To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL DUTIES AND RESPONSIBLITIES:

• Project client claim data to develop budgets, calculate client rates, benefit costs, and IBNR reserves
• Review experience reporting for accuracy
• Collaborate with consultants and account teams to prepare and deliver client financial presentations
• Assess complex client risk, understanding the strategic implications of the competitive carrier/product marketplace, and make sound underwriting-based assumptions
• Manage and oversight of underwriting support team
• Renew and market carriers for assigned book of business
• Analyze / negotiate annual renewals and proposals from carriers for accuracy and financial reasonableness
• Analyze client demographics and other data to determine risk and appropriate carrier product solutions
• Assist with product/service quality improvement initiatives as needed
• Assists service team in educating clients regarding utilization, carrier reports, and third party vendor applications used to view claims and financial data
• Educates service team regarding experience reporting, utilization, carrier reports, self-funding options, etc.

KEY COMPETENCIES:

• Advanced knowledge of coverages and services regarding employee benefits
• Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, and Excel
• Strong attention to detail and time management abilities
• Strong ability to multi-task and assign priorities
• Ability to work effectively and efficiently both with and without direct supervision
• Ability to work effectively and efficiently in a team environment as well as independently
• Good interpersonal communication skills

EDUCATION and/or EXPERIENCE:

• Bachelor’s degree required
• Minimum of seven years’ experience performing financial analysis at a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA
• Must have advanced working knowledge of a variety of Microsoft Office computer software applications to include Windows, Outlook, Word, PowerPoint, and Excel
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy.
• Must be comfortable presenting analysis directly to clients

CERTIFICATES, LICENSES, REGISTRATIONS:

• Life and Health License
• Valid Driver License

Salary and Benefits

The national average annual salary for this role is $100,000 – 120,000 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.

Benefits include full medical, pharmacy, dental, vision, life and disability insurance, paid vacation, sick leave, 401k match and annual bonus potential. 

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-MS2

LOCATION: Melville, NY, Bridgehampton, NY, Jersey city, NJ, Summit, NJ  Hybrid position

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times.  The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position.

Responsibilities

• Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.
• Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team.
• Actively participate in thought leadership as EPIC grows and optimizes the private client practice
• Provide mentorship and leadership to Private Client Associates
• Develop cooperative and professional relationships with our carriers.
• Manage renewal activity from start to close.
• Deliver complete and accurate renewal reviews according to agency guidelines.
• Look for sales opportunities by account rounding and selling additional coverage.
• Assume ownership of customer concerns and feedback until completion.
• Remarket accounts according to agency guidelines or at the request of the producer or insured.
• Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed.
• Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership.
• Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.

Education and Experience

• High School / GED Education required / P&C Insurance License required
• 5 + years Client Management Experience
• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
• Sagitta (ATS) and ImageRight experience is preferred.

Skills and Abilities

• Possess excellent written, verbal, and organizational skills.
• Must be able to work within a team environment.
• Account Executives are expected to avoid E&O situations.
• Demonstrate a sense of urgency when responding to an inquiry.
• Must possess the ability to multi-task and prioritize multiple projects.
• Must possess attention to detail.
• Must be punctual and reliable.
• Must be able to keep information confidential.

COMPENSATION: 

The national average salary for this role is $85 000.00 - $95 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

#LI-TM1

#LI-Hybrid

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

Location: This role is remote.

Overview

EPIC Insurance Brokers & Consultants is a fast‑paced, collaborative environment where you can grow your career while making a meaningful impact. The Assistant Client Manager supports the servicing and administration of Property & Casualty insurance accounts while developing foundational knowledge of insurance operations, client service, and agency systems.

This role is ideal for someone who is service‑oriented, eager to learn, and enjoys working with people in a dynamic team environment.

Position Overview

The Junior Account Executive is responsible for supporting and servicing a portfolio of insurance and captive accounts by combining technical underwriting support with proactive client service and account coordination. This role partners closely with Account Executives, Directors, and Client Service teams to ensure high-quality delivery throughout the renewal and policy lifecycle. This position is suited for an insurance professional with a strong foundation in underwriting concepts and client account management who is seeking continued growth within a collaborative, client-focused environment.

Essential Duties and Responsibilities

• Support the day-to-day servicing, retention, and administration of assigned insurance and captive accounts.
• Serve as a primary contact for routine client requests, including certificates of insurance (COIs), endorsements, policy documentation, and account updates.
• Assist in the identification, analysis, and documentation of client insurance exposures and loss experience.
• Support underwriting and program structures by preparing quote specifications, coverage summaries, collateral analysis, and supporting data.
• Assist with renewal and new business cycles by maintaining timelines, preparing renewal planners, and coordinating deliverables.
• Prepare client-facing materials including proposals, reports, presentations, and meeting materials.
• Upon client acceptance, assist with binding coverage, issuing policy documents, invoicing, and monitoring payments to avoid cancellation.
• Review contracts and insurance requirements to identify coverage gaps, compliance concerns, and potential errors.
• Maintain accurate and up-to-date client information within Salesforce and internal systems.
• Coordinate account activity across internal departments, external service providers, carriers, and regulators as needed.
• Assist with preparation of corporate governance documentation, meeting minutes, and regulatory deliverables.
• Identify opportunities for operational improvement and recommend solutions to enhance service delivery.
• Perform other duties as assigned by management.

Qualifications

• Bachelor’s degree or equivalent combination of education and insurance industry experience preferred.
• Three (3) to five (5) years of experience in insurance account management, underwriting support, brokerage, or client services.
• Working knowledge of insurance coverage forms, underwriting principles, and renewal processes.
• Strong analytical, organizational, and problem-solving skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Excellent written, verbal, and interpersonal communication skills.
• High level of professionalism and commitment to client service excellence.
• Proficiency in Microsoft Excel, PowerPoint, Word, Salesforce, and other web-based systems.
• Insurance license or progress toward licensure preferred, but not required.

Physical Demands

• Ability to sit, stand, walk, and use hands for computer and document handling
• Occasionally lift or move up to 10 pounds
• Vision requirements include close vision and ability to focus

The national average salary for this role is $75,000 to $85,000 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, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

#LI-LL1 #LI-Hybrid

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

As an Assistant Account Manager in Mid-South Specialties, you will be responsible for any operational aspects of an account as well as day-to-day activities. This position will require a positive and coachable attitude to be successful. Strong multi-tasking and prioritizing skills are required.

LOCATION: Duluth Georgia. This is an in-office position M-F

WHAT YOU’LL DO:

• Act as client advocate always.
• Maintain a positive relationship and excellent communication with client and co-workers.
• Respond promptly to client inquiries via phone, mail, and email in a professional and courteous manner. Strive to resolve all inquiries during first communication with client.
• Certificate Requests
• Follow up on Notices of Cancellation
• Auto ID Card Issuance
• Policy Change Requests
• Check Mailbox Daily
• Online Rating for Small Business
• Follow up for Renewal Policy Issuance
• Renewal Proposals
• Binders
• Invoicing
• Process Audits
• Post Documents to EPIC Portal
• Update Sagitta
• Obtain Loss Runs
• Policy Checklists
• Run M&S Reports
• Obtain Premium Finance Quotes
• Run MVRs
• Paperless Filing
• Obtain Loss Runs
• Create Loss Summary Tracking
• Prepare Acord Applications
• Become a student of the business. Seek insurance knowledge through training and education.

WHAT YOU’LL BRING:

• High School / GED Education required/College Graduate Preferred
• P&C Insurance License or related work experience preferred.
• If not currently licensed, it must be obtained within 90 days of hire.
• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.

SKILLS AND ABILITIES

• Possess excellent written, verbal, listening and organizational skills.
• Strong Language, Mathematical, Analytical and Reasoning ability.
• Must be able to work within a team environment.
• Demonstrate a sense of urgency when responding to an inquiry.
• Must possess the ability to multi-task and prioritize multiple projects.
• Must possess attention to detail while meeting deadlines.
• Must be punctual and reliable.
• Attend internal and external training classes and seminars.
• Must be able to keep information confidential.

COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

Generous Paid Time off

Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days

Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave

Generous employee referral bonus program of $1,500 per hired referral

Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)

Employee Resource Groups: Women’s Coalition, EPIC Veterans Group

Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development

Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

#LI-SG1

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

We’re seeking a senior Business Applications Subject Matter Expert (SME) to serve as a cross-functional technology partner to business stakeholders and internal IT teams. This role is responsible for end-to-end oversight across a portfolio of business applications—anchored by Agency Management System (AMS) expertise in commercial P&C—while also driving process optimization, workflow automation, and platform change leadership. You’ll evaluate operational needs, recommend and guide technical solutions, and help ensure high-quality delivery through development, testing, implementation, documentation, and advanced support.

WORK LOCATION: Hybrid - 3 days a week in-office in Summit, NJ

WHAT WE’RE LOOKING FOR:

• Experience working for an insurance agency or broker with a strong understanding of AMS systems, workflows, and scenarios typical in commercial property & casualty operations.
• Highly proficient in improving processes and efficiencies using AMS platforms; strong preference for candidates who have automated workflows and partnered across other business applications and AI-enabled tools.
• High attention to detail and the ability to learn and understand software systems quickly.
• Strong professional communication, problem-solving, and relationship-building skills; enjoys providing top-notch service in a fast-paced environment.
• Positive, outgoing disposition; team-oriented while also effective working independently.

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

• Applying subject expertise in evaluating business operations and processes.
• Identifying areas where technical solutions would improve business performance.
• Providing subject expertise and guidance to IT team members and the business.
• Facilitation of change management for respective platforms.
• Overseeing the development, testing, and implementation of technical solutions.
• Determining whether technical solutions meet defined requirements.
• Verifying technical reference information, including user guides, training manuals, and system requirements.
• Ensuring accurate representation of expertise prior to the distribution of technical solutions to end-users.
• Documenting processes and disseminating information to all relevant stakeholders.
• Providing level 3 to 4 advanced support to our internal and external teams.
• Providing mentorship and contributing specialized knowledge.
• Recommending technical solutions and determining requirements.
• Commitment to relevancy: As an SME, it is important to remain up to date on any changes in industry practices or protocols to maintain reputation and continue achieving workplace success. SMEs stay ahead of industry trends and advances by reading professional journals, furthering education, and networking with other professionals.

WHAT YOU’LL BRING:

• 10+ years of experience working in the relevant area of expertise.
• Advanced knowledge of business operations and project management.
• Advanced ability to recommend and implement technical solutions for cross-functional projects.
• Knowledge of systems and software engineering to optimally integrate subject expertise in solution designs.
• Exceptional leadership and mentorship abilities to introduce and implement technical solutions.
• Excellent written and verbal communication skills.

COMPENSATION: 

The national average salary for this role is $120,000 - $150,000 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. 

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

(3663)

LOCATION: Hybrid ot Melville,NY, Jersey City, NJ and Summit, NJ

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients. 

RESPONSIBILITIES 
• Work as a team with Private Client Relationship Managers, producers, sales support, and other team members to meet the needs of our Private Client customers by assisting with account reviews, quoting, billing inquiries, and other tasks as needed. 
• Field and respond promptly to client inquiries via, phone, mail and email in a professional and courteous manner. 
• Develop a strong working knowledge of our carrier’s websites and utilize the sites to secure accurate and timely information for our clients. 
• Document all communications with clients and carriers in a prompt manner. Records must reflect the most current status at all times. 
• Comply with all internal procedures and practices while demonstrating the ability to meet service and quality standards. 
• Assume ownership of problems until the resolution is successfully accomplished. 
• Work as a team and contribute to the team effort by openly sharing insurance knowledge. 
• Become a student of the business. Seek insurance knowledge through training and education. 

EDUCATION AND EXPERIENCE 
• College graduate or experience equivalent 
• P&C Insurance License required / Can be obtained once hired 

SKILLS AND ABILITIES 
• Articulate, strong oral and written communication skills. 
• Strong problem-solving skills. 
• Ability to work independently and within a team environment. 
• Accepts full ownership of issue and follows through to completion. 
• Must be accurate, detailed and thorough. 
• Strong organizational and time management skills. 
• Independent user of technology.

COMPENSATION: 

The national hourly rate for this role is $35.00 - $40.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC: 

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

#LI-TM1

#LI-Hybrid

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!

COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

#Hybrid

#LI-MS2

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!

COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

#Hybrid

#LI-MS2

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!

COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

#Hybrid

#LI-MS2

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!

COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

#Hybrid

#LI-MS2

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

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

Nearby Areas / ZIP Codes: Serving the greater New Castle, PA region, including nearby communities in PA and OH: 

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:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

#LI-SG1

Brand Ambassador -Kickstart Your Career in Brand Engagement
Treloar & Heisel – A Division of EPIC Brokers
Location: Office location, New Castle, PA  (Relocation Assistance Provided)

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide With locations spread out across the US, our local market knowledge and industry expertise helps support our clients' regional and global needs We have grown very quickly since our founding, and we continue to see growth and 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.

WHAT YOU'LL DO

As a Brand Ambassador, you’ll be the face of our business. Your mission? Spread the word, build excitement, and create meaningful connections that drive brand awareness and growth. This isn’t a desk job, it’s a dynamic, hands-on role where every day is different. You’ll receive ongoing feedback and coaching to help you refine your skills and achieve your goals. Plus, you’ll have opportunities for advancement within EPIC as you grow and excel in your role.

Your Impact:

• Lead and create brand initiatives at conferences, university events, and social functions
• Leverage your digital and social media expertise to amplify brand visibility
• Connect with prospects through calls, emails, and social media outreach to generate qualified leads
• Build relationships with key contacts and nurture them into long-term connections
• Partner with marketing teams to develop and execute campaigns and drive sales initiatives
• Engage diverse audiences through strategic travel across multiple states

Success Metrics

• Event attendance and engagement
• Outreach activity (calls, emails, etc.)
• Regional brand awareness

WHAT YOU'LL BRING:

• Bachelor’s degree (Marketing, Communications, or related field a plus)
• A natural networker with strong communication skills
• Creative energy and a passion for brand building
• Adept at creating and managing social media content
• Comfortable making outreach calls and engaging prospects
• Travel ready for business needs (about 15 weeks/year)
• Must pass a background check

WHAT YOU'LL GET

• Salary: $55,000 base + up to $10,000 year-end bonus
• Relocation Assistance
• Generous Paid Time off

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

#LI-SG1

#LI-Onsite

Brand Ambassador -Kickstart Your Career in Brand Engagement
Treloar & Heisel – A Division of EPIC Brokers
Location: New Castle, PA (Relocation Assistance Provided)

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide With locations spread out across the US, our local market knowledge and industry expertise helps support our clients' regional and global needs We have grown very quickly since our founding, and we continue to see growth and 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.

WHAT YOU'LL DO

As a Brand Ambassador, you’ll be the face of our business. Your mission? Spread the word, build excitement, and create meaningful connections that drive brand awareness and growth. This isn’t a desk job, it’s a dynamic, hands-on role where every day is different. You’ll receive ongoing feedback and coaching to help you refine your skills and achieve your goals. Plus, you’ll have opportunities for advancement within EPIC as you grow and excel in your role.

Your Impact:

• Lead and create brand initiatives at conferences, university events, and social functions
• Leverage your digital and social media expertise to amplify brand visibility
• Connect with prospects through calls, emails, and social media outreach to generate qualified leads
• Build relationships with key contacts and nurture them into long-term connections
• Partner with marketing teams to develop and execute campaigns and drive sales initiatives
• Engage diverse audiences through strategic travel across multiple states

Success Metrics

• Event attendance and engagement
• Outreach activity (calls, emails, etc.)
• Regional brand awareness

WHAT YOU'LL BRING:

• Bachelor’s degree (Marketing, Communications, or related field a plus)
• A natural networker with strong communication skills
• Creative energy and a passion for brand building
• Adept at creating and managing social media content
• Comfortable making outreach calls and engaging prospects
• Travel ready for business needs (about 15 weeks/year)
• Must pass a background check

WHAT YOU'LL GET

• Salary: $55,000 base + up to $10,000 year-end bonus
• Relocation Assistance
• Generous Paid Time off

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

#LI-SG1

#LI-Onsite

LOCATION: Remote, Any US Timezone

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

 JOB OVERVIEW:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES: 

Responsibilities include but not limited to:

•    Identify and coordinate EB commission payments from carriers (checks, EFTs or ACHs)
•    Follow up with carriers, branch offices for commission statements or retrieve from online portals
•    Maintain portal logins as well as signing up for new logins as needed
•    Batch and forward carrier payments and commission statements to outsourcing partner for posting
•    Coordinate commission posting with other EPIC offices
•    Research and resolve EB exceptions from outsourcing partner
•    Research and respond to any EB inquiries from branch offices
•    Update and maintain EB commission revenue logs
•    Post month end cut-off commissions in-house as needed
•    Process commission refunds to carriers 
•    Allocate and post contingent commissions
•    Assist as back up for other A/R team members as needed
•    Other duties and projects assigned

KEY COMPETENCIES:

•    Must have beginner to intermediate excel skills.  Must have a strong knowledge of a variety of Microsoft Office computer software applications in word processing, excel spreadsheets, PDF and email communication. Able to research insurance carrier websites for pertinent information.
•    Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks, demands and adaptable to change.
•    Must have high level of interpersonal skills. Strong Communication skills. Position continually requires teamwork, demonstrated poise, tact and diplomacy

EDUCATION and/or EXPERIENCE:

•    Bachelor’s in business administration preferred
•    Insurance accounting experience preferred

COMPENSATION: 

The national average hourly salary for this role is $30.80 - $35.90 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. 

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

LOCATION: Hybrid, Melville, NY (preferred but also open to NYC or Jersey City offices)

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

What You’ll Do

• Lead new business placements and assigned renewals from strategy through binding
• Serve as a client/prospect facing insurance professional for large, complex construction accounts
• Design and negotiate insurance programs, including coverage analysis and risk-related consulting
• Manage renewals with a high degree of autonomy
• Build and maintain strong relationships with carriers, wholesalers, Producers and clients
• Attend pre-renewal meetings to develop renewal strategy and address exposure changes
• Participate in new business planning and update meetings with Producers and Sales Leaders
• Negotiate renewal terms with carriers and review quotes for accuracy and intent
• Prepare and submit applications, proposals and supporting documentation to markets
• Bind coverage within company guidelines and ensure accurate documentation in internal systems
• Train, mentor and delegate work to Placement Support team members
• Identify cross-sell and account-rounding opportunities to support retention and growth
• Serve as a subject matter resource to colleagues on coverage, markets and processes
• Participate in new business development activities, including occasional travel
• Comply with internal procedures while meeting service, quality and performance expectations

What We’re Looking For

• 5+ years of insurance marketing, placement or brokering experience (construction-focused)
• Strong understanding of the New York construction insurance marketplace
• Proven ability to manage large, complex accounts with limited oversight
• Collaborative mindset with a strong sense of accountability and ownership
• Excellent communication, negotiation, and relationship-building skills
• Positive, professional demeanor with the ability to work independently and as part of a team
• Comfort working in a fast-paced environment with shifting priorities

What You’ll Bring

• Bachelor’s degree required
• Minimum of five (5) years’ experience in a commercial insurance agency (marketing and/or client service)
• Active Property & Casualty License
• Commitment to maintaining required continuing education
• Advanced designations preferred (CRIS, CPCU, AAI, CIC)
• Strong working knowledge of commercial lines underwriting, coverages, and risk analysis
• Proficiency with Microsoft Office and agency management systems (Sagitta, ImageRight preferred)
• Detail-oriented with strong organizational and time-management skills
• Highly motivated, resourceful, and goal-driven with a strong service mindset

COMPENSATION: 

The national average salary for this role is $125 000.00 - 150 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

#LI-TM1

#LI-Hybrid

LOCATION: Hybrid, Melville, NY (preferred but also open to NYC or Jersey City offices)

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

What You’ll Do

• Lead new business placements and assigned renewals from strategy through binding
• Serve as a client/prospect facing insurance professional for large, complex construction accounts
• Design and negotiate insurance programs, including coverage analysis and risk-related consulting
• Manage renewals with a high degree of autonomy
• Build and maintain strong relationships with carriers, wholesalers, Producers and clients
• Attend pre-renewal meetings to develop renewal strategy and address exposure changes
• Participate in new business planning and update meetings with Producers and Sales Leaders
• Negotiate renewal terms with carriers and review quotes for accuracy and intent
• Prepare and submit applications, proposals and supporting documentation to markets
• Bind coverage within company guidelines and ensure accurate documentation in internal systems
• Train, mentor and delegate work to Placement Support team members
• Identify cross-sell and account-rounding opportunities to support retention and growth
• Serve as a subject matter resource to colleagues on coverage, markets and processes
• Participate in new business development activities, including occasional travel
• Comply with internal procedures while meeting service, quality and performance expectations

What We’re Looking For

• 5+ years of insurance marketing, placement or brokering experience (construction-focused)
• Strong understanding of the New York construction insurance marketplace
• Proven ability to manage large, complex accounts with limited oversight
• Collaborative mindset with a strong sense of accountability and ownership
• Excellent communication, negotiation, and relationship-building skills
• Positive, professional demeanor with the ability to work independently and as part of a team
• Comfort working in a fast-paced environment with shifting priorities

What You’ll Bring

• Bachelor’s degree required
• Minimum of five (5) years’ experience in a commercial insurance agency (marketing and/or client service)
• Active Property & Casualty License
• Commitment to maintaining required continuing education
• Advanced designations preferred (CRIS, CPCU, AAI, CIC)
• Strong working knowledge of commercial lines underwriting, coverages, and risk analysis
• Proficiency with Microsoft Office and agency management systems (Sagitta, ImageRight preferred)
• Detail-oriented with strong organizational and time-management skills
• Highly motivated, resourceful, and goal-driven with a strong service mindset

COMPENSATION: 

The national average salary for this role is $125 000.00 - 150 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

#LI-TM1

#LI-Hybrid

LOCATION: Hybrid, Melville, NY (preferred but also open to NYC or Jersey City offices)

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

What You’ll Do

• Lead new business placements and assigned renewals from strategy through binding
• Serve as a client/prospect facing insurance professional for large, complex construction accounts
• Design and negotiate insurance programs, including coverage analysis and risk-related consulting
• Manage renewals with a high degree of autonomy
• Build and maintain strong relationships with carriers, wholesalers, Producers and clients
• Attend pre-renewal meetings to develop renewal strategy and address exposure changes
• Participate in new business planning and update meetings with Producers and Sales Leaders
• Negotiate renewal terms with carriers and review quotes for accuracy and intent
• Prepare and submit applications, proposals and supporting documentation to markets
• Bind coverage within company guidelines and ensure accurate documentation in internal systems
• Train, mentor and delegate work to Placement Support team members
• Identify cross-sell and account-rounding opportunities to support retention and growth
• Serve as a subject matter resource to colleagues on coverage, markets and processes
• Participate in new business development activities, including occasional travel
• Comply with internal procedures while meeting service, quality and performance expectations

What We’re Looking For

• 5+ years of insurance marketing, placement or brokering experience (construction-focused)
• Strong understanding of the New York construction insurance marketplace
• Proven ability to manage large, complex accounts with limited oversight
• Collaborative mindset with a strong sense of accountability and ownership
• Excellent communication, negotiation, and relationship-building skills
• Positive, professional demeanor with the ability to work independently and as part of a team
• Comfort working in a fast-paced environment with shifting priorities

What You’ll Bring

• Bachelor’s degree required
• Minimum of five (5) years’ experience in a commercial insurance agency (marketing and/or client service)
• Active Property & Casualty License
• Commitment to maintaining required continuing education
• Advanced designations preferred (CRIS, CPCU, AAI, CIC)
• Strong working knowledge of commercial lines underwriting, coverages, and risk analysis
• Proficiency with Microsoft Office and agency management systems (Sagitta, ImageRight preferred)
• Detail-oriented with strong organizational and time-management skills
• Highly motivated, resourceful, and goal-driven with a strong service mindset

COMPENSATION: 

The national average salary for this role is $125 000.00 - 150 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

#LI-TM1

#LI-Hybrid

For over 30 years PSG (an EPIC owned company) has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies, we save our clients billions of dollars every year with an unwavering commitment to serving as a strong industry advocate and strategic partner. PSG has market leading technology and administration services for plan sponsors, employers, unions and trusts, hospitals, and health systems. 

Our mission is to relentlessly advocate for our clients as we partner together to develop innovative drug management solutions that deliver exceptional strategic insights, financial and clinical value. 

 As a Proposal Coordinator, you will own the end‑to‑end proposal process from intake through submission, ensuring proposals are delivered on time, compliant, and client‑ready. You will coordinate closely with subject matter experts and leadership to manage timelines, track dependencies, and assemble high‑quality proposal materials using approved templates and standards. This role plays a critical part in driving operational excellence, consistency, and transparency across the proposal lifecycle. 

Responsibilities

• Own the proposal workflow from intake through final submission, excluding content writing
• Manage proposal timelines, milestones, and dependencies to ensure on-time, complete delivery
• Coordinate with subject matter experts and leadership to collect inputs and drive progress
• Assemble and finalize proposal materials using approved templates, language, and formatting standards
• Review proposals for accuracy, consistency, branding, style, and compliance with RFP requirements
• Manage submission logistics and confirm successful delivery
• Maintain accurate proposal tracking, status updates, and documentation in CRM and internal systems
• Provide formatting and proofreading support for related marketing and research deliverables as needed
• Assist with cross-functional project coordination, including scheduling, task tracking, and follow-up

Required Qualifications

• 5 to 7 years of proven experience coordinating proposals, RFPs, and RFIs in a professional services, consulting, healthcare, insurance, or other B2B environment
• Exceptional attention to detail, with experience producing clean, polished, client ready documents
• Demonstrated ability to own proposal workflows end-to-end, from intake through submission, excluding content writing
• Strong project management skills with the ability to establish timelines, manage milestones, track dependencies, and drive progress across multiple active proposals
• Experience coordinating with subject matter experts, leaders, and cross-functional stakeholders
• Strong organizational skills and the ability to manage multiple concurrent priorities in a fast-paced, deadline-driven environment
• Excellent written and verbal communication skills, including professional and persistent follow-up
• Ability to verify and ensure compliance with RFP requirements, including structure, formatting, page limits, and submission instructions
• Advanced skills with Microsoft Word
• Proficiency with Microsoft PowerPoint and Excel
• Familiarity with SharePoint or similar document management systems
• Experience maintaining proposal status, timelines, and documentation in CRM systems (e.g., Salesforce), trackers, or shared repositories

Preferred Qualifications

• Healthcare industry experience — knowledge of pharmacy benefits and/or health and welfare benefits administration
• Exposure to maintaining proposal templates, approved language libraries, and shared resources
• Background working in regulated or highly structured environments where accuracy and compliance are critical

COMPENSATION:

The national average annual salary for this role is $85,000 – $110,000 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
• Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

#LI-MS2

#PSG 

 Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

LOCATION: Alpharetta, Georgia-Hybrid 3 days a week in the office required. 

JOB OVERVIEW: 
Position Overview: As an Assistant Account Manager in Mid South Specialties, you will be responsible for any operational aspects of an account as well as day-to-day activities. This position will require a positive and coachable attitude to be successful. Strong multi-tasking and prioritizing skills are required.

WHAT YOU’LL DO:
• Act as client advocate always. 
• Maintain a positive relationship and excellent communication with client and co-workers. 
• Respond promptly to client inquiries via phone, mail, and email in a professional and courteous manner. Strive to resolve all inquiries during first communication with client. 
• Certificate Requests 
• Follow up on Notices of Cancellation 
• Auto ID Card Issuance 
• Policy Change Requests 
• Check Mailbox Daily 
• Online Rating for Small Business 
• Follow up for Renewal Policy Issuance 
• Renewal Proposals 
• Binders 
• Invoicing 
• Process Audits 
• Post Documents to EPIC Portal 
• Update Sagitta 
• Obtain Loss Runs 
• Policy Checklists 
• Run M&S Reports 
• Obtain Premium Finance Quotes 
• Run MVRs 
• Paperless Filing 
• Obtain Loss Runs 
• Create Loss Summary Tracking 
• Prepare Acord Applications 
• Become a student of the business. Seek insurance knowledge through training and education.

WHAT YOULL BRING:

• Possess excellent written, verbal, listening and organizational skills.
• Strong Language, Mathematical, Analytical and Reasoning ability.
• Must be able to work within a team environment.
• Demonstrate a sense of urgency when responding to an inquiry.
• Must possess the ability to multi-task and prioritize multiple projects.
• Must possess attention to detail while meeting deadlines.
• Must be punctual and reliable.
• Attend internal and external training classes and seminars.
• Must be able to keep information confidential.
• High School / GED Education required/College Graduate Preferred 
• P&C Insurance License or related work experience preferred. 
• If not currently licensed, it must be obtained within 90 days of hire. 
• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
• High School / GED Education required/College Graduate Preferred
• P&C Insurance License or related work experience preferred.
• If not currently licensed, it must be obtained within 90 days of hire.
• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.

COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

#LI-SG1

#LI-Hybrid

Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

LOCATION: Grand Rapids, Michigan-Hybrid 3 days a week required in office.

WHAT YOU'LL DO:

The Employee Benefits Client Manager (CM) works with the Producer or Client Executive (CE) to implement a client's employee benefits. The CM is responsible for day-to-day client management and support. Responsibilities include preparing communication materials and conducting open enrollment meetings.

ESSENTIAL DUTIES AND RESPONSIBLITIES:

• Account Service
• Establish and maintain the day-to-day business relationship with the client, becoming the first point of contact
• Work with clients, producers and other team members to implement a comprehensive customer service plan
• Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials
• Complete cobra paperwork on behalf of the client, both at renewal and for new group set up
• Distribute or facilitate distribution of resource information provided by the Client Executive (CE) to clients to continually keep them informed of benefit trends, State and Federal legislation, rules, and regulations
• Liaison with compliance department and Client Executive (CE) to advise clients on government reporting compliance issues, and to assist with the preparation of client specific compliance resources
• Compile and maintain client and benefit plan information in EPIC's CRM - new group set up and renewals- data provided by Client Executive
• Issue resolution for simple claims, coordinate escalated claims with the claims department and share communication to the claimant as to who is on contact point post transfer to the claims department
• Resolve enrollment and eligibility issues
• Research and resolve client billing issues
• Maintain open and continuing communication with the assigned Client Executive on all client issues and events
• Coordinate and participate in consistent training/mentoring events with the Client Executive

Personal and Organizational Development

• Work with CE to set priorities and manage workflow to ensure goals are met
• Maintain client timekeeper logs, and update benefits information on agency management systems, manuals or other required documentation and records
• Be responsive and Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
• Project a professional image in action and appearance

WHAT YOU'LL BRING:

• General knowledge of coverages and services regarding Employee benefits; including fully insured, self-insured, and level funded options
• Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel
• Strong attention to detail and time management abilities
• Strong ability to multi-task and assign priorities
• Ability to work effectively and efficiently in a team environment as well as independently without direct supervision
• Good interpersonal communication skills
• Experienced with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively.

EDUCATION and/or EXPERIENCE:

• High school diploma required; some college preferred
• Requires two or more years’ experience as a Client Manager with a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy

CERTIFICATES, LICENSES, REGISTRATIONS:

• Life and Health License; or willing to obtain within 60 days of hire date
• Valid Driver License

 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
• Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf

#LI-SG1

#LI-Hybrid 

Come join our team!

This role sits in Galway Family Office^TM, a division of Galway Holdings, the parent company of EPIC Insurance Brokers & Consultants.

Galway Family Office (GFO) empowers professional athletes and entertainers through expert tax and business management services, while fostering financial wellbeing and inclusivity.  We provide comprehensive, personalized wealth management solutions and expert operational support, helping our clients manage and streamline all aspects of their financial affairs.

Galway Holdings is the parent company of a growing group of financial, consulting, technology, and insurance brands. We operate under the premise of Profit with Purpose, where all can achieve more by working together. Galway Holdings emerged in an era when we saw the connection between business and community begin to fray. Our purpose was simple: to serve others by bringing them together.​ We built an efficient, transverse operation that powers profit, empowers people, and reunites them under one creative, collaborative, success-oriented mission.​ Learn more about Galway Family Office & their services by visiting: https://galwayfamilyoffice.com/      

JOB OVERVIEW:

This is a BRAND NEW ROLE within our Galway Family Office team! While the team's main focus and services are around tax and business management services for high-net worth clients, their services also include assisting with clients with getting, maintaining, and managing their personal insurance needs.

The Personal Lines Client Insurance Coordinator / Liaison serves as the central resource responsible for overseeing all insurance matters across GFO client households. This role ensures that policies are properly maintained, coverage is regularly evaluated, claims are managed effectively, and insurance records remain accurate across all firm systems.

The position operates at the intersection of client service, risk management, and operations. The coordinator works closely with clients, advisors, and insurance agents to monitor policies, review coverage alternatives, track premiums, and maintain complete documentation. The goal is to help clients maintain appropriate protection while ensuring the firm manages insurance matters in a consistent, organized, and proactive manner.

LOCATION: Remote - The team is based in Newport Beach, CA and would prefer candidates in Southern California. However, they're open to this role being fully remote anywhere in the U.S.

WHAT WE’RE LOOKING FOR:

• REQUIRED: At least 2+ years of Personal lines insurance account management experience. MUST have experience reviewing policies for complete coverage & making / explaining recommendations of policy adjustments. Brokerage experience / experience getting quotes from various companies/carriers is preferred.
• Candidates with strong problem-solving skills who adapt well to grey areas and going above & beyond to meet the client's needs.
• Individuals who handle fast-paced environments well, with frequent interruptions & urgent pop-up tasks.
• Candidates with professional communication skills – both written and verbal. 
• Positive and outgoing disposition, eager to work as a team but also functions well working independently.
• Individuals with great customer service skills and who enjoy serving others!

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

Core Responsibilities
Client Insurance Oversight
• Maintain a comprehensive view of each client’s insurance portfolio across all policy types, including property, casualty, liability, umbrella, life, disability, and specialty asset coverage.
• Ensure policies remain current and properly documented.
• Track renewal schedules and coordinate policy reviews when renewals approach.
• Maintain an organized repository of insurance records for each client household.
________________________________________
Claims Management
• Coordinate the claims process when a client experiences a loss or damage.
• Assist with claim initiation, documentation collection, and carrier communication.
• Monitor claim progress and maintain communication with the client, insurance agent, and carrier.
• Track claim status until resolution and maintain internal documentation of claim activity.
________________________________________
Coverage Review & Policy Analysis
• Review policy proposals received from insurance agents and carriers.
• Compare available options across different insurers, coverage levels, deductibles, and premium structures.
• Evaluate the relative advantages and limitations of each option.
• Prepare summaries that explain which coverage structure appears most suitable based on the client’s circumstances.
Examples may include:
• Reviewing multiple carrier proposals for residential property coverage
• Evaluating different liability coverage limits and deductibles
• Assessing whether specialized assets require scheduled coverage
________________________________________
Coverage Monitoring & Risk Awareness
• Periodically review client insurance portfolios to identify potential gaps, outdated coverage limits, or areas requiring additional protection.
• Coordinate with advisors and insurance agents when adjustments may be appropriate.
• Assist in identifying situations where expanded coverage may be beneficial (e.g., umbrella policies, specialty asset coverage).
________________________________________
Client Communication & Coordination
• Respond to insurance-related requests from clients and advisors.
• Provide documentation such as ID cards, policy declarations, and coverage confirmations.
• Coordinate meetings between clients and insurance professionals when needed.
• Serve as the internal point of contact for insurance-related questions.
________________________________________
Broker & Carrier Coordination
• Work with insurance brokers, carriers, and agents to obtain policy information, renewal documents, and coverage proposals.
• Maintain communication with both independent brokers and carrier-specific agents.
• Track policy updates and maintain records of all coverage changes.
________________________________________
Premium & Billing Oversight
• Monitor upcoming premium payments and policy billing schedules.
• Confirm payment status for policies paid through escrow accounts or other payment channels.
• Ensure premium obligations are documented and scheduled appropriately.
________________________________________
Documentation & Systems Management
Maintain insurance information across the firm’s internal platforms:
OneDrive
• Store and organize insurance policies and related documentation.
Salesforce
• Maintain insurance data and policy details within client records.
AgilLink
• Monitor premium payments and verify payment records where applicable.
Client Account Access
• Retrieve policy declarations, renewal invoices, and updated coverage documentation when required.
Client Communications
• Assist with sending insurance documentation or policy information upon request.
________________________________________
Internal Team Support
• Provide advisors and operations staff with access to insurance information when needed for client service.
• Maintain organized insurance summaries within client files.
• Support preparation of insurance information for client meetings or reviews.
________________________________________
Systems & Access
The position requires operational access to the firm’s core systems, including:
• OneDrive (policy documentation storage)
• Salesforce (client records and policy tracking)
• AgilLink (insurance payment tracking)
• Client insurance portals and login credentials
• Internal client communication tools
• Team email systems - The team may maintain a shared internal inbox dedicated to insurance matters to streamline communication and documentation.

WHAT YOU’LL BRING:

Qualifications
• Experience in insurance operations, brokerage support, risk management, or financial services administration.
• Strong analytical ability when reviewing policy structures and coverage differences.
• Exceptional organization and document management skills.
• Ability to manage multiple client accounts simultaneously.
• Comfort communicating with insurance brokers, carriers, and clients.
• High level of discretion when working with confidential client information.
________________________________________
Performance Indicators
Success in this role may be reflected through:
• Accuracy and completeness of insurance records
• Effective coordination of claims
• Timely monitoring of policy renewals
• Quality of coverage analysis provided to advisors and clients
• Organization and accessibility of insurance documentation
• Responsiveness to client and advisor requests

COMPENSATION: 

The national average hourly rate for this role is $25.00 - $28.00 per hour in base pay and exclusive of any bonuses or benefits. Standard work weeks are 37.5hrs a week. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY GALWAY:

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 company values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

EPIC & Galway Holdings embrace diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

#LI-AT1

#LI-Remote

(3590)

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

This is a brand-new role within EPIC's HR Department. The Compensation Analyst will play a vital role in supporting the development, administration, and analysis of the organization’s compensation programs. This role ensures market competitiveness, internal equity, and compliance with applicable laws and policies. The analyst partners closely with HR Business Partners, Talent Acquisition, and business leaders to provide data driven recommendations and maintain consistent compensation practices across the company.

LOCATION: Hybrid - This role will work 3 days a week out of one of the following locations: GA - Atlanta (Sandy Springs) or Duluth; IN - Carmel; NJ - Jersey City or Summit; NY - New York or Melville

WHAT WE’RE LOOKING FOR:

• Required: Candidates with at least 3 years of relevant work experience in a Compensation-focused role
• Tech-savvy individuals with strong proficiency in HR-related software programs (HRIS programs as well as compensation-specific software, such as Payfactors).
• Strong data analysis and Microsoft Excel skills.
• Candidates very comfortable with customizing solutions for different scenarios & operating in the grey (not always black & white), flexible with handling unique situations.
• Humble, hungry & smart team players who love being part of a team but also excel at working independently and being a self-starter.

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

Compensation Program Administration

• Conduct job evaluations and perform market pricing using benchmark data to support job architecture, leveling, and pay structure maintenance.
• Participate in annual salary survey submissions and analyze results to recommend structure adjustments and pay strategies.
• Administer annual merit, bonus, and salary planning cycles, including data validation, modeling, and communication support.

Data Analysis & Reporting

• Prepare recurring and ad hoc compensation analysis, including pay equity, compression, turnover, and competitive salary assessments.
• Build compensation dashboards or reporting within HRIS/BI tools (e.g., Workday, UKG, SAP, Oracle, Power BI, Tableau).
• Develop models for compensation scenario planning and cost impact analysis.

Compliance & Governance

• Ensure compensation practices comply with federal, state, and local regulations (e.g., FLSA, pay transparency laws).
• Support internal audits, external audits, and compensation policy governance.
• Maintain data accuracy and documentation supporting compensation decisions.

Partner Support

• Provide guidance to HR Business Partners and Talent Acquisition on offer development, salary recommendations, and internal equity.
• Assist in designing and administering company-wide incentive programs, short term bonus plans, and recognition programs.
• Support Total Rewards initiatives and cross-functional HR projects as assigned.

WHAT YOU’LL BRING:

Required

• Bachelor’s degree in Human Resources, Business, Finance, Economics, or related field.
• 3+ years of compensation experience or strong analytical HR background with compensation responsibilities.
• Proficiency in Microsoft Excel (v-lookups, pivot tables, modeling) and comfort with HRIS systems.
• Strong analytical, problem solving, and quantitative skills.
• Ability to communicate complex information clearly to non-technical audiences.
  

Preferred

• Experience in a mid-sized private company (2,000–7,000 employees) or similar complexity.
• Familiarity with salary survey providers (e.g., Mercer, Radford, Willis Towers Watson, Culpepper).
• Knowledge of job architecture frameworks and compensation philosophy design.
• Experience with Payfactors comp platform strongly preferred
• CCP (Certified Compensation Professional) coursework or certification in progress a plus.

COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

#LI-AT1

#LI-Hybrid

(3477)

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

We are seeking a highly experienced Senior Claims Advocate with expertise in both workers’ compensation and liability claims to deliver exceptional claims management, strategic advocacy, and risk mitigation support to our clients. The ideal candidate will have a strong background in multi-jurisdictional claims handling, including workers’ compensation and liability lines such as general liability, auto, and property and demonstrate analytical skills and a client-focused mindset. 

LOCATION: Duluth GA, this is a hybrid position, with a minimum of three in-office days per week. 

 WHAT YOU’LL DO:

Claims Advocacy & Oversight

• Manage and advocate for complex claims across both workers’ compensation and liability lines from initial reporting to final resolution.
• Serve as a trusted advisor to clients, delivering strategic guidance to reduce claim costs and improve outcomes.
• Partner with carriers, TPAs, and legal counsel to ensure appropriate claim handling, reserving, and settlement strategies.
• Identify claim trends across multiple lines and propose tailored solutions to reduce loss experience.
• Support clients in challenging denials, negotiating settlements, and intervening in escalated cases.

Client Consulting & Risk Mitigation

• Provide consultative support on injury and incident management, return-to-work strategies, and liability exposure, and overall claim risk.
• Prepare and present client-facing settlement and reserve recommendations aligned with exposure analysis, jurisdictional factors, and risk-management objectives.
• Facilitate claim review meetings and prepare detailed reports that communicate claim status, trends, and recommendations.
• Collaborate closely with the account service team to ensure coordinated client strategy, consistent communication, and effective execution of claims initiatives.
• Partner with client risk, safety, legal, and HR teams to implement proactive measures aimed at reducing claim frequency and severity.

Carrier, TPA & Legal Liaison

• Interface with carriers, TPAs, and attorneys to ensure effective, timely, and client-centered claim resolution.
• Advocate for appropriate reserving practices, equitable settlements, and consistent claims service.
• Participate in settlement negotiations and mediation where appropriate.

Compliance & Regulatory Awareness

• Maintain current knowledge of workers’ compensation and liability laws, litigation trends, and best practices across jurisdictions.
• Ensure clients remain compliant with regulatory requirements, including reporting obligations and safety protocols.

Data Analytics & Reporting

• Analyze loss data across lines of coverage to identify trends, gaps, and opportunities for improvement.
• Prepare and deliver client-facing analytics reports with strategic insights and practical recommendations. 

WHAT YOU’LL BRING:

• Experience: Minimum 5 to 10 years of claims experience across workers’ compensation and liability lines (GL, Auto, etc.), with a background in brokerage, TPA, or carrier environments.
• Technical Expertise: Strong knowledge of multi-jurisdictional laws and best practices in both workers’ compensation and liability claims.
• Client-Facing Skills: Demonstrated ability to build relationships, influence outcomes, and communicate effectively with all stakeholders.
• Analytical Ability: Skilled in data analysis, claim reviews, and trend identification.
• Technology: Proficient in claims management systems, Excel, and reporting tools.

Preferred Education & Certifications

• Bachelor’s degree in Risk Management, Insurance, Business, or a related field preferred.
• Industry designations such as AIC, ARM, CPCU, or CLCS strongly preferred.

COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

#LI-SG1

#LI-Hybrid

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

We are seeking a highly experienced Senior Claims Advocate with expertise in both workers’ compensation and liability claims to deliver exceptional claims management, strategic advocacy, and risk mitigation support to our clients. The ideal candidate will have a strong background in multi-jurisdictional claims handling, including workers’ compensation and liability lines such as general liability, auto, and property and demonstrate analytical skills and a client-focused mindset. 

LOCATION: Duluth GA, this is a hybrid position, with a minimum of three in-office days per week. 

 WHAT YOU’LL DO:

Claims Advocacy & Oversight

• Manage and advocate for complex claims across both workers’ compensation and liability lines from initial reporting to final resolution.
• Serve as a trusted advisor to clients, delivering strategic guidance to reduce claim costs and improve outcomes.
• Partner with carriers, TPAs, and legal counsel to ensure appropriate claim handling, reserving, and settlement strategies.
• Identify claim trends across multiple lines and propose tailored solutions to reduce loss experience.
• Support clients in challenging denials, negotiating settlements, and intervening in escalated cases.

Client Consulting & Risk Mitigation

• Provide consultative support on injury and incident management, return-to-work strategies, and liability exposure, and overall claim risk.
• Prepare and present client-facing settlement and reserve recommendations aligned with exposure analysis, jurisdictional factors, and risk-management objectives.
• Facilitate claim review meetings and prepare detailed reports that communicate claim status, trends, and recommendations.
• Collaborate closely with the account service team to ensure coordinated client strategy, consistent communication, and effective execution of claims initiatives.
• Partner with client risk, safety, legal, and HR teams to implement proactive measures aimed at reducing claim frequency and severity.

Carrier, TPA & Legal Liaison

• Interface with carriers, TPAs, and attorneys to ensure effective, timely, and client-centered claim resolution.
• Advocate for appropriate reserving practices, equitable settlements, and consistent claims service.
• Participate in settlement negotiations and mediation where appropriate.

Compliance & Regulatory Awareness

• Maintain current knowledge of workers’ compensation and liability laws, litigation trends, and best practices across jurisdictions.
• Ensure clients remain compliant with regulatory requirements, including reporting obligations and safety protocols.

Data Analytics & Reporting

• Analyze loss data across lines of coverage to identify trends, gaps, and opportunities for improvement.
• Prepare and deliver client-facing analytics reports with strategic insights and practical recommendations. 

WHAT YOU’LL BRING:

• Experience: Minimum 5 to 10 years of claims experience across workers’ compensation and liability lines (GL, Auto, etc.), with a background in brokerage, TPA, or carrier environments.
• Technical Expertise: Strong knowledge of multi-jurisdictional laws and best practices in both workers’ compensation and liability claims.
• Client-Facing Skills: Demonstrated ability to build relationships, influence outcomes, and communicate effectively with all stakeholders.
• Analytical Ability: Skilled in data analysis, claim reviews, and trend identification.
• Technology: Proficient in claims management systems, Excel, and reporting tools.

Preferred Education & Certifications

• Bachelor’s degree in Risk Management, Insurance, Business, or a related field preferred.
• Industry designations such as AIC, ARM, CPCU, or CLCS strongly preferred.

COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

#LI-SG1

#LI-Hybrid

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

We are seeking a highly experienced Senior Claims Advocate with expertise in both workers’ compensation and liability claims to deliver exceptional claims management, strategic advocacy, and risk mitigation support to our clients. The ideal candidate will have a strong background in multi-jurisdictional claims handling, including workers’ compensation and liability lines such as general liability, auto, and property and demonstrate analytical skills and a client-focused mindset. 

LOCATION: Duluth GA, this is a hybrid position, with a minimum of three in-office days per week. 

 WHAT YOU’LL DO:

Claims Advocacy & Oversight

• Manage and advocate for complex claims across both workers’ compensation and liability lines from initial reporting to final resolution.
• Serve as a trusted advisor to clients, delivering strategic guidance to reduce claim costs and improve outcomes.
• Partner with carriers, TPAs, and legal counsel to ensure appropriate claim handling, reserving, and settlement strategies.
• Identify claim trends across multiple lines and propose tailored solutions to reduce loss experience.
• Support clients in challenging denials, negotiating settlements, and intervening in escalated cases.

Client Consulting & Risk Mitigation

• Provide consultative support on injury and incident management, return-to-work strategies, and liability exposure, and overall claim risk.
• Prepare and present client-facing settlement and reserve recommendations aligned with exposure analysis, jurisdictional factors, and risk-management objectives.
• Facilitate claim review meetings and prepare detailed reports that communicate claim status, trends, and recommendations.
• Collaborate closely with the account service team to ensure coordinated client strategy, consistent communication, and effective execution of claims initiatives.
• Partner with client risk, safety, legal, and HR teams to implement proactive measures aimed at reducing claim frequency and severity.

Carrier, TPA & Legal Liaison

• Interface with carriers, TPAs, and attorneys to ensure effective, timely, and client-centered claim resolution.
• Advocate for appropriate reserving practices, equitable settlements, and consistent claims service.
• Participate in settlement negotiations and mediation where appropriate.

Compliance & Regulatory Awareness

• Maintain current knowledge of workers’ compensation and liability laws, litigation trends, and best practices across jurisdictions.
• Ensure clients remain compliant with regulatory requirements, including reporting obligations and safety protocols.

Data Analytics & Reporting

• Analyze loss data across lines of coverage to identify trends, gaps, and opportunities for improvement.
• Prepare and deliver client-facing analytics reports with strategic insights and practical recommendations. 

WHAT YOU’LL BRING:

• Experience: Minimum 5 to 10 years of claims experience across workers’ compensation and liability lines (GL, Auto, etc.), with a background in brokerage, TPA, or carrier environments.
• Technical Expertise: Strong knowledge of multi-jurisdictional laws and best practices in both workers’ compensation and liability claims.
• Client-Facing Skills: Demonstrated ability to build relationships, influence outcomes, and communicate effectively with all stakeholders.
• Analytical Ability: Skilled in data analysis, claim reviews, and trend identification.
• Technology: Proficient in claims management systems, Excel, and reporting tools.

Preferred Education & Certifications

• Bachelor’s degree in Risk Management, Insurance, Business, or a related field preferred.
• Industry designations such as AIC, ARM, CPCU, or CLCS strongly preferred.

COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

#LI-SG1

#LI-Hybrid

SUMMARY:

The Senior Client Manager  works with and supports Producers, Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. This position is a senior, client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients.

 This position mentors a client service team through continuous learning, transparent feedback, and strong talent development. Working directly with the team to assist in setting individual and team goals aligned with the sales and growth strategy, service platform execution, continual process improvement, proactively identifying and meeting client needs, enabling retention and growth of a defined book of business from a client service perspective.

Location:  This role requires a hybrid work schedule out of our Dallas office, 3 days a week in office.

QUALIFICATIONS:

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 is valued throughout our organization. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Client Management:

• Serve as the primary expert resource and first point of contact for clients, handling questions on risk management, coverage, contractual issues, and compliance specific to the Charter School industry.
• Analyze client data, conduct market comparisons, strategize around coverage and exclusions, and negotiate premiums and commission rates.
• Provide marketing and new business development support, including preparing presentations and proposals, and participating in and/or conducting meetings with clients and/or prospective clients.
• Delegate office administrative work and oversee tasks.

Service Delivery:

• Establish and maintain primary business relationships with clients, developing comprehensive customer service plans.
• Consistently establish and maintain high levels of trust and confidence with clients through periodic unscheduled contact and prompt resolution of client questions and issues.
• Analyze client and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives.
• Negotiate with carriers on clients’ behalf for best available premiums, commissions, and coverage.
• Maintain expert knowledge and provide clients with up-to-date information on insurance, market trends, and legislation.
• Work with claims advocates to ensure client needs are satisfied throughout the claims process.

Marketing and Business Development:

• Prepare renewal specifications for presentation to carriers, including analysis of claims, changes in client operations, and recommended renewal pricing.
• Conduct renewal presentations as part of a team.
• Develop strong relationships with business partners, including underwriters, brokers, and other professional service providers.

Personal and Organizational Development:

• Set priorities and manage workflow to ensure all goals are met.
• Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts.
• Document correspondence and activity in agency management systems.
• Interact effectively with others, utilizing good communication skills and providing information and guidance as needed.
• Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance.

QUALIFICATIONS:

• High school diploma or G.E.D. equivalent required; college degree preferred.
• Five or more years of experience in mid-size brokerage or independent agency.
• Proficiency in Microsoft Office applications, especially Excel.
• Ability to work in a fast-paced environment and handle multiple tasks.
• High level of interpersonal skills for handling sensitive and confidential situations.
• Valid State Property and Casualty License and State Driver’s License required.
• Excellent negotiation skills and in-depth knowledge of the insurance business.
• Strong leadership skills with experience in delegation, coaching, and mentoring.
• Proficiency in Sagitta and ImageRight preferred.
• Strong aptitude for interpreting coverage forms, contractual agreements, and financial statements.
• Highly motivated with a strong work ethic and ability to work independently.
• Project and team management experience preferred.
• Insurance industry designations preferred (CIC, CRM, CPCU).
• Experience with complex shared/layered programs preferred.

PHYSIICAL 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.

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

WHY EPIC: 

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

#LI-LL1 #LI-Hybrid

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

Come join our Premier Personal Lines Insurance team!  This is an exciting opportunity to step into a new role, new office location, and build a top-notch team! Currently, most of our personal lines team members are based in the Northeast and southern Indiana. We are expanding to build out a new team in the Twin Cities!

The Personal Insurance - Associate Client Advocate is a junior-level role, great for early-career insurance professionals, or individuals looking to start a career in insurance. This is NOT a sales role; it's a service & support role.

Associate Client Advocates will learn essential skills necessary to work in our call center environment.  The focus will be on quality not quantity – our team averages 10-15 calls per day, which allows for an advisory, relationship-driven approach. 

This role is designed to build personal insurance expertise, top-notch customer service skills, and contribute to essential administrative tasks in support of our clients.

LOCATION: In-Office - Richfield, MN - This is a fully in-office role. Office location will be in Richfield!

WHAT WE’RE LOOKING FOR:

• Preferred but not required: Personal lines insurance experience.
• Candidates with professional communication skills – both written and verbal. 
• Positive and outgoing disposition, eager to work as a team but also functions well working independently.
• Individuals with great customer service skills and who enjoy serving others.

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

• Perform administrative functions in support of the service team which may include but are not limited to data entry, accessing carrier websites and processing changes, verifying renewal policies, and communications with third party vendors.
• Follow protocol for taking calls in department phone queues.
• Develop a strong working knowledge of carrier websites and utilize the sites to secure accurate and timely information for our clients and third parties.
• Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
• Work as a team and contribute to the team effort by openly sharing insurance knowledge.
• Assume ownership of problems until the resolution is successfully accomplished.
• Become a student of the business. Seek insurance knowledge through training and education.
• Complete additional projects as assigned by a supervisor or manager.

WHAT YOU’LL BRING: 

Skill & Qualifications:

• Excellent organizational and time management skills.
• Strong customer service focus & communication skills.
• Excellent diplomacy skills / ability to resolve issues.
• Independent user of technology.

Educational Requirement:

• College graduate or experience equivalent preferred
• Property & Casualty Insurance License is required to perform this role - if individual does not already have this license they must be willing to obtain it if hired

Technology:

• Proficient in Microsoft Excel, Word and Outlook.

COMPENSATION: 

The national average hourly rate for this role is $26.00 - $31.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

#LI-SP2

LOCATION: Hybrid, New York, NY 

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

The ideal candidate will have a strong emphasis on Property Insurance as well as some experience in the real estate insurance space.  You will be working for our Financial Services division with our Private Equity clients. 

Core responsibilities would include:

• Account management and retention – manage a diverse portfolio of clients, ensuring a higher retention rate through proactive renewal strategies
• Risk assessment – analyze client operations to identify critical causes of potential loss and recommend appropriate coverage
• Market negotiations – act as a liaison between clients & insurance markets to negotiate competitive pricing & favorable coverage terms for complex & difficult to place risks

Education and Experience

• College degree required
• A minimum of 3 years of experience
• Active Property & Casulty Commercial license
• Must have a working knowledge of a variety of Microsoft Office and Sagitta agency management system preferred.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy

COMPENSATION: 

The national average salary or this role is $95 000.00 - $135 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC: 

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

#LI-TM1

#LI-Hybrid

LOCATION: Hybrid, Melville, NY or Bridgehampton, NY

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

EPIC Brokers has an opening for a full-time Commercial Senior Support Assistant position in the Melville NY. This position assists Commercial Lines Account Managers in the various units on a daily basis as needed; with primary responsibilities of issuing Certificates of Insurance, processing Audits and Endorsements, along with other various responsibilities.

Primary responsibilities of the position:

• Processing Endorsements per company procedures (car and equipment changes, adding locations, exposure changes, policy corrections)
• Prepare insurance documentation including complex certificates, EPI’s, Acord 855’s, loss runs, and vehicle identification cards
• Review of insurance requirements
• Analysis of policy coverage forms and privity of contract
• Set up and maintain client service activity files and filing (electronic), scanning and copying of all required documents
• Audit processing and analysis
• Loss runs
• Special projects for Account Managers and Producers
• Address coverage deficiencies related to certificates of insurance
• Perform other related support duties as requested
• Prepare and print proposals, schedules of insurance, and other reports
• Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
• Contribute to a team effort by accomplishing related results as needed
• Train other team members as needed

Skills & Requirements:

• Two-year insurance agency experience preferred 
• Knowledge of insurance principles and regulations
• Problem solving skills to address issues related to insurance coverage
• Ability to manage multiple priorities, and instruction from multiple Account Managers and Producers
• Excellent phone and customer service skills
• Data entry with attention to detail
• Ability to prioritize tasks to meet strict deadlines
• Strong oral and written communication skills
• Ability to work independently, as well as in a team environment
• Technical proficiency in all Microsoft Office products
• Travel between offices for educational or other mandatory meetings is occasionally required

Educational requirement:
• College degree preferred
• Broker’s license is required

COMPENSATION: 

The national average hourly rate for this role is $33.33 - $35.90 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. 

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: San Mateo, CA, Hybrid

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

 Job Overview: 

The Private Client Associate is responsible for supporting the Private Client team in providing exceptional service to our Private Client customers.  The Private Client Associate works independently and must be able to take direction, seek guidance when necessary, and demonstrate a sense of urgency when required. This is a non-exempt position.

QUALITIES:

• Act as a client advocate always.
• Maintain a positive relationship and excellent communication with client and co-workers.
• Work as a team and contribute to the team effort by openly sharing insurance knowledge.
• Assume ownership of problems until the resolution is successfully accomplished.
• Become a student of the business. Seek insurance knowledge through training and education.

SKILLS:

• Support Private Client Account Managers and Producers to meet the needs of our Private Client customers by assisting with new business opportunities and existing clientele.
• Collaborate and work closely with Private Client team to ensure a seamless new business process regarding proposals, account reviews, creating executive reviews or schedules of insurance so the producer is prepared to present to the client.
• Assist relationship manager with billing inquiries, basic carrier endorsements, and contract review questions.
• Maintain Client records in agency management systems. It is the associate's responsibility to accurately record and update client information in the system. This includes maintaining documentation of policy details, client contact information, and any changes or updates made throughout the process.
• Process new business applications: The associate may be responsible for data entry on new insurance applications. This involves reviewing the application for accuracy and completeness, collecting necessary documents, and entering the information into the system.
• Assist in underwriting process: The associate may provide support by gathering necessary information from the Prospect Questionnaire, preparing applications for submission, and ensuring all required documentation is provided.
• Develop a strong working knowledge of our carrier’s websites and utilize the sites to secure accurate and timely information for our clients.
• Document all communications with clients and carriers in a prompt manner. Records must reflect the most current status at all times.
• Comply with all internal procedures and practices while demonstrating the ability to meet service and quality standards.
• Take on additional responsibilities as assigned. Manage projects as directed by EPIC Private Client Leadership.
• Manage and process daily carrier Download and Communication Logs.
• Manage and process daily invoicing and monthly expirations.
• Pull cancellation, reinstatements and non pays from carriers’ websites daily.
• Enter and set up prospects in management system and run MVR & CLUE.

Education and Experience

• Bachelors Degree Preferred
• P&C Insurance License or related work experience preferred.
• If not currently licensed, it must be obtained within 90 days of hire.
• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.

Skills and Abilities

• Articulate, strong oral and written communication skills.
• Strong problem-solving skills.
• Strong Language, Mathematical, Analytical and Reasoning ability.
• Demonstrate a sense of urgency when responding to an inquiry.
• Must possess the ability to multi-task and prioritize multiple projects.
• Ability to work independently and within a team environment.
• Accepts full ownership of issue and follows through to completion.
• Must be accurate, detailed, and thorough.
• Must be punctual and reliable.
• Strong organizational and time management skills.
• Independent user of technology.
• Attend internal and external training classes and seminars.
• Must be able to keep information confidential.

COMPENSATION: 

The national average hourly rate for this role is $30.77 - $35.90 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. 

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:  Hybrid, McLean, VA office. 

About Vanbridge, an EPIC Insurance Brokers company. 

Vanbridge bridges the gap between insurance and capital markets, enabling our clients to manage risk, enhance strategies, and strengthen long-term financial performance. We go beyond the perceived limits of insurance to maximize its potential. As part of EPIC Insurance Brokers & Consultants, with revenues approaching $2 billion, we're proud to be consistently recognized as a "best place to work" with exceptional team retention, competitive compensation, and unmatched camaraderie.

Our interdisciplinary team of insurance, capital markets, legal, and tax professionals provides concierge-level consulting on estate, business, and financial planning strategies. We serve RIAs, CPA and law firms, family offices, private equity firms, corporations, and high-net-worth individuals who count on us for world-class solutions.

The Opportunity

We are seeking a highly organized, detail-oriented, and proactive Executive Assistant to support the Director of Executive Benefits. This is a dynamic role at the intersection of high-touch client service and sophisticated planning. You'll serve as the operational backbone of a fast-paced practice, ensuring seamless coordination across client engagements, advisor relationships, and internal teams.

The ideal candidate thrives under pressure, anticipates needs before they arise, and brings both polish and practicality to everything they do. You'll gain exposure to advanced insurance concepts, estate planning strategies, and executive benefits, making this an exceptional growth opportunity for someone building a career in financial services.Key Responsibilities

Executive & Administrative Support

• Provide comprehensive administrative support including calendar management, travel coordination, and meeting preparation
• Prepare and maintain reports, presentations, and documentation with exceptional attention to detail
• Handle confidential information with the utmost integrity and discretion
• Monitor deadlines and ensure timely completion of tasks and projects
• Manage CRM data entry, auditing, and task tracking with accuracy and consistency

Client & Advisor Coordination

• Coordinate client communications, scheduling, and follow-ups to ensure seamless service delivery
• Prepare materials for client meetings including paperwork, presentations, and supporting documentation
• Serve as a "concierge" liaison between advisors, internal teams, and external partners
• Assist with case design support, sharing concepts and strategies, and scheduling virtual meetings
• Support point-of-sale activities and post-sale relationship nurturing

Planning & Analysis Support (preferred, not required) 

• Review client data including assets, liabilities, insurance policies, estate documents, and tax returns
• Create net worth statements and input retirement planning data into planning software
• Summarize key components of life insurance, annuity, disability, and long-term care policies
• Support illustration and case design processes using industry software
• Conduct research and synthesize data to support strategic recommendations

Required Qualifications

• 5+ years of experience as an Executive Assistant, Personal Assistant, or similar administrative role
• Bachelor's degree in business, finance, or related field preferred (or equivalent experience)
• Strong proficiency in Microsoft Office Suite, Excel (formulas, pivot tables, reporting)
• Exceptional organizational skills with demonstrated ability to manage multiple priorities under tight deadlines
• Outstanding written and verbal communication skills
• High level of discretion, confidentiality, and professional judgment
• Self-driven with a sense of urgency, adaptability, and a results-oriented mindset
• Team-first mentality with a collaborative, supportive approach

Preferred Qualifications

• Experience in financial services, insurance, or executive benefits industry
• Familiarity with CRM systems (Salesforce preferred) and document management tools
• Working knowledge of financial planning software a plus
• Some understanding of life insurance products, planning concepts, or executive benefits (preferred)
• Life, Health, or FINRA Series 6/63 licenses a plus (or willingness to obtain)
• Experience with virtual meeting platforms (Zoom, MS Teams)

What We Offer

• Competitive compensation and comprehensive benefits (medical, dental, vision, pharmacy)
• Hybrid work environment with flexibility and work-life balance
• Exposure to sophisticated financial planning and executive benefits strategies
• Clear pathways for professional growth and career advancement
• A collaborative, supportive culture recognized as a "best place to work"
• Wellness programs, life and disability insurance, and additional employee benefits

COMPENSATION: 

The national average salary for this role is $65,000 000.00 - $85,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY Vanbridge/EPIC: 

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

#LI-TM1

#LI-Hybrid

LOCATION: Melville, NY, Bridgehampton, NY, Jersey city, NJ, Summit, NJ  Hybrid position

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times.  The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position.

Responsibilities

• Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.
• Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team.
• Actively participate in thought leadership as EPIC grows and optimizes the private client practice
• Provide mentorship and leadership to Private Client Associates
• Develop cooperative and professional relationships with our carriers.
• Manage renewal activity from start to close.
• Deliver complete and accurate renewal reviews according to agency guidelines.
• Look for sales opportunities by account rounding and selling additional coverage.
• Assume ownership of customer concerns and feedback until completion.
• Remarket accounts according to agency guidelines or at the request of the producer or insured.
• Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed.
• Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership.
• Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.

Education and Experience

• High School / GED Education required / P&C Insurance License required
• 5 + years Client Management Experience
• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
• Sagitta (ATS) and ImageRight experience is preferred.

Skills and Abilities

• Possess excellent written, verbal, and organizational skills.
• Must be able to work within a team environment.
• Account Executives are expected to avoid E&O situations.
• Demonstrate a sense of urgency when responding to an inquiry.
• Must possess the ability to multi-task and prioritize multiple projects.
• Must possess attention to detail.
• Must be punctual and reliable.
• Must be able to keep information confidential.

COMPENSATION: 

The national average salary for this role is $85 000.00 - $95 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

#LI-TM1

#LI-Hybrid

Brand Ambassador -Kickstart Your Career in Brand Engagement
Treloar & Heisel – A Division of EPIC Brokers
Location: New Castle, PA  (Relocation Assistance Provided)

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide With locations spread out across the US, our local market knowledge and industry expertise helps support our clients' regional and global needs We have grown very quickly since our founding, and we continue to see growth and 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.

WHAT YOU'LL DO

As a Brand Ambassador, you’ll be the face of our business. Your mission? Spread the word, build excitement, and create meaningful connections that drive brand awareness and growth. This isn’t a desk job, it’s a dynamic, hands-on role where every day is different. You’ll receive ongoing feedback and coaching to help you refine your skills and achieve your goals. Plus, you’ll have opportunities for advancement within EPIC as you grow and excel in your role.

Your Impact:

• Lead and create brand initiatives at conferences, university events, and social functions
• Leverage your digital and social media expertise to amplify brand visibility
• Connect with prospects through calls, emails, and social media outreach to generate qualified leads
• Build relationships with key contacts and nurture them into long-term connections
• Partner with marketing teams to develop and execute campaigns and drive sales initiatives
• Engage diverse audiences through strategic travel across multiple states

Success Metrics

• Event attendance and engagement
• Outreach activity (calls, emails, etc.)
• Regional brand awareness

WHAT YOU'LL BRING:

• Bachelor’s degree (Marketing, Communications, or related field a plus)
• A natural networker with strong communication skills
• Creative energy and a passion for brand building
• Adept at creating and managing social media content
• Comfortable making outreach calls and engaging prospects
• Travel ready for business needs (about 15 weeks/year)
• Must pass a background check

WHAT YOU'LL GET

• Salary: $55,000 base + up to $10,000 year-end bonus
• Relocation Assistance
• Generous Paid Time off

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

#LI-SG1

#LI-Onsite

Brand Ambassador -Kickstart Your Career in Brand Engagement
Treloar & Heisel – A Division of EPIC Brokers
Location: New Castle, PA (Relocation Assistance Provided)