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: Concord, 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 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 national average hourly rate for this role is $41.00 to $51.00 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-MS2

#LI-Hybrid

#LI-Employee Benefits

Location: Periodic in-office presence in any of one of our Northern, CA offices (roughly one day a week) is required for internal events, carrier meetings, and client meetings, as needed.  Please refer to our EPIC office locations:https://www.epicbrokers.com/about/locations/

SUMMARY:

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:
· Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated.
· For new and renewal business, analyzes relevant client data (e.g. experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives.
· Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team.
· Conducts marketing and new business development for employee’s book of business.
· Mentor & Support Team. Encourage team development through training and growth opportunities.
Service
• Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all client service needs;
• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; Interface with clients, producers and other team members to develop a comprehensive customer service plan;
• 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;
• Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of insurance, market and loss control trends, State and Federal legislation, rules and regulations;
• Work with claims advocates to ensure the client’s needs are being satisfied throughout the claims process.
Marketing
• Preparation of renewal specifications for presentation to carriers including analysis of claims, changes in client operations, and recommended renewal pricing;
• Negotiate with carriers for best available premiums, commissions and coverage;
• Conduct renewal presentations as part of team;
• Analyze and provide client referrals to Sales Team for Property Casualty and Employee Benefits opportunities;
• Develop strong relationships with a wide range of business partners, including underwriters, , wholesale brokers, monitoring counsel, defense counsel, and other professional service providers.
Personal and Organizational Development
• Set priorities and manage workflow for self 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 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.

EDUCATION and/or EXPERIENCE:

•High school diploma. I prefer a college degree.
• Minimum of five years’ experience in mid-size brokerage or carrier.

• Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Must have a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

CERTIFICATES, LICENSES, REGISTRATIONS:

Valid State Property and Casualty License required;
Valid State Driver’s License Required.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk

The national average salary for this role is $90,000 to $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.

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

Location: Periodic in-office presence in any of one of our Northern, CA offices (roughly one day a week) is required for internal events, carrier meetings, and client meetings, as needed.  Please refer to our EPIC office locations:https://www.epicbrokers.com/about/locations/

SUMMARY:

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:
· Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated.
· For new and renewal business, analyzes relevant client data (e.g. experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives.
· Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team.
· Conducts marketing and new business development for employee’s book of business.
· Mentor & Support Team. Encourage team development through training and growth opportunities.
Service
• Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all client service needs;
• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; Interface with clients, producers and other team members to develop a comprehensive customer service plan;
• 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;
• Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of insurance, market and loss control trends, State and Federal legislation, rules and regulations;
• Work with claims advocates to ensure the client’s needs are being satisfied throughout the claims process.
Marketing
• Preparation of renewal specifications for presentation to carriers including analysis of claims, changes in client operations, and recommended renewal pricing;
• Negotiate with carriers for best available premiums, commissions and coverage;
• Conduct renewal presentations as part of team;
• Analyze and provide client referrals to Sales Team for Property Casualty and Employee Benefits opportunities;
• Develop strong relationships with a wide range of business partners, including underwriters, , wholesale brokers, monitoring counsel, defense counsel, and other professional service providers.
Personal and Organizational Development
• Set priorities and manage workflow for self 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 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.

EDUCATION and/or EXPERIENCE:

•High school diploma. I prefer a college degree.
• Minimum of five years’ experience in mid-size brokerage or carrier.

• Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Must have a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

CERTIFICATES, LICENSES, REGISTRATIONS:

Valid State Property and Casualty License required;
Valid State Driver’s License Required.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk

The national average salary for this role is $90,000 to $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.

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

Location: Periodic in-office presence in any of one of our Northern, CA offices (roughly one day a week) is required for internal events, carrier meetings, and client meetings, as needed.  Please refer to our EPIC office locations:https://www.epicbrokers.com/about/locations/

SUMMARY:

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:
· Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated.
· For new and renewal business, analyzes relevant client data (e.g. experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives.
· Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team.
· Conducts marketing and new business development for employee’s book of business.
· Mentor & Support Team. Encourage team development through training and growth opportunities.
Service
• Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all client service needs;
• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; Interface with clients, producers and other team members to develop a comprehensive customer service plan;
• 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;
• Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of insurance, market and loss control trends, State and Federal legislation, rules and regulations;
• Work with claims advocates to ensure the client’s needs are being satisfied throughout the claims process.
Marketing
• Preparation of renewal specifications for presentation to carriers including analysis of claims, changes in client operations, and recommended renewal pricing;
• Negotiate with carriers for best available premiums, commissions and coverage;
• Conduct renewal presentations as part of team;
• Analyze and provide client referrals to Sales Team for Property Casualty and Employee Benefits opportunities;
• Develop strong relationships with a wide range of business partners, including underwriters, , wholesale brokers, monitoring counsel, defense counsel, and other professional service providers.
Personal and Organizational Development
• Set priorities and manage workflow for self 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 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.

EDUCATION and/or EXPERIENCE:

•High school diploma. I prefer a college degree.
• Minimum of five years’ experience in mid-size brokerage or carrier.

• Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Must have a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

CERTIFICATES, LICENSES, REGISTRATIONS:

Valid State Property and Casualty License required;
Valid State Driver’s License Required.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk

The national average salary for this role is $90,000 to $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.

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 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!

Senior Underwriter – Employee Benefits

Location: Periodic in-office presence in any of one of our Northern, CA offices (roughly one day a week) is required for internal events, carrier meetings, and client meetings, as needed.  Please refer to our EPIC office locations:https://www.epicbrokers.com/about/locations/

Department: Employee Benefits
Reporting To: Lead Underwriter
Travel: Travel may be required (approximately 5–15 trips per year; typically day trips or overnight)

SUMMARY

The Senior Underwriter is a senior-level role responsible for evaluating, analyzing, and managing complex employee benefits underwriting and financial analytics for EPIC clients. This position partners closely with consultants, producers, and client service teams to deliver strategic, data-driven solutions for level funded and self-funded benefit programs.

The Senior Underwriter leverages deep industry knowledge, advanced analytical skills, and strong carrier relationships to support client objectives. This role also provides mentorship and oversight to underwriting and analytical support staff and plays a key role in advancing EPIC’s value proposition.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Collaborate with consultants, producers, and account teams to prepare and deliver client-facing financial analyses and presentations
• Assess complex client risk by analyzing demographics, claims experience, utilization, and market conditions
• Apply underwriting judgment to develop sound recommendations
• Project client claims experience to develop budgets, funding strategies, benefit costs, and IBNR reserves
• Analyze and negotiate stop loss renewals and proposals for financial accuracy, contract terms, and competitiveness
• Submit coverage specifications and obtain, compare, and evaluate quotes from potential stop loss carriers
• Serve as the primary underwriting contact with carriers and vendors fostering and maintaining strong relationships
• Prepare executive summaries that clearly communicate observations, conclusions, recommendations, and next steps
• Utilize EPIC’s standard underwriting tools, templates, and analytical models to develop alternative strategies, plan modeling, and cost-saving opportunities
• Identify opportunities to expand client relationships through additional product or service solutions
• Support client retention by delivering high-quality underwriting support and consultative insights
• Manage and provide guidance to underwriting and analytical support staff; mentor junior team members
• Assist service teams in educating clients regarding utilization trends, experience reporting, carrier tools, and self-funding concepts
• Stay current on industry trends, legislation, funding arrangements, and carrier product developments
• Participate in internal initiatives, peer review processes, and special projects as assigned

KEY COMPETENCIES

• Advanced knowledge of employee benefits coverages and funding arrangements
• Strong underwriting, financial modeling, and analytical skills
• Ability to interpret and explain complex data to both technical and non-technical audiences
• Excellent written, verbal, and presentation skills
• Proven negotiation skills with carriers and vendors
• Strong project management, prioritization, and time management abilities
• Ability to work effectively both independently and collaboratively in a fast-paced environment
• High attention to detail and commitment to accuracy
• Proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint
• Ability to navigate carrier portals, data analytics platforms, and EPIC analytical tools

EDUCATION AND EXPERIENCE

• Bachelor’s degree required
• Seven (7) or more years of experience in employee benefits underwriting, financial analysis, or a related role within a brokerage/consulting firm.
• Demonstrated experience underwriting both fully insured and self-funded benefit programs
• Experience supporting mid-sized to large, multi-state clients preferred
• Prior experience mentoring or leading junior underwriting or analytical staff strongly preferred

CERTIFICATES, LICENSES, REGISTRATIONS

• Active State Life and Health insurance license required (or ability to obtain within an agreed-upon timeframe)
• Valid driver’s license required (for client and carrier travel)

WORK LOCATION & FLEXIBILITY

This is a remote-first role. Daily job responsibilities may be performed from home. The Senior Underwriter is expected to attend in-person meetings and events as necessary, including but not limited to:

• Internal team or company events
• Carrier meetings
• Client meetings and presentations

The national average salary for this role is 135,000 to $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.

PHYSICAL DEMANDS

The physical demands described here are representative of those required to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

While performing the duties of this job, the employee is regularly required to sit, stand, walk, use hands to handle or feel, reach with hands and arms, and communicate verbally. Vision requirements include close vision, color vision, and the ability to adjust focus. Ability to travel independently is required.

WORK ENVIRONMENT

The work environment is primarily a professional office or home-office setting. The noise level is typically moderate, and there is little to no exposure to physical risk.

WHY EPIC: 

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

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

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

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

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

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

#LI-LL1 #LI-Hybrid

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!

Senior Underwriter – Employee Benefits

Location: Periodic in-office presence in any of one of our Northern, CA offices (roughly one day a week) is required for internal events, carrier meetings, and client meetings, as needed.  Please refer to our EPIC office locations:https://www.epicbrokers.com/about/locations/

Department: Employee Benefits
Reporting To: Lead Underwriter
Travel: Travel may be required (approximately 5–15 trips per year; typically day trips or overnight)

SUMMARY

The Senior Underwriter is a senior-level role responsible for evaluating, analyzing, and managing complex employee benefits underwriting and financial analytics for EPIC clients. This position partners closely with consultants, producers, and client service teams to deliver strategic, data-driven solutions for level funded and self-funded benefit programs.

The Senior Underwriter leverages deep industry knowledge, advanced analytical skills, and strong carrier relationships to support client objectives. This role also provides mentorship and oversight to underwriting and analytical support staff and plays a key role in advancing EPIC’s value proposition.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Collaborate with consultants, producers, and account teams to prepare and deliver client-facing financial analyses and presentations
• Assess complex client risk by analyzing demographics, claims experience, utilization, and market conditions
• Apply underwriting judgment to develop sound recommendations
• Project client claims experience to develop budgets, funding strategies, benefit costs, and IBNR reserves
• Analyze and negotiate stop loss renewals and proposals for financial accuracy, contract terms, and competitiveness
• Submit coverage specifications and obtain, compare, and evaluate quotes from potential stop loss carriers
• Serve as the primary underwriting contact with carriers and vendors fostering and maintaining strong relationships
• Prepare executive summaries that clearly communicate observations, conclusions, recommendations, and next steps
• Utilize EPIC’s standard underwriting tools, templates, and analytical models to develop alternative strategies, plan modeling, and cost-saving opportunities
• Identify opportunities to expand client relationships through additional product or service solutions
• Support client retention by delivering high-quality underwriting support and consultative insights
• Manage and provide guidance to underwriting and analytical support staff; mentor junior team members
• Assist service teams in educating clients regarding utilization trends, experience reporting, carrier tools, and self-funding concepts
• Stay current on industry trends, legislation, funding arrangements, and carrier product developments
• Participate in internal initiatives, peer review processes, and special projects as assigned

KEY COMPETENCIES

• Advanced knowledge of employee benefits coverages and funding arrangements
• Strong underwriting, financial modeling, and analytical skills
• Ability to interpret and explain complex data to both technical and non-technical audiences
• Excellent written, verbal, and presentation skills
• Proven negotiation skills with carriers and vendors
• Strong project management, prioritization, and time management abilities
• Ability to work effectively both independently and collaboratively in a fast-paced environment
• High attention to detail and commitment to accuracy
• Proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint
• Ability to navigate carrier portals, data analytics platforms, and EPIC analytical tools

EDUCATION AND EXPERIENCE

• Bachelor’s degree required
• Seven (7) or more years of experience in employee benefits underwriting, financial analysis, or a related role within a brokerage/consulting firm.
• Demonstrated experience underwriting both fully insured and self-funded benefit programs
• Experience supporting mid-sized to large, multi-state clients preferred
• Prior experience mentoring or leading junior underwriting or analytical staff strongly preferred

CERTIFICATES, LICENSES, REGISTRATIONS

• Active State Life and Health insurance license required (or ability to obtain within an agreed-upon timeframe)
• Valid driver’s license required (for client and carrier travel)

WORK LOCATION & FLEXIBILITY

This is a remote-first role. Daily job responsibilities may be performed from home. The Senior Underwriter is expected to attend in-person meetings and events as necessary, including but not limited to:

• Internal team or company events
• Carrier meetings
• Client meetings and presentations

The national average salary for this role is 135,000 to $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.

PHYSICAL DEMANDS

The physical demands described here are representative of those required to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

While performing the duties of this job, the employee is regularly required to sit, stand, walk, use hands to handle or feel, reach with hands and arms, and communicate verbally. Vision requirements include close vision, color vision, and the ability to adjust focus. Ability to travel independently is required.

WORK ENVIRONMENT

The work environment is primarily a professional office or home-office setting. The noise level is typically moderate, and there is little to no exposure to physical risk.

WHY EPIC: 

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

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

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

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

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

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

#LI-LL1 #LI-Hybrid

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!

Senior Underwriter – Employee Benefits

Location: Periodic in-office presence in any of one of our Northern, CA offices (roughly one day a week) is required for internal events, carrier meetings, and client meetings, as needed.  Please refer to our EPIC office locations:https://www.epicbrokers.com/about/locations/

Department: Employee Benefits
Reporting To: Lead Underwriter
Travel: Travel may be required (approximately 5–15 trips per year; typically day trips or overnight)

SUMMARY

The Senior Underwriter is a senior-level role responsible for evaluating, analyzing, and managing complex employee benefits underwriting and financial analytics for EPIC clients. This position partners closely with consultants, producers, and client service teams to deliver strategic, data-driven solutions for level funded and self-funded benefit programs.

The Senior Underwriter leverages deep industry knowledge, advanced analytical skills, and strong carrier relationships to support client objectives. This role also provides mentorship and oversight to underwriting and analytical support staff and plays a key role in advancing EPIC’s value proposition.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Collaborate with consultants, producers, and account teams to prepare and deliver client-facing financial analyses and presentations
• Assess complex client risk by analyzing demographics, claims experience, utilization, and market conditions
• Apply underwriting judgment to develop sound recommendations
• Project client claims experience to develop budgets, funding strategies, benefit costs, and IBNR reserves
• Analyze and negotiate stop loss renewals and proposals for financial accuracy, contract terms, and competitiveness
• Submit coverage specifications and obtain, compare, and evaluate quotes from potential stop loss carriers
• Serve as the primary underwriting contact with carriers and vendors fostering and maintaining strong relationships
• Prepare executive summaries that clearly communicate observations, conclusions, recommendations, and next steps
• Utilize EPIC’s standard underwriting tools, templates, and analytical models to develop alternative strategies, plan modeling, and cost-saving opportunities
• Identify opportunities to expand client relationships through additional product or service solutions
• Support client retention by delivering high-quality underwriting support and consultative insights
• Manage and provide guidance to underwriting and analytical support staff; mentor junior team members
• Assist service teams in educating clients regarding utilization trends, experience reporting, carrier tools, and self-funding concepts
• Stay current on industry trends, legislation, funding arrangements, and carrier product developments
• Participate in internal initiatives, peer review processes, and special projects as assigned

KEY COMPETENCIES

• Advanced knowledge of employee benefits coverages and funding arrangements
• Strong underwriting, financial modeling, and analytical skills
• Ability to interpret and explain complex data to both technical and non-technical audiences
• Excellent written, verbal, and presentation skills
• Proven negotiation skills with carriers and vendors
• Strong project management, prioritization, and time management abilities
• Ability to work effectively both independently and collaboratively in a fast-paced environment
• High attention to detail and commitment to accuracy
• Proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint
• Ability to navigate carrier portals, data analytics platforms, and EPIC analytical tools

EDUCATION AND EXPERIENCE

• Bachelor’s degree required
• Seven (7) or more years of experience in employee benefits underwriting, financial analysis, or a related role within a brokerage/consulting firm.
• Demonstrated experience underwriting both fully insured and self-funded benefit programs
• Experience supporting mid-sized to large, multi-state clients preferred
• Prior experience mentoring or leading junior underwriting or analytical staff strongly preferred

CERTIFICATES, LICENSES, REGISTRATIONS

• Active State Life and Health insurance license required (or ability to obtain within an agreed-upon timeframe)
• Valid driver’s license required (for client and carrier travel)

WORK LOCATION & FLEXIBILITY

This is a remote-first role. Daily job responsibilities may be performed from home. The Senior Underwriter is expected to attend in-person meetings and events as necessary, including but not limited to:

• Internal team or company events
• Carrier meetings
• Client meetings and presentations

The national average salary for this role is 135,000 to $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.

PHYSICAL DEMANDS

The physical demands described here are representative of those required to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

While performing the duties of this job, the employee is regularly required to sit, stand, walk, use hands to handle or feel, reach with hands and arms, and communicate verbally. Vision requirements include close vision, color vision, and the ability to adjust focus. Ability to travel independently is required.

WORK ENVIRONMENT

The work environment is primarily a professional office or home-office setting. The noise level is typically moderate, and there is little to no exposure to physical risk.

WHY EPIC: 

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

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

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

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

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

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

#LI-LL1 #LI-Hybrid

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!

Senior Underwriter – Employee Benefits

Location: Periodic in-office presence in any of one of our Northern, CA offices (roughly one day a week) is required for internal events, carrier meetings, and client meetings, as needed.  Please refer to our EPIC office locations:https://www.epicbrokers.com/about/locations/

Department: Employee Benefits
Reporting To: Lead Underwriter
Travel: Travel may be required (approximately 5–15 trips per year; typically day trips or overnight)

SUMMARY

The Senior Underwriter is a senior-level role responsible for evaluating, analyzing, and managing complex employee benefits underwriting and financial analytics for EPIC clients. This position partners closely with consultants, producers, and client service teams to deliver strategic, data-driven solutions for level funded and self-funded benefit programs.

The Senior Underwriter leverages deep industry knowledge, advanced analytical skills, and strong carrier relationships to support client objectives. This role also provides mentorship and oversight to underwriting and analytical support staff and plays a key role in advancing EPIC’s value proposition.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Collaborate with consultants, producers, and account teams to prepare and deliver client-facing financial analyses and presentations
• Assess complex client risk by analyzing demographics, claims experience, utilization, and market conditions
• Apply underwriting judgment to develop sound recommendations
• Project client claims experience to develop budgets, funding strategies, benefit costs, and IBNR reserves
• Analyze and negotiate stop loss renewals and proposals for financial accuracy, contract terms, and competitiveness
• Submit coverage specifications and obtain, compare, and evaluate quotes from potential stop loss carriers
• Serve as the primary underwriting contact with carriers and vendors fostering and maintaining strong relationships
• Prepare executive summaries that clearly communicate observations, conclusions, recommendations, and next steps
• Utilize EPIC’s standard underwriting tools, templates, and analytical models to develop alternative strategies, plan modeling, and cost-saving opportunities
• Identify opportunities to expand client relationships through additional product or service solutions
• Support client retention by delivering high-quality underwriting support and consultative insights
• Manage and provide guidance to underwriting and analytical support staff; mentor junior team members
• Assist service teams in educating clients regarding utilization trends, experience reporting, carrier tools, and self-funding concepts
• Stay current on industry trends, legislation, funding arrangements, and carrier product developments
• Participate in internal initiatives, peer review processes, and special projects as assigned

KEY COMPETENCIES

• Advanced knowledge of employee benefits coverages and funding arrangements
• Strong underwriting, financial modeling, and analytical skills
• Ability to interpret and explain complex data to both technical and non-technical audiences
• Excellent written, verbal, and presentation skills
• Proven negotiation skills with carriers and vendors
• Strong project management, prioritization, and time management abilities
• Ability to work effectively both independently and collaboratively in a fast-paced environment
• High attention to detail and commitment to accuracy
• Proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint
• Ability to navigate carrier portals, data analytics platforms, and EPIC analytical tools

EDUCATION AND EXPERIENCE

• Bachelor’s degree required
• Seven (7) or more years of experience in employee benefits underwriting, financial analysis, or a related role within a brokerage/consulting firm.
• Demonstrated experience underwriting both fully insured and self-funded benefit programs
• Experience supporting mid-sized to large, multi-state clients preferred
• Prior experience mentoring or leading junior underwriting or analytical staff strongly preferred

CERTIFICATES, LICENSES, REGISTRATIONS

• Active State Life and Health insurance license required (or ability to obtain within an agreed-upon timeframe)
• Valid driver’s license required (for client and carrier travel)

WORK LOCATION & FLEXIBILITY

This is a remote-first role. Daily job responsibilities may be performed from home. The Senior Underwriter is expected to attend in-person meetings and events as necessary, including but not limited to:

• Internal team or company events
• Carrier meetings
• Client meetings and presentations

The national average salary for this role is 135,000 to $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.

PHYSICAL DEMANDS

The physical demands described here are representative of those required to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

While performing the duties of this job, the employee is regularly required to sit, stand, walk, use hands to handle or feel, reach with hands and arms, and communicate verbally. Vision requirements include close vision, color vision, and the ability to adjust focus. Ability to travel independently is required.

WORK ENVIRONMENT

The work environment is primarily a professional office or home-office setting. The noise level is typically moderate, and there is little to no exposure to physical risk.

WHY EPIC: 

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

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

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

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

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

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

#LI-LL1 #LI-Hybrid

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!

Senior Underwriter – Employee Benefits

Location: Periodic in-office presence in any of one of our Northern, CA offices (roughly one day a week) is required for internal events, carrier meetings, and client meetings, as needed.  Please refer to our EPIC office locations:https://www.epicbrokers.com/about/locations/

Department: Employee Benefits
Reporting To: Lead Underwriter
Travel: Travel may be required (approximately 5–15 trips per year; typically day trips or overnight)

SUMMARY

The Senior Underwriter is a senior-level role responsible for evaluating, analyzing, and managing complex employee benefits underwriting and financial analytics for EPIC clients. This position partners closely with consultants, producers, and client service teams to deliver strategic, data-driven solutions for level funded and self-funded benefit programs.

The Senior Underwriter leverages deep industry knowledge, advanced analytical skills, and strong carrier relationships to support client objectives. This role also provides mentorship and oversight to underwriting and analytical support staff and plays a key role in advancing EPIC’s value proposition.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Collaborate with consultants, producers, and account teams to prepare and deliver client-facing financial analyses and presentations
• Assess complex client risk by analyzing demographics, claims experience, utilization, and market conditions
• Apply underwriting judgment to develop sound recommendations
• Project client claims experience to develop budgets, funding strategies, benefit costs, and IBNR reserves
• Analyze and negotiate stop loss renewals and proposals for financial accuracy, contract terms, and competitiveness
• Submit coverage specifications and obtain, compare, and evaluate quotes from potential stop loss carriers
• Serve as the primary underwriting contact with carriers and vendors fostering and maintaining strong relationships
• Prepare executive summaries that clearly communicate observations, conclusions, recommendations, and next steps
• Utilize EPIC’s standard underwriting tools, templates, and analytical models to develop alternative strategies, plan modeling, and cost-saving opportunities
• Identify opportunities to expand client relationships through additional product or service solutions
• Support client retention by delivering high-quality underwriting support and consultative insights
• Manage and provide guidance to underwriting and analytical support staff; mentor junior team members
• Assist service teams in educating clients regarding utilization trends, experience reporting, carrier tools, and self-funding concepts
• Stay current on industry trends, legislation, funding arrangements, and carrier product developments
• Participate in internal initiatives, peer review processes, and special projects as assigned

KEY COMPETENCIES

• Advanced knowledge of employee benefits coverages and funding arrangements
• Strong underwriting, financial modeling, and analytical skills
• Ability to interpret and explain complex data to both technical and non-technical audiences
• Excellent written, verbal, and presentation skills
• Proven negotiation skills with carriers and vendors
• Strong project management, prioritization, and time management abilities
• Ability to work effectively both independently and collaboratively in a fast-paced environment
• High attention to detail and commitment to accuracy
• Proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint
• Ability to navigate carrier portals, data analytics platforms, and EPIC analytical tools

EDUCATION AND EXPERIENCE

• Bachelor’s degree required
• Seven (7) or more years of experience in employee benefits underwriting, financial analysis, or a related role within a brokerage/consulting firm.
• Demonstrated experience underwriting both fully insured and self-funded benefit programs
• Experience supporting mid-sized to large, multi-state clients preferred
• Prior experience mentoring or leading junior underwriting or analytical staff strongly preferred

CERTIFICATES, LICENSES, REGISTRATIONS

• Active State Life and Health insurance license required (or ability to obtain within an agreed-upon timeframe)
• Valid driver’s license required (for client and carrier travel)

WORK LOCATION & FLEXIBILITY

This is a remote-first role. Daily job responsibilities may be performed from home. The Senior Underwriter is expected to attend in-person meetings and events as necessary, including but not limited to:

• Internal team or company events
• Carrier meetings
• Client meetings and presentations

The national average salary for this role is 135,000 to $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.

PHYSICAL DEMANDS

The physical demands described here are representative of those required to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

While performing the duties of this job, the employee is regularly required to sit, stand, walk, use hands to handle or feel, reach with hands and arms, and communicate verbally. Vision requirements include close vision, color vision, and the ability to adjust focus. Ability to travel independently is required.

WORK ENVIRONMENT

The work environment is primarily a professional office or home-office setting. The noise level is typically moderate, and there is little to no exposure to physical risk.

WHY EPIC: 

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

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

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

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

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

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

#LI-LL1 #LI-Hybrid

Location: This role will require a hybrid work schedule in-office two days a week out of our Concord, CA office.

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!

SUMMARY:

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.

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 will require a hybrid work schedule in-office two days a week out of our Northern, CA offices. Please refer to our EPIC office locations:https://www.epicbrokers.com/about/locations/

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.

Essential Duties & Responsibilities

Account Support & Policy Administration

• Process certificates of insurance and auto ID cards
• Follow up on notices of cancellation
• Manage policy change requests and endorsements
• Assist with renewal policy issuance and renewal proposals
• Prepare binders and invoices
• Obtain loss runs and premium finance quotes
• Run MVRs and internal reports (e.g., M&S reports)
• Create loss summary tracking and policy checklists
• Prepare ACORD applications
• Perform online rating for small business accounts

Client & Carrier Support

• Process applications, policies, endorsements, schedules, certificates, audits, and related documentation accurately and on time
• Maintain timely and accurate invoicing and monthly expirations
• Follow workflows and quality standards within the agency management system
• Update client and policy information in Sagitta
• Post documents to the EPIC client portal
• Maintain paperless filing standards

Training & Development

• Participate in lunch‑and‑learn sessions, external workshops, and insurance operations training
• Work with a designated mentor to build skills in insurance, finance, sales, and marketing

Personal & Organizational Responsibilities

• Set priorities and manage workflow to meet deadlines and service expectations
• Maintain positive, professional relationships with clients, carriers, vendors, wholesalers, and internal teams
• Keep proposals, insurance summaries, workflow logs, and documentation up to date
• Stay informed on industry trends, products, coverages, legislation, and technology
• Support team goals through collaboration, communication, and accountability
• Perform additional duties as assigned

Supervisory Responsibilities

• None

Qualifications & Key Competencies

Core Skills

• Strong verbal and written communication skills
• Service‑oriented mindset with strong interpersonal skills
• High attention to detail and organization
• Ability to multitask and prioritize in a fast‑paced environment
• Willingness to learn and take direction
• Effective collaboration both independently and in a team setting

Technical & Analytical Skills

• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Ability to read and interpret business documents, insurance policies, and regulations
• Ability to calculate basic insurance‑related figures (e.g., percentages, commissions, premiums)

Education & Experience

• College degree required
• California Property & Casualty license required
• 1-2 years of prior insurance experience 
• Experience with agency management systems and insurance platforms is a plus

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 $58,000 to $64,000 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 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 will require a hybrid work schedule in-office two days a week out of our Northern, CA offices. Please refer to our EPIC office locations:https://www.epicbrokers.com/about/locations/

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.

Essential Duties & Responsibilities

Account Support & Policy Administration

• Process certificates of insurance and auto ID cards
• Follow up on notices of cancellation
• Manage policy change requests and endorsements
• Assist with renewal policy issuance and renewal proposals
• Prepare binders and invoices
• Obtain loss runs and premium finance quotes
• Run MVRs and internal reports (e.g., M&S reports)
• Create loss summary tracking and policy checklists
• Prepare ACORD applications
• Perform online rating for small business accounts

Client & Carrier Support

• Process applications, policies, endorsements, schedules, certificates, audits, and related documentation accurately and on time
• Maintain timely and accurate invoicing and monthly expirations
• Follow workflows and quality standards within the agency management system
• Update client and policy information in Sagitta
• Post documents to the EPIC client portal
• Maintain paperless filing standards

Training & Development

• Participate in lunch‑and‑learn sessions, external workshops, and insurance operations training
• Work with a designated mentor to build skills in insurance, finance, sales, and marketing

Personal & Organizational Responsibilities

• Set priorities and manage workflow to meet deadlines and service expectations
• Maintain positive, professional relationships with clients, carriers, vendors, wholesalers, and internal teams
• Keep proposals, insurance summaries, workflow logs, and documentation up to date
• Stay informed on industry trends, products, coverages, legislation, and technology
• Support team goals through collaboration, communication, and accountability
• Perform additional duties as assigned

Supervisory Responsibilities

• None

Qualifications & Key Competencies

Core Skills

• Strong verbal and written communication skills
• Service‑oriented mindset with strong interpersonal skills
• High attention to detail and organization
• Ability to multitask and prioritize in a fast‑paced environment
• Willingness to learn and take direction
• Effective collaboration both independently and in a team setting

Technical & Analytical Skills

• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Ability to read and interpret business documents, insurance policies, and regulations
• Ability to calculate basic insurance‑related figures (e.g., percentages, commissions, premiums)

Education & Experience

• College degree required
•  California Property & Casualty license required
• 1-2 years of prior insurance experience
• Experience with agency management systems and insurance platforms is a plus

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 $58,000 to $64,000 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 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 will require a hybrid work schedule in-office two days a week out of our Northern, CA offices. Please refer to our EPIC office locations:https://www.epicbrokers.com/about/locations/

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.

Essential Duties & Responsibilities

Account Support & Policy Administration

• Process certificates of insurance and auto ID cards
• Follow up on notices of cancellation
• Manage policy change requests and endorsements
• Assist with renewal policy issuance and renewal proposals
• Prepare binders and invoices
• Obtain loss runs and premium finance quotes
• Run MVRs and internal reports (e.g., M&S reports)
• Create loss summary tracking and policy checklists
• Prepare ACORD applications
• Perform online rating for small business accounts

Client & Carrier Support

• Process applications, policies, endorsements, schedules, certificates, audits, and related documentation accurately and on time
• Maintain timely and accurate invoicing and monthly expirations
• Follow workflows and quality standards within the agency management system
• Update client and policy information in Sagitta
• Post documents to the EPIC client portal
• Maintain paperless filing standards

Training & Development

• Participate in lunch‑and‑learn sessions, external workshops, and insurance operations training
• Work with a designated mentor to build skills in insurance, finance, sales, and marketing

Personal & Organizational Responsibilities

• Set priorities and manage workflow to meet deadlines and service expectations
• Maintain positive, professional relationships with clients, carriers, vendors, wholesalers, and internal teams
• Keep proposals, insurance summaries, workflow logs, and documentation up to date
• Stay informed on industry trends, products, coverages, legislation, and technology
• Support team goals through collaboration, communication, and accountability
• Perform additional duties as assigned

Supervisory Responsibilities

• None

Qualifications & Key Competencies

Core Skills

• Strong verbal and written communication skills
• Service‑oriented mindset with strong interpersonal skills
• High attention to detail and organization
• Ability to multitask and prioritize in a fast‑paced environment
• Willingness to learn and take direction
• Effective collaboration both independently and in a team setting

Technical & Analytical Skills

• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Ability to read and interpret business documents, insurance policies, and regulations
• Ability to calculate basic insurance‑related figures (e.g., percentages, commissions, premiums)

Education & Experience

• College degree required
• California Property & Casualty license required
• 1-2 years of prior insurance experience 
• Experience with agency management systems and insurance platforms is a plus

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 $58,000 to $64,000 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 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 will require a hybrid work schedule in-office two days a week out of our Northern, CA offices. Please refer to our EPIC office locations:https://www.epicbrokers.com/about/locations/

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.

Essential Duties & Responsibilities

Account Support & Policy Administration

• Process certificates of insurance and auto ID cards
• Follow up on notices of cancellation
• Manage policy change requests and endorsements
• Assist with renewal policy issuance and renewal proposals
• Prepare binders and invoices
• Obtain loss runs and premium finance quotes
• Run MVRs and internal reports (e.g., M&S reports)
• Create loss summary tracking and policy checklists
• Prepare ACORD applications
• Perform online rating for small business accounts

Client & Carrier Support

• Process applications, policies, endorsements, schedules, certificates, audits, and related documentation accurately and on time
• Maintain timely and accurate invoicing and monthly expirations
• Follow workflows and quality standards within the agency management system
• Update client and policy information in Sagitta
• Post documents to the EPIC client portal
• Maintain paperless filing standards

Training & Development

• Participate in lunch‑and‑learn sessions, external workshops, and insurance operations training
• Work with a designated mentor to build skills in insurance, finance, sales, and marketing

Personal & Organizational Responsibilities

• Set priorities and manage workflow to meet deadlines and service expectations
• Maintain positive, professional relationships with clients, carriers, vendors, wholesalers, and internal teams
• Keep proposals, insurance summaries, workflow logs, and documentation up to date
• Stay informed on industry trends, products, coverages, legislation, and technology
• Support team goals through collaboration, communication, and accountability
• Perform additional duties as assigned

Supervisory Responsibilities

• None

Qualifications & Key Competencies

Core Skills

• Strong verbal and written communication skills
• Service‑oriented mindset with strong interpersonal skills
• High attention to detail and organization
• Ability to multitask and prioritize in a fast‑paced environment
• Willingness to learn and take direction
• Effective collaboration both independently and in a team setting

Technical & Analytical Skills

• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Ability to read and interpret business documents, insurance policies, and regulations
• Ability to calculate basic insurance‑related figures (e.g., percentages, commissions, premiums)

Education & Experience

• College degree required
• California Property & Casualty license required
• 1-2 years of prior insurance experience
• Experience with agency management systems and insurance platforms is a plus

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 $58,000 to $64,000 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 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:

Rancho Cordova or Sacramento, CA

JOB OVERVIEW:

The Client Executive works with the client and producer to develop the client’s employee benefits strategy and then is responsible for implementation of the strategy and service of the account. The AE oversees the client service team and is responsible for all aspects of client service. This responsibility includes plan design and program management, financial analysis and modeling, providing compliance guidance, managing or providing on-going client support, developing and implementing a communication program and materials, and supervising the team that also supports the client. The AE also uses his or her understanding of client needs and objectives to expand business opportunities and further solidify client relationships and retention.

ESSENTIAL FUNCTIONS:

• Primary expert resource and primary point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated.
• For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf).
• Works with clients, producers and other team members to assess the client’s plan objectives and develop a comprehensive client service delivery program to meet those objectives.
• Analyzes financial data and model program alternatives, and advise client of alternatives and the recommended strategy.
• Manages the marketing process and negotiate with carriers and vendors on client’s behalf to provide cost effective solutions for the client.
• Manages the employee communication and open enrollment process for the client.
• Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team.
• Conducts marketing and new business development for employee’s book of business;
  Delegates office administrative work to appropriate staff and oversees tasks.

PERSONAL AND ORGANIZATIONAL DEVELOPMENT:

• Set priorities and manage workflow for self and support team to ensure all goals are met.
• Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records.
• Interact with others effectively using strong, clear communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business, profitability and retention goals of the Company.
• Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance.
• Project a professional image in action and appearance.

SUPERVISORY RESPONSIBILITIES:

• Oversee client service team members and work product.
• Interact and lead Account Manager, Assistant Account Manager and/or Administrative Assistant position(s), as appropriate.

QUALIFICATIONS:

• College degree preferred. High school diploma with some college required.
• Four or more years’ experience as an Account Manager or Account Executive with a benefits consulting or brokerage firm.
• Experience managing self-funded accounts preferred.
• Must have working knowledge of a variety of Microsoft Office computer software applications including Excel, Word and presentation software.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

CERTIFICATES, LICENSES, REGISTRATIONS:

• California Life and Health License required.
• Advanced professional designations such as CEBS, GBA, PHR and CLU preferred.
• Valid Driver License.

 EDUCATIONAL AND EXPERIENCE REQUIREMENTS:

• Bachelor’s degree required.
• Two or more years’ experience performing financial analysis at a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA.
• Must have working knowledge of a variety of Microsoft Office computer software applications to include Windows, Outlook, Word, PowerPoint, Publisher 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.

COMPENSATION:

The national average annual 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
• 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. 

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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!

Location: This role will require a hybrid work schedule in-office two days a week out of our Northern, CA offices. Please refer to our EPIC office locations:https://www.epicbrokers.com/about/locations/

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.

Essential Duties & Responsibilities

Account Support & Policy Administration

• Process certificates of insurance and auto ID cards
• Follow up on notices of cancellation
• Manage policy change requests and endorsements
• Assist with renewal policy issuance and renewal proposals
• Prepare binders and invoices
• Obtain loss runs and premium finance quotes
• Run MVRs and internal reports (e.g., M&S reports)
• Create loss summary tracking and policy checklists
• Prepare ACORD applications
• Perform online rating for small business accounts

Client & Carrier Support

• Process applications, policies, endorsements, schedules, certificates, audits, and related documentation accurately and on time
• Maintain timely and accurate invoicing and monthly expirations
• Follow workflows and quality standards within the agency management system
• Update client and policy information in Sagitta
• Post documents to the EPIC client portal
• Maintain paperless filing standards

Training & Development

• Participate in lunch‑and‑learn sessions, external workshops, and insurance operations training
• Work with a designated mentor to build skills in insurance, finance, sales, and marketing

Personal & Organizational Responsibilities

• Set priorities and manage workflow to meet deadlines and service expectations
• Maintain positive, professional relationships with clients, carriers, vendors, wholesalers, and internal teams
• Keep proposals, insurance summaries, workflow logs, and documentation up to date
• Stay informed on industry trends, products, coverages, legislation, and technology
• Support team goals through collaboration, communication, and accountability
• Perform additional duties as assigned

Supervisory Responsibilities

• None

Qualifications & Key Competencies

Core Skills

• Strong verbal and written communication skills
• Service‑oriented mindset with strong interpersonal skills
• High attention to detail and organization
• Ability to multitask and prioritize in a fast‑paced environment
• Willingness to learn and take direction
• Effective collaboration both independently and in a team setting

Technical & Analytical Skills

• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Ability to read and interpret business documents, insurance policies, and regulations
• Ability to calculate basic insurance‑related figures (e.g., percentages, commissions, premiums)

Education & Experience

• College degree required
• California Property & Casualty license required
• 1-2 years of prior insurance experience
• Prior insurance or administrative experience preferred but not required
• Experience with agency management systems and insurance platforms is a plus

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 $58,000 to $64,000 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