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

ESSENTIAL DUTIES AND RESPONSIBLITIES:

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

KEY COMPETENCIES:

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

EDUCATION and/or EXPERIENCE:

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

CERTIFICATES, LICENSES, REGISTRATIONS:

• Life and Health License
• Valid Driver License

Salary and Benefits

The national average annual salary for this role is $100,000 – 120,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

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

WHY EPIC:

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

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

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

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

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

#LI-MS2

Come join our team!

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

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

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

Location: This role is remote.

Overview

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

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

Position Overview

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

Essential Duties and Responsibilities

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

Qualifications

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

Physical Demands

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

The national average salary for this role is $75,000 to $85,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

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

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

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

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

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

#LI-LL1 #LI-Hybrid

LOCATION: Remote, Any US Timezone

Come join our team!

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

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

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

 JOB OVERVIEW:

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

ESSENTIAL DUTIES AND RESPONSIBILITIES: 

Responsibilities include but not limited to:

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

KEY COMPETENCIES:

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

EDUCATION and/or EXPERIENCE:

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

COMPENSATION: 

The national average hourly salary for this role is $30.80 - $35.90 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC: 

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

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

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

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

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

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

#LI-TM1

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

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

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

Responsibilities

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

Required Qualifications

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

Preferred Qualifications

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

COMPENSATION:

The national average annual salary for this role is $85,000 – $110,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC: 

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

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

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

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

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

#LI-MS2

#PSG 

Come join our team!

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

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

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

JOB OVERVIEW:

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

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

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

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

WHAT WE’RE LOOKING FOR:

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

WHAT YOU’LL DO:

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

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

WHAT YOU’LL BRING:

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

COMPENSATION: 

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

WHY GALWAY:

We offer:

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating company values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

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

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

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

#LI-AT1

#LI-Remote

(3590)

Come join our team!

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

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

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

JOB OVERVIEW:

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

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

WHAT WE’RE LOOKING FOR:

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

WHAT YOU’LL DO:

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

Compensation Program Administration

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

Data Analysis & Reporting

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

Compliance & Governance

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

Partner Support

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

WHAT YOU’LL BRING:

Required

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

Preferred

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

COMPENSATION:

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

WHY EPIC:

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

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

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

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

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

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

#LI-AT1

#LI-Hybrid

(3477)

Come join our team!

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

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

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

JOB OVERVIEW:

EPIC Brokers is looking for a hungry & driven Commercial Lines Associate Producer to join the growing Inside Sales Team within our Small Business unit (Main Street). In this role, you will be responsible for prospecting, quoting, and closing new business opportunities that help small businesses secure the coverage they need to thrive.

This is an ideal opportunity for a motivated insurance professional to grow their career in a fast-paced, client-focused environment. EPIC offers:

• Robust lead generation program(s): not cold calling!
• Access to a diverse client book for cross-selling
• The backing of a top-tier brokerage with strong market presence

The ideal candidate brings:

• Client focus & professional Client engagement
• A sales driven mentality
• Motivation to handle high-volume of leads
• Adaptability & willingness to build new lead sources
• A proactive mindset and readiness to hit the ground running
• A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates

If you are passionate about helping businesses succeed and want to be part of a high-performing team, we encourage your candidacy.

WHAT YOU’LL DO:

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

• High level of communication via phone & email to engage prospects
• Responsive follow up on all lead channels
• Ability to learn and manage leads within a CRM platform
• Ability to learn and successfully utilize commercial lines comparative rating platform
• Maintain adequate pipeline of prospects to achieve sales target
• Develop cross-selling strategies for existing client books
• Proficiency providing quote comparison reviews and articulating coverage differences
• Utilize and maintain EPIC’s CRM and Agency Management System within designed standards
• Attend all educational, training, and other sessions as directed by EPIC
• Achieve Annual Target Revenue: roughly 75K in new revenue

WHAT YOU’LL BRING:

• High school diploma required; college degree preferred
• Property & Casualty license required (in-progress will be considered if completion date is prior to starting in role)
• Minimum one year of experience in Commercial Lines marketing or placement
• Functional knowledge of Commercial Property & Casualty lines of coverage and services
• Capacity to present, communicate and build trust with confidence and expertise
• Ability to solve practical problems with diverse variables in situations where only limited standardization exists

Training & Onboarding

EPIC provides high-quality training & onboarding from day one. In addition, we offer ongoing sales training and coaching to ensure your success.

COMPENSATION:
This role offers a national target hourly base pay of $21.00–$25.64, with commissions paid in addition to the hourly rate and targeting an extra 30% of base compensation. Actual pay will be based on experience, skills, training, certifications, and education.

LOCATION: This is a US-based remote role. 

WHY EPIC:

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

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

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

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

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

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

#LI-SG1

#LI-remote

Come join our team!

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

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

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

JOB OVERVIEW:

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

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

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

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

WHAT WE’RE LOOKING FOR:

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

WHAT YOU’LL DO:

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

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

WHAT YOU’LL BRING:

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

COMPENSATION: 

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

WHY GALWAY:

We offer:

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating company values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

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

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

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

#LI-AT1

#LI-Remote

(3590)

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

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

As a Senior Pharmacy Benefit Consultant, you will serve as the primary/lead consultant on strategic clients. You will lead and cultivate multi-level client relationships with executives, human resource personnel, pharmacy department personnel and others which enable PSG to partner with clients to create, communicate and implement pharmacy strategy within the context of the overall client drug management strategy. In addition, you will identify business needs and create custom solutions for sophisticated clients which include overall pharmacy benefit strategy to create cost effective solutions for various client types. You will also lead vendor strategies that will include procurement efforts, contract negotiation and ongoing vendor management, while providing industry expertise and insight related to trends and opportunities.

Responsibilities:

Client Management

Working with industry partners (PBM and other vendors), client and PSG resources, the candidate will:

• Identify and maintain appropriate multi-level client relationships and a deep understanding of client business and corporate culture resulting in high client satisfaction and retention
• Develop and implement customized strategic plans based on unique client needs to achieve targeted long- and short-term
• Track and measure vendor contract performance including operational and financial
• Lead and participate in ongoing client meetings including:
• Vendor review
• Independent strategy and performance assessment meetings
• On-going operational and strategic meetings

• Use analytical skills/tools to identify and present opportunities to clients that will serve to support trend management, cost savings, identify wasteful spending and potential FWA.
• Navigate appropriate internal PSG experts on custom projects
• Support clients that wish to create and use customized clinical programs (PA, Formulary, Utilization Management, etc).
• Review PBM and other vendor provided pharmacy program indicators and reports for ongoing opportunities and program performance
• Maintain ongoing reports and documentation related to client relationship and program
• Responsible for renewal of client relationship and creating strategy, scope of services and appropriate fee structure to match client

Program and Business Development

• Lead and cultivate revenue opportunities to support segment growth.
• Assess opportunity for expanding PSG services within existing client
• Leverage client relationship for PSG prospecting efforts by developing client
• Participation in conferences and other forums for showcasing program experience and
• Participate in internal workgroups to develop new programs, services, corporate positions and publications based on the continual assessment of client and market

Account Implementation

• Provide oversight, guidance and serve as an advocate for the client to ensure vendor requirements are being met and service levels are adequate throughout vendor
• Identify issues and concerns for appropriate escalation and resolution to ensure successful

RFP Process Management

• Lead the development and management of the RFP process for clients including RFP creation, vendor selection meetings and contract execution (in conjunction with internal RFP
• Participate in non-client specific annual RFI process via scoring and client meeting

Contract Review and Execution

• Lead the review process for new and renewing vendor contracts through final execution to ensure current terms, definitions and compliance with RFP
• Lead the creation and renewal of PSG client agreements to create appropriate scope of services and fee

Qualifications (Minimum Requirements)

• Extensive knowledge of Pharmacy Benefit Management, specialty pharmacy and large employer environments (7 years minimum experience).
• Strong verbal and written communication skills including presentation skills and client relationship management
• Strong experience and skills working with and presenting to corporate executives
• Ability to develop strategies and implement programs for client pharmacy benefit programs
• Strong clinical and financial analysis skills including: Word, PowerPoint and Excel
• Travel required, up to 25%
• Pharmacy background with bachelor’s degree;
• MBA and/or PharmD/RPh preferred
• Business development experience preferred

Salary and Benefits

Salary is based on background and experience. Benefits include full medical, pharmacy, dental, vision, life and disability insurance, paid vacation, sick leave, 401k match and annual bonus potential. 

The national average salary for this role is $140k to $170k 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.

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. 

#PSG

#LI-MS2

#Remote

For over 20 years PSG (an EPIC owned company) has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies, we save our clients billions of dollars every year with an unwavering commitment to serving as the plan’s advocate and strategic partner.
Our mission is to relentlessly advocate for our clients as we partner together to develop innovative drug management solutions that deliver exceptional strategic insights, financial and clinical value.
The Pharmacy Benefit Consultant - Health Plans will serve as primary and lead consultant on strategic clients’ projects with a focus on national and regional health plans. Lead and cultivate multi-level client relationships with senior executives, pharmacy department leadership and personnel, sales and product leads, clinical management and others which enable PSG to partner with clients to create, communicate and implement pharmacy strategy within the context of the overall healthcare strategy. Identify business needs and create custom solutions for sophisticated clients which include overall pharmacy benefit and medical management initiatives to address the overall goal of healthcare affordability. Lead vendor (PBM) strategies that will include procurement efforts, contract negotiation and ongoing vendor management. Provide industry expertise and insight related to cost and trend management opportunities.

Responsibilities include:

Client Management

•    Identify and maintain appropriate multi-level client relationships and a deep understanding of client business and corporate culture resulting in high client satisfaction and retention rates.
•    Develop and implement customized strategic plans based on unique client needs to achieve targeted long- and short-term goals.
•    Track and measure vendor contract performance including operational and financial measures.
•    Lead and participate in ongoing client meetings including vendor review meetings and independent strategy and performance assessment meetings
•    Identify opportunities to engage internal PSG experts on custom projects and analyses.
•    Review pharmacy program indicators for ongoing opportunities and program performance measures.
•    Maintain ongoing reports and documentation related to client relationships and program performance.
•    Responsible for renewal of client relationship and creating strategy, scope of services and appropriate fee structure to match client needs.

Program and Business Development

•    Assess opportunity for expanding PSG services within existing client relationship.
•    Leverage client relationship for PSG prospecting efforts by creating developing client reference.
•    Participation in conferences and other forums for showcasing program experience and success.
•    Participate in internal workgroups to develop new programs, services, corporate positions and publications based on the continual assessment of client and market needs.

Account Implementation

• Provide oversight, guidance and serve as an advocate for the client to ensure vendor requirements are met and service levels are adequate throughout vendor implementation.
• Identify issues and concerns for appropriate escalation and resolution to ensure successful transition.

RFP Process Management

•    Lead the development and management of the RFP process for clients including RFP creation, vendor selection meetings and contract execution (in conjunction with internal RFP coordinator).
•    Participate in non-client RFP process via scoring and client meeting assistance.
•    Contract Review and Execution
•    Lead the review process for new and renewing vendor contracts through final execution to ensure current terms, definitions and compliance with RFP requirements.
•    Lead the creation and renewal of PSG client agreements to create appropriate scope of services and fee structure.

Qualifications (Minimum Requirements)

•    Extensive knowledge of PBM, specialty pharmacy or managed care environments (5-7 years minimum experience).
•    Strong verbal and written communication skills including presentation skills and client relationship management experience.
•    Ability to develop strategies and implement programs for large client Rx and medical benefit programs
•    Strong clinical and financial analysis skills including Word, PowerPoint and Excel
•    Pharmacy background with bachelor’s degree; MBA or PharmD/RPh strongly preferred
•    Business development experience preferred

Salary and Benefits
Salary is based on background and experience. Benefits include full medical, pharmacy, dental, vision, life and disability insurance, paid vacation, sick leave, 401k match and annual bonus potential. 
The national average salary for this role is $180k to $200k in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications, and education, while also considering internal equity and market data.

WHY EPIC:

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

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

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

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 
 
#LI-MS2
 
#PSG
 
#LI-Remote
 

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!

Analytics Technology Solutions Lead — Commercial Insurance
A unique opportunity to join specialization-driven, client-focused commercial insurance brokerage to develop and deploy analytics applications of the future!

JOB OVERVIEW:
We are looking for an Analytics Technology Solutions Lead (Data & Analytics Solutions Consultant) who builds things that influence insurance deal cycles. This is not a mere data engineering or infrastructure role. You will design, build, and deploy production-grade analytics applications that support placement decisions, benchmark limits and pricing, and give clients a clearer view of their risk across Commercial Lines and Employee Benefits.

Your work spans the full delivery cycle: translating broker and BA requirements into technical specifications, architecting data pipelines, building Python Dash applications and maintaining the critical data & analytics infrastructure. By operationalizing intelligent dashboards and actuarial models, you create best self-service experience and provide client-ready deliverables accelerating operational efficiency and increasing sales velocity for the enterprise.

If you are a hands-on builder with creative imagination, comfortable leveraging modern development tools including AI-assisted coding environments to produce production grade codes, love troubleshooting and solving problems, and understand actuarial intricacies of the business, you will thrive in this role!

LOCATION: Hybrid - at least 3 days a week in one of our EPIC offices, preferably San Ramon CA but open to any of our office locations (for a full list, visit: https://www.epicbrokers.com/about/locations/)  

WHAT YOU’LL DO:

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

• Design and lead full-stack development of analytics applications using Python, Dash, and Fast API hosted on Databricks and Azure from architecture through production.
• Build broker-facing UIs that are intuitive and produce client-ready deliverables with limited analyst intervention.
• Operationalize statistical and actuarial models for loss trend analysis, frequency-severity decomposition, and program pricing validation in collaboration with actuaries, data scientists, and claims analysts.
• Develop and maintain data pipelines and adapters that ingest, normalize, and quality-check data from clients, carriers and third-party sources.
• Apply CI/CD practices across both pipeline and application deployments and maintain governance and auditability standards appropriate for client-facing work.
• Collaborate with data engineering partners on scalable architecture that supports growing benchmarking and modeling workloads.
• Partner with Business Analysts to translate brokerage workflows into application requirements and data architecture decisions.
• Engage directly with brokers and client executives to understand value of analytics in deal cycles and develop modular architecture for variety of solutions.
• Working with change management leads, create adoption plans, training materials, and feedback mechanisms for every tool shipped.

WHAT YOU’LL BRING:

Core Skills:

• Python/Dash: Expert-level proficiency for application development, data pipelines, statistical modeling, API development, and application logic — this is your primary tool
• Database: Deep SQL expertise with relational and columnar environments; comfort with large underwriting, loss and related data domains.
• Actuarial & Data Science: Working knowledge of building, evaluating, and deploying actuarial analysis and models.
• APIs and more: Continuous experience with web frameworks (Fast API, Flask, JavaScript, React). You build working applications, not just notebooks.
• Cloud: Hands-on experience with Databricks, Azure, or equivalent cloud data platforms for deploying and managing CI/CD pipelines.
  

Work Experience and Education:

• 7+ years in the insurance industry (or equivalent experience in a data-intensive financial services environment) in either combination of brokerage, carrier, or consulting with strong focus on delivering data & analytics solutions in a process driven environment.
• Bachelor’s degree in computer science or any quantitative engineering, Master's degree is preferred.

Domain Expertise:

• Working knowledge of commercial lines insurance brokerage workflows and actuarial concepts: underwriting applications, submissions, program towers, loss runs, exposure schedules, coverage terms, renewals, RFP cycles, loss development factors, IBNR, frequency-severity, layer pricing etc. or willingness and potential to learn.
• Demonstrated experience working with Business Analysts to convert workflow requirements into application specifications.
• Comfort operating within a change management framework where adoption is part of the solution development and not an afterthought.
• Ability to present technical work to non-technical audiences: brokers, practice leaders, and client risk managers
• Familiarity with ACORD data standards or commercial lines data normalization

COMPENSATION: 

The national average salary for this role is $150,000.00 - $200,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

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

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

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

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

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

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

#LI-AT1

#LI-Hybrid

(3564)

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 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

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

JOB OVERVIEW:

We are seeking a Program Manager to join our team! This role will manage the program and business relationship with our insurance affinity program. This role focuses on program management, coordination, and relationship support, ensuring the program operates efficiently, meets contractual and business objectives, and continues to evolve in alignment with client needs and company strategy. This role will report to EPIC’s Program Director.

LOCATION: Remote / Work from Home

TRAVEL REQUIREMENTS:

• This role requires travel (mostly domestic; some international), approximately 6 or more trips per year, to attend national conferences, meetings, and industry events in support of the Program.
• Travel may include multi‑day conferences, client‑facing engagements, and related program‑representation activities.

WHAT WE’RE LOOKING FOR: 

• REQUIRED: Candidates with at least 5+ years of project or program management experience, partnering closely with internal and external partners to meet business goals and grow the program.
• Preferred: Insurance industry experience.
• Candidates with strong communication skills and the ability to network and interface with a wide variety of audiences.

WHAT YOU’LL DO:

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

• Manage the day-to-day operational aspects of the insurance program to ensure alignment with contractual requirements, service standards, and business goals
• Maintain program documentation, reporting, workflows, timelines, and governance processes
• Monitor program performance metrics and support reporting efforts for internal leadership and the client
• Identify opportunities for process improvement, efficiency, and program optimization
• Serve as a key liaison between the company and the client for program-related matters
• Coordinate meetings, presentations, and communications with client stakeholders
• Support ongoing relationship management by ensuring client requests, initiatives, and concerns are addressed in a timely and professional manner
• Assist in preparing materials for client reviews, business updates, and strategic discussions
• Assist with program analysis, proposal development, and implementation planning for new components or changes
• Collaborate with internal partners to assess feasibility, timelines, and resource needs for program enhancements
• Attend and actively participate in national trade conferences, meetings, and industry events as a representative of the Program.
• Serve as the front‑line ambassador for the Program, ensuring a strong and professional presence with member firms, leadership, and industry partners.
• Engage with attendees to build awareness, strengthen relationships, and communicate program value.
• Lead and coordinate marketing and branding initiatives for the Program.

WHAT YOU’LL BRING:

Requirements:

• Bachelor’s degree in business, finance, insurance, risk management, or a related field (or equivalent experience)
• Minimum of 5+ years of experience in program management, project management, or related role
• Strong organizational and coordination skills with the ability to manage multiple priorities
• Excellent written and verbal communication skills

Preferred Qualifications

• Experience supporting large or strategic client relationships
• Experience working with insurance programs, affinity programs, or embedded/exclusive insurance arrangements
• Experience working cross-functionally in a matrixed organization

COMPENSATION: 

The national average salary for this role is $100,000.00 - $155,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

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

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

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

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

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

#LI-AT1

#LI-Remote

(3571)

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!

Analytics Technology Solutions Lead — Commercial Insurance
A unique opportunity to join specialization-driven, client-focused commercial insurance brokerage to develop and deploy analytics applications of the future!

JOB OVERVIEW:
We are looking for an Analytics Technology Solutions Lead (Data & Analytics Solutions Consultant) who builds things that influence insurance deal cycles. This is not a mere data engineering or infrastructure role. You will design, build, and deploy production-grade analytics applications that support placement decisions, benchmark limits and pricing, and give clients a clearer view of their risk across Commercial Lines and Employee Benefits.

Your work spans the full delivery cycle: translating broker and BA requirements into technical specifications, architecting data pipelines, building Python Dash applications and maintaining the critical data & analytics infrastructure. By operationalizing intelligent dashboards and actuarial models, you create best self-service experience and provide client-ready deliverables accelerating operational efficiency and increasing sales velocity for the enterprise.

If you are a hands-on builder with creative imagination, comfortable leveraging modern development tools including AI-assisted coding environments to produce production grade codes, love troubleshooting and solving problems, and understand actuarial intricacies of the business, you will thrive in this role!

LOCATION: Hybrid - at least 3 days a week in one of our EPIC offices, preferably San Ramon CA but open to any of our office locations (for a full list, visit: https://www.epicbrokers.com/about/locations/)  

WHAT YOU’LL DO:

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

• Design and lead full-stack development of analytics applications using Python, Dash, and Fast API hosted on Databricks and Azure from architecture through production.
• Build broker-facing UIs that are intuitive and produce client-ready deliverables with limited analyst intervention.
• Operationalize statistical and actuarial models for loss trend analysis, frequency-severity decomposition, and program pricing validation in collaboration with actuaries, data scientists, and claims analysts.
• Develop and maintain data pipelines and adapters that ingest, normalize, and quality-check data from clients, carriers and third-party sources.
• Apply CI/CD practices across both pipeline and application deployments and maintain governance and auditability standards appropriate for client-facing work.
• Collaborate with data engineering partners on scalable architecture that supports growing benchmarking and modeling workloads.
• Partner with Business Analysts to translate brokerage workflows into application requirements and data architecture decisions.
• Engage directly with brokers and client executives to understand value of analytics in deal cycles and develop modular architecture for variety of solutions.
• Working with change management leads, create adoption plans, training materials, and feedback mechanisms for every tool shipped.

WHAT YOU’LL BRING:

Core Skills:

• Python/Dash: Expert-level proficiency for application development, data pipelines, statistical modeling, API development, and application logic — this is your primary tool
• Database: Deep SQL expertise with relational and columnar environments; comfort with large underwriting, loss and related data domains.
• Actuarial & Data Science: Working knowledge of building, evaluating, and deploying actuarial analysis and models.
• APIs and more: Continuous experience with web frameworks (Fast API, Flask, JavaScript, React). You build working applications, not just notebooks.
• Cloud: Hands-on experience with Databricks, Azure, or equivalent cloud data platforms for deploying and managing CI/CD pipelines.
  

Work Experience and Education:

• 7+ years in the insurance industry (or equivalent experience in a data-intensive financial services environment) in either combination of brokerage, carrier, or consulting with strong focus on delivering data & analytics solutions in a process driven environment.
• Bachelor’s degree in computer science or any quantitative engineering, Master's degree is preferred.

Domain Expertise:

• Working knowledge of commercial lines insurance brokerage workflows and actuarial concepts: underwriting applications, submissions, program towers, loss runs, exposure schedules, coverage terms, renewals, RFP cycles, loss development factors, IBNR, frequency-severity, layer pricing etc. or willingness and potential to learn.
• Demonstrated experience working with Business Analysts to convert workflow requirements into application specifications.
• Comfort operating within a change management framework where adoption is part of the solution development and not an afterthought.
• Ability to present technical work to non-technical audiences: brokers, practice leaders, and client risk managers
• Familiarity with ACORD data standards or commercial lines data normalization

COMPENSATION: 

The national average salary for this role is $150,000.00 - $200,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

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

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

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

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

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

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

#LI-AT1

#LI-Hybrid

(3564)

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!

Analytics Technology Solutions Lead — Commercial Insurance
A unique opportunity to join specialization-driven, client-focused commercial insurance brokerage to develop and deploy analytics applications of the future!

JOB OVERVIEW:
We are looking for an Analytics Technology Solutions Lead (Data & Analytics Solutions Consultant) who builds things that influence insurance deal cycles. This is not a mere data engineering or infrastructure role. You will design, build, and deploy production-grade analytics applications that support placement decisions, benchmark limits and pricing, and give clients a clearer view of their risk across Commercial Lines and Employee Benefits.

Your work spans the full delivery cycle: translating broker and BA requirements into technical specifications, architecting data pipelines, building Python Dash applications and maintaining the critical data & analytics infrastructure. By operationalizing intelligent dashboards and actuarial models, you create best self-service experience and provide client-ready deliverables accelerating operational efficiency and increasing sales velocity for the enterprise.

If you are a hands-on builder with creative imagination, comfortable leveraging modern development tools including AI-assisted coding environments to produce production grade codes, love troubleshooting and solving problems, and understand actuarial intricacies of the business, you will thrive in this role!

LOCATION: Hybrid - at least 3 days a week in one of our EPIC offices, preferably San Ramon CA but open to any of our office locations (for a full list, visit: https://www.epicbrokers.com/about/locations/)  

WHAT YOU’LL DO:

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

• Design and lead full-stack development of analytics applications using Python, Dash, and Fast API hosted on Databricks and Azure from architecture through production.
• Build broker-facing UIs that are intuitive and produce client-ready deliverables with limited analyst intervention.
• Operationalize statistical and actuarial models for loss trend analysis, frequency-severity decomposition, and program pricing validation in collaboration with actuaries, data scientists, and claims analysts.
• Develop and maintain data pipelines and adapters that ingest, normalize, and quality-check data from clients, carriers and third-party sources.
• Apply CI/CD practices across both pipeline and application deployments and maintain governance and auditability standards appropriate for client-facing work.
• Collaborate with data engineering partners on scalable architecture that supports growing benchmarking and modeling workloads.
• Partner with Business Analysts to translate brokerage workflows into application requirements and data architecture decisions.
• Engage directly with brokers and client executives to understand value of analytics in deal cycles and develop modular architecture for variety of solutions.
• Working with change management leads, create adoption plans, training materials, and feedback mechanisms for every tool shipped.

WHAT YOU’LL BRING:

Core Skills:

• Python/Dash: Expert-level proficiency for application development, data pipelines, statistical modeling, API development, and application logic — this is your primary tool
• Database: Deep SQL expertise with relational and columnar environments; comfort with large underwriting, loss and related data domains.
• Actuarial & Data Science: Working knowledge of building, evaluating, and deploying actuarial analysis and models.
• APIs and more: Continuous experience with web frameworks (Fast API, Flask, JavaScript, React). You build working applications, not just notebooks.
• Cloud: Hands-on experience with Databricks, Azure, or equivalent cloud data platforms for deploying and managing CI/CD pipelines.
  

Work Experience and Education:

• 7+ years in the insurance industry (or equivalent experience in a data-intensive financial services environment) in either combination of brokerage, carrier, or consulting with strong focus on delivering data & analytics solutions in a process driven environment.
• Bachelor’s degree in computer science or any quantitative engineering, Master's degree is preferred.

Domain Expertise:

• Working knowledge of commercial lines insurance brokerage workflows and actuarial concepts: underwriting applications, submissions, program towers, loss runs, exposure schedules, coverage terms, renewals, RFP cycles, loss development factors, IBNR, frequency-severity, layer pricing etc. or willingness and potential to learn.
• Demonstrated experience working with Business Analysts to convert workflow requirements into application specifications.
• Comfort operating within a change management framework where adoption is part of the solution development and not an afterthought.
• Ability to present technical work to non-technical audiences: brokers, practice leaders, and client risk managers
• Familiarity with ACORD data standards or commercial lines data normalization

COMPENSATION: 

The national average salary for this role is $150,000.00 - $200,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

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

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

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

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

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

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

#LI-AT1

#LI-Hybrid

(3564)

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!

Analytics Technology Solutions Lead — Commercial Insurance
A unique opportunity to join specialization-driven, client-focused commercial insurance brokerage to develop and deploy analytics applications of the future!

JOB OVERVIEW:
We are looking for an Analytics Technology Solutions Lead (Data & Analytics Solutions Consultant) who builds things that influence insurance deal cycles. This is not a mere data engineering or infrastructure role. You will design, build, and deploy production-grade analytics applications that support placement decisions, benchmark limits and pricing, and give clients a clearer view of their risk across Commercial Lines and Employee Benefits.

Your work spans the full delivery cycle: translating broker and BA requirements into technical specifications, architecting data pipelines, building Python Dash applications and maintaining the critical data & analytics infrastructure. By operationalizing intelligent dashboards and actuarial models, you create best self-service experience and provide client-ready deliverables accelerating operational efficiency and increasing sales velocity for the enterprise.

If you are a hands-on builder with creative imagination, comfortable leveraging modern development tools including AI-assisted coding environments to produce production grade codes, love troubleshooting and solving problems, and understand actuarial intricacies of the business, you will thrive in this role!

LOCATION: Hybrid - at least 3 days a week in one of our EPIC offices, preferably San Ramon CA but open to any of our office locations (for a full list, visit: https://www.epicbrokers.com/about/locations/)  

WHAT YOU’LL DO:

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

• Design and lead full-stack development of analytics applications using Python, Dash, and Fast API hosted on Databricks and Azure from architecture through production.
• Build broker-facing UIs that are intuitive and produce client-ready deliverables with limited analyst intervention.
• Operationalize statistical and actuarial models for loss trend analysis, frequency-severity decomposition, and program pricing validation in collaboration with actuaries, data scientists, and claims analysts.
• Develop and maintain data pipelines and adapters that ingest, normalize, and quality-check data from clients, carriers and third-party sources.
• Apply CI/CD practices across both pipeline and application deployments and maintain governance and auditability standards appropriate for client-facing work.
• Collaborate with data engineering partners on scalable architecture that supports growing benchmarking and modeling workloads.
• Partner with Business Analysts to translate brokerage workflows into application requirements and data architecture decisions.
• Engage directly with brokers and client executives to understand value of analytics in deal cycles and develop modular architecture for variety of solutions.
• Working with change management leads, create adoption plans, training materials, and feedback mechanisms for every tool shipped.

WHAT YOU’LL BRING:

Core Skills:

• Python/Dash: Expert-level proficiency for application development, data pipelines, statistical modeling, API development, and application logic — this is your primary tool
• Database: Deep SQL expertise with relational and columnar environments; comfort with large underwriting, loss and related data domains.
• Actuarial & Data Science: Working knowledge of building, evaluating, and deploying actuarial analysis and models.
• APIs and more: Continuous experience with web frameworks (Fast API, Flask, JavaScript, React). You build working applications, not just notebooks.
• Cloud: Hands-on experience with Databricks, Azure, or equivalent cloud data platforms for deploying and managing CI/CD pipelines.
  

Work Experience and Education:

• 7+ years in the insurance industry (or equivalent experience in a data-intensive financial services environment) in either combination of brokerage, carrier, or consulting with strong focus on delivering data & analytics solutions in a process driven environment.
• Bachelor’s degree in computer science or any quantitative engineering, Master's degree is preferred.

Domain Expertise:

• Working knowledge of commercial lines insurance brokerage workflows and actuarial concepts: underwriting applications, submissions, program towers, loss runs, exposure schedules, coverage terms, renewals, RFP cycles, loss development factors, IBNR, frequency-severity, layer pricing etc. or willingness and potential to learn.
• Demonstrated experience working with Business Analysts to convert workflow requirements into application specifications.
• Comfort operating within a change management framework where adoption is part of the solution development and not an afterthought.
• Ability to present technical work to non-technical audiences: brokers, practice leaders, and client risk managers
• Familiarity with ACORD data standards or commercial lines data normalization

COMPENSATION: 

The national average salary for this role is $150,000.00 - $200,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

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

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

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

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

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

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

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