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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
Divisional Growth Marketing Manager
Share this job
WHY JOIN US?
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.
- 15th Largest Broker in US
- Voted " Best Place to Work" in the Insurance Industry
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellbeing Programs, Employee Award Programs (Trips!).
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 accommodation may be made to enable individuals with disabilities to perform the essential functions.
As EPIC’s Marketing Manager for the Employee Benefits division, you will be the driving force behind our content-based marketing strategy. You own the development, execution, and optimization of marketing (educational, sales etc) campaigns that directly influence revenue growth.
You are closely partnered with sales leaders and subject matter experts to translate complex business needs into high impact marketing actions.
You build programs that elevate brand visibility, generate new business, and strengthen client relationships. With a sharp command of KPIs and emerging trends across digital, PR, and social channels, you guide a matrixed team to plan and launch campaigns that deliver measurable results.
Responsibilities
Define & Drive Overall Strategic Direction
- Collaborate with marketing and business leaders to manage and execute an annual marketing plan that achieves business goals.
- Present comprehensive strategic plan, editorial calendar, and channel optimization each year.
Maintain & Evolve Foundational Brand/Market Positioning
- Maintain product positioning frameworks so that marketing, sales, and sales operations are up to date on the latest positioning based on new-to-market innovation.
Lead Content Strategy & Messaging Architecture
- Create content management strategy to ensure messaging is clear, engaging, relevant, consistent, and actionable. Proactively answer “What’s in it for me?” to differentiate the brand.
Develop Thought Leadership & Market Credibility
- Create thought leadership programs to increase brand/product recognition, improve sales solution awareness, and build credibility. Apply content across multiple digital and PR channels.
Align With Leaders to Drive Innovation & Growth
- Act as liaison with business and sales leaders to target opportunities for content development and marketing innovation. Responsible for obtaining program approvals.
Build Influence & Cross–Functional Relationships
- Build trusted, influential relationships with peers, sales leaders, and subject matter experts.
Identify & Interpret KPIs to Drive Strategic Decisions.
- Identify and analyze key performance indicators for campaigns, public relations, population targeting, and optimization. Work with internal data teams to build KPIs and evaluate results.
Develop & Execute Integrated Marketing Campaigns
- Develop and execute marketing campaigns that include the use of content (e.g., case studies, white papers, webinars), direct mail, digital marketing, and public relations. Establish measurable campaign goals and utilize various reporting mechanisms to evaluate results.
Lead Brand Stewardship & Change Advocacy
- Be a brand ambassador and lead by example with innovative problem-solving and collaboration. Advocate change while keeping our company goals and brand standards omnipresent.
Support PR & Visibility Efforts
- Collaborate with the public relations team to gain speaking engagements, awards, endorsements, and byline/quote opportunities.
Support Events & Presentation Materials
- Ensuring identified tradeshow and speaking engagements are supported with modern presentations, displays, and handouts.
Requirements
- Proficiency with Salesforce or similar CRM platforms (or strong willingness to learn)
- Strong experience with email marketing platforms (e.g., Pardot, Salesforce Marketing Cloud, HubSpot, Marketo) and campaign management
- Bachelor’s degree in marketing, Communications, Journalism, or a related field, with 7+ years
- Experience in complex B2B environments such as employee benefits, insurance, or pharmacy.
- You’re a strategic marketer who translates business priorities into clear positioning, compelling narratives, and integrated marketing plans. You collaborate deeply with sales and business leaders, influence direction without authority, and understand the full marketing ecosystem—from content and digital to PR, events, and demand generation.
- You bring a data driven mindset, define and interpret KPIs, and refine strategy based on performance insights. You plan effectively—building annual roadmaps, editorial strategies, and campaigns—and you operate confidently in a fast moving, matrixed environment. Strong executive communication, a bias for modernizing processes, and comfort with marketing operations tools are essential. Travel as needed.
- Willingness to travel as needed to support key initiatives, stakeholder relationships, and industry presence.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
Some physical labor may be required for specific events, the ability to lift 25 – 50 lbs. overhead maybe 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.
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.
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Apply to EPIC Brokers
Divisional Growth Marketing Manager
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WHY JOIN US?
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.
- 15th Largest Broker in US
- Voted " Best Place to Work" in the Insurance Industry
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellbeing Programs, Employee Award Programs (Trips!).
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 accommodation may be made to enable individuals with disabilities to perform the essential functions.
As EPIC’s Marketing Manager for the Employee Benefits division, you will be the driving force behind our content-based marketing strategy. You own the development, execution, and optimization of marketing (educational, sales etc) campaigns that directly influence revenue growth.
You are closely partnered with sales leaders and subject matter experts to translate complex business needs into high impact marketing actions.
You build programs that elevate brand visibility, generate new business, and strengthen client relationships. With a sharp command of KPIs and emerging trends across digital, PR, and social channels, you guide a matrixed team to plan and launch campaigns that deliver measurable results.
Responsibilities
Define & Drive Overall Strategic Direction
- Collaborate with marketing and business leaders to manage and execute an annual marketing plan that achieves business goals.
- Present comprehensive strategic plan, editorial calendar, and channel optimization each year.
Maintain & Evolve Foundational Brand/Market Positioning
- Maintain product positioning frameworks so that marketing, sales, and sales operations are up to date on the latest positioning based on new-to-market innovation.
Lead Content Strategy & Messaging Architecture
- Create content management strategy to ensure messaging is clear, engaging, relevant, consistent, and actionable. Proactively answer “What’s in it for me?” to differentiate the brand.
Develop Thought Leadership & Market Credibility
- Create thought leadership programs to increase brand/product recognition, improve sales solution awareness, and build credibility. Apply content across multiple digital and PR channels.
Align With Leaders to Drive Innovation & Growth
- Act as liaison with business and sales leaders to target opportunities for content development and marketing innovation. Responsible for obtaining program approvals.
Build Influence & Cross–Functional Relationships
- Build trusted, influential relationships with peers, sales leaders, and subject matter experts.
Identify & Interpret KPIs to Drive Strategic Decisions.
- Identify and analyze key performance indicators for campaigns, public relations, population targeting, and optimization. Work with internal data teams to build KPIs and evaluate results.
Develop & Execute Integrated Marketing Campaigns
- Develop and execute marketing campaigns that include the use of content (e.g., case studies, white papers, webinars), direct mail, digital marketing, and public relations. Establish measurable campaign goals and utilize various reporting mechanisms to evaluate results.
Lead Brand Stewardship & Change Advocacy
- Be a brand ambassador and lead by example with innovative problem-solving and collaboration. Advocate change while keeping our company goals and brand standards omnipresent.
Support PR & Visibility Efforts
- Collaborate with the public relations team to gain speaking engagements, awards, endorsements, and byline/quote opportunities.
Support Events & Presentation Materials
- Ensuring identified tradeshow and speaking engagements are supported with modern presentations, displays, and handouts.
Requirements
- Proficiency with Salesforce or similar CRM platforms (or strong willingness to learn)
- Strong experience with email marketing platforms (e.g., Pardot, Salesforce Marketing Cloud, HubSpot, Marketo) and campaign management
- Bachelor’s degree in marketing, Communications, Journalism, or a related field, with 7+ years
- Experience in complex B2B environments such as employee benefits, insurance, or pharmacy.
- You’re a strategic marketer who translates business priorities into clear positioning, compelling narratives, and integrated marketing plans. You collaborate deeply with sales and business leaders, influence direction without authority, and understand the full marketing ecosystem—from content and digital to PR, events, and demand generation.
- You bring a data driven mindset, define and interpret KPIs, and refine strategy based on performance insights. You plan effectively—building annual roadmaps, editorial strategies, and campaigns—and you operate confidently in a fast moving, matrixed environment. Strong executive communication, a bias for modernizing processes, and comfort with marketing operations tools are essential. Travel as needed.
- Willingness to travel as needed to support key initiatives, stakeholder relationships, and industry presence.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
Some physical labor may be required for specific events, the ability to lift 25 – 50 lbs. overhead maybe 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.
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
#LI-Hybrid
Ready to apply?
Apply to EPIC Brokers
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