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Consultant - Life, Disability, and Absence
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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 Summary
The Consultant is a key member of EPIC’s Life, Absence & Disability (LAD) practice and supports the delivery of client engagements across group life, disability, and absence/leave programs.
This role serves as a day-to-day consulting partner for assigned accounts, helping execute strategy, develop client-ready deliverables, and coordinate vendor and project activities to ensure high-quality outcomes. By leveraging data and analytics, the Consultant identifies improvement opportunities, supports roadmap development, and assists clients in implementing compliant program solutions.
The Consultant also contributes to RFPs and implementations, supports issue resolution and governance activities, and collaborates with teammates to strengthen practice tools and deliverables.
Key Responsibilities
Client Consulting & Strategy
- Support client engagements across group disability, absence management, and life insurance programs, including strategy development, work planning, and execution
- Partner with account leaders and client teams to provide analysis, options, and actionable recommendations
- Communicate effectively with HR/Benefits stakeholders and vendor partners
- Plan and facilitate client meetings, including executive-level presentations and readouts
- Develop clear, persuasive client-facing materials
Market Insights & Analysis
- Research and translate industry trends, benchmarks, emerging solutions, and vendor capabilities into tailored strategies
- Conduct benchmarking, financial, and experience analyses across life, leave, disability, and time away programs
- Interpret findings and present data-driven recommendations
RFPs, Vendor Management & Implementation
- Support end-to-end RFP and implementation strategy for insured products and ASO/software services, including:
- Market approach
- Evaluation framework
- Finalist selection
- Contracting support
- Implementation tracking
- Support vendor governance and performance management, including:
- Issue identification
- Escalation management
- Continuous improvement initiatives
- Maintain and enhance vendor intelligence (capabilities, performance insights, market scans)
Program Operations & Compliance
- Provide consultative guidance on local, state, and federal legislative and regulatory requirements
- Assist clients in operationalizing compliance and coordinating with vendors
- Review carrier agreements, policy documents, and service terms to ensure alignment with benefit design and client intent
- Support resolution of claims and service issues across client, vendor, and internal teams
Project Management & Delivery
- Manage multiple concurrent client initiatives and annual deliverables
- Establish timelines, assign resources, and manage risks to ensure high-quality, on-time outcomes
- Oversee development and delivery of LAD communications (e.g., enrollment materials, leave program updates)
Practice Development
- Develop client deliverables and internal practice collateral
- Contribute to thought leadership, training, and best practices within the LAD practice
- Support development and maintenance of standardized tools (e.g., RFP templates, benchmarking reports, cost models)
- Provide specialized consulting support in areas such as:
- Vendor procurement strategy
- Paid family and company leave programs
- Statutory program design/review
- Life with Long-Term Care programs
Qualifications
- 5+ years of experience within Life, Absence & Disability (LAD), supporting large group life, disability, and absence/leave programs (carrier, consulting, and/or brokerage)
- Strong knowledge of federal and state leave and disability regulations, with the ability to translate requirements into operational guidance
- Working knowledge of integrations across carriers/TPAs and client systems (payroll, HRIS, benefits administration, leave platforms)
- Strong project management skills (scope, timelines, risk management, quality execution)
- Experience supporting RFPs, vendor evaluation/selection, and contract considerations
- Strong client service and communication skills, including presenting to senior stakeholders
- Ability to translate complex or technical concepts into clear, actionable insights
- Highly collaborative, proactive, and detail-oriented
- Advanced proficiency in Microsoft Excel, PowerPoint, and Teams
Education & Credentials
- Bachelor’s degree or equivalent experience required
- Advanced degree and/or industry designations are a plus
- Resident State Life & Health license required (or must be obtained within 90 days of hire)
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
Ready to apply?
Apply to EPIC Brokers
Copy of Consultant - Life, Disability, and Absence
Share this job
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 Summary
The Consultant is a key member of EPIC’s Life, Absence & Disability (LAD) practice and supports the delivery of client engagements across group life, disability, and absence/leave programs.
This role serves as a day-to-day consulting partner for assigned accounts, helping execute strategy, develop client-ready deliverables, and coordinate vendor and project activities to ensure high-quality outcomes. By leveraging data and analytics, the Consultant identifies improvement opportunities, supports roadmap development, and assists clients in implementing compliant program solutions.
The Consultant also contributes to RFPs and implementations, supports issue resolution and governance activities, and collaborates with teammates to strengthen practice tools and deliverables.
Key Responsibilities
Client Consulting & Strategy
- Support client engagements across group disability, absence management, and life insurance programs, including strategy development, work planning, and execution
- Partner with account leaders and client teams to provide analysis, options, and actionable recommendations
- Communicate effectively with HR/Benefits stakeholders and vendor partners
- Plan and facilitate client meetings, including executive-level presentations and readouts
- Develop clear, persuasive client-facing materials
Market Insights & Analysis
- Research and translate industry trends, benchmarks, emerging solutions, and vendor capabilities into tailored strategies
- Conduct benchmarking, financial, and experience analyses across life, leave, disability, and time away programs
- Interpret findings and present data-driven recommendations
RFPs, Vendor Management & Implementation
- Support end-to-end RFP and implementation strategy for insured products and ASO/software services, including:
- Market approach
- Evaluation framework
- Finalist selection
- Contracting support
- Implementation tracking
- Support vendor governance and performance management, including:
- Issue identification
- Escalation management
- Continuous improvement initiatives
- Maintain and enhance vendor intelligence (capabilities, performance insights, market scans)
Program Operations & Compliance
- Provide consultative guidance on local, state, and federal legislative and regulatory requirements
- Assist clients in operationalizing compliance and coordinating with vendors
- Review carrier agreements, policy documents, and service terms to ensure alignment with benefit design and client intent
- Support resolution of claims and service issues across client, vendor, and internal teams
Project Management & Delivery
- Manage multiple concurrent client initiatives and annual deliverables
- Establish timelines, assign resources, and manage risks to ensure high-quality, on-time outcomes
- Oversee development and delivery of LAD communications (e.g., enrollment materials, leave program updates)
Practice Development
- Develop client deliverables and internal practice collateral
- Contribute to thought leadership, training, and best practices within the LAD practice
- Support development and maintenance of standardized tools (e.g., RFP templates, benchmarking reports, cost models)
- Provide specialized consulting support in areas such as:
- Vendor procurement strategy
- Paid family and company leave programs
- Statutory program design/review
- Life with Long-Term Care programs
Qualifications
- 5+ years of experience within Life, Absence & Disability (LAD), supporting large group life, disability, and absence/leave programs (carrier, consulting, and/or brokerage)
- Strong knowledge of federal and state leave and disability regulations, with the ability to translate requirements into operational guidance
- Working knowledge of integrations across carriers/TPAs and client systems (payroll, HRIS, benefits administration, leave platforms)
- Strong project management skills (scope, timelines, risk management, quality execution)
- Experience supporting RFPs, vendor evaluation/selection, and contract considerations
- Strong client service and communication skills, including presenting to senior stakeholders
- Ability to translate complex or technical concepts into clear, actionable insights
- Highly collaborative, proactive, and detail-oriented
- Advanced proficiency in Microsoft Excel, PowerPoint, and Teams
Education & Credentials
- Bachelor’s degree or equivalent experience required
- Advanced degree and/or industry designations are a plus
- Resident State Life & Health license required (or must be obtained within 90 days of hire)
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
Ready to apply?
Apply to EPIC Brokers
Consultant - Life, Disability, and Absence
Share this job
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 Summary
The Consultant is a key member of EPIC’s Life, Absence & Disability (LAD) practice and supports the delivery of client engagements across group life, disability, and absence/leave programs.
This role serves as a day-to-day consulting partner for assigned accounts, helping execute strategy, develop client-ready deliverables, and coordinate vendor and project activities to ensure high-quality outcomes. By leveraging data and analytics, the Consultant identifies improvement opportunities, supports roadmap development, and assists clients in implementing compliant program solutions.
The Consultant also contributes to RFPs and implementations, supports issue resolution and governance activities, and collaborates with teammates to strengthen practice tools and deliverables.
Key Responsibilities
Client Consulting & Strategy
- Support client engagements across group disability, absence management, and life insurance programs, including strategy development, work planning, and execution
- Partner with account leaders and client teams to provide analysis, options, and actionable recommendations
- Communicate effectively with HR/Benefits stakeholders and vendor partners
- Plan and facilitate client meetings, including executive-level presentations and readouts
- Develop clear, persuasive client-facing materials
Market Insights & Analysis
- Research and translate industry trends, benchmarks, emerging solutions, and vendor capabilities into tailored strategies
- Conduct benchmarking, financial, and experience analyses across life, leave, disability, and time away programs
- Interpret findings and present data-driven recommendations
RFPs, Vendor Management & Implementation
- Support end-to-end RFP and implementation strategy for insured products and ASO/software services, including:
- Market approach
- Evaluation framework
- Finalist selection
- Contracting support
- Implementation tracking
- Support vendor governance and performance management, including:
- Issue identification
- Escalation management
- Continuous improvement initiatives
- Maintain and enhance vendor intelligence (capabilities, performance insights, market scans)
Program Operations & Compliance
- Provide consultative guidance on local, state, and federal legislative and regulatory requirements
- Assist clients in operationalizing compliance and coordinating with vendors
- Review carrier agreements, policy documents, and service terms to ensure alignment with benefit design and client intent
- Support resolution of claims and service issues across client, vendor, and internal teams
Project Management & Delivery
- Manage multiple concurrent client initiatives and annual deliverables
- Establish timelines, assign resources, and manage risks to ensure high-quality, on-time outcomes
- Oversee development and delivery of LAD communications (e.g., enrollment materials, leave program updates)
Practice Development
- Develop client deliverables and internal practice collateral
- Contribute to thought leadership, training, and best practices within the LAD practice
- Support development and maintenance of standardized tools (e.g., RFP templates, benchmarking reports, cost models)
- Provide specialized consulting support in areas such as:
- Vendor procurement strategy
- Paid family and company leave programs
- Statutory program design/review
- Life with Long-Term Care programs
Qualifications
- 5+ years of experience within Life, Absence & Disability (LAD), supporting large group life, disability, and absence/leave programs (carrier, consulting, and/or brokerage)
- Strong knowledge of federal and state leave and disability regulations, with the ability to translate requirements into operational guidance
- Working knowledge of integrations across carriers/TPAs and client systems (payroll, HRIS, benefits administration, leave platforms)
- Strong project management skills (scope, timelines, risk management, quality execution)
- Experience supporting RFPs, vendor evaluation/selection, and contract considerations
- Strong client service and communication skills, including presenting to senior stakeholders
- Ability to translate complex or technical concepts into clear, actionable insights
- Highly collaborative, proactive, and detail-oriented
- Advanced proficiency in Microsoft Excel, PowerPoint, and Teams
Education & Credentials
- Bachelor’s degree or equivalent experience required
- Advanced degree and/or industry designations are a plus
- Resident State Life & Health license required (or must be obtained within 90 days of hire)
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
Ready to apply?
Apply to EPIC Brokers
Consultant - Life, Disability, and Absence
Share this job
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 Summary
The Consultant is a key member of EPIC’s Life, Absence & Disability (LAD) practice and supports the delivery of client engagements across group life, disability, and absence/leave programs.
This role serves as a day-to-day consulting partner for assigned accounts, helping execute strategy, develop client-ready deliverables, and coordinate vendor and project activities to ensure high-quality outcomes. By leveraging data and analytics, the Consultant identifies improvement opportunities, supports roadmap development, and assists clients in implementing compliant program solutions.
The Consultant also contributes to RFPs and implementations, supports issue resolution and governance activities, and collaborates with teammates to strengthen practice tools and deliverables.
Key Responsibilities
Client Consulting & Strategy
- Support client engagements across group disability, absence management, and life insurance programs, including strategy development, work planning, and execution
- Partner with account leaders and client teams to provide analysis, options, and actionable recommendations
- Communicate effectively with HR/Benefits stakeholders and vendor partners
- Plan and facilitate client meetings, including executive-level presentations and readouts
- Develop clear, persuasive client-facing materials
Market Insights & Analysis
- Research and translate industry trends, benchmarks, emerging solutions, and vendor capabilities into tailored strategies
- Conduct benchmarking, financial, and experience analyses across life, leave, disability, and time away programs
- Interpret findings and present data-driven recommendations
RFPs, Vendor Management & Implementation
- Support end-to-end RFP and implementation strategy for insured products and ASO/software services, including:
- Market approach
- Evaluation framework
- Finalist selection
- Contracting support
- Implementation tracking
- Support vendor governance and performance management, including:
- Issue identification
- Escalation management
- Continuous improvement initiatives
- Maintain and enhance vendor intelligence (capabilities, performance insights, market scans)
Program Operations & Compliance
- Provide consultative guidance on local, state, and federal legislative and regulatory requirements
- Assist clients in operationalizing compliance and coordinating with vendors
- Review carrier agreements, policy documents, and service terms to ensure alignment with benefit design and client intent
- Support resolution of claims and service issues across client, vendor, and internal teams
Project Management & Delivery
- Manage multiple concurrent client initiatives and annual deliverables
- Establish timelines, assign resources, and manage risks to ensure high-quality, on-time outcomes
- Oversee development and delivery of LAD communications (e.g., enrollment materials, leave program updates)
Practice Development
- Develop client deliverables and internal practice collateral
- Contribute to thought leadership, training, and best practices within the LAD practice
- Support development and maintenance of standardized tools (e.g., RFP templates, benchmarking reports, cost models)
- Provide specialized consulting support in areas such as:
- Vendor procurement strategy
- Paid family and company leave programs
- Statutory program design/review
- Life with Long-Term Care programs
Qualifications
- 5+ years of experience within Life, Absence & Disability (LAD), supporting large group life, disability, and absence/leave programs (carrier, consulting, and/or brokerage)
- Strong knowledge of federal and state leave and disability regulations, with the ability to translate requirements into operational guidance
- Working knowledge of integrations across carriers/TPAs and client systems (payroll, HRIS, benefits administration, leave platforms)
- Strong project management skills (scope, timelines, risk management, quality execution)
- Experience supporting RFPs, vendor evaluation/selection, and contract considerations
- Strong client service and communication skills, including presenting to senior stakeholders
- Ability to translate complex or technical concepts into clear, actionable insights
- Highly collaborative, proactive, and detail-oriented
- Advanced proficiency in Microsoft Excel, PowerPoint, and Teams
Education & Credentials
- Bachelor’s degree or equivalent experience required
- Advanced degree and/or industry designations are a plus
- Resident State Life & Health license required (or must be obtained within 90 days of hire)
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
Ready to apply?
Apply to EPIC Brokers
Claims Associate
Share this job
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:
Our Claims Associates provide excellent customer service by ensuring all client needs are met while engaging in behaviors such as claims processing, evaluation, and resolution of claims. They build robust relationships through working to understand client needs and providing solutions that effectively protect the client’s risks. In this role, the Claims Associate will be responsible for supporting Claims Advocates in the servicing and managing a diverse book of Commercial Lines accounts.
LOCATION: Atlanta, GA, Carmel, IN, Mount Laurel, NJ. Hybrid 3 days a week in the office is required.
WHAT YOU’LL DO:
A detailed list of job duties includes (but is not limited to):
This role is responsible for, although not limited to, the following job duties:
- Receives and processes information for first report of claim from insured, either by phone or email
- Processes claim with carrier or assists insured with gathering data required by company to settle a claim
- Sets up and maintains client service activity files and filing (electronic), scanning and copying of all required documents
- Maintains proper claim file documentation including claim notes, correspondence, faxes and emails in Sagitta and ImageRight
- Monitors and follows up on outstanding claims, updates accounts as necessary and answers inquiries
- Coordinates gathering of loss runs for claim reports
- Completes review of claim summary reports and prepares loss analysis materials
- Prepares client presentation materials with Microsoft PowerPoint, Word and Excel
- Assists in the coordination and development of client service materials for claims and risk control
- Assumes ownership of customer concerns and feedback until a resolution is successfully accomplished
- Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
- Contributes to a team effort by accomplishing related results as needed
- Performs other related support duties as requested.
ADMINISTRATIVE FUNCTIONS:
- Filing mail electronically
- Entering and maintaining claims logs
REPORTS AND DATABASE MANAGEMENT:
- Document client activity in Sagitta and ImageRight system.
- Coordinate and complete Claim Summary Reports.
- Assist with loss analysis reports.
Customer Service Focus: Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns. Ensures the highest value of service is always provided and consistently delivers on commitments to the customer.
Active Listening: Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others’ messages. Asks clarifying questions to ensure understanding
Initiating Action: Self-starter and frequently takes a lead role in improving or enhancing a product or service to benefit the client and Frenkel. Will often demonstrate a sincere positive attitude toward getting things done and will seek out additional responsibilities that may go beyond the scope of their formal job description.
Information Seeking: Driven by an underlying curiosity and desire to know more about people, things or issues. This involves going beyond routine questions and includes digging or pressing for exact information and/or resolving discrepancies by asking a series of questions or conducting less-focused environmental scanning for opportunities or miscellaneous information that may be used in the future.
Relationship Building: Develops and maintains long-term relationships with others and excels at building and maintaining friendly interactions, establishing credibility and building rapport with individuals and networks of contacts
Achievement Motivation and Perseverance: Demonstrates a determination to achieve ever-increasing levels of performance. Sets high standards and challenging goals for new accounts, financial targets, customer service and themselves. Maintains a constant focus on exceeding objectives for both the client and Frenkel.
Composure and Resilience: Able to deal effectively with pressure, maintains focus and intensity and remains optimistic and persistent even under adversity. Demonstrates the ability and propensity to recover quickly and maintain self-control following setbacks, rejections and conflict.
WHAT YOU’LL BRING:
- Ability to communicate professionally.
- Strong analytical and problem-solving skills.
- Excellent communication and presentation skills.
- Strong organizational skills.
- Strong computer skills including MS office suite, Excel and PowerPoint. Experience with Tableau preferred.
- High school diploma required. College degree preferred
COMPENSATION:
The national average hourly rate for this role is $25.60 - $30.75 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.
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