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)

Greyling Insurance Brokerage, a division of EPIC, (“Greyling”) is a leading insurance broker and risk management consultant for architecture, engineering, construction contracting, and legal services firms. Our clients design, construct, and litigate over some of the most interesting and complex construction projects in the world. They also engage in frequent merger and acquisition activity, which requires extensive due diligence services and support. Greyling provides merger & acquisition due diligence services as they relate to property, casualty, professional, cyber, and management liability insurance.  Greyling clients request this service when the clients are acquiring another entity.

JOB OVERVIEW:

This is a NEW ROLE on the team! The Transactional Broker – Mergers & Acquisitions will be responsible for executing merger and acquisition due diligence services for our clients. This role will partner closely with the broker teams to best handle client needs and will also present to and interface with clients regarding the due diligence process, reports, and other activities. The analyst will dig into the work to write reports, review policies, correspond with underwriters, and other hands-on activities related to due diligence services.

LOCATION: Preferred - Hybrid (3 days a week in-office) in one of the following office locations: IL - Chicago; GA - Alpharetta; MO - St. Louis; NY - New York City; VA - McLean. https://www.epicbrokers.com/about/locations/

Will consider fully remote for well-qualified candidates, but some travel will be required.

WHAT WE’RE LOOKING FOR:

• Required: Current or recent experience performing merger & acquisition due diligence work as part of an insurance brokerage, including involvement in placing coverages & presenting to clients.
• Candidates with strong, professional communication skills - both written and verbal - to interact with all levels of the internal organization, as well as external clients.
• Strong time management skills and self-starter, someone who understands what needs to be done and proactively takes it on.
• High attention to detail and thoroughness, adept at digging into the details of reports and policies.

WHAT YOU’LL DO:

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

• Assist with the execution of 30-60 acquisitions per year ranging from $2 million to $200 million + in deal value.
• Work with clients to collect all risk management and commercial property, casualty, professional, cyber, and management liability insurance related information and documents.
• Review commercial property, casualty, professional, cyber, and management liability insurance coverages and risk exposure information collected and the analysis from the subject matter experts.
• Notify buying company underwriters of pending acquisition, including obtaining additional premium or pricing to incorporate the selling company’s program into that of the buying company.
• Write a report or produce a deliverable that summarizes the evaluation, conclusions and recommendations – include the total cost of risk, coverage analysis and program structure changes.
• Work closely with Greyling broker teams for purposes of due diligence and post-acquisition integration, including tail placement, obtaining necessary endorsements, and other integration-related efforts for completed acquisitions.

WHAT YOU’LL BRING: 

EDUCATION AND/OR EXPERIENCE:

• Preferred: A bachelor’s degree from a four-year college or university.
• Required: 5+ years’ experience in insurance brokerage or underwriting capacity (experience with professional liability insurance preferred).
• Required: Current property & casualty insurance license or willing to obtain license

QUALIFICATIONS AND COMPETENCIES:

• Must have proficient Microsoft Office Suite skills (Excel, Word, Outlook and Power Point).
• Must have high level of interpersonal skills to handle sensitive and confidential situations.
• Must be highly analytical and have a strong attention to detail.
• Must have strong written and oral communication skills.
• Ability to build relationships effectively with clients, insurers (underwriting, claims, and risk management), and peers; position requires teamwork, poise, tact, and diplomacy.
• Excellent time management and organizational skills.
• Desire and ability to work in fast-paced environment while managing multiple competing tasks and demands.
• Ability to work both independently and in cross-functional teams.
• Willingness to learn about insurance for architecture, engineering, and construction industry clients.
• Extra work hours may be required.

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/Greyling: 

EPIC has over 60 offices and 3,500 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

(3587)

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. 

#LI-AT1

#LI-Hybrid

(3564)

Greyling Insurance Brokerage, a division of EPIC, (“Greyling”) is a leading insurance broker and risk management consultant for architecture, engineering, construction contracting, and legal services firms. Our clients design, construct, and litigate over some of the most interesting and complex construction projects in the world. They also engage in frequent merger and acquisition activity, which requires extensive due diligence services and support. Greyling provides merger & acquisition due diligence services as they relate to property, casualty, professional, cyber, and management liability insurance.  Greyling clients request this service when the clients are acquiring another entity.

JOB OVERVIEW:

This is a NEW ROLE on the team! The Transactional Broker – Mergers & Acquisitions will be responsible for executing merger and acquisition due diligence services for our clients. This role will partner closely with the broker teams to best handle client needs and will also present to and interface with clients regarding the due diligence process, reports, and other activities. The analyst will dig into the work to write reports, review policies, correspond with underwriters, and other hands-on activities related to due diligence services.

LOCATION: Preferred - Hybrid (3 days a week in-office) in one of the following office locations: IL - Chicago; GA - Alpharetta; MO - St. Louis; NY - New York City; VA - McLean. https://www.epicbrokers.com/about/locations/

Will consider fully remote for well-qualified candidates, but some travel will be required.

WHAT WE’RE LOOKING FOR:

• Required: Current or recent experience performing merger & acquisition due diligence work as part of an insurance brokerage, including involvement in placing coverages & presenting to clients.
• Candidates with strong, professional communication skills - both written and verbal - to interact with all levels of the internal organization, as well as external clients.
• Strong time management skills and self-starter, someone who understands what needs to be done and proactively takes it on.
• High attention to detail and thoroughness, adept at digging into the details of reports and policies.

WHAT YOU’LL DO:

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

• Assist with the execution of 30-60 acquisitions per year ranging from $2 million to $200 million + in deal value.
• Work with clients to collect all risk management and commercial property, casualty, professional, cyber, and management liability insurance related information and documents.
• Review commercial property, casualty, professional, cyber, and management liability insurance coverages and risk exposure information collected and the analysis from the subject matter experts.
• Notify buying company underwriters of pending acquisition, including obtaining additional premium or pricing to incorporate the selling company’s program into that of the buying company.
• Write a report or produce a deliverable that summarizes the evaluation, conclusions and recommendations – include the total cost of risk, coverage analysis and program structure changes.
• Work closely with Greyling broker teams for purposes of due diligence and post-acquisition integration, including tail placement, obtaining necessary endorsements, and other integration-related efforts for completed acquisitions.

WHAT YOU’LL BRING: 

EDUCATION AND/OR EXPERIENCE:

• Preferred: A bachelor’s degree from a four-year college or university.
• Required: 5+ years’ experience in insurance brokerage or underwriting capacity (experience with professional liability insurance preferred).
• Required: Current property & casualty insurance license or willing to obtain license

QUALIFICATIONS AND COMPETENCIES:

• Must have proficient Microsoft Office Suite skills (Excel, Word, Outlook and Power Point).
• Must have high level of interpersonal skills to handle sensitive and confidential situations.
• Must be highly analytical and have a strong attention to detail.
• Must have strong written and oral communication skills.
• Ability to build relationships effectively with clients, insurers (underwriting, claims, and risk management), and peers; position requires teamwork, poise, tact, and diplomacy.
• Excellent time management and organizational skills.
• Desire and ability to work in fast-paced environment while managing multiple competing tasks and demands.
• Ability to work both independently and in cross-functional teams.
• Willingness to learn about insurance for architecture, engineering, and construction industry clients.
• Extra work hours may be required.

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/Greyling: 

EPIC has over 60 offices and 3,500 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

(3587)

Greyling Insurance Brokerage, a division of EPIC, (“Greyling”) is a leading insurance broker and risk management consultant for architecture, engineering, construction contracting, and legal services firms. Our clients design, construct, and litigate over some of the most interesting and complex construction projects in the world. They also engage in frequent merger and acquisition activity, which requires extensive due diligence services and support. Greyling provides merger & acquisition due diligence services as they relate to property, casualty, professional, cyber, and management liability insurance.  Greyling clients request this service when the clients are acquiring another entity.

JOB OVERVIEW:

This is a NEW ROLE on the team! The Transactional Broker – Mergers & Acquisitions will be responsible for executing merger and acquisition due diligence services for our clients. This role will partner closely with the broker teams to best handle client needs and will also present to and interface with clients regarding the due diligence process, reports, and other activities. The analyst will dig into the work to write reports, review policies, correspond with underwriters, and other hands-on activities related to due diligence services.

LOCATION: Preferred - Hybrid (3 days a week in-office) in one of the following office locations: IL - Chicago; GA - Alpharetta; MO - St. Louis; NY - New York City; VA - McLean. https://www.epicbrokers.com/about/locations/

Will consider fully remote for well-qualified candidates, but some travel will be required.

WHAT WE’RE LOOKING FOR:

• Required: Current or recent experience performing merger & acquisition due diligence work as part of an insurance brokerage, including involvement in placing coverages & presenting to clients.
• Candidates with strong, professional communication skills - both written and verbal - to interact with all levels of the internal organization, as well as external clients.
• Strong time management skills and self-starter, someone who understands what needs to be done and proactively takes it on.
• High attention to detail and thoroughness, adept at digging into the details of reports and policies.

WHAT YOU’LL DO:

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

• Assist with the execution of 30-60 acquisitions per year ranging from $2 million to $200 million + in deal value.
• Work with clients to collect all risk management and commercial property, casualty, professional, cyber, and management liability insurance related information and documents.
• Review commercial property, casualty, professional, cyber, and management liability insurance coverages and risk exposure information collected and the analysis from the subject matter experts.
• Notify buying company underwriters of pending acquisition, including obtaining additional premium or pricing to incorporate the selling company’s program into that of the buying company.
• Write a report or produce a deliverable that summarizes the evaluation, conclusions and recommendations – include the total cost of risk, coverage analysis and program structure changes.
• Work closely with Greyling broker teams for purposes of due diligence and post-acquisition integration, including tail placement, obtaining necessary endorsements, and other integration-related efforts for completed acquisitions.

WHAT YOU’LL BRING: 

EDUCATION AND/OR EXPERIENCE:

• Preferred: A bachelor’s degree from a four-year college or university.
• Required: 5+ years’ experience in insurance brokerage or underwriting capacity (experience with professional liability insurance preferred).
• Required: Current property & casualty insurance license or willing to obtain license

QUALIFICATIONS AND COMPETENCIES:

• Must have proficient Microsoft Office Suite skills (Excel, Word, Outlook and Power Point).
• Must have high level of interpersonal skills to handle sensitive and confidential situations.
• Must be highly analytical and have a strong attention to detail.
• Must have strong written and oral communication skills.
• Ability to build relationships effectively with clients, insurers (underwriting, claims, and risk management), and peers; position requires teamwork, poise, tact, and diplomacy.
• Excellent time management and organizational skills.
• Desire and ability to work in fast-paced environment while managing multiple competing tasks and demands.
• Ability to work both independently and in cross-functional teams.
• Willingness to learn about insurance for architecture, engineering, and construction industry clients.
• Extra work hours may be required.

COMPENSATION: 

The national average salary for this role is $110,000 - $145,000 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/Greyling: 

EPIC has over 60 offices and 3,500 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

(3587)

Greyling Insurance Brokerage, a division of EPIC, (“Greyling”) is a leading insurance broker and risk management consultant for architecture, engineering, construction contracting, and legal services firms. Our clients design, construct, and litigate over some of the most interesting and complex construction projects in the world. They also engage in frequent merger and acquisition activity, which requires extensive due diligence services and support. Greyling provides merger & acquisition due diligence services as they relate to property, casualty, professional, cyber, and management liability insurance.  Greyling clients request this service when the clients are acquiring another entity.

JOB OVERVIEW:

This is a NEW ROLE on the team! The Transactional Broker – Mergers & Acquisitions will be responsible for executing merger and acquisition due diligence services for our clients. This role will partner closely with the broker teams to best handle client needs and will also present to and interface with clients regarding the due diligence process, reports, and other activities. The analyst will dig into the work to write reports, review policies, correspond with underwriters, and other hands-on activities related to due diligence services.

LOCATION: Preferred - Hybrid (3 days a week in-office) in one of the following office locations: IL - Chicago; GA - Alpharetta; MO - St. Louis; NY - New York City; VA - McLean. https://www.epicbrokers.com/about/locations/

Will consider fully remote for well-qualified candidates, but some travel will be required.

WHAT WE’RE LOOKING FOR:

• Required: Current or recent experience performing merger & acquisition due diligence work as part of an insurance brokerage, including involvement in placing coverages & presenting to clients.
• Candidates with strong, professional communication skills - both written and verbal - to interact with all levels of the internal organization, as well as external clients.
• Strong time management skills and self-starter, someone who understands what needs to be done and proactively takes it on.
• High attention to detail and thoroughness, adept at digging into the details of reports and policies.

WHAT YOU’LL DO:

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

• Assist with the execution of 30-60 acquisitions per year ranging from $2 million to $200 million + in deal value.
• Work with clients to collect all risk management and commercial property, casualty, professional, cyber, and management liability insurance related information and documents.
• Review commercial property, casualty, professional, cyber, and management liability insurance coverages and risk exposure information collected and the analysis from the subject matter experts.
• Notify buying company underwriters of pending acquisition, including obtaining additional premium or pricing to incorporate the selling company’s program into that of the buying company.
• Write a report or produce a deliverable that summarizes the evaluation, conclusions and recommendations – include the total cost of risk, coverage analysis and program structure changes.
• Work closely with Greyling broker teams for purposes of due diligence and post-acquisition integration, including tail placement, obtaining necessary endorsements, and other integration-related efforts for completed acquisitions.

WHAT YOU’LL BRING: 

EDUCATION AND/OR EXPERIENCE:

• Preferred: A bachelor’s degree from a four-year college or university.
• Required: 5+ years’ experience in insurance brokerage or underwriting capacity (experience with professional liability insurance preferred).
• Required: Current property & casualty insurance license or willing to obtain license

QUALIFICATIONS AND COMPETENCIES:

• Must have proficient Microsoft Office Suite skills (Excel, Word, Outlook and Power Point).
• Must have high level of interpersonal skills to handle sensitive and confidential situations.
• Must be highly analytical and have a strong attention to detail.
• Must have strong written and oral communication skills.
• Ability to build relationships effectively with clients, insurers (underwriting, claims, and risk management), and peers; position requires teamwork, poise, tact, and diplomacy.
• Excellent time management and organizational skills.
• Desire and ability to work in fast-paced environment while managing multiple competing tasks and demands.
• Ability to work both independently and in cross-functional teams.
• Willingness to learn about insurance for architecture, engineering, and construction industry clients.
• Extra work hours may be required.

COMPENSATION: 

The national average salary for this role is $110,000 - $145,000 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/Greyling: 

EPIC has over 60 offices and 3,500 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

(3587)

Greyling Insurance Brokerage, a division of EPIC, (“Greyling”) is a leading insurance broker and risk management consultant for architecture, engineering, construction contracting, and legal services firms. Our clients design, construct, and litigate over some of the most interesting and complex construction projects in the world. They also engage in frequent merger and acquisition activity, which requires extensive due diligence services and support. Greyling provides merger & acquisition due diligence services as they relate to property, casualty, professional, cyber, and management liability insurance.  Greyling clients request this service when the clients are acquiring another entity.

JOB OVERVIEW:

This is a NEW ROLE on the team! The Transactional Broker – Mergers & Acquisitions will be responsible for executing merger and acquisition due diligence services for our clients. This role will partner closely with the broker teams to best handle client needs and will also present to and interface with clients regarding the due diligence process, reports, and other activities. The analyst will dig into the work to write reports, review policies, correspond with underwriters, and other hands-on activities related to due diligence services.

LOCATION: Preferred - Hybrid (3 days a week in-office) in one of the following office locations: IL - Chicago; GA - Alpharetta; MO - St. Louis; NY - New York City; VA - McLean. https://www.epicbrokers.com/about/locations/

Will consider fully remote for well-qualified candidates, but some travel will be required.

WHAT WE’RE LOOKING FOR:

• Required: Current or recent experience performing merger & acquisition due diligence work as part of an insurance brokerage, including involvement in placing coverages & presenting to clients.
• Candidates with strong, professional communication skills - both written and verbal - to interact with all levels of the internal organization, as well as external clients.
• Strong time management skills and self-starter, someone who understands what needs to be done and proactively takes it on.
• High attention to detail and thoroughness, adept at digging into the details of reports and policies.

WHAT YOU’LL DO:

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

• Assist with the execution of 30-60 acquisitions per year ranging from $2 million to $200 million + in deal value.
• Work with clients to collect all risk management and commercial property, casualty, professional, cyber, and management liability insurance related information and documents.
• Review commercial property, casualty, professional, cyber, and management liability insurance coverages and risk exposure information collected and the analysis from the subject matter experts.
• Notify buying company underwriters of pending acquisition, including obtaining additional premium or pricing to incorporate the selling company’s program into that of the buying company.
• Write a report or produce a deliverable that summarizes the evaluation, conclusions and recommendations – include the total cost of risk, coverage analysis and program structure changes.
• Work closely with Greyling broker teams for purposes of due diligence and post-acquisition integration, including tail placement, obtaining necessary endorsements, and other integration-related efforts for completed acquisitions.

WHAT YOU’LL BRING: 

EDUCATION AND/OR EXPERIENCE:

• Preferred: A bachelor’s degree from a four-year college or university.
• Required: 5+ years’ experience in insurance brokerage or underwriting capacity (experience with professional liability insurance preferred).
• Required: Current property & casualty insurance license or willing to obtain license

QUALIFICATIONS AND COMPETENCIES:

• Must have proficient Microsoft Office Suite skills (Excel, Word, Outlook and Power Point).
• Must have high level of interpersonal skills to handle sensitive and confidential situations.
• Must be highly analytical and have a strong attention to detail.
• Must have strong written and oral communication skills.
• Ability to build relationships effectively with clients, insurers (underwriting, claims, and risk management), and peers; position requires teamwork, poise, tact, and diplomacy.
• Excellent time management and organizational skills.
• Desire and ability to work in fast-paced environment while managing multiple competing tasks and demands.
• Ability to work both independently and in cross-functional teams.
• Willingness to learn about insurance for architecture, engineering, and construction industry clients.
• Extra work hours may be required.

COMPENSATION: 

The national average salary for this role is $110,000 - $145,000 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/Greyling: 

EPIC has over 60 offices and 3,500 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

(3587)