You’re competitive in the best way, motivated by growth, inspired by goals, and proud to be accountable for outcomes.   ABOUT TALKIATRY Talkiatry is transforming mental health care by making high-quality psychiatry more accessible, human, and sustainable for both patients and clinicians. Co-founded by a patient and a triple-board-certified psychiatrist, we were built to solve one of healthcare’s most urgent challenges: millions of people struggle to access mental health care, while clinicians face growing administrative burden and burnout. Through our technology-powered, in-network platform, we’re changing that, creating a better experience for patients and empowering clinicians to focus on delivering exceptional care.   Today, Talkiatry is the largest dedicated psychiatry practice in the U.S., with 750+ psychiatrists, 250+ therapists, and more than two million patient visits delivered nationwide. At our scale, every innovation has real impact. Every workflow we improve, every technology solution we build, and every patient experience we redesign helps thousands of clinicians provide better care to hundreds of thousands of patients. We’re not just growing quickly — we’re redefining how behavioral healthcare is delivered in America.   Joining Talkiatry means joining a mission-driven team that is solving complex problems at scale, driving meaningful change in healthcare, and building the future of mental health care with compassion, innovation, and purpose.   YOU WILL: - Build and strengthen relationships with physicians, practice administrators, clinical leaders, and referral teams - Prospect and convert new medical practices into ongoing referral partners - Manage and grow a book of existing accounts, increasing referral volume and provider satisfaction - Execute strategic territory plans to hit and exceed referral growth and provider retention targets - Lead in-office visits, practice presentations, lunch-and-learns, and community outreach - Establish workflows, troubleshoot barriers, and ensure smooth referral processes - Maintain accurate and timely account activity in CRM (HubSpot) - Represent Talkiatry at industry events, community partnerships, and relevant health system function   YOU ARE: - Ambitious, self-driven, and motivated by results - Emotionally intelligent, collaborative and able to connect authentically with diverse stakeholders - A natural relationship-builder who thrives in the field and enjoys face-to-face engagement - Competitive and goal-oriented, with a proven track record of hitting or exceeding growth targets - Consultative in your approach—you educate, influence, and earn trust - Organized, resourceful, and accountable to performance metrics - Passionate about improving access to mental health care and helping providers better serve their patients   YOU HAVE: - 3-6 years in healthcare or healthcare adjacent field sales, physician liaison, clinical outreach, or business development - Proven ability to meet or exceed referral or sales growth targets - Experience influencing clinicians, administrators, or healthcare stakeholders strongly preferred - Comfort working in a fast-growth environment with autonomy and responsibility - CRM proficiency (HubSpot or Salesforce preferred) - Bachelor's degree in Business, Communications, Healthcare Administration, Psychology, or a related field - Ability to travel within assigned territory approximately 75% of the time - Conversationally fluent in Spanish and English   WE OFFER: - Competitive compensation with uncapped bonus potential - Field autonomy with strong cross-functional support (clinical, operations, marketing) - A mission-driven culture focused on expanding access to mental health care - A team-first environment rooted in collaboration, knowledge sharing, and shared success - Career growth and development, including coaching and a clear advancement path as we scale - Regular team learning sessions, playbook sharing, and field enablement - The opportunity to have real impact in your community while building a market from the ground up - You won’t be just a rep—you’ll be a market leader, a trusted partner to providers, and a key voice shaping how communities access psychiatric care.   WHY TALKIATRY: - Top-notch team: we're a diverse, experienced group motivated to make a difference in mental health care - Collaborative environment: be part of building something from the ground up at a fast-paced startup - Excellent benefits: medical, dental, vision, effective day 1 of employment, 401K with match, generous PTO plus paid holidays, paid parental leave, and more! - Grow your career with us: hone your skills and build new ones with our Learning team as Talkiatry expands - It all comes back to care: we’re a mental health company, and we put our team’s well-being first   Talkiatry participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. only after a job offer is accepted and Form I-9 is completed. For more information on E-Verify, please visit the following: EVerify Participation https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.e-verify.gov%2Fsites%2Fdefault%2Ffiles%2Feverify%2Fposters%2FEVerifyParticipationPoster.pdf&data=05%7C01%7Cjill.steger%40talkiatry.com%7Cfe829943872e4bc8dc7b08db83d3c99d%7C803a6c90ec724384b2c01a376841a04b%7C0%7C0%7C638248717875458398%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=qFgJNzh246Js%2FFqdsb9OZgN55rg5GpsB0wjiTvkPn9w%3D&reserved=0 & IER Right to Work https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.e-verify.gov%2Fsites%2Fdefault%2Ffiles%2Feverify%2Fposters%2FIER_RighttoWorkPoster.pdf&data=05%7C01%7Cjill.steger%40talkiatry.com%7Cfe829943872e4bc8dc7b08db83d3c99d%7C803a6c90ec724384b2c01a376841a04b%7C0%7C0%7C638248717875458398%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=ivUqrPtiBjGVkMzpMBSYalwvm2Zxhj%2BScqVUX2OfqUA%3D&reserved=0.   At Talkiatry, we are an equal opportunity employer committed to a diverse, inclusive, and equitable workplace and candidate experience. We strive to create an environment where everyone has a sense of belonging and purpose, and where we learn from the unique experiences of those around us.   We encourage all qualified candidates to apply regardless of race, color, ancestry, religion, national origin, sexual orientation, age, citizenship, marital or family status, disability, gender, gender identity or expression, pregnancy or caregiver status, veteran status, or any other legally protected status.

Location: Westchester, NY Workplace: Remote We are hiring a field-based Provider Partnerships Manager who thrives on building relationships in medical settings, driving growth, and helping practices connect their patients to timely psychiatric care. This role blends new business prospecting with account ownership and field engagement. You will build relationships with medical practices and health systems in your territory, educate providers and supporting staff on Talkiatry’s services, support referral success, and grow adoption over time. This is a quota-carrying, field-forward role (approximately 75% territory travel) designed for someone who loves meeting providers in person, growing partnerships, and owning market success. The Ideal Candidate: You’re ambitious and thrive in dynamic environments. You seek opportunities to take ownership, move fast, and see the direct impact of your work. You’re driven by purpose, motivated by helping providers connect patients to the care they need, and you bring a builder’s mindset to every relationship, opportunity, and challenge. You’re a collaborative, people person who draws energy from being in the field and building relationships. Sitting behind a desk and living in spreadsheets drains you; building trust with clinicians and staff motivates you. You’re equally at home nurturing relationships and driving results. You’re competitive in the best way, motivated by growth, inspired by goals, and proud to be accountable for outcomes. ABOUT TALKIATRY: Talkiatry is transforming mental health care by making high-quality psychiatry more accessible, human, and sustainable for both patients and clinicians. Co-founded by a patient and a triple-board-certified psychiatrist, we were built to solve one of healthcare’s most urgent challenges: millions of people struggle to access mental health care, while clinicians face growing administrative burden and burnout. Through our technology-powered, in-network platform, we’re changing that, creating a better experience for patients and empowering clinicians to focus on delivering exceptional care.   Today, Talkiatry is the largest dedicated psychiatry practice in the U.S., with 900+ psychiatrists, 400+ therapists, and more than 4 million patient visits delivered nationwide. At our scale, every innovation has real impact. Every workflow we improve, every technology solution we build, and every patient experience we redesign helps thousands of clinicians provide better care to hundreds of thousands of patients. We’re not just growing quickly — we’re redefining how behavioral healthcare is delivered in America.   Joining Talkiatry means joining a mission-driven team that is solving complex problems at scale, driving meaningful change in healthcare, and building the future of mental health care with compassion, innovation, and purpose. You will: - Build and strengthen relationships with physicians, practice administrators, clinical leaders, and referral teams - Prospect and convert new medical practices into ongoing referral partners - Manage and grow a book of existing accounts, increasing referral volume and provider satisfaction - Execute strategic territory plans to hit and exceed referral growth and provider retention targets - Lead in-office visits, practice presentations, lunch-and-learns, and community outreach - Establish workflows, troubleshoot barriers, and ensure smooth referral processes - Maintain accurate and timely account activity in CRM (HubSpot) - Represent Talkiatry at industry events, community partnerships, and relevant health system functions You are: - Ambitious, self-driven, and motivated by results - Emotionally intelligent, collaborative and able to connect authentically with diverse stakeholders - A natural relationship-builder who thrives in the field and enjoys face-to-face engagement - Competitive and goal-oriented, with a proven track record of hitting or exceeding growth targets - Consultative in your approach—you educate, influence, and earn trust - Organized, resourceful, and accountable to performance metrics - Passionate about improving access to mental health care and helping providers better serve their patients You have: - 3-6 years in healthcare or healthcare adjacent field sales, physician liaison, clinical outreach, or business development - Proven ability to meet or exceed referral or sales growth targets - Experience influencing clinicians, administrators, or healthcare stakeholders strongly preferred - Comfort working in a fast-growth environment with autonomy and responsibility - CRM proficiency (HubSpot or Salesforce preferred) - Bachelor's degree in Business, Communications, Healthcare Administration, Psychology, or a related field - Ability to travel within assigned territory approximately 75% of the time What We Offer - Competitive compensation with uncapped bonus potential - Field autonomy with strong cross-functional support (clinical, operations, marketing) - A mission-driven culture focused on expanding access to mental health care - A team-first environment rooted in collaboration, knowledge sharing, and shared success - Career growth and development, including coaching and a clear advancement path as we scale - Regular team learning sessions, playbook sharing, and field enablement - The opportunity to have real impact in your community while building a market from the ground up - You won’t be just a rep—you’ll be a market leader, a trusted partner to providers, and a key voice shaping how communities access psychiatric care. Why Talkiatry - Top-notch team: we're a diverse, experienced group motivated to make a difference in mental health care - Collaborative environment: be part of building something from the ground up at a fast-paced startup - Excellent benefits: medical, dental, vision, effective day 1 of employment, 401K with match, generous PTO plus paid holidays, paid parental leave, and more! - Grow your career with us: hone your skills and build new ones with our Learning team as Talkiatry expands - It all comes back to care: we’re a mental health company, and we put our team’s well-being first Talkiatry participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. only after a job offer is accepted and Form I-9 is completed. For more information on E-Verify, please visit the following: EVerify Participation https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.e-verify.gov%2Fsites%2Fdefault%2Ffiles%2Feverify%2Fposters%2FEVerifyParticipationPoster.pdf&data=05%7C01%7Cjill.steger%40talkiatry.com%7Cfe829943872e4bc8dc7b08db83d3c99d%7C803a6c90ec724384b2c01a376841a04b%7C0%7C0%7C638248717875458398%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=qFgJNzh246Js%2FFqdsb9OZgN55rg5GpsB0wjiTvkPn9w%3D&reserved=0 & IER Right to Work https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.e-verify.gov%2Fsites%2Fdefault%2Ffiles%2Feverify%2Fposters%2FIER_RighttoWorkPoster.pdf&data=05%7C01%7Cjill.steger%40talkiatry.com%7Cfe829943872e4bc8dc7b08db83d3c99d%7C803a6c90ec724384b2c01a376841a04b%7C0%7C0%7C638248717875458398%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=ivUqrPtiBjGVkMzpMBSYalwvm2Zxhj%2BScqVUX2OfqUA%3D&reserved=0.     At Talkiatry, we are an equal opportunity employer committed to a diverse, inclusive, and equitable workplace and candidate experience. We strive to create an environment where everyone has a sense of belonging and purpose, and where we learn from the unique experiences of those around us.    We encourage all qualified candidates to apply regardless of race, color, ancestry, religion, national origin, sexual orientation, age, citizenship, marital or family status, disability, gender, gender identity or expression, pregnancy or caregiver status, veteran status, or any other legally protected status.

Location: London, United Kingdom Role: VP Operations Reports to: CEO / Founder Working model: On-site, London Working Hours 9am-6pm Role snapshot Mission: turn OneDome’s acquisition-led strategy into predictable, high-quality execution across platform, operations and partners. Primary focus: operating-model design (post-acquisition), completion certainty, and operational efficiency in a regulated environment. You are the ‘programme manager on steroids’: you hold the whole machine in your head, zoom in/out fast, and relentlessly drive delivery. Key partners: CEO, Chief of Staff, Product/Tech/Data leaders, Commercial/Partnerships, Risk/Compliance, and heads of acquired businesses. Success is measured in completions, time-to-complete, cost-to-serve, partner performance, and operational risk outcomes—not activity. The opportunity This is a pivotal hire - OneDome has scaled quickly through acquisition and now needs a VP of Operations who can industrialise execution: remove duplicated legacy ways of working, create clarity of ownership, and build an operating cadence that makes performance repeatable. Key responsibilities Build and run the operating model: forums, governance, decision rights, OKRs/KPIs and cross-functional rituals that connect strategy to day-to-day delivery. Lead post-acquisition integration: align processes, tooling, handoffs and incentives across acquired entities and the ‘mothership’ while protecting business continuity. Own end-to-end completion performance: reduce friction and time-to-complete across mortgage, conveyancing and ancillary services; improve customer certainty and unit economics. Drive partner operations at scale: set standards, SLAs and performance management across lenders, brokers, conveyancers, surveyors and other third parties. Partner with Product/Tech/Data to prioritise automation and workflow tooling that de-risks operations, increases transparency, and surfaces issues early. Strengthen operational risk: embed controls and auditability into operational processes, working closely with specialist risk/compliance functions to protect brand trust. Build a high-performing operations organisation: structure teams, hire/coach leaders, create playbooks, and establish a culture of pace, detail and accountability. Create a continuous improvement engine: instrument processes, diagnose failure points with data, and run systematic improvement cycles. What success looks like First 90 days Complete a diagnostic of the current operating model, integration backlog, operational metrics and partner performance. Agree a clear 100-day plan with the CEO/Chief of Staff: integration priorities, quick wins, and the next operating cadence. Implement a visible governance rhythm (weekly/bi-weekly) with clean OKRs/KPIs and owners; remove ambiguity on decision rights. Deliver early improvements in at least one high-friction area of the completion journey to build momentum. 12 months A repeatable integration playbook that reduces time-to-integrate and avoids ‘legacy sprawl’. Material improvement in completion rate and time-to-completion, with clear attribution to operational changes. A stable, scalable operating cadence with reliable forecasting of delivery, partner performance and operational risk hotspots. An operations team with strong middle leadership and clear accountability across the group. Person specification Essential experience 3-5 years of demonstrable operations leadership (COO/VP Ops/Head of Operations) in a fintech start-up/scale-up; marketplace and regulated delivery experience strongly valued. Proven post-acquisition integration leadership: simplifying multi-entity operating models, harmonising processes and improving execution metrics. Deep experience running multi-party delivery models reliant on external partners, with rigorous performance management. Strong data fluency: uses funnel, operational and financial metrics to prioritise work, diagnose issues and make trade-offs. Demonstrated ability to build cadence, accountability and pace in fast-moving, ambiguous scale-up environments. Desirable Formal programme delivery training (e.g., PRINCE2 / MSP / PgMP) or equivalent ‘battle-tested’ experience. Experience in FCA-influenced or similarly regulated environments; comfort embedding controls without slowing the business to a crawl. Exposure to mortgage, conveyancing, insurance, or other high-stakes customer journeys. Behaviours and motivations Structured and detail-obsessed: enjoys making messy, inherited processes clean and scalable. High ownership, low ego: will get into the weeds, fix problems, then systematise and delegate. Fast, clear thinker: can hold complexity and still communicate simply to drive decisions. Bias for action with sound judgement: knows when to move fast and when to slow down for risk and reputation. Location and package UK-based (London preferred) Competitive base + bonus + meaningful equity/LTI, aligned to long-term value creation Why join OneDome Own the operating model of a completion-led platform where operational performance directly drives revenue, profitability and trust. Work directly with the CEO and Chief of Staff on the highest-impact priorities (integration, execution, and scaling). Build a career-defining track record in an acquisition-rich, regulated scale-up environment. Meaningful upside through equity/LTI tied to the value created by better completion, efficiency and execution About OneDome OneDome is a UK-based housing and fintech technology platform building an AI-powered platform to simplify life’s biggest financial decisions — from buying a first home to building and pro-tecting long-term wealth. The platform brings together property discovery, mortgage origination, legal and transaction ser-vices, insurance, and financial planning into a single, end-to-end digital experience. OneDome’s flagship HomeBuyer Service reimagines home ownership as a retail-style product, bundling every-thing required to purchase a home into one transparent, fixed-price offering. Beyond home purchases, the platform supports customers across the full lifecycle of home ownership and personal finance. OneDome operates at scale, working with a nationwide network of over 500 mortgage brokers and arranging approximately $1.4 billion in mortgage volume per month, positioning the company among the largest housing and mortgage platforms in the UK. The company is profitable and has been recognised for rapid, capital-efficient growth, including being ranked the 4th fastest-growing fintech and 17th fastest-growing technology company by the Deloitte Fast 50 in 2025, and the 6th fastest-growing tech company by the Sunday Times Tech 100 in 2026. Backed by Channel 4 Ventures and family offices across the UK, Saudi Arabia, the United States, and Australia, OneDome is building the next generation housing and fintech super-platform , re-placing fragmented, manual processes with a modern, data-driven, AI-enabled consumer experience. Salary: £120,000 – £140,000 / year

Location: 134 E Washington St, New Castle PA 16101 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide With locations spread out across the US, our local market knowledge and industry expertise helps support our clients' regional and global needs We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! Our division of EPIC, Treloar & Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals. We specialize in helping clients secure their financial future through tailored insurance solutions and expert guidance. LOCATION: New Castle, PA (On-site) Greater New Castle region, including nearby communities in PA and OH ZIP Codes : 15009, 15010, 16112, 44512, 44403, 16001, 44406, 16066, 16116, 16117, 16127, 16148, 44425, 16137, 16101 WHAT YOU'LL DO Receive communication from insurance companies regarding our clients’ policies and respond accordingly Provide courtesy notifications to clients whose premium payments are late Assist clients with servicing of existing policies, including: Beneficiary and ownership changes Bank changes Premium mode changes Duplicate policy requests Agent of Record changes Coverage reductions Over-age policy conversion Lapse and reinstatement Cancellation Death claims Update database to reflect policy changes and changes to client contact information Communicate with clients’ financial institutions and insurance companies to process collateral assignments of life insurance policies Process policy suspension due to military deployment and reinstatement from suspension Provide high-quality customer service to established clientele WHAT YOU’LL BRING: High School Diploma or equivalent required Preferred Skills High-level customer service skills Superior attention to detail Ability to multitask and balance demanding workload in a fast-paced environment Strong Microsoft Office skills, especially Outlook and Word COMPENSATION: Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package. Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data . WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . #LI-SG1 #LI-Onsite

Location: United States Workplace: OnSite POSITION OVERVIEW Ready to break free from clinic burn-out and build something that is truly yours? At Finni Health, we were built with a single mission: to empower passionate BCBAs to launch, own, and lead their own thriving practices. For far too long, dedicated providers have been overworked, undervalued, and boxed in by traditional clinic models. It’s time for a change—and you can be the one to lead it. We are hunting for visionary practice owners ready to partner with us in expanding access to world-class autism care. By pairing our cutting-edge software suite with your clinical expertise, our all-in-one launchpad gives you complete freedom to deliver the ethical, life-changing care every family deserves. Whether your dream is to transform your local community or to provide services for underserved families within state lines, we will stand by your side to build your therapy practice from the ground up. Take the driver's seat of your career, rekindle your passion for ABA, and help us lay the foundation to empower BCBAs nationwide. Your practice starts here. Let's build it together. Learn more here: https://www.finnihealth.com/providers https://www.finnihealth.com/providers What the role entails! - Launch with Built-In Infrastructure: Collaborate with our team using our pre-built guidelines, handbooks, and clinical operations frameworks to get your practice up and running seamlessly. - Hassle-Free Billing & Payor Management: Partner directly with our insurance experts to handle billing, clear payor requirements, and meet submission deadlines—so you actually get paid on time without the administrative headaches. - Lead & Mentor Your Clinical Team: Provide impactful field and virtual supervision for Behavior Technicians, delivering real-time feedback and training to ensure top-tier ABA intervention delivery. - Deliver Meticulous, Evidence-Based Care: Conduct functional assessments, craft progress reports, and continuously adapt treatment plans grounded in the latest research findings. - Empower Families & Caregivers: Collaborate directly with families to design customized behavior support strategies and deliver hands-on intervention training to parents and staff alike. Qualifications - Master's Degree in Applied Behavioral Analysis, Special Ed, Psychology, or Related Field - Valid BCBA Certification. - Applicable licensure to practice within the state hired. - Minimum three years experience in ABA, with supervisory roles preferred. - Strong leadership skills. - Strong oral and written communication skills. Why partner with Finni? Starting a practice used to be risky, overwhelming, and lonely. We fixed that. Finni handles the heavy lifting so you can focus on what you love—delivering exceptional care and owning your future. - Be a Trailblazer: Transform the ABA landscape by bringing high-quality, personalized care to families who need it most. - Ethics Over Output: You protect your workload. No bloated caseloads, no burnout culture—just world-class care delivered by supported providers. - Unmatched Mentorship & Resources: Gain full access to top-tier training curricula, clinical tools, and continuous mentorship to elevate your team’s expertise. - Ongoing Support: Turn your dream of practice ownership into reality with a team built entirely around your success. Compensation Package: - Imagine a career where your paycheck has no ceiling and your drive directly dictates your success. With unlimited earning potential, your effort isn't just rewarded—it's multiplied. Break past fixed salaries, take complete ownership of your income, and build the financial freedom you’ve always wanted. How far you go is entirely up to you. Schedule: - Flexible License/Certification: - BCBA (Required) #PracticeOwner

Location: 350 South Grand Avenue Suite 4500, Los Angeles, CA 90071 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! SENIOR CLIENT MANAAGER- REAL ESTATE COMMERCIAL LINES OF INSURANCE LOCATION: The role can located out of our Newport Beach, or Los Angeles, CA office with a hybrid work schedule; in office 2x a week. SUMMARY: The Senior Client Manager is a senior, client-facing individual contributor responsible for managing the day-to-day delivery of service for complex commercial Property & Casualty insurance programs. This role partners closely with Producers, Client Executives, Client Advocates, carrier partners, and other internal resources to execute client strategies, coordinate renewals, analyze exposures, and deliver responsive, high-quality service throughout the insurance lifecycle. The Senior Client Manager II serves as the primary day-to-day client contact and provides technical consultation regarding coverage, contract requirements, policy administration, and risk management solutions. Working in alignment with the Client Executive and Producer, this role translates broader client strategies into actionable service plans, manages account-level deliverables, and helps ensure client commitments are completed accurately and on time. The Senior Client Manager II also provides mentoring, technical guidance, and knowledge-sharing to service team members while contributing to operational excellence, consistency, and overall client satisfaction. You will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference.  Creativity and independent thinking are valued throughout our organization.  To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions ESSENTIAL DUTIES & RESPONSIBILITIES: Client Service & Account Management Serve as the primary day-to-day client contact for assigned accounts, working in partnership with the Client Executive and Producer to deliver an aligned client experience. Establish and maintain strong client relationships through proactive communication, technical consultation, responsiveness, and follow-through. Research and respond to client questions regarding coverage, policy interpretation, contractual risk transfer, insurance requirements, and risk management matters. Review client insurance programs and identify potential coverage gaps, exposure concerns, coverage enhancements, and risk management solutions. Manage and oversee day-to-day service activities, including endorsements, policy changes, certificates of insurance, binders, audits, premium financing, invoicing, allocations, and other account servicing activities. Coordinate with carriers, wholesalers, Claims, Risk Control, legal counsel, and other internal and external resources to address client needs. Prepare and review schedules of insurance, coverage summaries, benchmarking information, stewardship reports, presentations, and other client-facing deliverables. Maintain complete and accurate agency management and document management system records and ensure activities meet applicable quality, documentation, and service standards. Manage open items, service timelines, and client commitments to ensure timely and accurate completion of deliverables. Facilitate client meetings, educational sessions, stewardship reviews, and other client engagement activities as appropriate. Partner with Claims and carrier resources to support the resolution of client claim matters. Serve as an initial escalation point for complex service matters and coordinate with the Client Executive, Producer, Client Service Leader, or other appropriate resources when broader relationship, coverage, or strategic intervention is needed. Renewal Strategy & Execution Coordinate internal renewal planning meetings and manage renewal timelines, deliverables, action items, and accountabilities. Partner with the Client Executive and Producer to evaluate loss experience, exposure changes, market conditions, coverage structure, and overall program performance. Develop technical analyses and recommendations that support renewal strategy and program design decisions. Support external renewal strategy meetings by preparing materials, providing technical consultation, documenting decisions, and coordinating follow-up activities. Lead the collection, review, validation, and analysis of exposure information, loss data, applications, and underwriting information. Coordinate submission development and marketing activities in alignment with the strategy established by the Client Executive and Producer. Prepare high-quality submissions and supporting documentation for the marketplace. Analyze carrier quotations, coverage terms, conditions, exclusions, pricing, and program alternatives. Provide recommendations regarding program structure, deductibles, limits, coverage enhancements, and other program considerations. Support carrier negotiations and, where appropriate, negotiate coverage terms, conditions, and pricing within the established client strategy. Participate in proposal development and client presentations, providing technical consultation regarding coverage options and recommendations. Coordinate binding activities, including orders to bind, coverage confirmations, evidence of insurance, and policy issuance. Oversee policy checking, carrier corrections, and final policy delivery. Develop billing allocations and coordinate accurate and timely renewal invoicing. Leadership & Team Support Provide mentoring, technical guidance, and knowledge-sharing to Client Managers, Account Managers, Assistant Account Managers, and other service team members. Coordinate and assign account-level service activities consistent with established team roles while maintaining accountability for assigned deliverables. Support onboarding and training through process guidance, account knowledge transfer, and technical instruction. Share expertise regarding coverage interpretation, policy analysis, documentation standards, renewal processes, and service best practices. Support department initiatives focused on operational efficiency, service consistency, quality, technology adoption, and employee development. Foster effective collaboration among client service, sales, Claims, Risk Control, carriers, and other internal and external REQUIREMENTS: Advanced knowledge of commercial Property & Casualty insurance, including major coverage lines and complex commercial exposures. Strong technical ability to analyze policies, endorsements, contracts, loss information, exposure data, and other insurance-related documentation. Demonstrated experience managing complex renewal and account-service processes. Strong client relationship, consultation, negotiation, presentation, and communication skills. Ability to recognize coverage and service issues, evaluate alternatives, and recommend appropriate solutions. Strong analytical and problem-solving skills with the ability to exercise sound judgment. Strong project management, organization, prioritization, and time-management skills. Ability to coordinate multiple stakeholders, competing priorities, and deadlines with limited oversight. Advanced proficiency in Microsoft Office and applicable agency and document management systems. Demonstrated ability to leverage technology, data, and emerging AI solutions to improve workflows, documentation quality, client deliverables, accuracy, and service efficiency. Ability to quickly develop proficiency in applicable internal, carrier, and client-service systems. High level of professionalism, discretion, and commitment to delivering high-quality client experiences. SUPERVISORY RESPONSIBILITIES: N/A EDUCATION and/or EXPERIENCE: Bachelor's degree preferred. Generally, 7 or more years of commercial Property & Casualty insurance experience, including significant experience in a client-facing account management role. Demonstrated experience managing complex middle-market and/or large commercial accounts. Experience coordinating renewals, analyzing coverage, evaluating insurance programs, and providing consultative client solutions. Demonstrated experience providing technical guidance, mentoring, or account leadership to service team members preferred. Relevant insurance industry designations such as CPCU, ARM, CIC, CRM, CRIS, or equivalent preferred. CERTIFICATES, LICENSES, REGISTRATIONS: Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education Valid driver’s license PHYSICAL DEMANDS: The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. The noise level in the work environment is typically moderate, with minimal exposure to physical risk. OTHER DUTIES: This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice. The national average salary for this role is $125,000 to $155,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . #LI-LL1 #LI-Hybrid

Location: 4675 MacArthur Court, Suite 750, Newport Beach, CA 92660 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! SENIOR CLIENT MANAAGER- REAL ESTATE COMMERCIAL LINES OF INSURANCE LOCATION: The role can located out of our Newport Beach, or Los Angeles, CA office with a hybrid work schedule; in office 2x a week. SUMMARY: The Senior Client Manager is a senior, client-facing individual contributor responsible for managing the day-to-day delivery of service for complex commercial Property & Casualty insurance programs. This role partners closely with Producers, Client Executives, Client Advocates, carrier partners, and other internal resources to execute client strategies, coordinate renewals, analyze exposures, and deliver responsive, high-quality service throughout the insurance lifecycle. The Senior Client Manager II serves as the primary day-to-day client contact and provides technical consultation regarding coverage, contract requirements, policy administration, and risk management solutions. Working in alignment with the Client Executive and Producer, this role translates broader client strategies into actionable service plans, manages account-level deliverables, and helps ensure client commitments are completed accurately and on time. The Senior Client Manager II also provides mentoring, technical guidance, and knowledge-sharing to service team members while contributing to operational excellence, consistency, and overall client satisfaction. You will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference.  Creativity and independent thinking are valued throughout our organization.  To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions ESSENTIAL DUTIES & RESPONSIBILITIES: Client Service & Account Management Serve as the primary day-to-day client contact for assigned accounts, working in partnership with the Client Executive and Producer to deliver an aligned client experience. Establish and maintain strong client relationships through proactive communication, technical consultation, responsiveness, and follow-through. Research and respond to client questions regarding coverage, policy interpretation, contractual risk transfer, insurance requirements, and risk management matters. Review client insurance programs and identify potential coverage gaps, exposure concerns, coverage enhancements, and risk management solutions. Manage and oversee day-to-day service activities, including endorsements, policy changes, certificates of insurance, binders, audits, premium financing, invoicing, allocations, and other account servicing activities. Coordinate with carriers, wholesalers, Claims, Risk Control, legal counsel, and other internal and external resources to address client needs. Prepare and review schedules of insurance, coverage summaries, benchmarking information, stewardship reports, presentations, and other client-facing deliverables. Maintain complete and accurate agency management and document management system records and ensure activities meet applicable quality, documentation, and service standards. Manage open items, service timelines, and client commitments to ensure timely and accurate completion of deliverables. Facilitate client meetings, educational sessions, stewardship reviews, and other client engagement activities as appropriate. Partner with Claims and carrier resources to support the resolution of client claim matters. Serve as an initial escalation point for complex service matters and coordinate with the Client Executive, Producer, Client Service Leader, or other appropriate resources when broader relationship, coverage, or strategic intervention is needed. Renewal Strategy & Execution Coordinate internal renewal planning meetings and manage renewal timelines, deliverables, action items, and accountabilities. Partner with the Client Executive and Producer to evaluate loss experience, exposure changes, market conditions, coverage structure, and overall program performance. Develop technical analyses and recommendations that support renewal strategy and program design decisions. Support external renewal strategy meetings by preparing materials, providing technical consultation, documenting decisions, and coordinating follow-up activities. Lead the collection, review, validation, and analysis of exposure information, loss data, applications, and underwriting information. Coordinate submission development and marketing activities in alignment with the strategy established by the Client Executive and Producer. Prepare high-quality submissions and supporting documentation for the marketplace. Analyze carrier quotations, coverage terms, conditions, exclusions, pricing, and program alternatives. Provide recommendations regarding program structure, deductibles, limits, coverage enhancements, and other program considerations. Support carrier negotiations and, where appropriate, negotiate coverage terms, conditions, and pricing within the established client strategy. Participate in proposal development and client presentations, providing technical consultation regarding coverage options and recommendations. Coordinate binding activities, including orders to bind, coverage confirmations, evidence of insurance, and policy issuance. Oversee policy checking, carrier corrections, and final policy delivery. Develop billing allocations and coordinate accurate and timely renewal invoicing. Leadership & Team Support Provide mentoring, technical guidance, and knowledge-sharing to Client Managers, Account Managers, Assistant Account Managers, and other service team members. Coordinate and assign account-level service activities consistent with established team roles while maintaining accountability for assigned deliverables. Support onboarding and training through process guidance, account knowledge transfer, and technical instruction. Share expertise regarding coverage interpretation, policy analysis, documentation standards, renewal processes, and service best practices. Support department initiatives focused on operational efficiency, service consistency, quality, technology adoption, and employee development. Foster effective collaboration among client service, sales, Claims, Risk Control, carriers, and other internal and external REQUIREMENTS: Advanced knowledge of commercial Property & Casualty insurance, including major coverage lines and complex commercial exposures. Strong technical ability to analyze policies, endorsements, contracts, loss information, exposure data, and other insurance-related documentation. Demonstrated experience managing complex renewal and account-service processes. Strong client relationship, consultation, negotiation, presentation, and communication skills. Ability to recognize coverage and service issues, evaluate alternatives, and recommend appropriate solutions. Strong analytical and problem-solving skills with the ability to exercise sound judgment. Strong project management, organization, prioritization, and time-management skills. Ability to coordinate multiple stakeholders, competing priorities, and deadlines with limited oversight. Advanced proficiency in Microsoft Office and applicable agency and document management systems. Demonstrated ability to leverage technology, data, and emerging AI solutions to improve workflows, documentation quality, client deliverables, accuracy, and service efficiency. Ability to quickly develop proficiency in applicable internal, carrier, and client-service systems. High level of professionalism, discretion, and commitment to delivering high-quality client experiences. SUPERVISORY RESPONSIBILITIES: N/A EDUCATION and/or EXPERIENCE: Bachelor's degree preferred. Generally, 7 or more years of commercial Property & Casualty insurance experience, including significant experience in a client-facing account management role. Demonstrated experience managing complex middle-market and/or large commercial accounts. Experience coordinating renewals, analyzing coverage, evaluating insurance programs, and providing consultative client solutions. Demonstrated experience providing technical guidance, mentoring, or account leadership to service team members preferred. Relevant insurance industry designations such as CPCU, ARM, CIC, CRM, CRIS, or equivalent preferred. CERTIFICATES, LICENSES, REGISTRATIONS: Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education Valid driver’s license PHYSICAL DEMANDS: The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. The noise level in the work environment is typically moderate, with minimal exposure to physical risk. OTHER DUTIES: This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice. The national average salary for this role is $125,000 to $155,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . #LI-LL1 #LI-Hybrid

Location: Austin, in-person Specialist, B2B Account Recovery Department: Operations Reports To: Senior Manager, B2B Account Recovery Location: Austin, TX (Primarily In-Office) About inKind inKind is transforming restaurant financing and customer engagement through an innovative fintech platform that provides restaurants with growth capital while helping consumers discover and enjoy dining experiences nationwide. Our mission is to help restaurants thrive by providing flexible capital and technology that drives repeat guests, while delivering exceptional dining experiences for consumers. As we continue to grow, we're looking for people who enjoy solving challenging business problems, working collaboratively, and taking ownership of meaningful outcomes. About the Role The Specialist, B2B Account Recovery plays an important role in protecting inKind's restaurant financing portfolio while preserving long-term relationships with our partners. Reporting to the Senior Manager, B2B Account Recovery, you'll manage a portfolio of restaurant partners experiencing financial distress or contractual default. You'll own recovery efforts from initial outreach through resolution, negotiating directly with restaurant owners and operators to develop practical solutions that maximize recovery while maintaining professionalism and trust. This isn't a traditional collections role. Success requires commercial judgment, negotiation skills, empathy, and the ability to balance financial outcomes with long-term business relationships. You'll work cross-functionally with Legal, Finance, Operations, Sales, and Partner Success while contributing ideas that continuously improve our recovery processes as we scale. What You'll Do Account Portfolio Management Own a portfolio of restaurant partner accounts in default, driving recovery efforts from initial outreach through final resolution. Develop recovery strategies tailored to each partner's financial and operational circumstances. Maintain consistent communication with restaurant owners and operators while ensuring timely follow-up. Prioritize accounts based on financial exposure, contractual obligations, and business risk. Escalate complex or high-risk matters appropriately while independently managing day-to-day recovery activities. Negotiation & Resolution Lead negotiations with restaurant owners to resolve contractual defaults through payment plans, settlements, restructures, or other mutually beneficial solutions. Balance recovery objectives with maintaining positive long-term relationships wherever possible. Conduct difficult financial conversations professionally, confidently, and respectfully. Document negotiated agreements and ensure commitments are accurately executed. Risk Management & Legal Coordination Review executed agreements to identify contractual obligations and default triggers. Prepare and issue notices of default and other recovery documentation. Coordinate closely with Legal on escalated matters, litigation support, and enforcement activities. Prepare and maintain UCC-1 financing statements and supporting documentation. Ensure recovery activities remain compliant with company policies and applicable regulations. Process & Operational Excellence Maintain accurate records within Salesforce and internal systems. Keep documentation, notes, communications, and recovery milestones audit-ready. Track portfolio performance and recovery metrics. Identify recurring issues, operational bottlenecks, and process improvement opportunities. Partner with the Senior Manager to continuously improve recovery workflows as the business scales. Who You Are You enjoy solving complex business problems and can remain calm and professional during difficult conversations. You're comfortable balancing financial outcomes with relationship management and know how to negotiate collaboratively while protecting the company's interests. You are: A confident communicator who can build credibility with restaurant owners and business operators. Commercially minded, with the ability to understand contracts, financial performance, and business risk. Organized and detail-oriented, able to manage multiple active recovery cases simultaneously. Relationship-driven, balancing firmness with empathy and professionalism. Curious about hospitality and motivated to understand the operational realities restaurant owners face. Collaborative and comfortable partnering across Legal, Finance, Partner Success, and Operations. Accountable and proactive, taking ownership of outcomes without requiring constant direction. Minimum Qualifications 3–5 years of experience in B2B collections, commercial account recovery, credit, receivables management, or a similar client-facing financial role. Experience negotiating payment plans, settlements, or commercial resolutions. Strong understanding of commercial agreements and contractual obligations. Experience conducting financial negotiations with business owners or executive stakeholders. Experience using CRM platforms such as Salesforce, HubSpot, or similar systems. Strong organizational, written, and verbal communication skills. Ability to work full-time from our Austin office. Preferred Qualifications Experience in hospitality, restaurant finance, fintech, banking, commercial lending, or alternative financing. Familiarity with secured lending concepts and UCC filings. Startup or high-growth company experience. Experience partnering with legal teams during commercial recovery efforts. Why You'll Love Working at inKind Build meaningful relationships with thousands of restaurant partners across the country. Join a fast-growing fintech company transforming how restaurants access capital and grow their businesses. Work alongside smart, collaborative teammates who value ownership, curiosity, and execution. Have direct visibility into business performance and opportunities to influence operational improvements. Enjoy a high-impact role where your work directly contributes to the company's financial success. Salary: $80,000 - 90,000 + Benefits Who we are: inKind connects passionate diners with exceptional restaurants across the country. inKind partners with thousands of restaurants and has millions of users who want to discover great places, dine confidently, and earn meaningful rewards. Through the inKind app, guests earn 20% back every time they dine, turning everyday meals into something more rewarding. From celebrated restaurant groups like José Andres and Michael Mina to beloved neighborhood favorites, inKind helps diners explore the best restaurants in town while supporting the restaurants and chefs who shape how their cities eat. Rooted in hospitality and built on a win-win philosophy, inKind exists to help great restaurants thrive while inspiring guests to dine out more often. Every meal creates value on both sides of the table, empowering diners to savor more while strengthening the restaurant community. inKind is an Equal Opportunity Employer. We believe that diversity is vital to inKind's ability to provide our clients with the best recommendations and are committed to fostering a varied and inclusive work environment. Your race, color, ancestry, religion, gender, gender identity, national origin, sexual orientation, age, marital status, disability status, veteran status, or any other protected category have no bearing on our hiring decisions. By submitting this application, you acknowledge that inKind Cards, Inc. may share the information you provide with trusted third-party service providers, including fraud detection and application processing partners, to evaluate your application and ensure the integrity of our hiring process. Your information will be handled in accordance with our Privacy Policy . For California residents and others with applicable rights, please review our privacy notice for information about your rights regarding your personal data.

Location: 12444 Powerscourt Drive, Suite 360, St. Louis, MO 63131; 125 S Wacker Dr, Suite 3150, Chicago, IL 60606; 3780 Mansell Road, Ste 370, Alpharetta, GA 30022 Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: Within our Construction & Design vertical, we have a team that specializes in providing insurance brokerage and risk consulting services for construction and design professionals, specifically large accounts for architect & engineering firms (A/E). What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined. We’ve been so successful, that now we’re looking to grow our team! The Account Manager - Project Solutions will be the primary client contact and will be expected to actively cultivate, improve and cement positive client relationships and use appropriate company resources in performing these functions. While the Account Manager will work with new clients produced by others, the Account Manager will not be expected to develop new business. The Account Manager’s main function is to: provide day-to-day client service, manage the renewal process for existing clients, and manage the intake and establishment of new clients. LOCATION: Hybrid required, 3 days a week in-office - in Alpharetta GA, Chicago IL, or St. Louis MO. WHAT WE’RE LOOKING FOR: Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders. High attention to detail, and the ability to learn and understand software systems quickly. REQUIRED: At least 5+ years of experience working for an insurance agency, broker or carrier, AND experience working with Controlled Insurance Programs (OCIPs, CCIPs) and Builder's Risk Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions. WHAT YOU’LL DO: A detailed list of job duties includes (but is not limited to): Critical Job Functions: The account manager will handle day-to-day client issues and questions, including but not limited to: • Answer client questions and resolve client problems • Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution • Appropriately document customer service transactions • Handle changes in exposure and manage related endorsement and documentation process • Forward contract reviews to appropriate resources • Forward certificate of insurance requests to appropriate resource • Issue Auto ID Cards as needed • Create and update account information in the shared database • Claims reporting • Assist with processing of invoicing and order financing when appropriate Proactively manage the insurance renewal and new business process in accordance with EPIC’s timing standards. • Pre‐complete insurance applications • Send request for information to clients • Follow‐up on collecting information • Submit information to insurers • Negotiate policy terms • Obtain options from competing insurers as needed • Prepare insurance proposal including analysis and comparison of options (if applicable) • and present to client (mostly via phone or web) • Prepare documentation including invoicing and confirmation of coverage • Review and email policies to clients • Use agency management system (Sagitta) as appropriate throughout the process Job Accountability Measures: • Customer satisfaction; retention • Adherence to established procedures • Timing and quality of service • Technical accuracy; attention to detail • Positive professional attitude; leadership • Proactive problem‐solving • Effective communication • Personal development • Avoidance of errors and omissions • Meet or exceed agreed‐upon goals WHAT YOU’LL BRING: Skills & Qualifications: • Must have 5+ years of experience in working with commercial insurance, preferably with Builder's Risk and OCIPs / CCIPs. • Experience in placing insurance for companies in Architect, Engineering & Construction industries is highly desirable. • Must have advanced working knowledge of a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software. • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. Educational requirement: • Bachelor’s degree preferred - experience equivalent will be considered • Broker’s P&C license is required, or ability to obtain it within 90 days of hire COMPENSATION: Exempt: The base salary range for this position is $90,000 - $130,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting. Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-AT1 #LI-Hybrid (4046)