{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8534599002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6408480002,"location":{"name":"3780 Mansell Road, Ste 370, Alpharetta, GA 30022"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8534599002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3674","title":"Assistant Account Manager ","company_name":"EPIC Brokers","first_published":"2026-05-04T16:54:10-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026amp;nbsp;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; Alpharetta, Georgia-Hybrid 3 days a week in the office required.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Position Overview: As an Assistant Account Manager in Mid South Specialties, you will be responsible for any operational aspects of an account as well as day-to-day activities. This position will require a positive and coachable attitude to be successful. Strong multi-tasking and prioritizing skills are required. \u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO\u0026lt;/strong\u0026gt;:\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Act as client advocate always.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Maintain a positive relationship and excellent communication with client and co-workers.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Respond promptly to client inquiries via phone, mail, and email in a professional and courteous manner. Strive to resolve all inquiries during first communication with client.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Certificate Requests\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Follow up on Notices of Cancellation\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Auto ID Card Issuance\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Policy Change Requests\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Check Mailbox Daily\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Online Rating for Small Business\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Follow up for Renewal Policy Issuance\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Renewal Proposals\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Binders\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Invoicing\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Process Audits\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Post Documents to EPIC Portal\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Update Sagitta\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Obtain Loss Runs\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Policy Checklists\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Run M\u0026amp;amp;S Reports\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Obtain Premium Finance Quotes\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Run MVRs\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Paperless Filing\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Obtain Loss Runs\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Create Loss Summary Tracking\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Prepare Acord Applications\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Become a student of the business. Seek insurance knowledge through training and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOULL BRING\u0026lt;/strong\u0026gt;:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Possess excellent written, verbal, listening and organizational skills.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Strong Language, Mathematical, Analytical and Reasoning ability.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Must be able to work within a team environment.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Demonstrate a sense of urgency when responding to an inquiry.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Must possess the ability to multi-task and prioritize multiple projects.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Must possess attention to detail while meeting deadlines.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Must be punctual and reliable.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Attend internal and external training classes and seminars.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Must be able to keep information confidential.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• High School / GED Education required/College Graduate Preferred\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• P\u0026amp;amp;C Insurance License or related work experience preferred.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• If not currently licensed, it must be obtained within 90 days of hire.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-SG1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051925002,"name":"National Specialty","child_ids":[4099095002],"parent_id":null}],"offices":[{"id":4084017002,"name":"Alpharetta, GA","location":"3780 Mansell Road, Ste 370, Alpharetta, GA 30022","child_ids":[],"parent_id":4084769002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8542280002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6411732002,"location":{"name":"2405 Satellite Boulevard Suite 200,  Duluth, GA 30096"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"In Office","value_type":"single_select"}],"id":8542280002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3694","title":"Assistant Account Manager ","company_name":"EPIC Brokers","first_published":"2026-05-11T11:16:57-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;Come join our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As an Assistant Account Manager in Mid-South Specialties, you will be responsible for any operational aspects of an account as well as day-to-day activities. This position will require a positive and coachable attitude to be successful. Strong multi-tasking and prioritizing skills are required.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;LOCATION\u0026lt;/strong\u0026gt;: Duluth Georgia. This is an in-office position M-F\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Act as client advocate always.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a positive relationship and excellent communication with client and co-workers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Respond promptly to client inquiries via phone, mail, and email in a professional and courteous manner. Strive to resolve all inquiries during first communication with client.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Certificate Requests\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Follow up on Notices of Cancellation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Auto ID Card Issuance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Policy Change Requests\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Check Mailbox Daily\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Online Rating for Small Business\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Follow up for Renewal Policy Issuance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Renewal Proposals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Binders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Invoicing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Process Audits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Post Documents to EPIC Portal\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Update Sagitta\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtain Loss Runs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Policy Checklists\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Run M\u0026amp;amp;S Reports\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtain Premium Finance Quotes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Run MVRs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paperless Filing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtain Loss Runs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create Loss Summary Tracking\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare Acord Applications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Become a student of the business. Seek insurance knowledge through training and education.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;High School / GED Education required/College Graduate Preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;P\u0026amp;amp;C Insurance License or related work experience preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;If not currently licensed, it must be obtained within 90 days of hire.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SKILLS AND ABILITIES\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Possess excellent written, verbal, listening and organizational skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong Language, Mathematical, Analytical and Reasoning ability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be able to work within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate a sense of urgency when responding to an inquiry.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must possess the ability to multi-task and prioritize multiple projects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must possess attention to detail while meeting deadlines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be punctual and reliable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attend internal and external training classes and seminars.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be able to keep information confidential.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION\u0026lt;/strong\u0026gt;:\u0026amp;nbsp;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Generous Paid Time off\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SG1\u0026lt;/p\u0026gt;","departments":[{"id":4072118002,"name":"Southeast","child_ids":[],"parent_id":null}],"offices":[{"id":4014784002,"name":"Duluth, GA","location":"2405 Satellite Boulevard Suite 200,  Duluth, GA 30096","child_ids":[],"parent_id":4084769002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8560422002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6419321002,"location":{"name":"40 Marcus Drive 3rd Floor,  Melville, NY 11747"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8560422002,"updated_at":"2026-06-03T09:21:43-04:00","requisition_id":"3726","title":"Associate Account Manager - Northeast Construction ","company_name":"EPIC Brokers","first_published":"2026-06-03T09:21:43-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Hybrid, Melville, NY, 3 days in office, 2 days home.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Come join our team!\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;Supports day to day service execution for Construction P\u0026amp;amp;C clients by processing service requests, maintaining documentation and assisting with renewal activities. \u0026amp;nbsp;Supporting primarily internal stakeholders (Account Managers and Producers) with no direct client ownership. \u0026amp;nbsp;The Associate Account Manager is focused on accuracy, responsiveness and developing core capabilities.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;KEY RESPONSIBILITIES\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;Service Execution \u0026amp;amp; Client Deliverables: Processes high volume service requests accurately and efficiently, supporting timely completion of tasks and routine servicing items in line with established turnaround standards. \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;Documentation, Systems \u0026amp;amp; Workflow Discipline: Documents all activity in Agency Management Systems and ImageRight to maintain clean, auditable records; tracks suspense and workflows to drive open items to closure and prevent missed deadlines or incomplete deliverables. \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;Renewal Support \u0026amp;amp; Data Gathering: Initiates renewal workflows, prepares renewal checklists, gathers exposure and loss documentation, and organizes materials to support internal review and client ready deliverables. \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;Team \u0026amp;amp; Carrier Coordination: Supports internal meetings and presentations and stays current on internal procedures to ensure alignment with evolving standards.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;SKILLS \u0026amp;amp; REQUIREMENTS\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;Professional Skills: Strong attention to detail, service orientation, time management, and clear written/verbal communication; ability to manage multiple priorities and follow defined processes; proficiency in Microsoft Office; familiarity with Sagitta and ImageRight preferred.\u0026amp;nbsp; \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;Experience: one year of insurance agency experience; experience with Construction accounts preferred. \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;Educational requirements: College degree; brokers license is required, can be obtained once hired.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The national average hourly rate for this role is\u0026amp;nbsp;$33.33 - $38.47 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-TM1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4059630002,"name":"Northeast","child_ids":[],"parent_id":null}],"offices":[{"id":4036115002,"name":"Melville, NY","location":"40 Marcus Drive 3rd Floor,  Melville, NY 11747","child_ids":[],"parent_id":4084782002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8497306002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6394190002,"location":{"name":"Remote US Based"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Remote From Home","value_type":"single_select"}],"id":8497306002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3609","title":"Associate Producer, Small Business","company_name":"EPIC Brokers","first_published":"2026-04-13T09:38:59-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;Come join our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;EPIC Brokers is looking for a hungry \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is an ideal opportunity for a motivated insurance professional to grow their career in a fast-paced, client-focused environment. EPIC offers:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Robust lead generation program(s): not cold calling!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Access to a diverse client book for cross-selling\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The backing of a top-tier brokerage with strong market presence\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The ideal candidate brings:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Client focus \u0026amp;amp; professional Client engagement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A sales driven mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Motivation to handle high-volume of leads\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adaptability \u0026amp;amp; willingness to build new lead sources\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A proactive mindset and readiness to hit the ground running\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;If you are passionate about helping businesses succeed and want to be part of a high-performing team, we encourage your candidacy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;High level of communication via phone \u0026amp;amp; email to engage prospects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsive follow up on all lead channels\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to learn and manage leads within a CRM platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to learn and successfully utilize commercial lines comparative rating platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain adequate pipeline of prospects to achieve sales target\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop cross-selling strategies for existing client books\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency providing quote comparison reviews and articulating coverage differences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize and maintain EPIC’s CRM and Agency Management System within designed standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attend all educational, training, and other sessions as directed by EPIC\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Achieve Annual Target Revenue: roughly 75K in new revenue\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;High school diploma required; college degree preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Property \u0026amp;amp; Casualty license required (in-progress will be considered if completion date is prior to starting in role)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimum one year of experience in Commercial Lines marketing or placement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Functional knowledge of Commercial Property \u0026amp;amp; Casualty lines of coverage and services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Capacity to present, communicate and build trust with confidence and expertise\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to solve practical problems with diverse variables in situations where only limited standardization exists\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Training \u0026amp;amp; Onboarding\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;EPIC provides high-quality training \u0026amp;amp; onboarding from day one. In addition, we offer ongoing sales training and coaching to ensure your success.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;LOCATION: \u0026lt;/strong\u0026gt;This is a US-based remote role.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generous Paid Time off\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SG1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-remote\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4105700002,"name":"Main Street","child_ids":[],"parent_id":null}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8540137002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6353253002,"location":{"name":"31 S. Mercer Street New Castle, PA 16101"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"In Office","value_type":"single_select"}],"id":8540137002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3416","title":"Brand Ambassador","company_name":"EPIC Brokers","first_published":"2026-05-07T15:58:52-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Brand Ambassador -\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;Kickstart Your Career in Brand Engagement\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Treloar \u0026amp;amp; Heisel – A Division of EPIC Brokers\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Location: \u0026lt;/strong\u0026gt;Office location, New Castle, PA\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt; (Relocation Assistance Provided)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide With locations spread out across the US, our local market knowledge and industry expertise helps support our clients\u0026#39; regional and global needs We have grown very quickly since our founding, and we continue to see growth and succes\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;s thanks to our hard-working and growth-minded employees.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Our division of EPIC, Treloar \u0026amp;amp; Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals. We specialize in helping clients secure their financial future through tailored insurance solutions and expert guidance.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU\u0026#39;LL DO\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;As a\u0026amp;nbsp;\u0026lt;strong\u0026gt;Brand Ambassador\u0026lt;/strong\u0026gt;, you’ll be the face of our business. Your mission? Spread the word, build excitement, and create meaningful connections that drive brand awareness and growth. This isn’t a desk job, it’s a dynamic, hands-on role where every day is different. You’ll receive ongoing feedback and coaching to help you refine your skills and achieve your goals. Plus, you’ll have opportunities for advancement within EPIC as you grow and excel in your role.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Your Impact:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Lead and create brand initiatives at conferences, university events, and social functions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Leverage your digital and social media expertise to amplify brand visibility\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Connect with prospects through calls, emails, and social media outreach to generate qualified leads\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Build relationships with key contacts and nurture them into long-term connections\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Partner with marketing teams to develop and execute campaigns and drive sales initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Engage diverse audiences through strategic travel across multiple states\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Success Metrics\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Event attendance and engagement\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Outreach activity (calls, emails, etc.)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Regional brand awareness\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU\u0026#39;LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Bachelor’s degree (Marketing, Communications, or related field a plus)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;A natural networker with strong communication skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Creative energy and a passion for brand building\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Adept at creating and managing social media content\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Comfortable making outreach calls and engaging prospects\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Travel ready for business needs (about 15 weeks/year)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Must pass a background check\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU\u0026#39;LL GET\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Salary:\u0026amp;nbsp;$55,000 base + up to $10,000 year-end bonus\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Relocation Assistance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-SG1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;#LI-Onsite\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051925002,"name":"National Specialty","child_ids":[4099095002],"parent_id":null}],"offices":[{"id":4056525002,"name":"New Castle, PA (E Washington)","location":"134 E Washington St, New Castle PA 16101","child_ids":[],"parent_id":4084776002},{"id":4130574002,"name":"New Castle, PA (S. Mercer)","location":"31 S. Mercer Street New Castle, PA 16101","child_ids":[],"parent_id":4084776002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8404298002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6353253002,"location":{"name":"134 E Washington St, New Castle PA 16101"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"In Office","value_type":"single_select"}],"id":8404298002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3416","title":"Brand Champion","company_name":"EPIC Brokers","first_published":"2026-02-04T12:27:58-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Brand Ambassador -\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;Kickstart Your Career in Brand Engagement\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Treloar \u0026amp;amp; Heisel – A Division of EPIC Brokers\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Location:\u0026lt;/strong\u0026gt; New Castle, PA (Relocation Assistance Provided)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide With locations spread out across the US, our local market knowledge and industry expertise helps support our clients\u0026#39; regional and global needs We have grown very quickly since our founding, and we continue to see growth and succes\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;s thanks to our hard-working and growth-minded employees.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Our division of EPIC, Treloar \u0026amp;amp; Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals. We specialize in helping clients secure their financial future through tailored insurance solutions and expert guidance.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU\u0026#39;LL DO\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;As a\u0026amp;nbsp;\u0026lt;strong\u0026gt;Brand Ambassador\u0026lt;/strong\u0026gt;, you’ll be the face of our business. Your mission? Spread the word, build excitement, and create meaningful connections that drive brand awareness and growth. This isn’t a desk job, it’s a dynamic, hands-on role where every day is different. You’ll receive ongoing feedback and coaching to help you refine your skills and achieve your goals. Plus, you’ll have opportunities for advancement within EPIC as you grow and excel in your role.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Your Impact:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Lead and create brand initiatives at conferences, university events, and social functions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Leverage your digital and social media expertise to amplify brand visibility\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Connect with prospects through calls, emails, and social media outreach to generate qualified leads\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Build relationships with key contacts and nurture them into long-term connections\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Partner with marketing teams to develop and execute campaigns and drive sales initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Engage diverse audiences through strategic travel across multiple states\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Success Metrics\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Event attendance and engagement\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Outreach activity (calls, emails, etc.)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Regional brand awareness\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU\u0026#39;LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Bachelor’s degree (Marketing, Communications, or related field a plus)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;A natural networker with strong communication skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Creative energy and a passion for brand building\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Adept at creating and managing social media content\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Comfortable making outreach calls and engaging prospects\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Travel ready for business needs (about 15 weeks/year)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Must pass a background check\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU\u0026#39;LL GET\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Salary:\u0026amp;nbsp;$55,000 base + up to $10,000 year-end bonus\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Relocation Assistance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-SG1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;#LI-Onsite\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051925002,"name":"National Specialty","child_ids":[4099095002],"parent_id":null}],"offices":[{"id":4056525002,"name":"New Castle, PA (E Washington)","location":"134 E Washington St, New Castle PA 16101","child_ids":[],"parent_id":4084776002},{"id":4130574002,"name":"New Castle, PA (S. Mercer)","location":"31 S. Mercer Street New Castle, PA 16101","child_ids":[],"parent_id":4084776002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8551713002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6405236002,"location":{"name":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8551713002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3663","title":"Business Applications SME – Commercial P\u0026C AMS, Automation \u0026 Application Governance","company_name":"EPIC Brokers","first_published":"2026-05-15T10:36:43-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We’re seeking a senior \u0026lt;strong\u0026gt;Business Applications Subject Matter Expert (SME)\u0026lt;/strong\u0026gt; to serve as a cross-functional technology partner to business stakeholders and internal IT teams. This role is responsible for \u0026lt;strong\u0026gt;end-to-end oversight across a portfolio of business applications\u0026lt;/strong\u0026gt;—anchored by Agency Management System (AMS) expertise in commercial P\u0026amp;amp;C—while also driving \u0026lt;strong\u0026gt;process optimization, workflow automation, and platform change leadership\u0026lt;/strong\u0026gt;. You’ll evaluate operational needs, recommend and guide technical solutions, and help ensure high-quality delivery through development, testing, implementation, documentation, and advanced support.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WORK LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Hybrid - 3 days a week at an EPIC office - view our list of locations here: https://www.epicbrokers.com/about/locations/\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Experience working for an insurance agency or broker with a strong understanding of AMS systems, workflows, and scenarios typical in \u0026lt;strong\u0026gt;commercial property \u0026amp;amp; casualty\u0026lt;/strong\u0026gt; operations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Highly proficient in improving processes and efficiencies using AMS platforms; strong preference for candidates who have \u0026lt;strong\u0026gt;automated workflows\u0026lt;/strong\u0026gt; and partnered across \u0026lt;strong\u0026gt;other business applications and AI-enabled tools\u0026lt;/strong\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;High attention to detail and the ability to learn and understand software systems quickly.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong professional communication, problem-solving, and relationship-building skills; enjoys providing top-notch service in a fast-paced environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Positive, outgoing disposition; team-oriented while also effective working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Applying subject expertise in evaluating business operations and processes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Identifying areas where technical solutions would improve business performance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing subject expertise and guidance to IT team members and the business.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Facilitation of change management for respective platforms.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Overseeing the development, testing, and implementation of technical solutions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Determining whether technical solutions meet defined requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Verifying technical reference information, including user guides, training manuals, and system requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ensuring accurate representation of expertise prior to the distribution of technical solutions to end-users.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Documenting processes and disseminating information to all relevant stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing level 3 to 4 advanced support to our internal and external teams.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing mentorship and contributing specialized knowledge.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Recommending technical solutions and determining requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Commitment to relevancy: As an SME, it is important to remain up to date on any changes in industry practices or protocols to maintain reputation and continue achieving workplace success. SMEs stay ahead of industry trends and advances by reading professional journals, furthering education, and networking with other professionals.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;10+ years of experience working in the relevant area of expertise.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Advanced knowledge of business operations and project management.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Advanced ability to recommend and implement technical solutions for cross-functional projects.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Knowledge of systems and software engineering to optimally integrate subject expertise in solution designs.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Exceptional leadership and mentorship abilities to introduce and implement technical solutions.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Excellent written and verbal communication skills.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The national average salary\u0026amp;nbsp;for this role is $120,000 - $150,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;(3663)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031346002,"name":"Information Technology","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4044804002,"name":"Atlanta, GA","location":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328","child_ids":[],"parent_id":4084769002},{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4083695002,"name":"Carmel, IN","location":"11711 North Meridan St, 7th Fl, Carmel, IN 46032","child_ids":[],"parent_id":4084777002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4014779002,"name":"Concord, CA","location":"1390 Willow Pass Road Suite 800,  Concord, CA 94520","child_ids":[],"parent_id":4084780002},{"id":4014781002,"name":"Dallas, TX","location":"14881 Quorum Drive Suite 850,  Dallas, TX 75254","child_ids":[],"parent_id":4084770002},{"id":4029157002,"name":"Greenwich, CT","location":"1 American Lane,  Greenwich, CT 06831","child_ids":[],"parent_id":4084786002},{"id":4036115002,"name":"Melville, NY","location":"40 Marcus Drive 3rd Floor,  Melville, NY 11747","child_ids":[],"parent_id":4084782002},{"id":4040005002,"name":"Mount Laurel, NJ","location":"3000 Atrium Way Suite 108,  Mount Laurel, NJ 08054","child_ids":[],"parent_id":4084783002},{"id":4029850002,"name":"New York, NY (1140 Avenue of Americas)","location":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036","child_ids":[],"parent_id":4084782002},{"id":4014808002,"name":"San Ramon, CA","location":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583","child_ids":[],"parent_id":4084780002},{"id":4127080002,"name":"Summit, NJ","location":"25 Deforest Avenue,  Suite 203, Summit, NJ 07901-2140","child_ids":[],"parent_id":4084783002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8551753002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6405236002,"location":{"name":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8551753002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3663","title":"Business Applications SME – Commercial P\u0026C AMS, Automation \u0026 Application Governance","company_name":"EPIC Brokers","first_published":"2026-05-15T10:45:36-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We’re seeking a senior \u0026lt;strong\u0026gt;Business Applications Subject Matter Expert (SME)\u0026lt;/strong\u0026gt; to serve as a cross-functional technology partner to business stakeholders and internal IT teams. This role is responsible for \u0026lt;strong\u0026gt;end-to-end oversight across a portfolio of business applications\u0026lt;/strong\u0026gt;—anchored by Agency Management System (AMS) expertise in commercial P\u0026amp;amp;C—while also driving \u0026lt;strong\u0026gt;process optimization, workflow automation, and platform change leadership\u0026lt;/strong\u0026gt;. You’ll evaluate operational needs, recommend and guide technical solutions, and help ensure high-quality delivery through development, testing, implementation, documentation, and advanced support.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WORK LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Hybrid - 3 days a week at an EPIC office - view our list of locations here: https://www.epicbrokers.com/about/locations/\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Experience working for an insurance agency or broker with a strong understanding of AMS systems, workflows, and scenarios typical in \u0026lt;strong\u0026gt;commercial property \u0026amp;amp; casualty\u0026lt;/strong\u0026gt; operations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Highly proficient in improving processes and efficiencies using AMS platforms; strong preference for candidates who have \u0026lt;strong\u0026gt;automated workflows\u0026lt;/strong\u0026gt; and partnered across \u0026lt;strong\u0026gt;other business applications and AI-enabled tools\u0026lt;/strong\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;High attention to detail and the ability to learn and understand software systems quickly.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong professional communication, problem-solving, and relationship-building skills; enjoys providing top-notch service in a fast-paced environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Positive, outgoing disposition; team-oriented while also effective working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Applying subject expertise in evaluating business operations and processes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Identifying areas where technical solutions would improve business performance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing subject expertise and guidance to IT team members and the business.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Facilitation of change management for respective platforms.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Overseeing the development, testing, and implementation of technical solutions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Determining whether technical solutions meet defined requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Verifying technical reference information, including user guides, training manuals, and system requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ensuring accurate representation of expertise prior to the distribution of technical solutions to end-users.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Documenting processes and disseminating information to all relevant stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing level 3 to 4 advanced support to our internal and external teams.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing mentorship and contributing specialized knowledge.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Recommending technical solutions and determining requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Commitment to relevancy: As an SME, it is important to remain up to date on any changes in industry practices or protocols to maintain reputation and continue achieving workplace success. SMEs stay ahead of industry trends and advances by reading professional journals, furthering education, and networking with other professionals.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;10+ years of experience working in the relevant area of expertise.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Advanced knowledge of business operations and project management.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Advanced ability to recommend and implement technical solutions for cross-functional projects.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Knowledge of systems and software engineering to optimally integrate subject expertise in solution designs.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Exceptional leadership and mentorship abilities to introduce and implement technical solutions.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Excellent written and verbal communication skills.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The national average salary\u0026amp;nbsp;for this role is $120,000 - $150,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;(3663)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031346002,"name":"Information Technology","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4044804002,"name":"Atlanta, GA","location":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328","child_ids":[],"parent_id":4084769002},{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4083695002,"name":"Carmel, IN","location":"11711 North Meridan St, 7th Fl, Carmel, IN 46032","child_ids":[],"parent_id":4084777002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4014779002,"name":"Concord, CA","location":"1390 Willow Pass Road Suite 800,  Concord, CA 94520","child_ids":[],"parent_id":4084780002},{"id":4014781002,"name":"Dallas, TX","location":"14881 Quorum Drive Suite 850,  Dallas, TX 75254","child_ids":[],"parent_id":4084770002},{"id":4029157002,"name":"Greenwich, CT","location":"1 American Lane,  Greenwich, CT 06831","child_ids":[],"parent_id":4084786002},{"id":4036115002,"name":"Melville, NY","location":"40 Marcus Drive 3rd Floor,  Melville, NY 11747","child_ids":[],"parent_id":4084782002},{"id":4040005002,"name":"Mount Laurel, NJ","location":"3000 Atrium Way Suite 108,  Mount Laurel, NJ 08054","child_ids":[],"parent_id":4084783002},{"id":4029850002,"name":"New York, NY (1140 Avenue of Americas)","location":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036","child_ids":[],"parent_id":4084782002},{"id":4014808002,"name":"San Ramon, CA","location":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583","child_ids":[],"parent_id":4084780002},{"id":4127080002,"name":"Summit, NJ","location":"25 Deforest Avenue,  Suite 203, Summit, NJ 07901-2140","child_ids":[],"parent_id":4084783002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8551744002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6405236002,"location":{"name":"14881 Quorum Drive Suite 850,  Dallas, TX 75254"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8551744002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3663","title":"Business Applications SME – Commercial P\u0026C AMS, Automation \u0026 Application Governance","company_name":"EPIC Brokers","first_published":"2026-05-15T10:44:55-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We’re seeking a senior \u0026lt;strong\u0026gt;Business Applications Subject Matter Expert (SME)\u0026lt;/strong\u0026gt; to serve as a cross-functional technology partner to business stakeholders and internal IT teams. This role is responsible for \u0026lt;strong\u0026gt;end-to-end oversight across a portfolio of business applications\u0026lt;/strong\u0026gt;—anchored by Agency Management System (AMS) expertise in commercial P\u0026amp;amp;C—while also driving \u0026lt;strong\u0026gt;process optimization, workflow automation, and platform change leadership\u0026lt;/strong\u0026gt;. You’ll evaluate operational needs, recommend and guide technical solutions, and help ensure high-quality delivery through development, testing, implementation, documentation, and advanced support.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WORK LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Hybrid - 3 days a week at an EPIC office - view our list of locations here: https://www.epicbrokers.com/about/locations/\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Experience working for an insurance agency or broker with a strong understanding of AMS systems, workflows, and scenarios typical in \u0026lt;strong\u0026gt;commercial property \u0026amp;amp; casualty\u0026lt;/strong\u0026gt; operations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Highly proficient in improving processes and efficiencies using AMS platforms; strong preference for candidates who have \u0026lt;strong\u0026gt;automated workflows\u0026lt;/strong\u0026gt; and partnered across \u0026lt;strong\u0026gt;other business applications and AI-enabled tools\u0026lt;/strong\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;High attention to detail and the ability to learn and understand software systems quickly.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong professional communication, problem-solving, and relationship-building skills; enjoys providing top-notch service in a fast-paced environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Positive, outgoing disposition; team-oriented while also effective working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Applying subject expertise in evaluating business operations and processes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Identifying areas where technical solutions would improve business performance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing subject expertise and guidance to IT team members and the business.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Facilitation of change management for respective platforms.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Overseeing the development, testing, and implementation of technical solutions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Determining whether technical solutions meet defined requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Verifying technical reference information, including user guides, training manuals, and system requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ensuring accurate representation of expertise prior to the distribution of technical solutions to end-users.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Documenting processes and disseminating information to all relevant stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing level 3 to 4 advanced support to our internal and external teams.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing mentorship and contributing specialized knowledge.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Recommending technical solutions and determining requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Commitment to relevancy: As an SME, it is important to remain up to date on any changes in industry practices or protocols to maintain reputation and continue achieving workplace success. SMEs stay ahead of industry trends and advances by reading professional journals, furthering education, and networking with other professionals.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;10+ years of experience working in the relevant area of expertise.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Advanced knowledge of business operations and project management.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Advanced ability to recommend and implement technical solutions for cross-functional projects.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Knowledge of systems and software engineering to optimally integrate subject expertise in solution designs.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Exceptional leadership and mentorship abilities to introduce and implement technical solutions.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Excellent written and verbal communication skills.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The national average salary\u0026amp;nbsp;for this role is $120,000 - $150,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;(3663)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031346002,"name":"Information Technology","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4044804002,"name":"Atlanta, GA","location":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328","child_ids":[],"parent_id":4084769002},{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4083695002,"name":"Carmel, IN","location":"11711 North Meridan St, 7th Fl, Carmel, IN 46032","child_ids":[],"parent_id":4084777002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4014779002,"name":"Concord, CA","location":"1390 Willow Pass Road Suite 800,  Concord, CA 94520","child_ids":[],"parent_id":4084780002},{"id":4014781002,"name":"Dallas, TX","location":"14881 Quorum Drive Suite 850,  Dallas, TX 75254","child_ids":[],"parent_id":4084770002},{"id":4029157002,"name":"Greenwich, CT","location":"1 American Lane,  Greenwich, CT 06831","child_ids":[],"parent_id":4084786002},{"id":4036115002,"name":"Melville, NY","location":"40 Marcus Drive 3rd Floor,  Melville, NY 11747","child_ids":[],"parent_id":4084782002},{"id":4040005002,"name":"Mount Laurel, NJ","location":"3000 Atrium Way Suite 108,  Mount Laurel, NJ 08054","child_ids":[],"parent_id":4084783002},{"id":4029850002,"name":"New York, NY (1140 Avenue of Americas)","location":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036","child_ids":[],"parent_id":4084782002},{"id":4014808002,"name":"San Ramon, CA","location":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583","child_ids":[],"parent_id":4084780002},{"id":4127080002,"name":"Summit, NJ","location":"25 Deforest Avenue,  Suite 203, Summit, NJ 07901-2140","child_ids":[],"parent_id":4084783002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8551717002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6405236002,"location":{"name":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8551717002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3663","title":"Business Applications SME – Commercial P\u0026C AMS, Automation \u0026 Application Governance","company_name":"EPIC Brokers","first_published":"2026-05-15T10:38:04-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We’re seeking a senior \u0026lt;strong\u0026gt;Business Applications Subject Matter Expert (SME)\u0026lt;/strong\u0026gt; to serve as a cross-functional technology partner to business stakeholders and internal IT teams. This role is responsible for \u0026lt;strong\u0026gt;end-to-end oversight across a portfolio of business applications\u0026lt;/strong\u0026gt;—anchored by Agency Management System (AMS) expertise in commercial P\u0026amp;amp;C—while also driving \u0026lt;strong\u0026gt;process optimization, workflow automation, and platform change leadership\u0026lt;/strong\u0026gt;. You’ll evaluate operational needs, recommend and guide technical solutions, and help ensure high-quality delivery through development, testing, implementation, documentation, and advanced support.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WORK LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Hybrid - 3 days a week at an EPIC office - view our list of locations here: https://www.epicbrokers.com/about/locations/\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Experience working for an insurance agency or broker with a strong understanding of AMS systems, workflows, and scenarios typical in \u0026lt;strong\u0026gt;commercial property \u0026amp;amp; casualty\u0026lt;/strong\u0026gt; operations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Highly proficient in improving processes and efficiencies using AMS platforms; strong preference for candidates who have \u0026lt;strong\u0026gt;automated workflows\u0026lt;/strong\u0026gt; and partnered across \u0026lt;strong\u0026gt;other business applications and AI-enabled tools\u0026lt;/strong\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;High attention to detail and the ability to learn and understand software systems quickly.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong professional communication, problem-solving, and relationship-building skills; enjoys providing top-notch service in a fast-paced environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Positive, outgoing disposition; team-oriented while also effective working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Applying subject expertise in evaluating business operations and processes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Identifying areas where technical solutions would improve business performance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing subject expertise and guidance to IT team members and the business.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Facilitation of change management for respective platforms.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Overseeing the development, testing, and implementation of technical solutions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Determining whether technical solutions meet defined requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Verifying technical reference information, including user guides, training manuals, and system requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ensuring accurate representation of expertise prior to the distribution of technical solutions to end-users.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Documenting processes and disseminating information to all relevant stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing level 3 to 4 advanced support to our internal and external teams.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing mentorship and contributing specialized knowledge.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Recommending technical solutions and determining requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Commitment to relevancy: As an SME, it is important to remain up to date on any changes in industry practices or protocols to maintain reputation and continue achieving workplace success. SMEs stay ahead of industry trends and advances by reading professional journals, furthering education, and networking with other professionals.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;10+ years of experience working in the relevant area of expertise.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Advanced knowledge of business operations and project management.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Advanced ability to recommend and implement technical solutions for cross-functional projects.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Knowledge of systems and software engineering to optimally integrate subject expertise in solution designs.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Exceptional leadership and mentorship abilities to introduce and implement technical solutions.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Excellent written and verbal communication skills.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The national average salary\u0026amp;nbsp;for this role is $120,000 - $150,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;(3663)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031346002,"name":"Information Technology","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4044804002,"name":"Atlanta, GA","location":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328","child_ids":[],"parent_id":4084769002},{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4083695002,"name":"Carmel, IN","location":"11711 North Meridan St, 7th Fl, Carmel, IN 46032","child_ids":[],"parent_id":4084777002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4014779002,"name":"Concord, CA","location":"1390 Willow Pass Road Suite 800,  Concord, CA 94520","child_ids":[],"parent_id":4084780002},{"id":4014781002,"name":"Dallas, TX","location":"14881 Quorum Drive Suite 850,  Dallas, TX 75254","child_ids":[],"parent_id":4084770002},{"id":4029157002,"name":"Greenwich, CT","location":"1 American Lane,  Greenwich, CT 06831","child_ids":[],"parent_id":4084786002},{"id":4036115002,"name":"Melville, NY","location":"40 Marcus Drive 3rd Floor,  Melville, NY 11747","child_ids":[],"parent_id":4084782002},{"id":4040005002,"name":"Mount Laurel, NJ","location":"3000 Atrium Way Suite 108,  Mount Laurel, NJ 08054","child_ids":[],"parent_id":4084783002},{"id":4029850002,"name":"New York, NY (1140 Avenue of Americas)","location":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036","child_ids":[],"parent_id":4084782002},{"id":4014808002,"name":"San Ramon, CA","location":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583","child_ids":[],"parent_id":4084780002},{"id":4127080002,"name":"Summit, NJ","location":"25 Deforest Avenue,  Suite 203, Summit, NJ 07901-2140","child_ids":[],"parent_id":4084783002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8551714002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6405236002,"location":{"name":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8551714002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3663","title":"Business Applications SME – Commercial P\u0026C AMS, Automation \u0026 Application Governance","company_name":"EPIC Brokers","first_published":"2026-05-15T10:37:17-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We’re seeking a senior \u0026lt;strong\u0026gt;Business Applications Subject Matter Expert (SME)\u0026lt;/strong\u0026gt; to serve as a cross-functional technology partner to business stakeholders and internal IT teams. This role is responsible for \u0026lt;strong\u0026gt;end-to-end oversight across a portfolio of business applications\u0026lt;/strong\u0026gt;—anchored by Agency Management System (AMS) expertise in commercial P\u0026amp;amp;C—while also driving \u0026lt;strong\u0026gt;process optimization, workflow automation, and platform change leadership\u0026lt;/strong\u0026gt;. You’ll evaluate operational needs, recommend and guide technical solutions, and help ensure high-quality delivery through development, testing, implementation, documentation, and advanced support.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WORK LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Hybrid - 3 days a week at an EPIC office - view our list of locations here: https://www.epicbrokers.com/about/locations/\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Experience working for an insurance agency or broker with a strong understanding of AMS systems, workflows, and scenarios typical in \u0026lt;strong\u0026gt;commercial property \u0026amp;amp; casualty\u0026lt;/strong\u0026gt; operations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Highly proficient in improving processes and efficiencies using AMS platforms; strong preference for candidates who have \u0026lt;strong\u0026gt;automated workflows\u0026lt;/strong\u0026gt; and partnered across \u0026lt;strong\u0026gt;other business applications and AI-enabled tools\u0026lt;/strong\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;High attention to detail and the ability to learn and understand software systems quickly.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong professional communication, problem-solving, and relationship-building skills; enjoys providing top-notch service in a fast-paced environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Positive, outgoing disposition; team-oriented while also effective working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Applying subject expertise in evaluating business operations and processes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Identifying areas where technical solutions would improve business performance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing subject expertise and guidance to IT team members and the business.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Facilitation of change management for respective platforms.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Overseeing the development, testing, and implementation of technical solutions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Determining whether technical solutions meet defined requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Verifying technical reference information, including user guides, training manuals, and system requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ensuring accurate representation of expertise prior to the distribution of technical solutions to end-users.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Documenting processes and disseminating information to all relevant stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing level 3 to 4 advanced support to our internal and external teams.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing mentorship and contributing specialized knowledge.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Recommending technical solutions and determining requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Commitment to relevancy: As an SME, it is important to remain up to date on any changes in industry practices or protocols to maintain reputation and continue achieving workplace success. SMEs stay ahead of industry trends and advances by reading professional journals, furthering education, and networking with other professionals.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;10+ years of experience working in the relevant area of expertise.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Advanced knowledge of business operations and project management.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Advanced ability to recommend and implement technical solutions for cross-functional projects.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Knowledge of systems and software engineering to optimally integrate subject expertise in solution designs.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Exceptional leadership and mentorship abilities to introduce and implement technical solutions.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Excellent written and verbal communication skills.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The national average salary\u0026amp;nbsp;for this role is $120,000 - $150,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;(3663)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031346002,"name":"Information Technology","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4044804002,"name":"Atlanta, GA","location":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328","child_ids":[],"parent_id":4084769002},{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4083695002,"name":"Carmel, IN","location":"11711 North Meridan St, 7th Fl, Carmel, IN 46032","child_ids":[],"parent_id":4084777002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4014779002,"name":"Concord, CA","location":"1390 Willow Pass Road Suite 800,  Concord, CA 94520","child_ids":[],"parent_id":4084780002},{"id":4014781002,"name":"Dallas, TX","location":"14881 Quorum Drive Suite 850,  Dallas, TX 75254","child_ids":[],"parent_id":4084770002},{"id":4029157002,"name":"Greenwich, CT","location":"1 American Lane,  Greenwich, CT 06831","child_ids":[],"parent_id":4084786002},{"id":4036115002,"name":"Melville, NY","location":"40 Marcus Drive 3rd Floor,  Melville, NY 11747","child_ids":[],"parent_id":4084782002},{"id":4040005002,"name":"Mount Laurel, NJ","location":"3000 Atrium Way Suite 108,  Mount Laurel, NJ 08054","child_ids":[],"parent_id":4084783002},{"id":4029850002,"name":"New York, NY (1140 Avenue of Americas)","location":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036","child_ids":[],"parent_id":4084782002},{"id":4014808002,"name":"San Ramon, CA","location":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583","child_ids":[],"parent_id":4084780002},{"id":4127080002,"name":"Summit, NJ","location":"25 Deforest Avenue,  Suite 203, Summit, NJ 07901-2140","child_ids":[],"parent_id":4084783002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8551712002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6405236002,"location":{"name":"3000 Atrium Way Suite 108,  Mount Laurel, NJ 08054"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8551712002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3663","title":"Business Applications SME – Commercial P\u0026C AMS, Automation \u0026 Application Governance","company_name":"EPIC Brokers","first_published":"2026-05-15T10:36:08-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We’re seeking a senior \u0026lt;strong\u0026gt;Business Applications Subject Matter Expert (SME)\u0026lt;/strong\u0026gt; to serve as a cross-functional technology partner to business stakeholders and internal IT teams. This role is responsible for \u0026lt;strong\u0026gt;end-to-end oversight across a portfolio of business applications\u0026lt;/strong\u0026gt;—anchored by Agency Management System (AMS) expertise in commercial P\u0026amp;amp;C—while also driving \u0026lt;strong\u0026gt;process optimization, workflow automation, and platform change leadership\u0026lt;/strong\u0026gt;. You’ll evaluate operational needs, recommend and guide technical solutions, and help ensure high-quality delivery through development, testing, implementation, documentation, and advanced support.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WORK LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Hybrid - 3 days a week at an EPIC office - view our list of locations here: https://www.epicbrokers.com/about/locations/\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Experience working for an insurance agency or broker with a strong understanding of AMS systems, workflows, and scenarios typical in \u0026lt;strong\u0026gt;commercial property \u0026amp;amp; casualty\u0026lt;/strong\u0026gt; operations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Highly proficient in improving processes and efficiencies using AMS platforms; strong preference for candidates who have \u0026lt;strong\u0026gt;automated workflows\u0026lt;/strong\u0026gt; and partnered across \u0026lt;strong\u0026gt;other business applications and AI-enabled tools\u0026lt;/strong\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;High attention to detail and the ability to learn and understand software systems quickly.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong professional communication, problem-solving, and relationship-building skills; enjoys providing top-notch service in a fast-paced environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Positive, outgoing disposition; team-oriented while also effective working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Applying subject expertise in evaluating business operations and processes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Identifying areas where technical solutions would improve business performance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing subject expertise and guidance to IT team members and the business.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Facilitation of change management for respective platforms.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Overseeing the development, testing, and implementation of technical solutions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Determining whether technical solutions meet defined requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Verifying technical reference information, including user guides, training manuals, and system requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ensuring accurate representation of expertise prior to the distribution of technical solutions to end-users.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Documenting processes and disseminating information to all relevant stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing level 3 to 4 advanced support to our internal and external teams.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing mentorship and contributing specialized knowledge.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Recommending technical solutions and determining requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Commitment to relevancy: As an SME, it is important to remain up to date on any changes in industry practices or protocols to maintain reputation and continue achieving workplace success. SMEs stay ahead of industry trends and advances by reading professional journals, furthering education, and networking with other professionals.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;10+ years of experience working in the relevant area of expertise.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Advanced knowledge of business operations and project management.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Advanced ability to recommend and implement technical solutions for cross-functional projects.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Knowledge of systems and software engineering to optimally integrate subject expertise in solution designs.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Exceptional leadership and mentorship abilities to introduce and implement technical solutions.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Excellent written and verbal communication skills.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The national average salary\u0026amp;nbsp;for this role is $120,000 - $150,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;(3663)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031346002,"name":"Information Technology","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4044804002,"name":"Atlanta, GA","location":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328","child_ids":[],"parent_id":4084769002},{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4083695002,"name":"Carmel, IN","location":"11711 North Meridan St, 7th Fl, Carmel, IN 46032","child_ids":[],"parent_id":4084777002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4014779002,"name":"Concord, CA","location":"1390 Willow Pass Road Suite 800,  Concord, CA 94520","child_ids":[],"parent_id":4084780002},{"id":4014781002,"name":"Dallas, TX","location":"14881 Quorum Drive Suite 850,  Dallas, TX 75254","child_ids":[],"parent_id":4084770002},{"id":4029157002,"name":"Greenwich, CT","location":"1 American Lane,  Greenwich, CT 06831","child_ids":[],"parent_id":4084786002},{"id":4036115002,"name":"Melville, NY","location":"40 Marcus Drive 3rd Floor,  Melville, NY 11747","child_ids":[],"parent_id":4084782002},{"id":4040005002,"name":"Mount Laurel, NJ","location":"3000 Atrium Way Suite 108,  Mount Laurel, NJ 08054","child_ids":[],"parent_id":4084783002},{"id":4029850002,"name":"New York, NY (1140 Avenue of Americas)","location":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036","child_ids":[],"parent_id":4084782002},{"id":4014808002,"name":"San Ramon, CA","location":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583","child_ids":[],"parent_id":4084780002},{"id":4127080002,"name":"Summit, NJ","location":"25 Deforest Avenue,  Suite 203, Summit, NJ 07901-2140","child_ids":[],"parent_id":4084783002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8525820002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6405236002,"location":{"name":"25 Deforest Avenue,  Suite 203, Summit, NJ 07901-2140"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8525820002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3663","title":"Business Applications SME – Commercial P\u0026C AMS, Automation \u0026 Application Governance","company_name":"EPIC Brokers","first_published":"2026-05-09T08:26:40-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We’re seeking a senior \u0026lt;strong\u0026gt;Business Applications Subject Matter Expert (SME)\u0026lt;/strong\u0026gt; to serve as a cross-functional technology partner to business stakeholders and internal IT teams. This role is responsible for \u0026lt;strong\u0026gt;end-to-end oversight across a portfolio of business applications\u0026lt;/strong\u0026gt;—anchored by Agency Management System (AMS) expertise in commercial P\u0026amp;amp;C—while also driving \u0026lt;strong\u0026gt;process optimization, workflow automation, and platform change leadership\u0026lt;/strong\u0026gt;. You’ll evaluate operational needs, recommend and guide technical solutions, and help ensure high-quality delivery through development, testing, implementation, documentation, and advanced support.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WORK LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Hybrid - 3 days a week in-office in Summit, NJ\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Experience working for an insurance agency or broker with a strong understanding of AMS systems, workflows, and scenarios typical in \u0026lt;strong\u0026gt;commercial property \u0026amp;amp; casualty\u0026lt;/strong\u0026gt; operations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Highly proficient in improving processes and efficiencies using AMS platforms; strong preference for candidates who have \u0026lt;strong\u0026gt;automated workflows\u0026lt;/strong\u0026gt; and partnered across \u0026lt;strong\u0026gt;other business applications and AI-enabled tools\u0026lt;/strong\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;High attention to detail and the ability to learn and understand software systems quickly.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong professional communication, problem-solving, and relationship-building skills; enjoys providing top-notch service in a fast-paced environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Positive, outgoing disposition; team-oriented while also effective working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Applying subject expertise in evaluating business operations and processes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Identifying areas where technical solutions would improve business performance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing subject expertise and guidance to IT team members and the business.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Facilitation of change management for respective platforms.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Overseeing the development, testing, and implementation of technical solutions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Determining whether technical solutions meet defined requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Verifying technical reference information, including user guides, training manuals, and system requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ensuring accurate representation of expertise prior to the distribution of technical solutions to end-users.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Documenting processes and disseminating information to all relevant stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing level 3 to 4 advanced support to our internal and external teams.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Providing mentorship and contributing specialized knowledge.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Recommending technical solutions and determining requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Commitment to relevancy: As an SME, it is important to remain up to date on any changes in industry practices or protocols to maintain reputation and continue achieving workplace success. SMEs stay ahead of industry trends and advances by reading professional journals, furthering education, and networking with other professionals.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;10+ years of experience working in the relevant area of expertise.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Advanced knowledge of business operations and project management.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Advanced ability to recommend and implement technical solutions for cross-functional projects.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Knowledge of systems and software engineering to optimally integrate subject expertise in solution designs.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Exceptional leadership and mentorship abilities to introduce and implement technical solutions.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Excellent written and verbal communication skills.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The national average salary\u0026amp;nbsp;for this role is $120,000 - $150,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;(3663)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031346002,"name":"Information Technology","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4044804002,"name":"Atlanta, GA","location":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328","child_ids":[],"parent_id":4084769002},{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4083695002,"name":"Carmel, IN","location":"11711 North Meridan St, 7th Fl, Carmel, IN 46032","child_ids":[],"parent_id":4084777002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4014779002,"name":"Concord, CA","location":"1390 Willow Pass Road Suite 800,  Concord, CA 94520","child_ids":[],"parent_id":4084780002},{"id":4014781002,"name":"Dallas, TX","location":"14881 Quorum Drive Suite 850,  Dallas, TX 75254","child_ids":[],"parent_id":4084770002},{"id":4029157002,"name":"Greenwich, CT","location":"1 American Lane,  Greenwich, CT 06831","child_ids":[],"parent_id":4084786002},{"id":4036115002,"name":"Melville, NY","location":"40 Marcus Drive 3rd Floor,  Melville, NY 11747","child_ids":[],"parent_id":4084782002},{"id":4040005002,"name":"Mount Laurel, NJ","location":"3000 Atrium Way Suite 108,  Mount Laurel, NJ 08054","child_ids":[],"parent_id":4084783002},{"id":4029850002,"name":"New York, NY (1140 Avenue of Americas)","location":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036","child_ids":[],"parent_id":4084782002},{"id":4014808002,"name":"San Ramon, CA","location":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583","child_ids":[],"parent_id":4084780002},{"id":4127080002,"name":"Summit, NJ","location":"25 Deforest Avenue,  Suite 203, Summit, NJ 07901-2140","child_ids":[],"parent_id":4084783002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8464649002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6381176002,"location":{"name":"11711 North Meridan St, 7th Fl, Carmel, IN 46032"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8464649002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3558","title":"Claims Advocate ","company_name":"EPIC Brokers","first_published":"2026-04-02T16:11:13-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;margin: 0px; padding: 0px;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; Carmel, IN, Atlanta, GA, Mount Laurel, NJ-Hybrid 3 days a week in the office required.\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Claims Advocates provide excellent customer service by ensuring all client needs are met while engaging in behaviors such as claims processing, evaluation, and resolution of claims. They build robust relationships by working to understand client needs and providing solutions that effectively mitigate client risks.\u0026amp;nbsp; In this role, the Claims Advocate will be responsible for servicing and managing a diverse book of Commercial Lines accounts.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This role is responsible for, although not limited to, the following job duties:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Acts as a liaison between the organization, insurance provider and client regarding the status and eligibility for coverage for all relevant claims\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Receives and processes information for first report of claim from the client, either by phone or email\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Gathers information from client/claimant, and analyzes coverage and discusses reporting to carrier\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Processes claim with carrier or assists client with gathering data required by company to settle a claim\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Informs client about his duties and responsibilities as well as advises client of company’s procedures and acknowledges all claims in writing\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintains proper claim file documentation including claim notes, correspondence, faxes and emails in Sagitta/ImageRight\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Monitors and follows up on outstanding claims, updates accounts as necessary, answers inquiries, and makes recommendations for resolution\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Reviews and researches questionable coverage decisions and reports all claims denials to management and/or the account team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assumes ownership of customer concerns and feedback until a resolution is successfully accomplished\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Participate in client meetings and claim reviews via conference/video calls\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Contributes to a team effort by accomplishing related results as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;ADMINISTRATIVE FUNCTIONS:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;Coordinating loss runs and other client claim information with service teams.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Intake new claims.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;REPORTS AND DATABASE MANAGEMENT:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;Document client activity in Sagitta and ImageRight system.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Provide status progress reports to clients and account team.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Complete various reports via systems and templates.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Customer Service Focus:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns.\u0026amp;nbsp; Ensures the highest value of service is always provided and consistently delivers on commitments to the customer.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Influence and Persuasion\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;:\u0026amp;nbsp; Effective in using appropriate interpersonal styles and communication methods to persuade, convince, influence and impress others to gain acceptance of a product, service, specific agenda or course of action, develop new business and to establish credibility to sustain the respect of others\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Active Listening:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others’ messages.\u0026amp;nbsp; Asks clarifying questions to ensure understanding\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Initiating Action: \u0026lt;/strong\u0026gt;Self-starter and frequently takes a lead role in improving or enhancing a product or service to benefit the client and Frenkel.\u0026amp;nbsp; Will often demonstrate a sincere positive attitude toward getting things done and will seek out additional responsibilities that may go beyond the scope of their formal job description\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Information Seeking: \u0026lt;/strong\u0026gt;Driven by an underlying curiosity and desire to know more about people, things or issues.\u0026amp;nbsp; This involves going beyond routine questions and includes digging or pressing for exact information and/or resolving discrepancies by asking a series of questions or conducting less-focused environmental scanning for opportunities or miscellaneous information that may be used in the future.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Relationship Building:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Develops and maintains long-term relationships with others and excels at building and maintaining friendly interactions, establishing credibility and building rapport with individuals and networks of contacts\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Achievement Motivation and Perseverance:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Demonstrates a determination to achieve ever-increasing levels of performance.\u0026amp;nbsp; Sets high standards and challenging goals for new accounts, financial targets, customer service and themselves.\u0026amp;nbsp; Maintains a constant focus on exceeding objectives.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Composure and Resilience:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Able to deal effectively with pressure, maintains focus and intensity and remains optimistic and persistent even under adversity.\u0026amp;nbsp; Demonstrates the ability and propensity to recover quickly and maintain self-control following setbacks, rejections and conflict.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;3-5+ years claims experience with a carrier, TPA, or broker preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Knowledge of general liability, workers\u0026#39; compensation, property, crime, inland marine, group automobile,fiduciary and related lines of business.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to communicate professionally and with confidence to C-Suite in various industries.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong analytical and problem-solving skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent communication and presentation skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong negotiation and organizational skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong computer skills including MS office suite, Excel and PowerPoint.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience with Sagitta and ImageRight is a plus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;College degree in Insurance or related field preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;P\u0026amp;amp;C producer license preferred but not required.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is $60,000.00-$70,000.00 in base pay, exclusive of 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\u0026lt;/span\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-SG1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4072117002,"name":"Midwest","child_ids":[],"parent_id":null}],"offices":[{"id":4083695002,"name":"Carmel, IN","location":"11711 North Meridan St, 7th Fl, Carmel, IN 46032","child_ids":[],"parent_id":4084777002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8492880002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6381176002,"location":{"name":"3000 Atrium Way Suite 108,  Mount Laurel, NJ 08054"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8492880002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3558","title":"Claims Advocate ","company_name":"EPIC Brokers","first_published":"2026-04-02T16:21:57-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;Come join our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;margin: 0px; padding: 0px;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; Carmel, IN, Atlanta, GA, Mount Laurel, NJ-Hybrid 3 days a week in the office required.\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Claims Advocates provide excellent customer service by ensuring all client needs are met while engaging in behaviors such as claims processing, evaluation, and resolution of claims. They build robust relationships by working to understand client needs and providing solutions that effectively mitigate client risks.\u0026amp;nbsp; In this role, the Claims Advocate will be responsible for servicing and managing a diverse book of Commercial Lines accounts.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This role is responsible for, although not limited to, the following job duties:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Acts as a liaison between the organization, insurance provider and client regarding the status and eligibility for coverage for all relevant claims\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Receives and processes information for first report of claim from the client, either by phone or email\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Gathers information from client/claimant, and analyzes coverage and discusses reporting to carrier\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Processes claim with carrier or assists client with gathering data required by company to settle a claim\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Informs client about his duties and responsibilities as well as advises client of company’s procedures and acknowledges all claims in writing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains proper claim file documentation including claim notes, correspondence, faxes and emails in Sagitta/ImageRight\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitors and follows up on outstanding claims, updates accounts as necessary, answers inquiries, and makes recommendations for resolution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Reviews and researches questionable coverage decisions and reports all claims denials to management and/or the account team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assumes ownership of customer concerns and feedback until a resolution is successfully accomplished\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in client meetings and claim reviews via conference/video calls\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contributes to a team effort by accomplishing related results as needed\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ADMINISTRATIVE FUNCTIONS:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;Coordinating loss runs and other client claim information with service teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Intake new claims.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;REPORTS AND DATABASE MANAGEMENT:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;Document client activity in Sagitta and ImageRight system.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide status progress reports to clients and account team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Complete various reports via systems and templates.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Customer Service Focus:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns.\u0026amp;nbsp; Ensures the highest value of service is always provided and consistently delivers on commitments to the customer.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Influence and Persuasion\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;:\u0026amp;nbsp; Effective in using appropriate interpersonal styles and communication methods to persuade, convince, influence and impress others to gain acceptance of a product, service, specific agenda or course of action, develop new business and to establish credibility to sustain the respect of others\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Active Listening:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others’ messages.\u0026amp;nbsp; Asks clarifying questions to ensure understanding\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Initiating Action: \u0026lt;/strong\u0026gt;Self-starter and frequently takes a lead role in improving or enhancing a product or service to benefit the client and Frenkel.\u0026amp;nbsp; Will often demonstrate a sincere positive attitude toward getting things done and will seek out additional responsibilities that may go beyond the scope of their formal job description\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Information Seeking: \u0026lt;/strong\u0026gt;Driven by an underlying curiosity and desire to know more about people, things or issues.\u0026amp;nbsp; This involves going beyond routine questions and includes digging or pressing for exact information and/or resolving discrepancies by asking a series of questions or conducting less-focused environmental scanning for opportunities or miscellaneous information that may be used in the future.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Relationship Building:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Develops and maintains long-term relationships with others and excels at building and maintaining friendly interactions, establishing credibility and building rapport with individuals and networks of contacts\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Achievement Motivation and Perseverance:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Demonstrates a determination to achieve ever-increasing levels of performance.\u0026amp;nbsp; Sets high standards and challenging goals for new accounts, financial targets, customer service and themselves.\u0026amp;nbsp; Maintains a constant focus on exceeding objectives.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Composure and Resilience:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Able to deal effectively with pressure, maintains focus and intensity and remains optimistic and persistent even under adversity.\u0026amp;nbsp; Demonstrates the ability and propensity to recover quickly and maintain self-control following setbacks, rejections and conflict.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3-5+ years claims experience with a carrier, TPA, or broker preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of general liability, workers\u0026#39; compensation, property, crime, inland marine, group automobile,fiduciary and related lines of business.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate professionally and with confidence to C-Suite in various industries.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and presentation skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong negotiation and organizational skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong computer skills including MS office suite, Excel and PowerPoint.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Sagitta and ImageRight is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;College degree in Insurance or related field preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;P\u0026amp;amp;C producer license preferred but not required.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is $60,000.00-$70,000.00 in base pay, 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\u0026lt;/span\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Generous Paid Time off\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SG1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-Hybrid\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4072117002,"name":"Midwest","child_ids":[],"parent_id":null}],"offices":[{"id":4083695002,"name":"Carmel, IN","location":"11711 North Meridan St, 7th Fl, Carmel, IN 46032","child_ids":[],"parent_id":4084777002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8492881002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6381176002,"location":{"name":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8492881002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3558","title":"Claims Advocate ","company_name":"EPIC Brokers","first_published":"2026-04-02T16:22:24-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;Come join our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;margin: 0px; padding: 0px;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; Carmel, IN, Atlanta, GA, Mount Laurel, NJ-Hybrid 3 days a week in the office required.\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Claims Advocates provide excellent customer service by ensuring all client needs are met while engaging in behaviors such as claims processing, evaluation, and resolution of claims. They build robust relationships by working to understand client needs and providing solutions that effectively mitigate client risks.\u0026amp;nbsp; In this role, the Claims Advocate will be responsible for servicing and managing a diverse book of Commercial Lines accounts.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This role is responsible for, although not limited to, the following job duties:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Acts as a liaison between the organization, insurance provider and client regarding the status and eligibility for coverage for all relevant claims\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Receives and processes information for first report of claim from the client, either by phone or email\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Gathers information from client/claimant, and analyzes coverage and discusses reporting to carrier\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Processes claim with carrier or assists client with gathering data required by company to settle a claim\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Informs client about his duties and responsibilities as well as advises client of company’s procedures and acknowledges all claims in writing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains proper claim file documentation including claim notes, correspondence, faxes and emails in Sagitta/ImageRight\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitors and follows up on outstanding claims, updates accounts as necessary, answers inquiries, and makes recommendations for resolution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Reviews and researches questionable coverage decisions and reports all claims denials to management and/or the account team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assumes ownership of customer concerns and feedback until a resolution is successfully accomplished\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in client meetings and claim reviews via conference/video calls\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contributes to a team effort by accomplishing related results as needed\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ADMINISTRATIVE FUNCTIONS:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;Coordinating loss runs and other client claim information with service teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Intake new claims.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;REPORTS AND DATABASE MANAGEMENT:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;Document client activity in Sagitta and ImageRight system.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide status progress reports to clients and account team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Complete various reports via systems and templates.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Customer Service Focus:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns.\u0026amp;nbsp; Ensures the highest value of service is always provided and consistently delivers on commitments to the customer.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Influence and Persuasion\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;:\u0026amp;nbsp; Effective in using appropriate interpersonal styles and communication methods to persuade, convince, influence and impress others to gain acceptance of a product, service, specific agenda or course of action, develop new business and to establish credibility to sustain the respect of others\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Active Listening:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others’ messages.\u0026amp;nbsp; Asks clarifying questions to ensure understanding\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Initiating Action: \u0026lt;/strong\u0026gt;Self-starter and frequently takes a lead role in improving or enhancing a product or service to benefit the client and Frenkel.\u0026amp;nbsp; Will often demonstrate a sincere positive attitude toward getting things done and will seek out additional responsibilities that may go beyond the scope of their formal job description\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Information Seeking: \u0026lt;/strong\u0026gt;Driven by an underlying curiosity and desire to know more about people, things or issues.\u0026amp;nbsp; This involves going beyond routine questions and includes digging or pressing for exact information and/or resolving discrepancies by asking a series of questions or conducting less-focused environmental scanning for opportunities or miscellaneous information that may be used in the future.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Relationship Building:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Develops and maintains long-term relationships with others and excels at building and maintaining friendly interactions, establishing credibility and building rapport with individuals and networks of contacts\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Achievement Motivation and Perseverance:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Demonstrates a determination to achieve ever-increasing levels of performance.\u0026amp;nbsp; Sets high standards and challenging goals for new accounts, financial targets, customer service and themselves.\u0026amp;nbsp; Maintains a constant focus on exceeding objectives.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Composure and Resilience:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Able to deal effectively with pressure, maintains focus and intensity and remains optimistic and persistent even under adversity.\u0026amp;nbsp; Demonstrates the ability and propensity to recover quickly and maintain self-control following setbacks, rejections and conflict.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3-5+ years claims experience with a carrier, TPA, or broker preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of general liability, workers\u0026#39; compensation, property, crime, inland marine, group automobile,fiduciary and related lines of business.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate professionally and with confidence to C-Suite in various industries.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and presentation skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong negotiation and organizational skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong computer skills including MS office suite, Excel and PowerPoint.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Sagitta and ImageRight is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;College degree in Insurance or related field preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;P\u0026amp;amp;C producer license preferred but not required.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is $60,000.00 - $70,000.00 in base pay, 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\u0026lt;/span\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Generous Paid Time off\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SG1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-Hybrid\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4072117002,"name":"Midwest","child_ids":[],"parent_id":null}],"offices":[{"id":4083695002,"name":"Carmel, IN","location":"11711 North Meridan St, 7th Fl, Carmel, IN 46032","child_ids":[],"parent_id":4084777002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8558274002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6418514002,"location":{"name":"1390 Willow Pass Road Suite 800,  Concord, CA 94520"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8558274002,"updated_at":"2026-06-01T12:02:21-04:00","requisition_id":"3720","title":"Claims Analyst- P\u0026C Insurance","company_name":"EPIC Brokers","first_published":"2026-05-26T17:29:43-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Location: \u0026amp;nbsp;This role requires a hybrid work schedule out of our Concord, CA office, 1-2 days a week in office.\u0026amp;nbsp; Candidates must be local to Concord, CA.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;JOB SUMMARY:\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We are seeking a detail-oriented and analytical Claims Analyst to support data-driven decision-making within our claims operations. This role is responsible for analyzing claims data, identifying trends, and delivering actionable insights using advanced tools such as Microsoft Excel, Power BI, and Tableau, while also supporting key administrative and operational workflows. The ideal candidate is highly proficient in data analysis, reporting, and process coordination.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;ESSENTIAL DUTIES AND RESPONSIBILITIES: \u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Data Analysis \u0026amp;amp; Reporting\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Utilize advanced Excel techniques (e.g., pivot tables, macros, formulas, Power Query) to manipulate and analyze data\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, maintain, and enhance dashboards and reports using Tableau and PowerBI\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Design and produce a wide range of analytical reports, including operational, financial, and ad hoc reporting, to support business needs and strategic decision-making\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ensure data accuracy, integrity, and consistency across reporting platforms\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Automate reporting processes to improve efficiency and reduce manual effort\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Provide actionable recommendations to improve claims processes, reduce risk, and optimize performance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Conduct root cause analysis on claim discrepancies, denials, or outliers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Pull claim reports and loss data from multiple carrier/TPA technology platforms\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Consistently establish and maintain high levels of trust and confidence with clients, through constant contact, prompt response (within 24 hours) and resolution of client’s questions and claim issues\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Perform unit statistical claim evaluations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop experience modification projections for clients and internal staff\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Operational \u0026amp;amp; Administrative Support\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Provide administrative assistance \u0026amp;amp; support to the Data Analytics Manager/AVP and Team Leaders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Manage and maintain shared Outlook inboxes, including monitoring, prioritizing, and responding to inquiries\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Route incoming Property \u0026amp;amp; Casualty (P\u0026amp;amp;C) claims to the appropriate advocate or internal resource\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Manage incoming advocacy referral requests, ensuring proper documentation and timely assignment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Track and follow up on outstanding requests to ensure completion within service level expectations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Support process documentation and continuous improvement initiatives across claims operations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Function as a liaison between clients, carriers/TPA’s, and related vendors\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Respond timely to internal staff regarding claim questions and requests\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist in onboarding new clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Personal and Organizational Development\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Maintain cordial and effective relations with clients, co-workers, carriers, vendors, and other business contacts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Maintain up-to-date client claim files, workflow logs, manuals or other required documentation and records\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Interact with others effectively utilizing effective communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Stay informed regarding carrier’ claims product/program developments and technology to continuously improve knowledge and performance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;SUPERVISORY RESPONSIBILITIES:\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;None\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;KEY COMPETENCIES:\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint \u0026amp;amp; Excel\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to interpret complex data and communicate findings effectively\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Thorough attention to detail and time management abilities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong ability to multi-task and understand priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong organizational, analytical, and problem-solving skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Process improvement mindset\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to work effectively and efficiently both with and without direct supervision\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to work effectively and efficiently in a team environment as well as independently\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Effective written and oral communication skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;EDUCATION and/or EXPERIENCE:\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of \u0026lt;strong\u0026gt;P\u0026amp;amp;C \u0026lt;/strong\u0026gt;insurance claims experience\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Insurance Broker experience preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;College Degree and/or insurance related experience; or equivalent combination of education and experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Must have advanced knowledge of a variety of Microsoft Office computer software applications including Excel, Word, and Powerpoint\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Must have high level of interpersonal skills to manage sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Hands-on experience with Power BI and/or Tableau for data visualization and dashboard creation preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;CERTIFICATES, LICENSES, REGISTRATIONS:\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;None\u0026lt;/span\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;PHYSICAL DEMANDS:\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.\u0026amp;nbsp; Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.\u0026amp;nbsp; Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The noise level in the work environment is usually moderate.\u0026amp;nbsp; There is no or very limited exposure to physical risk.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The national average salary for this role is $65,000 to $75,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;#LI-LL1 #LI-Hybrid\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4059629002,"name":"West","child_ids":[],"parent_id":null}],"offices":[{"id":4014779002,"name":"Concord, CA","location":"1390 Willow Pass Road Suite 800,  Concord, CA 94520","child_ids":[],"parent_id":4084780002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8530640002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6406812002,"location":{"name":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8530640002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3666","title":"Claims Attorney","company_name":"EPIC Brokers","first_published":"2026-05-15T09:35:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Summary:\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;EPIC Insurance Brokers \u0026amp;amp; Consultants is seeking an attorney with experience in contracts, insurance, or construction to serve as a Construction Claims Attorney on our team of Property \u0026amp;amp; Casualty insurance brokers in Birmingham, Alabama. This is an excellent opportunity for a career-minded individual who desires to make a meaningful contribution to our organization, and most importantly, to our clients. Our firm’s remarkably high retention rate means that your expertise and interpersonal skills will be recognized and appreciated by our team and our clients.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Position Overview:\u0026lt;br\u0026gt;In your role as a Construction Claims Attorney, you will use your legal background to assist our specialty construction contractor clients on all claims issues. The primary objective of the role is to affect the outcome of claims in a positive manner and to reduce the cost of risk through continuous management of claims.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; Hybrid - Birmingham, AL (3 days a week in-office)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;REQUIRED: Licensed attorney with\u0026amp;nbsp;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;at least 3+ years of relevant experience.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Experience working with construction contractors or litigating claims for construction contractors is nice to have but not required.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Candidates with strong, professional communication skills - both written and verbal - to interact with all levels of the internal organization, as well as external clients.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Strong time management skills and self-starter, someone who understands what needs to be done and proactively takes it on.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Eagerness and hunger to learn and grow.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Positive and outgoing disposition, great team player.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1; font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Manage all phases and aspects of a claim: evaluate applicable coverage; prepare loss notice and report claim to carrier; document claim information and key services and activities; regularly follow-up with adjusters/TPAs to insure claim is progressing; and keep client and producer updated on claim status, with focus on efficient and economical claim closure\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1; font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Provide technical expertise in response to inquiries from clients, adjusters, TPAs, producers, defense counsel, and claimants\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Establish, maintain, and review claim files as needed in accordance with service commitments\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Monitor treatment protocols, explore return-to-work opportunities, and advise on settlement discussions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Assist with client needs-assessments to establish reporting procedures and service commitments\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Schedule and participate in-person or telephonically in formal claims reviews, stewardships, and client and potential client presentations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Interface with other departments to ensure effective communication and operation; work as a team within the timeline needed and production capabilities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Identify trends in claims and work with clients and team-members to develop strategies for reducing or mitigating claims\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Maintain current knowledge of insurance contracts and industry trends; attend seminars, workshops, and training programs, as necessary and appropriate\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Interact with others in a professional, supportive, and productive manner\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Conduct all business in accordance with established policies and procedures\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Other duties as assigned\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Take proactive role in client advocacy in all aspects of claims\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Education, Experience, Licenses/Certifications:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Juris Doctorate degree from ABA-approved program.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;At least 3 years of experience in contracts management, insurance coverage, construction, commercial claims adjusting, and/or other comparable legal experience within a law firm or in-house legal department.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;May be required to obtain Property \u0026amp;amp; Casualty agent/producer license or other professional insurance designations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Obtain IRMI Construction Risk and Insurance Specialist (CRIS) designation within one year of hire.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Required Competencies, Skills, and Abilities\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Ability to effectively build relationships with clients, carriers, and peers; position requires teamwork, poise, tact, and diplomacy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Working knowledge in areas of investigation, reserving, and coverage analysis\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Ability to negotiate with the adjusters to positively impact the outcome of a claim\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Excellent time management, organizational, and multi-tasking skills, with high attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Work in fast-paced environment while managing multiple competing tasks and demands\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Ability to work both independently and in cross-functional teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Strong written and verbal communication, presentation, and public speaking skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Proficiency in Microsoft Office Products (Outlook, Word, Excel, PowerPoint)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Ability to handle sensitive and confidential situations with sound judgment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;May be required to work extra hours with no restrictions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;(3666)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051925002,"name":"National Specialty","child_ids":[4099095002],"parent_id":null}],"offices":[{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8573754002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6424491002,"location":{"name":"14881 Quorum Drive Suite 850,  Dallas, TX 75254; 5151 San Felipe, Suite 1800, Houston, TX 77056"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8573754002,"updated_at":"2026-06-05T09:19:59-04:00","requisition_id":"3748","title":"Client Coordinator","company_name":"EPIC Brokers","first_published":"2026-06-05T09:19:16-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Come join our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SUMMARY:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Overview:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Employee Benefits Client Coordinator (CC) works with the Client Executive (CE) and/or Client Manager (CM) to assist with the maintenance of a client’s employee benefits program and the day-to-day service of the account. The CC is responsible for assisting with the marketing process, from collecting census data to preparing benefits spreadsheets. The CC is responsible for preparing/coordinating materials for open enrollments, including guides and cards, as well as assisting with open enrollments and health fairs. The CC is also responsible for updating various client and internal systems, assisting the CE and/or CM with collecting and reviewing contracts and other data, and servicing the day-to-day needs of the client and its employees.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ESSENTIAL DUTIES AND RESPONSIBLITIES:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as day-to-day client contact and manage claim issues and escalations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate/lead ongoing weekly client calls\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze client health \u0026amp;amp; welfare plans utilizing competitive benchmarking, valuation modeling and market research and present findings to client\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review, analyze \u0026amp;amp; present to client RFP results\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review and analyze historical open enrollment results \u0026amp;amp; claims data for client\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain/manage client activity per project plan \u0026amp;amp; monitor client budget\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create and submit stop loss RFPs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead initial \u0026amp;amp; quarterly client strategy meetings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attend all meetings and events for clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain relationship day-to-day contact with carriers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in pre-renewal strategy meetings with internal teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review carriers annual reports and schedule annual review meetings with carriers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and manage implementation plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage implementation biweekly calls\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review implementation documents\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage open enrollment meetings as requested by client\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create communication strategy for clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create OE client materials as needed, or coordinate creation of materials with C\u0026amp;amp;E team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review all documents (presentations, announcements, guides, website pages, etc.) related to OE and make updates as necessary\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide quality review on all client communications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide technical review for client benefit administration portals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create ad hoc reports for clients as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Compile following data and provide to Execution team for report/document creation:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Recast underwriting summary data\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Annual notice packet data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;5500 data from carriers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;COBRA data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;PCORI data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;RFP data including census, claim info, insurance contracts \u0026amp;amp; vendor data\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;QA Analysts projects/work\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Present strategic initiatives to Consultant for consideration\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform special projects as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;EDUCATION and/or EXPERIENCE:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;General knowledge of coverages and services regarding Employee benefits;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong attention to detail and time management abilities;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong ability to multi-task and assign priorities;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work effectively and efficiently both with and without direct supervision;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work effectively and efficiently in a team environment as well as independently;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good interpersonal communication skills;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experienced with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;CERTIFICATES, LICENSES, REGISTRATIONS:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Texas Life and Health License; Preferred, or willing to obtain within 60 days of hire date;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Valid Driver License\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;PHYSICAL DEMANDS:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generous Paid Time off\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The national average salary for this role is $60,000.00 - $65,000.00 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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-MS2\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-Hybrid\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4059629002,"name":"West","child_ids":[],"parent_id":null}],"offices":[{"id":4014781002,"name":"Dallas, TX","location":"14881 Quorum Drive Suite 850,  Dallas, TX 75254","child_ids":[],"parent_id":4084770002},{"id":4014790002,"name":"Houston, TX (San Felipe)","location":"5151 San Felipe, Suite 1800, Houston, TX 77056","child_ids":[],"parent_id":4084770002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8515498002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6401522002,"location":{"name":"Remote US Based"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8515498002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3642","title":"Client Executive","company_name":"EPIC Brokers","first_published":"2026-05-06T16:16:31-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table width=\u0026quot;100%\u0026quot;\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;h3\u0026gt;Come Join Our Team\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;EPIC Insurance Brokers \u0026amp;amp; Consultants is one of the fastest-growing firms in the insurance industry—driven by passionate, capable professionals who bring excellence every day. We look for individuals with “the right stuff”: motivated, accountable people who know what they want and make it happen.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Founded in 2007 and headquartered in San Francisco, EPIC has grown to over 3,000 employees nationwide across 60+ offices. Our local market expertise and national scale allow us to support clients with both regional and global needs. Our continued growth is powered by our people—and we’re just getting started.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Owner Mindset\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Inspire Trust\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Think Big\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Results\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;If that resonates with you, we’d love to meet you.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Summary\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;The \u0026lt;strong\u0026gt;Client Executive, Medicare\u0026lt;/strong\u0026gt; partners closely with the Producer to develop and execute individual Medicare strategies, with a primary focus on \u0026lt;strong\u0026gt;Medicare Supplement (Medigap)\u0026lt;/strong\u0026gt; solutions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role serves as the primary day-to-day client lead, delivering a high-touch, consultative experience across Medigap, \u0026lt;strong\u0026gt;Prescription Drug Plans (Part D)\u0026lt;/strong\u0026gt;, and \u0026lt;strong\u0026gt;Medicare Advantage\u0026lt;/strong\u0026gt; alternatives—while maintaining a high standard of service, compliance, and retention.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Key Responsibilities\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Serve as the primary point of contact for Medicare-eligible individuals, providing guidance on:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medicare Parts A \u0026amp;amp; B enrollment timing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Medigap plan options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Underwriting vs. guaranteed-issue scenarios\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Part D and other coverage coordination\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Manage ongoing client activity, including:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Annual, Open, and Special Enrollment periods\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;One-on-one consultations and educational sessions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Compliance-aligned documentation and communications\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Evaluate and compare:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Medigap carriers and plans (rates, underwriting, discounts, features)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Part D plan options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Medicare Advantage alternatives when appropriate\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Conduct needs-based consultations evaluating:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provider preferences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prescription needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Travel considerations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Financial preferences\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Present clear, compliant recommendations based on:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Premium vs. out-of-pocket tradeoffs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Underwriting considerations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Plan benefits and coordination\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Manage carrier and vendor relationships; coordinate service escalations and issue resolution\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Oversee end-to-end enrollment support:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Application guidance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Documentation collection\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Submission tracking through effective dates\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Support Producers with:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Presentations, proposals, and comparisons\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client meetings and strategy discussions\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Delegate and oversee administrative tasks, ensuring accuracy in CRM/AMS systems\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Respond promptly to opportunities and maintain strong documentation and compliance standards\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Leadership \u0026amp;amp; Development\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and manage workflows for yourself and support staff\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate records in CRM and agency systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate effectively across teams to drive retention and growth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stay current on Medicare regulations, products, and industry trends\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate professionalism in all client and internal interactions\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Supervisory Responsibilities\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Oversee Client Managers, Coordinators, and support staff\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review work product and ensure quality and compliance standards\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Key Competencies\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong expertise in \u0026lt;strong\u0026gt;Medigap products\u0026lt;/strong\u0026gt;, underwriting, and guaranteed-issue scenarios\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of \u0026lt;strong\u0026gt;Part D\u0026lt;/strong\u0026gt; and \u0026lt;strong\u0026gt;Medicare Advantage\u0026lt;/strong\u0026gt; plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to analyze and explain complex plan information clearly\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding of Medicare regulations and CMS guidelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong attention to detail, organization, and time management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and client relationship skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to multitask and prioritize effectively in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office and ability to learn new systems\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Qualifications\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree preferred, or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Insurance industry experience required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical, communication, and problem-solving skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to interpret plan materials, benefits, and regulations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High level of professionalism, discretion, and teamwork\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Licenses \u0026amp;amp; Certifications\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Active \u0026lt;strong\u0026gt;Life \u0026amp;amp; Health insurance license\u0026lt;/strong\u0026gt; (required)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Medicare appointments as required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Valid driver’s license and ability to travel locally\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Medicare-related certifications/designations preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026amp;nbsp;\u0026lt;/h2\u0026gt;\n\u0026lt;h2 style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;COMPENSATION:\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The national average salary for this role is $100,000 - $110,000.00 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.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h2 style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/h2\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;h2\u0026gt;Why EPIC?\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;At EPIC, we invest in our people and their success. Benefits include:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Generous PTO:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Managed PTO (salaried) or 22 days (hourly)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;12 paid holidays + 4 early-close days\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Leave Benefits:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Paid parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pregnancy disability \u0026amp;amp; bonding leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Organ donor leave\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;$1,500 employee referral bonus\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Professional Development:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Mentorship program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tuition reimbursement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership development\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Unique Benefits:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Pet insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identity \u0026amp;amp; fraud protection\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Legal planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family planning \u0026amp;amp; midlife support\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Core Benefits:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;401(k) with company match and immediate vesting (you keep 100% of employer contributions from day one)\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, vision\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee assistance programs\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Culture \u0026amp;amp; Community:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Collaborative 50/50 producer-service model\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Resource Groups\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Charitable initiatives through EPIC Gives Back\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Top 10 P\u0026amp;amp;C Agency (Insurance Journal)\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Learn more: https://www.epicbrokers.com/about/epic-careers/\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-MS2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Remote\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Employee Benefits\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4059629002,"name":"West","child_ids":[],"parent_id":null}],"offices":[{"id":4087501002,"name":"Bend, OR","location":"1720 NE 4th Street, Bend, OR 97701","child_ids":[],"parent_id":4087499002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8562330002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6419965002,"location":{"name":"678 Front Avenue NW,  Suite 330, Grand Rapids, MI 49504-5323"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"In Office","value_type":"single_select"}],"id":8562330002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3730","title":"Client Executive- Commercial Accounts","company_name":"EPIC Brokers","first_published":"2026-05-29T14:46:02-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;JOB SUMMARY\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The Client Executive\u0026amp;nbsp; is a player/coach role responsible for managing and servicing a complex book of commercial P\u0026amp;amp;C clients while also providing day to day guidance, workflow coordination, and technical leadership to a team of Client Managers and/or Assistant Client Managers. This role serves as a senior member of the client service team, ensuring consistent, high quality service delivery, providing advanced technical expertise, leading renewal processes, serving as a key escalation resource, and supporting the development of the client service team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Location: \u0026amp;nbsp;This role requires a hybrid work schedule out of our Grand Rapids, MI office, 3-4 days a week in office.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The Client Executive partners closely with Producers, Client Executives, Claims, Risk Control, and other internal teams to support efficient and effective client service operations across the department.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;GENERAL RESPONSIBILITIES\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Critical Job Functions:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Client Service:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Serve as a primary day‐to‐day contact for assigned complex accounts, managing client expectations and ensuring timely response and resolution.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Provide advanced guidance on policy language, coverages, exclusions, and risk considerations, coordinating with internal resources as appropriate.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Lead or participate in client meetings, including stewardship meetings and renewal discussions, in partnership with Producers and Client Executives.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Manage endorsements, invoicing, audits, and policy-related documents to ensure accuracy and timely delivery.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Maintain Agency Management Systems in real time, ensuring accurate and complete documentation.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Establish, maintain, and monitor open items lists with internal and external clients to ensure proactive follow‐up and completion.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Other duties may be assigned\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Renewals:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Coordinate and lead internal renewal strategy meetings, providing insights based on exposures, loss data, and market conditions.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Prepare and review renewal exposures, loss runs, and coverage summaries; identify trends, gaps, and opportunities to strengthen client programs.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Partner with Broking and Client Executives on submission development, marketing strategy, and proposal preparation.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Oversee the policy checking process for complex accounts, ensuring accuracy and working directly with carriers to correct discrepancies.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Manage binding instructions, confirmations of coverage, evidence of insurance, and related documentation.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Other duties may be assigned.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Team Leadership:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Provide day‐to‐day leadership, technical direction, and coaching for a team of Client Managers and/or Assistant Client Managers, supporting both levels based on team structure and business needs.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Support workload balancing and monitor task progression to ensure deadlines and service standards are consistently met.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Conduct quality review of submissions, proposals, policy checks, client communications, and other deliverables produced by CMs and ACMs.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Facilitate training, onboarding, and ongoing development to enhance technical knowledge, process consistency, and confidence across the team.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Lead team meetings or huddles focused on best practices, process updates, expectations, and alignment.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Partner with senior leadership to identify workflow efficiencies, process improvements, and opportunities to strengthen team performance.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Stay informed on industry developments, coverages, and technology.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Operational Excellence\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Monitor team workflows to ensure adherence to service standards, documented procedures, and compliance requirements.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Identify opportunities to improve efficiency, accuracy, and consistency in daily processes—particularly around documentation, renewal preparation, client communication, and policy servicing.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Partner with Client Executives, Senior Client Manager, Client Manager and Assistant Client Manager Team Leads to standardize best practices and strengthen operational alignment across service teams.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Lead or participate in initiatives designed to enhance system utilization (Sagitta, ImageRight, CSR24, etc.), improve data quality, reduce rework, and streamline handoffs.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Track key operational metrics such as turnaround times, renewal milestones, open items, and workflow bottlenecks; recommend adjustments as needed.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Reinforce proper use of Agency Management Systems, ensuring documentation is complete, timely, and consistent with internal expectations.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Collaborate with leadership to support audit readiness, process updates, and continuous improvement projects.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Promote a culture of accountability, accuracy, and operational discipline across the client service team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;SKILLS \u0026amp;amp; QUALIFICATIONS\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Strong verbal and written communication skills with the ability to lead client discussions confidently.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Advanced technical knowledge of commercial property and casualty insurance, including complex coverage structures.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Excellent analytical skills, including evaluation of exposures, loss trends, and policy forms.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Ability to manage multiple priorities in a fast‐paced environment with minimal supervision.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Demonstrated ability to mentor and support team members.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Proficiency in Microsoft Office and agency systems such as Sagitta and ImageRight; ability to learn new systems efficiently.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Requirements:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Educational Requirements:\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• High school diploma or G.E.D. equivalent required; bachelor’s degree preferred.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• 5–7+ years of commercial property and casualty insurance experience in a client‐facing role, with experience handling complex accounts.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Experience supporting, mentoring, or coaching staff strongly preferred.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Insurance industry designations (CIC, CRM, ARM, CPCU, etc.) preferred.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;CERTIFICATES, LICENSES, REGISTRATIONS:\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Property and Casualty Broker License\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;• Valid Driver License\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;PHYSICAL DEMANDS:\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;#LI-LL1 \u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;#LI-Hybrid\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4072117002,"name":"Midwest","child_ids":[],"parent_id":null}],"offices":[{"id":4101340002,"name":"Grand Rapids, MI (Front Avenue NW)","location":"678 Front Avenue NW,  Suite 330, Grand Rapids, MI 49504-5323","child_ids":[],"parent_id":4084785002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8546373002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6413671002,"location":{"name":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8546373002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3702","title":"Client Executive, Financial Services, P\u0026C Lines","company_name":"EPIC Brokers","first_published":"2026-05-18T15:24:05-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; New York, NY, Hybrid\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This Client Executive role will be working with clients directly and with EPIC Financial Services team members across client service and new business functions. Responsibilities will include supporting renewal and consulting processes, building proposals, meeting day-to-day client needs, and assisting on projects critical to existing client or new business opportunities. Success in this role requires attention to detail, strong communication skills, ability to work well in a team, drive and an eagerness to learn. \u0026amp;nbsp;The candidate must be able to function well in a fast-paced, high standard environment.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;ESSENTIAL DUTIES AND RESPONSIBILITIES:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Prepare the client’s renewal process, including exposure analysis (e.g., reviews census/experience data, contractual requirements for insurance), strategy sessions with internal teams, producers and the client, obtaining and evaluating quotes, preparing proposals, and reviewing insurance binders and policies \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Request required information to start the renewal process from both the customer and carrier\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Gather, review and organize information to complete renewal submissions based on client\u0026#39;s unique business needs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Review renewal quotes for accuracy and ensure customer\u0026#39;s exposures are adequately covered\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Participate in new business development and proposals with producer as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Conduct insurance consulting assignments on behalf of clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Maintain trackers and pipelines for clients and/or prospects\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Maintain sales support systems, trackers and pipelines for clients and/or prospects\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Work collaboratively with producers, placements teams and technical assistants to deliver best-in-class service to clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;QUALIFICATIONS:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;College degree preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;A minimum of 5 years of commercial Property \u0026amp;amp; Casualty (General Liability, Automobilie, Workers’ Compensation, Umbrella, Property) experience in mid-size brokerage or carrier \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Prior experience working with financial services, real estate, and/or natural resources/infrastructure preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of insurance coverage forms, policy structure, and terminology\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;Strong attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Works well with a team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Self-starter and takes initiative\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Demonstrated time management skills, ability to multi-task, and prioritize work\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Able to work in a fast-paced environment \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent communication skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;CERTIFICATES, LICENSES, REGISTRATIONS:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Current Property and Casualty Broker License\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The national average salary \u0026amp;nbsp;for this role is $130 000.00 - $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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-TM1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051926002,"name":"Financial Services","child_ids":[],"parent_id":null}],"offices":[{"id":4029850002,"name":"New York, NY (1140 Avenue of Americas)","location":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036","child_ids":[],"parent_id":4084782002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8521452002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6403686002,"location":{"name":"1250 S. Capital of Texas Hwy Building 1, Suite 470 Austin, TX 78746; 14881 Quorum Drive Suite 850,  Dallas, TX 75254; 5151 San Felipe, Suite 1800, Houston, TX 77056"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8521452002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3657","title":"Client Executive/Team Lead","company_name":"EPIC Brokers","first_published":"2026-05-12T10:47:20-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About EPIC\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;EPIC Insurance Brokers \u0026amp;amp; Consultants is one of the fastest-growing firms in the insurance industry—driven by passionate, high-performing professionals who deliver excellence every day.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Founded in 2007 and headquartered in San Francisco, EPIC has grown to over 3,000 employees nationwide across 60+ offices. Our combination of local expertise and national scale allows us to support both regional and global clients.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our continued success is powered by our people—and we’re just getting started.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Our core values:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Owner Mindset\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Inspire Trust\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Think Big\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive Results\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;If this resonates with you, we’d love to connect.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;The \u0026lt;strong\u0026gt;Client Executive / Team Lead\u0026lt;/strong\u0026gt; is responsible for managing a book of business, leading strategic benefits planning, and driving client retention, growth, and service excellence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role serves as a \u0026lt;strong\u0026gt;primary advisor to clients\u0026lt;/strong\u0026gt;, providing strategic guidance on:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Benefits design\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Renewal strategy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Market positioning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Financial analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Compliance\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;In addition to managing client relationships, this role provides \u0026lt;strong\u0026gt;day-to-day leadership and oversight\u0026lt;/strong\u0026gt; of client service team members to ensure high-quality execution, accountability, and consistency across deliverables.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position partners closely with Producers and internal resources to align strategy, support new business, and deliver an exceptional client experience.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Client Strategy \u0026amp;amp; Relationship Management\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary strategic advisor and senior point of contact for clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide guidance on:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Plan design and eligibility\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Market trends and developments\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Incorporate fiduciary responsibility into all client recommendations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify growth opportunities within existing and prospective client relationships\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Renewal \u0026amp;amp; Benefits Strategy\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead strategy for new and renewal business:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Analyze client data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluate market options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop recommendations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Negotiate competitive coverage and pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain strong knowledge of funding arrangements:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Fully insured\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Level-funded\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-funded\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Emerging solutions\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Model plan options and provide financial analysis aligned to client goals\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Marketing \u0026amp;amp; Carrier Management\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Direct the marketing process and carrier/vendor negotiations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop proposals, presentations, and client deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Producers on new business opportunities and client meetings\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Team Leadership \u0026amp;amp; Execution\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide day-to-day leadership for Client Managers and support staff\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Delegate and monitor service work for accuracy and timeliness\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coach and mentor team members to ensure development and performance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure consistent execution of service plans and client deliverables\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Client Service \u0026amp;amp; Operations\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Oversee client communications and open enrollment strategies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure accurate documentation in CRM and internal systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain quality, timeliness, and completeness across all interactions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage workflows to meet service and performance goals\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Professional Development\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Stay current on:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Industry trends\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Legislation and compliance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Products and carrier updates\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Represent EPIC with professionalism, credibility, and sound judgment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Supervisory Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead and develop assigned client service team members\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide coaching, mentoring, and performance oversight\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure alignment, accountability, and execution across the team\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Key Competencies\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deep knowledge of employee benefits products and funding strategies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong financial and analytical skills (underwriting, cost modeling, data analysis)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership ability with experience coaching and mentoring teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of compliance (HIPAA, ERISA, COBRA, ACA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving and decision-making skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and relationship-building abilities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized with strong attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple priorities in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced proficiency with Microsoft Office\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree preferred (or equivalent experience)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;7+ years of employee benefits experience in a client-facing role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior leadership or team oversight experience strongly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong ability to:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Interpret benefits plans and policies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze financial data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Present recommendations to clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High degree of professionalism, discretion, and business judgment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Licenses \u0026amp;amp; Certifications\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Active Texas Life \u0026amp;amp; Health insurance license (required)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Valid driver’s license\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced designations preferred (CEBS, GBA, PHR, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Why EPIC?\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;At EPIC, we invest in our people and their success. Benefits include:\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Time Off \u0026amp;amp; Leave\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generous PTO (managed PTO or 22 days for hourly employees)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;12 paid holidays + 4 early-close days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid parental leave and family support programs\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Financial \u0026amp;amp; Core Benefits\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;401(k) with company match and immediate vesting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee assistance programs\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Professional Growth\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Mentorship programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tuition reimbursement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership development opportunities\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Additional Benefits\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Pet insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identity \u0026amp;amp; fraud protection\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Legal and family planning support\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Culture \u0026amp;amp; Community\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Collaborative producer-service model\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Resource Groups\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Charitable initiatives through EPIC Gives Back\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Recognized as a \u0026lt;strong\u0026gt;Top 10 P\u0026amp;amp;C Agency (Insurance Journal)\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Diversity \u0026amp;amp; Inclusion\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;EPIC embraces diversity in all its forms and is committed to fostering an inclusive culture where all employees feel valued, respected, and empowered.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Additional Information\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Responsibilities may evolve based on business needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Some travel may be required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;California Applicants: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-MS2\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-Hybrid\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-Employee Benefits\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;","departments":[{"id":4059629002,"name":"West","child_ids":[],"parent_id":null}],"offices":[{"id":4014781002,"name":"Dallas, TX","location":"14881 Quorum Drive Suite 850,  Dallas, TX 75254","child_ids":[],"parent_id":4084770002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8483168002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6388406002,"location":{"name":"11711 North Meridan St, 7th Fl, Carmel, IN 46032"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8483168002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3585","title":"Client Manager-Commercial Lines ","company_name":"EPIC Brokers","first_published":"2026-03-30T16:43:15-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;Come join our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Client Manager works with and supports Producers and the account team within the Construction specialty practice to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business. The role is client-facing and team-focused, leveraging professional skills in commercial property and casualty insurance to enhance and expand large, complex client relationships.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Carmel, Indiana, or Terre Haute, Indiana-Hybrid in office 3 days a week\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Service:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure timely and consistent review of expiration list.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Processes (during non-renewal periods) applications, policies, endorsements, binders, audit requests/review, and other items related to the servicing of clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and compile answers to client’s policy, coverage, exclusions and related questions, incorporating support from other team members as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provides support to Producers and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepares all invoicing and client allocations. Resolve client billing issues with support from team members as appropriate.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provides standard office/administrative support as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains Agency Management Systems in real time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain open items lists with internal and external clients to ensure all deliverables are proactively managed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and maintain, schedules of insurance, summaries of insurance, and coverage illustrations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Consistently establishes and maintains high levels of trust and confidence with clients by promptly responding and resolving client questions and issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meet all quality and timeliness standards in the Agency Management Systems while properly documenting all activity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee AR and AP reports for all assigned accounts, engaging Producer/ Client Advocate, Client Executive as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Access/manage third party certificate sites and carrier websites.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties may be assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Renewals:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Upon review of expiration list and in conjunction with Producer/CA/CE/Senior CM, schedule internal strategy meeting. Document meeting and subsequent next-steps with internal team.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support Producer/CA/CE/Senior CM/Broking Team with external strategy meeting presentation and materials.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and review current program and expiring exposures for information gathering process with client.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Request updated exposures from client and coordinate client responses with multiple client contacts as required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Compile loss summaries for renewals and on ad-hoc basis as required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support submission process as required by assigned accounts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate proposal process in conjunction with Producer/CA/CE/Senior CM/Broking as required by assigned accounts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage policy checking process, including carrier corrections as needed, and policy delivery to clients within established timeframe.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate binding and post-binding processes, including order to bind, confirmation of coverage, evidence of coverage, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtain premium financing options, invoice the renewal and premium allocations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties may be assigned.\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal and written communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Service-oriented with excellent interpersonal skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple priorities in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office and agency systems (Sagitta, ImageRight, CSR24).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-motivated, detail-oriented, and able to work independently.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High school diploma or G.E.D. equivalent required; bachelor’s degree preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 – 5 years of commercial property and casualty insurance experience in a client facing role; construction experience preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional designations (CIC, CRM, ARM, CPCU) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Property and Casualty Broker License\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Valid Driver License\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-SG1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4072117002,"name":"Midwest","child_ids":[],"parent_id":null}],"offices":[{"id":4083695002,"name":"Carmel, IN","location":"11711 North Meridan St, 7th Fl, Carmel, IN 46032","child_ids":[],"parent_id":4084777002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8506515002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6388406002,"location":{"name":"925 Wabash Avenue Suite 200,  Terre Haute, IN 47807"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8506515002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3585","title":"Client Manager-Commercial Lines ","company_name":"EPIC Brokers","first_published":"2026-04-14T14:13:07-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;Come join our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Client Manager works with and supports Producers and the account team within the Construction specialty practice to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business. The role is client-facing and team-focused, leveraging professional skills in commercial property and casualty insurance to enhance and expand large, complex client relationships.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Carmel, Indiana, or Terre Haute, Indiana-Hybrid in office 3 days a week\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Service:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure timely and consistent review of expiration list.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Processes (during non-renewal periods) applications, policies, endorsements, binders, audit requests/review, and other items related to the servicing of clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and compile answers to client’s policy, coverage, exclusions and related questions, incorporating support from other team members as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provides support to Producers and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepares all invoicing and client allocations. Resolve client billing issues with support from team members as appropriate.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provides standard office/administrative support as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains Agency Management Systems in real time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain open items lists with internal and external clients to ensure all deliverables are proactively managed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and maintain, schedules of insurance, summaries of insurance, and coverage illustrations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Consistently establishes and maintains high levels of trust and confidence with clients by promptly responding and resolving client questions and issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meet all quality and timeliness standards in the Agency Management Systems while properly documenting all activity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee AR and AP reports for all assigned accounts, engaging Producer/ Client Advocate, Client Executive as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Access/manage third party certificate sites and carrier websites.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties may be assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Renewals:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Upon review of expiration list and in conjunction with Producer/CA/CE/Senior CM, schedule internal strategy meeting. Document meeting and subsequent next-steps with internal team.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support Producer/CA/CE/Senior CM/Broking Team with external strategy meeting presentation and materials.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and review current program and expiring exposures for information gathering process with client.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Request updated exposures from client and coordinate client responses with multiple client contacts as required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Compile loss summaries for renewals and on ad-hoc basis as required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support submission process as required by assigned accounts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate proposal process in conjunction with Producer/CA/CE/Senior CM/Broking as required by assigned accounts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage policy checking process, including carrier corrections as needed, and policy delivery to clients within established timeframe.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate binding and post-binding processes, including order to bind, confirmation of coverage, evidence of coverage, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtain premium financing options, invoice the renewal and premium allocations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties may be assigned.\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal and written communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Service-oriented with excellent interpersonal skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple priorities in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office and agency systems (Sagitta, ImageRight, CSR24).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-motivated, detail-oriented, and able to work independently.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High school diploma or G.E.D. equivalent required; bachelor’s degree preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 – 5 years of commercial property and casualty insurance experience in a client facing role; construction experience preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional designations (CIC, CRM, ARM, CPCU) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Property and Casualty Broker License\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Valid Driver License\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-SG1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4072117002,"name":"Midwest","child_ids":[],"parent_id":null}],"offices":[{"id":4083695002,"name":"Carmel, IN","location":"11711 North Meridan St, 7th Fl, Carmel, IN 46032","child_ids":[],"parent_id":4084777002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8459005002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6378867002,"location":{"name":"1390 Willow Pass Road Suite 800,  Concord, CA 94520"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8459005002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3543","title":"Client Manager, Large Group","company_name":"EPIC Brokers","first_published":"2026-04-08T12:49:39-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;Come join our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;LOCATION\u0026lt;/strong\u0026gt;: Concord, CA (Hybrid)\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;h2\u0026gt;Summary\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Essential Duties and Responsibilities\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary expert resource and first point of contact for clients; research, analyze, and respond to a wide range of client inquiries including coverage/eligibility, contractual issues, and government reporting compliance. Routine inquiries may be delegated.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;For new and renewal business, analyze relevant client data (e.g., census data, experience data, and contractual insurance requirements).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct market comparisons by analyzing insurance rates and renewal information and obtaining quotes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with senior-level executives and managers to develop and recommend benefit strategies, including coverage options and exclusions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Negotiate premium and commission rates on behalf of clients, acting with full authority from EPIC to represent its interests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide marketing and new business development support to producers, including preparation of proposals and presentations, and participation in prospect and client meetings.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct marketing and new business development for the employee’s own book of business.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Key Competencies\u0026lt;/h2\u0026gt;\n\u0026lt;h3\u0026gt;Client Service\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain strong, long-term benefits service relationships with clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with clients, producers, and internal team members to assess plan objectives and develop comprehensive service delivery strategies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze financial data, model program alternatives, and advise clients on recommended strategies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage the marketing process and negotiate with carriers and vendors to provide cost-effective solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead employee communication and open enrollment processes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain expert-level knowledge of benefit products, industry trends, and regulatory developments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advise clients on State and Federal compliance requirements, including government reporting.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in client and prospect sales presentations as part of a team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work collaboratively within required timelines while maintaining high standards of professionalism and productivity.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Personal and Organizational Development\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Set priorities and manage workflow for self and support team to ensure goals and deadlines are met.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate and up-to-date proposals, workflow logs, benefits data, and documentation in agency management systems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate effectively and professionally, demonstrating cooperation, poise, tact, and diplomacy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stay informed on industry trends, product developments, legislation, and technology to continuously improve performance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Consistently project a professional image in both appearance and conduct.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Education and Experience\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree preferred or equivalent related experience required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Five (5) or more years of experience as an Account Manager with a benefits consulting or brokerage firm, or comparable experience with a medical carrier.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office applications, including Excel, Word, and presentation software.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to thrive in a fast-paced environment while managing multiple competing priorities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interpersonal skills with the ability to handle confidential and sensitive information; position requires teamwork, discretion, and professionalism.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Certificates, Licenses, and Registrations\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;California Life and Health License required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional designations such as CEBS, BGA, PHR, or CLU preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Valid driver’s license required.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Physical Demands\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;The physical demands described here are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;Compensation:\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The national average hourly rate for this role is $41.00 to $51.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h2 style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC:\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-MS2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Employee Benefits\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4106160002,"name":"Northern California","child_ids":[],"parent_id":null}],"offices":[{"id":4014779002,"name":"Concord, CA","location":"1390 Willow Pass Road Suite 800,  Concord, CA 94520","child_ids":[],"parent_id":4084780002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8465107002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6371840002,"location":{"name":"10877 White Rock Road Suite 300,  Rancho Cordova, CA 95670"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8465107002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3514","title":"Client Manager- P\u0026C Accounts","company_name":"EPIC Brokers","first_published":"2026-03-16T16:18:10-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Location: \u0026amp;nbsp;This role requires a hybrid work schedule out of our Rancho Cordova office, 1 day a week in office.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SUMMARY:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;ESSENTIAL DUTIES AND RESPONSIBILITIES\u0026lt;/strong\u0026gt;:\u0026lt;br\u0026gt;· Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated.\u0026lt;br\u0026gt;· For new and renewal business, analyzes relevant client data (e.g. experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives.\u0026lt;br\u0026gt;· Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team.\u0026lt;br\u0026gt;· Conducts marketing and new business development for employee’s book of business.\u0026lt;br\u0026gt;· Mentor \u0026amp;amp; Support Team. Encourage team development through training and growth opportunities.\u0026lt;br\u0026gt;Service\u0026lt;br\u0026gt;• Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all client service needs;\u0026lt;br\u0026gt;• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; Interface with clients, producers and other team members to develop a comprehensive customer service plan;\u0026lt;br\u0026gt;• Analyze client and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives;\u0026lt;br\u0026gt;• Negotiate with carriers on clients’ behalf for best available premiums, commissions and coverage;\u0026lt;br\u0026gt;• Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of insurance, market and loss control trends, State and Federal legislation, rules and regulations;\u0026lt;br\u0026gt;• Work with claims advocates to ensure the client’s needs are being satisfied throughout the claims process.\u0026lt;br\u0026gt;Marketing\u0026lt;br\u0026gt;• Preparation of renewal specifications for presentation to carriers including analysis of claims, changes in client operations, and recommended renewal pricing;\u0026lt;br\u0026gt;• Negotiate with carriers for best available premiums, commissions and coverage;\u0026lt;br\u0026gt;• Conduct renewal presentations as part of team;\u0026lt;br\u0026gt;• Analyze and provide client referrals to Sales Team for Property Casualty and Employee Benefits opportunities;\u0026lt;br\u0026gt;• Develop strong relationships with a wide range of business partners, including underwriters, , wholesale brokers, monitoring counsel, defense counsel, and other professional service providers.\u0026lt;br\u0026gt;Personal and Organizational Development\u0026lt;br\u0026gt;• Set priorities and manage workflow for self to ensure all goals are met;\u0026lt;br\u0026gt;• Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts;\u0026lt;br\u0026gt;• Document correspondence and activity in agency management systems;\u0026lt;br\u0026gt;• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;\u0026lt;br\u0026gt;• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;\u0026lt;br\u0026gt;• Project a professional image in action and appearance.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;EDUCATION and/or EXPERIENCE:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;•High school diploma. I prefer a college degree.\u0026lt;br\u0026gt;• Minimum of five years’ experience in mid-size brokerage or carrier.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.\u0026lt;br\u0026gt;• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.\u0026lt;br\u0026gt;• Must have a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;CERTIFICATES, LICENSES, REGISTRATIONS:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;Valid State Property and Casualty License required;\u0026lt;br\u0026gt;Valid State Driver’s License Required.\u0026lt;br\u0026gt;PHYSICAL DEMANDS:\u0026lt;br\u0026gt;The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.\u0026lt;br\u0026gt;While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.\u0026lt;br\u0026gt;WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:\u0026lt;br\u0026gt;The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The national average salary for this role is $90,000 to $110,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;#LI-LL1 #LI-Hybrid\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4106160002,"name":"Northern California","child_ids":[],"parent_id":null}],"offices":[{"id":4030470002,"name":"Rancho Cordova, CA","location":"10877 White Rock Road Suite 300,  Rancho Cordova, CA 95670","child_ids":[],"parent_id":4084780002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8565477002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6421350002,"location":{"name":"Remote US Based"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Remote From Home","value_type":"single_select"}],"id":8565477002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3736","title":"Commercial Account Manager - Small Business","company_name":"EPIC Brokers","first_published":"2026-05-28T10:52:38-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Join our Small Business Account Management team. This role focuses on providing high-quality account service to our small business clients!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION: \u0026lt;/strong\u0026gt;Remote US-based only\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Maintains client files in appropriate systems. prepares billing and provides standard office/administrative support.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026amp;nbsp;Assist clients in making coverage changes\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Responsible for timely, accurate invoicing and monthly expirations.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Other duties may be assigned.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Marketing\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Prepare proposals and provide other technical support in the sales process as needed.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Other duties may be assigned.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Personal and Organizational Development\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Other duties may be assigned.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Work effectively to resolve problems or enhance service in a timely manner.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Full knowledge of Property Casualty lines of coverage and services.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Recognize problems and respond appropriately.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Able to analyze situations logically in order to draw solid conclusions.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word \u0026amp;amp; Excel.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Strong attention to detail and time management abilities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Strong ability to multi-task and assign priority.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Ability to work effectively and efficiently both with and without direct supervision.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Ability to work effectively and efficiently in a team environment as well as independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Strong interpersonal communication skills, both written and oral.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;High school diploma or G.E.D. equivalent required. College degree preferred.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;2 (two) or more years experience in mid-size brokerage or carrier.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;CERTIFICATES, LICENSES, REGISTRATIONS:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Fire and Casualty Broker License\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Valid Driver License\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;The national average hourly pay rate for this role is $25.25-$33.33, exclusive of bonuses or benefits. The pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-SG1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Remote\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4105700002,"name":"Main Street","child_ids":[],"parent_id":null}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8558522002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6418613002,"location":{"name":"Remote US Based"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Remote From Home","value_type":"single_select"}],"id":8558522002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3721","title":"Commercial Account Manager - Small Business","company_name":"EPIC Brokers","first_published":"2026-05-21T10:57:00-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Join our Small Business Account Management team. This role focuses on providing high-quality account service to our small business clients!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION: \u0026lt;/strong\u0026gt;California -Remote-US States\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Maintains client files in appropriate systems. prepares billing and provides standard office/administrative support.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026amp;nbsp;Assist clients in making coverage changes\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Responsible for timely, accurate invoicing and monthly expirations.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Other duties may be assigned.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Marketing\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Prepare proposals and provide other technical support in the sales process as needed.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Other duties may be assigned.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Personal and Organizational Development\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Other duties may be assigned.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Work effectively to resolve problems or enhance service in a timely manner.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Full knowledge of Property Casualty lines of coverage and services.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Recognize problems and respond appropriately.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Able to analyze situations logically in order to draw solid conclusions.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word \u0026amp;amp; Excel.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Strong attention to detail and time management abilities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Strong ability to multi-task and assign priority.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Ability to work effectively and efficiently both with and without direct supervision.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Ability to work effectively and efficiently in a team environment as well as independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Strong interpersonal communication skills, both written and oral.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;High school diploma or G.E.D. equivalent required. College degree preferred.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;2 (two) or more years experience in mid-size brokerage or carrier.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;CERTIFICATES, LICENSES, REGISTRATIONS:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Fire and Casualty Broker License\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Valid Driver License\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;The national average hourly pay rate for this role is $38.00-$41.00, exclusive of bonuses or benefits. The pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-SG1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Remote\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4105700002,"name":"Main Street","child_ids":[],"parent_id":null}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8576720002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6425793002,"location":{"name":"Remote US Based"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8576720002,"updated_at":"2026-06-03T12:53:56-04:00","requisition_id":"3756","title":"Commercial Account Manager- Small Business","company_name":"EPIC Brokers","first_published":"2026-06-03T12:52:57-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Join our Small Business Account Management team. This role focuses on providing high-quality account service to our small business clients!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; Remote-US State preferred candidates in the Eastern Standard Time Zone\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Maintains client files in appropriate systems. prepares billing and provides standard office/administrative support.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026amp;nbsp;Assist clients in making coverage changes\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Responsible for timely, accurate invoicing and monthly expirations.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Other duties may be assigned.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Marketing\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Prepare proposals and provide other technical support in the sales process as needed.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Other duties may be assigned.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Personal and Organizational Development\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Other duties may be assigned.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Work effectively to resolve problems or enhance service in a timely manner.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Full knowledge of Property Casualty lines of coverage and services.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Recognize problems and respond appropriately.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Able to analyze situations logically in order to draw solid conclusions.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word \u0026amp;amp; Excel.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Strong attention to detail and time management abilities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Strong ability to multi-task and assign priority.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Ability to work effectively and efficiently both with and without direct supervision.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Ability to work effectively and efficiently in a team environment as well as independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Strong interpersonal communication skills, both written and oral.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;High school diploma or G.E.D. equivalent required. College degree preferred.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;2 (two) or more years experience in mid-size brokerage or carrier.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;CERTIFICATES, LICENSES, REGISTRATIONS:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;P\u0026amp;amp;C License is Required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Valid Driver\u0026#39;s License\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;The national average hourly pay rate for this role is $\u0026lt;span class=\u0026quot;collapsed-field-text\u0026quot;\u0026gt;33.33 - $38.46\u0026lt;/span\u0026gt;, exclusive of bonuses or benefits. The pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-SG1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Remote\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4105700002,"name":"Main Street","child_ids":[],"parent_id":null}],"offices":[{"id":4036115002,"name":"Melville, NY","location":"40 Marcus Drive 3rd Floor,  Melville, NY 11747","child_ids":[],"parent_id":4084782002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8562087002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6419902002,"location":{"name":"Indiana"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8562087002,"updated_at":"2026-06-05T14:28:05-04:00","requisition_id":"3729","title":"Commercial Account Manager-Small Business","company_name":"EPIC Brokers","first_published":"2026-05-28T10:33:31-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Hybrid role, 3 days a week at any Epic Brokers Indiana location.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Join our Small Business Account Management team. This role focuses on providing high-quality account service to our small business clients.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Maintains client files in appropriate systems. prepares billing and provides standard office/administrative support.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026amp;nbsp;Assist clients in making coverage changes\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Responsible for timely, accurate invoicing and monthly expirations.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Other duties may be assigned.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Marketing\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Prepare proposals and provide other technical support in the sales process as needed.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Other duties may be assigned.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Personal and Organizational Development\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Other duties may be assigned.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Work effectively to resolve problems or enhance service in a timely manner.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Full knowledge of Property Casualty lines of coverage and services.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Recognize problems and respond appropriately.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Able to analyze situations logically in order to draw solid conclusions.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word \u0026amp;amp; Excel.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Strong attention to detail and time management abilities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Strong ability to multi-task and assign priority.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Ability to work effectively and efficiently both with and without direct supervision.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Ability to work effectively and efficiently in a team environment as well as independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Strong interpersonal communication skills, both written and oral.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;High school diploma or G.E.D. equivalent required. College degree preferred.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;2 (two) or more years experience in mid-size brokerage or carrier.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;CERTIFICATES, LICENSES, REGISTRATIONS:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Fire and Casualty Broker License\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Valid Driver License\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;The national average hourly pay rate for this role is \u0026lt;span class=\u0026quot;collapsed-field-text\u0026quot;\u0026gt;$29.00 - $33.50\u0026lt;/span\u0026gt;\u0026amp;nbsp;exclusive of bonuses or benefits. The pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-SG1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4105700002,"name":"Main Street","child_ids":[],"parent_id":null}],"offices":[{"id":4083695002,"name":"Carmel, IN","location":"11711 North Meridan St, 7th Fl, Carmel, IN 46032","child_ids":[],"parent_id":4084777002},{"id":4033793002,"name":"Franklin, IN","location":"1111 North Main Street,  Franklin, IN 46131","child_ids":[],"parent_id":4084777002},{"id":4033798002,"name":"Terre Haute, IN","location":"925 Wabash Avenue Suite 200,  Terre Haute, IN 47807","child_ids":[],"parent_id":4084777002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8574642002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6395654002,"location":{"name":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8574642002,"updated_at":"2026-06-02T06:55:26-04:00","requisition_id":"3621","title":"Commercial Insurance Account Manager","company_name":"EPIC Brokers","first_published":"2026-06-02T06:55:26-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! The team works hard \u0026amp;amp; plays hard; their teamwork \u0026amp;amp; culture is a huge part of their success. Their specialty is supporting clients in the commercial construction, infrastructure, \u0026amp;amp; oil \u0026amp;amp; gas industries. This is an exciting opportunity to join a driven, energetic, fun team!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The \u0026lt;strong\u0026gt;Commercial Insurance\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;Account Manager\u0026#39;s\u0026lt;/strong\u0026gt; main function is to provide day-to-day client services in collaboration with the rest of the EPIC team (marketing, claims, production, etc.)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; HYBRID - Birmingham, AL: Role will be fully in-office during training \u0026amp;amp; onboarding, then can work 2 days per week from home.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;REQUIRED\u0026lt;/strong\u0026gt;: Candidates with at least 3+ years of commercial insurance account management experience.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong, professional\u0026amp;nbsp;\u0026lt;strong\u0026gt;communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Positive and outgoing disposition,\u0026amp;nbsp;\u0026lt;strong\u0026gt;eager to work as a team\u0026lt;/strong\u0026gt; but also functions well working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Processes applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Makes routine policy adjustments\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Prepares billing and provides standard office/administrative support including quoting and servicing Premium Finance Options\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;SERVICE\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients’ policies in a timely and accurate manner\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Assist clients in making coverage changes\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Responsible for timely, accurate invoicing and monthly expirations\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Other duties may be assigned.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;PERSONAL \u0026amp;amp; ORGANIZATIONAL DEVELOPMENT\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Maintain up-to-date proposals/coverage workbooks, workflow logs, manuals or other required documentation and records\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Work effecti\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;vely to resolve problems or enhance service in a timely manner\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Ensure expert knowledge is maintained\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;KEY COMPETENCIES:\u0026lt;br\u0026gt;• Full knowledge of Property Casualty lines of coverage and services\u0026lt;br\u0026gt;• Exemplify Team Values which include Tenacity, Positive Attitude, Open Communication, Passion and Willingness to Learn\u0026lt;br\u0026gt;• Recognize problems and respond appropriately\u0026lt;br\u0026gt;• Able to analyze situations logically in order to draw solid conclusions\u0026lt;br\u0026gt;• Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects\u0026lt;br\u0026gt;• Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word \u0026amp;amp; Excel\u0026lt;br\u0026gt;• Strong attention to detail and time management abilities\u0026lt;br\u0026gt;• Strong ability to multi-task and assign priority\u0026lt;br\u0026gt;• Ability to work effectively and efficiently both with and without direct supervision\u0026lt;br\u0026gt;• Ability to work effectively and efficiently in a team environment as well as independently\u0026lt;br\u0026gt;• Strong interpersonal communication skills, both written and oral\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EDUCATION and/or EXPERIENCE:\u0026lt;br\u0026gt;• High school diploma or G.E.D. equivalent required. College degree preferred\u0026lt;br\u0026gt;• At least 3 years\u0026#39; experience in mid-size brokerage or carrier; construction related experience preferred but not required\u0026lt;br\u0026gt;• Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software\u0026lt;br\u0026gt;• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands\u0026lt;br\u0026gt;• Must have high level of interpersonal skills to handle sensitive and confidential situations\u0026lt;br\u0026gt;• This position continually requires teamwork, demonstrated poise, tact, and diplomacy\u0026lt;br\u0026gt;• Current Property and Casualty Broker License\u0026lt;br\u0026gt;• Completion of or progress toward additional certifications such as CRIS or ERIS\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;(3621)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051925002,"name":"National Specialty","child_ids":[4099095002],"parent_id":null}],"offices":[{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8565237002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6421255002,"location":{"name":"8101 East Prentice Avenue Suite 410,  Greenwood Village, CO 80111"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"In Office","value_type":"single_select"}],"id":8565237002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3734","title":"Commercial Insurance Account Manager - Real Estate","company_name":"EPIC Brokers","first_published":"2026-05-27T15:24:52-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Account Managers\u0026lt;/strong\u0026gt; provide high-quality service to our Clients (who are primarily large, complex accounts in real estate \u0026amp;amp; development industries) and Account Executives.\u0026amp;nbsp; They work to ensure satisfaction by balancing the quality of service and speed of response.\u0026amp;nbsp; In this role, the Account Manager will support Senior Executives in the administration of policies, coordination of billing/payment, processing applications and other administrative duties and projects as assigned.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; Primarily in-office: This role must work in our \u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Greenwood Village, CO office\u0026lt;/span\u0026gt;.\u0026amp;nbsp;Candidates can work from home up to five days every month, with the entire month of August being flexible.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;REQUIRED: Candidates with current commercial insurance industry experience, licensed in P\u0026amp;amp;C. Strongly prefer candidates with at least 2-3+ years of experience working for a commercial insurance brokerage servicing middle market to large accounts. Real estate experience nice to have but not required.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;MUST HAVE: Strong sense of urgency and thoroughness. This successful team handles large accounts for clients, so speed to respond while also being accurate is of the utmost importance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Team players who are eager to learn and grow, and collaborate well with others.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Manage the activity for assigned accounts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Manage the schedule of values for each assigned Client\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create schedules of insurance and proposals\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Administer quarterly reporting and invoicing of locations added or removed from the schedule of values\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Endorsement processing\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Invoicing\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Tracking client account balances and working with the accounting department to ensure prompt payment is executed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Set up new and renewal policies\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Maintain current schedule and policy records in SAGE, our custom broking system\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Manage day to day account transactions including additions, deletions of vehicles, acquisitions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Generate and update schedules of insurance, create Acord certificates, Auto ID Cards, Loss Run reports and similar documents as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Support administration of program adjustments including dividend and audit adjustments\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Contact clients and underwriters to obtain information for policy changes, renewals and endorsements\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;COMPETENCIES:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Team Player: EPIC’s National Real Estate Practice is a close-knit team. Candidate must be able to work well in a team environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Customer Service Focus: Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns.\u0026amp;nbsp; Ensures the highest value of service is always provided and consistently delivers on commitments to the customer.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Active Listening: Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others’ messages.\u0026amp;nbsp; Asks clarifying questions to ensure understanding\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Initiating Action: Self-starter and frequently takes a lead role in improving or enhancing a product or service to benefit the client and EPIC.\u0026amp;nbsp; Will often demonstrate a sincere positive attitude toward getting things done and will seek out additional responsibilities that may go beyond the scope of their formal job description.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Information Seeking: Driven by an underlying curiosity and desire to know more about people, things or issues.\u0026amp;nbsp; This involves going beyond routine questions and includes digging or pressing for exact information; resolving discrepancies by asking a series of questions or conducting less-focused environmental scanning for opportunities or miscellaneous information that may be used in the future.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Quality Extended Task Focus: Able to perform the same work function with excellence and high standards of quality for a significant amount of time while remaining focused and without becoming disengaged.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Composure and Resilience: Able to deal effectively with pressure, maintains focus and intensity and remains optimistic and persistent even under adversity.\u0026amp;nbsp; Demonstrates the ability and propensity to recover quickly and maintain self-control following setbacks, rejections and conflict.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Time Management: Demonstrates the ability to manage multiple responsibilities by being organized and keeping on top of important time-sensitive tasks.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;QUALIFICATIONS:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Minimum 2 years of insurance brokerage or insurance carrier experience.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong computer skills including MS office suite, Excel and PowerPoint.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Must be detail oriented.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Must have excellent organization and time management skills.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;EDUCATIONAL REQUIREMENTS:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;College degree in Insurance or related field preferred but not required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;P\u0026amp;amp;C Brokers License preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The national average annual pay for this role is $75,000.00 - $90,000.00 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;(3734)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051925002,"name":"National Specialty","child_ids":[4099095002],"parent_id":null}],"offices":[{"id":4049158002,"name":"Greenwood Village, CO","location":"8101 East Prentice Avenue Suite 410,  Greenwood Village, CO 80111","child_ids":[],"parent_id":4084787002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8561145002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6419515002,"location":{"name":"3780 Mansell Road, Ste 370, Alpharetta, GA 30022"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8561145002,"updated_at":"2026-06-02T16:53:15-04:00","requisition_id":"3728","title":"Commercial Insurance Account Specialist","company_name":"EPIC Brokers","first_published":"2026-06-01T17:24:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Greyling Insurance Brokerage \u0026amp;amp; Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We’ve been so successful, that now we’re looking to grow our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The \u0026lt;strong\u0026gt;Account Specialist’s\u0026lt;/strong\u0026gt; main responsibilities are to support the broker with providing top-notch client services. This role assists with producing client submissions, proposals, presentations, insurance summaries \u0026amp;amp; reports. It will also provide day-to-day support with routine inquiries and transactions concerning clients (such as answering phone calls, responding to emails, scanning, and photocopying).\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION: \u0026lt;/strong\u0026gt;Alpharetta, GA - Hybrid required, 3 days a week in-office\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;High attention to detail, and the ability to learn and understand software systems quickly.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;REQUIRED: At least 1+ year\u0026lt;/strong\u0026gt; of experience working for an insurance agency, broker or carrier \u0026lt;strong\u0026gt;AND a current Property \u0026amp;amp; Casualty Insurance License.\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The account specialist will handle day-to-day client issues and questions. A detailed list of job duties include (but are not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Input client information into Sagitta (agency management software system)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Request loss runs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Pre-complete renewal schedules and applications\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Prepare ACORD applications\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create client files on shared server, prepare pre-renewal reports including loss ratio analysis and pre-complete renewal reports\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Prepare confirmations of coverage and insurance program charts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Coordinate with other staff on certificate-holder list\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist with processing and tracking mid-term endorsement requests\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Follow up on underwriter subjectivities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist with program analysis for potential clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist with contract review of insurance requirements\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist with policy workflow process to make sure policies are sent out to clients in a timely fashion\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist quoting using insurer’s online platforms where applicable\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Provide day-to-day support with routine inquires and transactions concerning client\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Serve as a backup when a broker is out of the office\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Skills \u0026amp;amp; Qualifications:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree preferred, preferably in an insurance-related field \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;At least 1-2+ years of working in commercial insurance industry\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of agency management system is a plus\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Commercial property and casualty experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Licensed property/casualty insurance agent/broker license\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC / GREYLING:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;To learn more about Greyling, visit our LinkedIn page: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.linkedin.com/company/greyling-insurance/\u0026quot;\u0026gt;https://www.linkedin.com/company/greyling-insurance/\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;(3728)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051925002,"name":"National Specialty","child_ids":[4099095002],"parent_id":null}],"offices":[{"id":4084017002,"name":"Alpharetta, GA","location":"3780 Mansell Road, Ste 370, Alpharetta, GA 30022","child_ids":[],"parent_id":4084769002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8550420002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6413879002,"location":{"name":"10877 White Rock Road Suite 300,  Rancho Cordova, CA 95670"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8550420002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3705","title":"Commercial Insurance Client Executive","company_name":"EPIC Brokers","first_published":"2026-05-15T09:24:24-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who \u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The ESPI Programs Division at EPIC Insurance Brokers \u0026amp;amp; Consultants\u0026lt;/strong\u0026gt; delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The \u0026lt;strong\u0026gt;Client Executive \u0026lt;/strong\u0026gt;serves as the primary expert resource and first point of contact for assigned clients within the ESPI Programs department. This role is responsible for managing client relationships, addressing service needs, and ensuring the delivery of high-quality insurance solutions. The Client Executive collaborates closely with Producers, support staff, and carriers to drive new business, manage renewals, and maintain compliance.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;This role requires a hybrid work schedule out of our Rancho Cordova (CA) office, 3 days a week in office.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;REQUIRED: Candidates with \u0026lt;strong\u0026gt;at least 7+ years \u0026lt;/strong\u0026gt;of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing. Must be well-versed in all lines of coverage.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong, professional\u0026amp;nbsp;\u0026lt;strong\u0026gt;communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Positive and outgoing disposition,\u0026amp;nbsp;\u0026lt;strong\u0026gt;eager to work as a team\u0026lt;/strong\u0026gt; but also functions well working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;Responsibilities include but are not limited to:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Client Relationship Management\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Act as the primary expert resource and first point of contact for assigned clients.\u0026lt;br\u0026gt;• Address client inquiries and manage day-to-day service needs, delegating tasks as appropriate to support staff.\u0026lt;br\u0026gt;• Build and maintain strong, trust-based relationships with clients through proactive communication and consistent service delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Marketing \u0026amp;amp; New Business Development\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.\u0026lt;br\u0026gt;• Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions.\u0026lt;br\u0026gt;• Negotiate coverage terms, premiums, and commissions with carriers.\u0026lt;br\u0026gt;• Utilize PowerBroker AI to generate quote comparisons and assist in proposal development.\u0026lt;br\u0026gt;• Present or coordinate the delivery of proposals to clients and prospects.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Policy Management \u0026amp;amp; Compliance\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Maintain accurate and up-to-date client data in the Sagitta Agency Management System.\u0026lt;br\u0026gt;• Request binding of coverage and coordinate with Assistant Account Managers and Client Coordinators to initiate renewal activities.\u0026lt;br\u0026gt;• Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business.\u0026lt;br\u0026gt;• Prepare Broker of Record letters in accordance with established procedures.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Renewal Process Management\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.\u0026lt;br\u0026gt;• 120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer.\u0026lt;br\u0026gt;• 90 Days Out: Submit to all identified markets and begin follow-up.\u0026lt;br\u0026gt;• 60 Days Out: Continue follow-up and provide additional information as needed.\u0026lt;br\u0026gt;• 30 Days Out: Finalize quotes and prepare proposals for delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Proven experience in client management.\u0026lt;br\u0026gt;• Strong knowledge of insurance coverages, underwriting, and carrier relationships.\u0026lt;br\u0026gt;• Excellent communication, negotiation, and organizational skills.\u0026lt;br\u0026gt;• Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.\u0026lt;br\u0026gt;• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;The national average salary for this role is $110,000 to $125,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-SP2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4099095002,"name":"GSW Program Business","child_ids":[],"parent_id":4051925002}],"offices":[{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4030470002,"name":"Rancho Cordova, CA","location":"10877 White Rock Road Suite 300,  Rancho Cordova, CA 95670","child_ids":[],"parent_id":4084780002},{"id":4049777002,"name":"Reno, NV (S Virginia)","location":"200 South Virginia St, Suite 450,  Reno, NV 89501","child_ids":[],"parent_id":4084789002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8551569002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6413879002,"location":{"name":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8551569002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3705","title":"Commercial Insurance Client Executive","company_name":"EPIC Brokers","first_published":"2026-05-15T09:29:21-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who \u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The ESPI Programs Division at EPIC Insurance Brokers \u0026amp;amp; Consultants\u0026lt;/strong\u0026gt; delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The \u0026lt;strong\u0026gt;Client Executive \u0026lt;/strong\u0026gt;serves as the primary expert resource and first point of contact for assigned clients within the ESPI Programs department. This role is responsible for managing client relationships, addressing service needs, and ensuring the delivery of high-quality insurance solutions. The Client Executive collaborates closely with Producers, support staff, and carriers to drive new business, manage renewals, and maintain compliance.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;This role requires a hybrid work schedule out of our Birmingham (AL) office, 3 days a week in office.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;REQUIRED: Candidates with \u0026lt;strong\u0026gt;at least 7+ years \u0026lt;/strong\u0026gt;of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing. Must be well-versed in all lines of coverage.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong, professional\u0026amp;nbsp;\u0026lt;strong\u0026gt;communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Positive and outgoing disposition,\u0026amp;nbsp;\u0026lt;strong\u0026gt;eager to work as a team\u0026lt;/strong\u0026gt; but also functions well working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;Responsibilities include but are not limited to:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Client Relationship Management\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Act as the primary expert resource and first point of contact for assigned clients.\u0026lt;br\u0026gt;• Address client inquiries and manage day-to-day service needs, delegating tasks as appropriate to support staff.\u0026lt;br\u0026gt;• Build and maintain strong, trust-based relationships with clients through proactive communication and consistent service delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Marketing \u0026amp;amp; New Business Development\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.\u0026lt;br\u0026gt;• Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions.\u0026lt;br\u0026gt;• Negotiate coverage terms, premiums, and commissions with carriers.\u0026lt;br\u0026gt;• Utilize PowerBroker AI to generate quote comparisons and assist in proposal development.\u0026lt;br\u0026gt;• Present or coordinate the delivery of proposals to clients and prospects.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Policy Management \u0026amp;amp; Compliance\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Maintain accurate and up-to-date client data in the Sagitta Agency Management System.\u0026lt;br\u0026gt;• Request binding of coverage and coordinate with Assistant Account Managers and Client Coordinators to initiate renewal activities.\u0026lt;br\u0026gt;• Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business.\u0026lt;br\u0026gt;• Prepare Broker of Record letters in accordance with established procedures.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Renewal Process Management\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.\u0026lt;br\u0026gt;• 120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer.\u0026lt;br\u0026gt;• 90 Days Out: Submit to all identified markets and begin follow-up.\u0026lt;br\u0026gt;• 60 Days Out: Continue follow-up and provide additional information as needed.\u0026lt;br\u0026gt;• 30 Days Out: Finalize quotes and prepare proposals for delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Proven experience in client management.\u0026lt;br\u0026gt;• Strong knowledge of insurance coverages, underwriting, and carrier relationships.\u0026lt;br\u0026gt;• Excellent communication, negotiation, and organizational skills.\u0026lt;br\u0026gt;• Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.\u0026lt;br\u0026gt;• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications, and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-SP2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4099095002,"name":"GSW Program Business","child_ids":[],"parent_id":4051925002}],"offices":[{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4030470002,"name":"Rancho Cordova, CA","location":"10877 White Rock Road Suite 300,  Rancho Cordova, CA 95670","child_ids":[],"parent_id":4084780002},{"id":4049777002,"name":"Reno, NV (S Virginia)","location":"200 South Virginia St, Suite 450,  Reno, NV 89501","child_ids":[],"parent_id":4084789002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8551559002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6413879002,"location":{"name":"200 South Virginia St, Suite 450,  Reno, NV 89501"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8551559002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3705","title":"Commercial Insurance Client Executive","company_name":"EPIC Brokers","first_published":"2026-05-15T09:26:38-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who \u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The ESPI Programs Division at EPIC Insurance Brokers \u0026amp;amp; Consultants\u0026lt;/strong\u0026gt; delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The \u0026lt;strong\u0026gt;Client Executive \u0026lt;/strong\u0026gt;serves as the primary expert resource and first point of contact for assigned clients within the ESPI Programs department. This role is responsible for managing client relationships, addressing service needs, and ensuring the delivery of high-quality insurance solutions. The Client Executive collaborates closely with Producers, support staff, and carriers to drive new business, manage renewals, and maintain compliance.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;This role requires a hybrid work schedule out of our Reno (NV) office, 3 days a week in office.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;REQUIRED: Candidates with \u0026lt;strong\u0026gt;at least 7+ years \u0026lt;/strong\u0026gt;of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing. Must be well-versed in all lines of coverage.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong, professional\u0026amp;nbsp;\u0026lt;strong\u0026gt;communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Positive and outgoing disposition,\u0026amp;nbsp;\u0026lt;strong\u0026gt;eager to work as a team\u0026lt;/strong\u0026gt; but also functions well working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;Responsibilities include but are not limited to:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Client Relationship Management\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Act as the primary expert resource and first point of contact for assigned clients.\u0026lt;br\u0026gt;• Address client inquiries and manage day-to-day service needs, delegating tasks as appropriate to support staff.\u0026lt;br\u0026gt;• Build and maintain strong, trust-based relationships with clients through proactive communication and consistent service delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Marketing \u0026amp;amp; New Business Development\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.\u0026lt;br\u0026gt;• Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions.\u0026lt;br\u0026gt;• Negotiate coverage terms, premiums, and commissions with carriers.\u0026lt;br\u0026gt;• Utilize PowerBroker AI to generate quote comparisons and assist in proposal development.\u0026lt;br\u0026gt;• Present or coordinate the delivery of proposals to clients and prospects.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Policy Management \u0026amp;amp; Compliance\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Maintain accurate and up-to-date client data in the Sagitta Agency Management System.\u0026lt;br\u0026gt;• Request binding of coverage and coordinate with Assistant Account Managers and Client Coordinators to initiate renewal activities.\u0026lt;br\u0026gt;• Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business.\u0026lt;br\u0026gt;• Prepare Broker of Record letters in accordance with established procedures.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Renewal Process Management\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.\u0026lt;br\u0026gt;• 120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer.\u0026lt;br\u0026gt;• 90 Days Out: Submit to all identified markets and begin follow-up.\u0026lt;br\u0026gt;• 60 Days Out: Continue follow-up and provide additional information as needed.\u0026lt;br\u0026gt;• 30 Days Out: Finalize quotes and prepare proposals for delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Proven experience in client management.\u0026lt;br\u0026gt;• Strong knowledge of insurance coverages, underwriting, and carrier relationships.\u0026lt;br\u0026gt;• Excellent communication, negotiation, and organizational skills.\u0026lt;br\u0026gt;• Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.\u0026lt;br\u0026gt;• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;The national average salary for this role is $110,000 to $125,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-SP2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4099095002,"name":"GSW Program Business","child_ids":[],"parent_id":4051925002}],"offices":[{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4030470002,"name":"Rancho Cordova, CA","location":"10877 White Rock Road Suite 300,  Rancho Cordova, CA 95670","child_ids":[],"parent_id":4084780002},{"id":4049777002,"name":"Reno, NV (S Virginia)","location":"200 South Virginia St, Suite 450,  Reno, NV 89501","child_ids":[],"parent_id":4084789002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8551564002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6413879002,"location":{"name":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8551564002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3705","title":"Commercial Insurance Client Executive","company_name":"EPIC Brokers","first_published":"2026-05-15T09:27:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who \u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The ESPI Programs Division at EPIC Insurance Brokers \u0026amp;amp; Consultants\u0026lt;/strong\u0026gt; delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The \u0026lt;strong\u0026gt;Client Executive \u0026lt;/strong\u0026gt;serves as the primary expert resource and first point of contact for assigned clients within the ESPI Programs department. This role is responsible for managing client relationships, addressing service needs, and ensuring the delivery of high-quality insurance solutions. The Client Executive collaborates closely with Producers, support staff, and carriers to drive new business, manage renewals, and maintain compliance.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;This role requires a hybrid work schedule out of our Chicago (IL) office, 3 days a week in office.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;REQUIRED: Candidates with \u0026lt;strong\u0026gt;at least 7+ years \u0026lt;/strong\u0026gt;of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing. Must be well-versed in all lines of coverage.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong, professional\u0026amp;nbsp;\u0026lt;strong\u0026gt;communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Positive and outgoing disposition,\u0026amp;nbsp;\u0026lt;strong\u0026gt;eager to work as a team\u0026lt;/strong\u0026gt; but also functions well working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;Responsibilities include but are not limited to:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Client Relationship Management\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Act as the primary expert resource and first point of contact for assigned clients.\u0026lt;br\u0026gt;• Address client inquiries and manage day-to-day service needs, delegating tasks as appropriate to support staff.\u0026lt;br\u0026gt;• Build and maintain strong, trust-based relationships with clients through proactive communication and consistent service delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Marketing \u0026amp;amp; New Business Development\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.\u0026lt;br\u0026gt;• Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions.\u0026lt;br\u0026gt;• Negotiate coverage terms, premiums, and commissions with carriers.\u0026lt;br\u0026gt;• Utilize PowerBroker AI to generate quote comparisons and assist in proposal development.\u0026lt;br\u0026gt;• Present or coordinate the delivery of proposals to clients and prospects.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Policy Management \u0026amp;amp; Compliance\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Maintain accurate and up-to-date client data in the Sagitta Agency Management System.\u0026lt;br\u0026gt;• Request binding of coverage and coordinate with Assistant Account Managers and Client Coordinators to initiate renewal activities.\u0026lt;br\u0026gt;• Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business.\u0026lt;br\u0026gt;• Prepare Broker of Record letters in accordance with established procedures.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Renewal Process Management\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.\u0026lt;br\u0026gt;• 120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer.\u0026lt;br\u0026gt;• 90 Days Out: Submit to all identified markets and begin follow-up.\u0026lt;br\u0026gt;• 60 Days Out: Continue follow-up and provide additional information as needed.\u0026lt;br\u0026gt;• 30 Days Out: Finalize quotes and prepare proposals for delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Proven experience in client management.\u0026lt;br\u0026gt;• Strong knowledge of insurance coverages, underwriting, and carrier relationships.\u0026lt;br\u0026gt;• Excellent communication, negotiation, and organizational skills.\u0026lt;br\u0026gt;• Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.\u0026lt;br\u0026gt;• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;The national average salary for this role is $110,000 to $125,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-SP2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4099095002,"name":"GSW Program Business","child_ids":[],"parent_id":4051925002}],"offices":[{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4030470002,"name":"Rancho Cordova, CA","location":"10877 White Rock Road Suite 300,  Rancho Cordova, CA 95670","child_ids":[],"parent_id":4084780002},{"id":4049777002,"name":"Reno, NV (S Virginia)","location":"200 South Virginia St, Suite 450,  Reno, NV 89501","child_ids":[],"parent_id":4084789002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8550550002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6413879002,"location":{"name":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8550550002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3705","title":"Commercial Insurance Client Manager","company_name":"EPIC Brokers","first_published":"2026-05-15T09:24:38-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who \u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;JOB OVERVIEW:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The ESPI (EPIC Specialty Programs Insurance) Programs Division at EPIC Insurance Brokers \u0026amp;amp; Consultants\u0026lt;/strong\u0026gt; delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;As a \u0026lt;strong\u0026gt;Client Manager,\u0026lt;/strong\u0026gt;\u0026amp;nbsp;you will provide conscientious support to clients and sales teams\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;, focused on middle market to large, complex account management\u0026lt;/span\u0026gt;. Success in this role requires strong communication skills, a customer service mindset, and the ability to manage multiple priorities in a fast-paced environment. You will use Microsoft Office (Outlook, Excel, Word, PowerPoint) to manage correspondence, support projects, process documents, and ensure smooth daily operations. A proactive approach, attention to detail, and commitment to excellent service are essential.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;This role requires a hybrid work schedule out of our Birmingham (AL) office, 3 days a week in office.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;REQUIRED: Candidates with \u0026lt;strong\u0026gt;at least 5+ years \u0026lt;/strong\u0026gt;of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing. Must be well-versed in all lines of coverage.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong, professional\u0026amp;nbsp;\u0026lt;strong style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Positive and outgoing disposition,\u0026amp;nbsp;\u0026lt;strong style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;eager to work as a team\u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt; but also functions well working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL DO: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Client Manager supports Producers in delivering exceptional service to assigned clients within the ESPI Programs department. This role manages day-to-day client service needs, coordinates renewals and new business, and ensures accurate policy administration. The Client Manager partners with Producers and support staff but is not the primary presenter of proposals.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Client Service \u0026amp;amp; Relationship Support\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Serve as a key resource for assigned clients, addressing inquiries and managing daily service needs.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Support Producers in building and maintaining strong, trust-based client relationships.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Delegate and coordinate tasks with Assistant Account Managers and Client Coordinators to ensure timely and accurate service delivery.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Marketing \u0026amp;amp; New Business Development Support\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Assist in negotiating coverage terms, premiums, and commissions with carriers.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Utilize PowerBroker AI to generate quote comparisons and assist in proposal development.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Coordinate the delivery of proposals to clients and prospects, but do not act as the primary presenter.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Policy Management \u0026amp;amp; Compliance\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Maintain accurate and up-to-date client data in the Sagitta Agency Management System.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Request binding of coverage and coordinate with support staff to initiate renewal activities.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Prepare Broker of Record letters in accordance with established procedures.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Renewal Process Management\u0026lt;/u\u0026gt;\u0026lt;br\u0026gt;• 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.\u0026lt;br\u0026gt;• 120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer.\u0026lt;br\u0026gt;• 90 Days Out: Submit to all identified markets and begin follow-up.\u0026lt;br\u0026gt;• 60 Days Out: Continue follow-up and provide additional information as needed.\u0026lt;br\u0026gt;• 30 Days Out: Finalize quotes and prepare proposals for delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL BRING:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Proven experience in client management, insurance program support, or related roles.\u0026lt;br\u0026gt;• Strong knowledge of insurance coverages, underwriting, and carrier relationships.\u0026lt;br\u0026gt;• Excellent communication, organizational, and coordination skills.\u0026lt;br\u0026gt;• Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.\u0026lt;br\u0026gt;• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.\u0026lt;br\u0026gt;• Demonstrated ability to work collaboratively within a team and support multiple stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications, and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-SP2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4099095002,"name":"GSW Program Business","child_ids":[],"parent_id":4051925002}],"offices":[{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4030470002,"name":"Rancho Cordova, CA","location":"10877 White Rock Road Suite 300,  Rancho Cordova, CA 95670","child_ids":[],"parent_id":4084780002},{"id":4049777002,"name":"Reno, NV (S Virginia)","location":"200 South Virginia St, Suite 450,  Reno, NV 89501","child_ids":[],"parent_id":4084789002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8546816002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6413879002,"location":{"name":"10877 White Rock Road Suite 300,  Rancho Cordova, CA 95670"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8546816002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3705","title":"Commercial Insurance Client Manager","company_name":"EPIC Brokers","first_published":"2026-05-15T09:24:26-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who \u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;JOB OVERVIEW:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The ESPI (EPIC Specialty Programs Insurance) Programs Division at EPIC Insurance Brokers \u0026amp;amp; Consultants\u0026lt;/strong\u0026gt; delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;As a \u0026lt;strong\u0026gt;Client Manager,\u0026lt;/strong\u0026gt; you will provide conscientious support to clients and sales teams, \u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;focused on middle market to large, complex account management.\u0026lt;/span\u0026gt;\u0026amp;nbsp;Success in this role requires strong communication skills, a customer service mindset, and the ability to manage multiple priorities in a fast-paced environment. You will use Microsoft Office (Outlook, Excel, Word, PowerPoint) to manage correspondence, support projects, process documents, and ensure smooth daily operations. A proactive approach, attention to detail, and commitment to excellent service are essential.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;This role requires a hybrid work schedule out of our Rancho Cordova (CA) office, 3 days a week in office.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;REQUIRED: Candidates with \u0026lt;strong\u0026gt;at least 5+ years \u0026lt;/strong\u0026gt;of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing. Must be well-versed in all lines of coverage.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong, professional\u0026amp;nbsp;\u0026lt;strong style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Positive and outgoing disposition,\u0026amp;nbsp;\u0026lt;strong style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;eager to work as a team\u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt; but also functions well working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL DO: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Client Manager supports Producers in delivering exceptional service to assigned clients within the ESPI Programs department. This role manages day-to-day client service needs, coordinates renewals and new business, and ensures accurate policy administration. The Client Manager partners with Producers and support staff but is not the primary presenter of proposals.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Client Service \u0026amp;amp; Relationship Support\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Serve as a key resource for assigned clients, addressing inquiries and managing daily service needs.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Support Producers in building and maintaining strong, trust-based client relationships.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Delegate and coordinate tasks with Assistant Account Managers and Client Coordinators to ensure timely and accurate service delivery.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Marketing \u0026amp;amp; New Business Development Support\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Assist in negotiating coverage terms, premiums, and commissions with carriers.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Utilize PowerBroker AI to generate quote comparisons and assist in proposal development.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Coordinate the delivery of proposals to clients and prospects, but do not act as the primary presenter.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Policy Management \u0026amp;amp; Compliance\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Maintain accurate and up-to-date client data in the Sagitta Agency Management System.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Request binding of coverage and coordinate with support staff to initiate renewal activities.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Prepare Broker of Record letters in accordance with established procedures.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Renewal Process Management\u0026lt;/u\u0026gt;\u0026lt;br\u0026gt;• 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.\u0026lt;br\u0026gt;• 120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer.\u0026lt;br\u0026gt;• 90 Days Out: Submit to all identified markets and begin follow-up.\u0026lt;br\u0026gt;• 60 Days Out: Continue follow-up and provide additional information as needed.\u0026lt;br\u0026gt;• 30 Days Out: Finalize quotes and prepare proposals for delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL BRING:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Proven experience in client management, insurance program support, or related roles.\u0026lt;br\u0026gt;• Strong knowledge of insurance coverages, underwriting, and carrier relationships.\u0026lt;br\u0026gt;• Excellent communication, organizational, and coordination skills.\u0026lt;br\u0026gt;• Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.\u0026lt;br\u0026gt;• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.\u0026lt;br\u0026gt;• Demonstrated ability to work collaboratively within a team and support multiple stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;The national average salary for this role is $85,000 to $100,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-SP2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4099095002,"name":"GSW Program Business","child_ids":[],"parent_id":4051925002}],"offices":[{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4030470002,"name":"Rancho Cordova, CA","location":"10877 White Rock Road Suite 300,  Rancho Cordova, CA 95670","child_ids":[],"parent_id":4084780002},{"id":4049777002,"name":"Reno, NV (S Virginia)","location":"200 South Virginia St, Suite 450,  Reno, NV 89501","child_ids":[],"parent_id":4084789002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8550533002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6413879002,"location":{"name":"200 South Virginia St, Suite 450,  Reno, NV 89501"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8550533002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3705","title":"Commercial Insurance Client Manager","company_name":"EPIC Brokers","first_published":"2026-05-15T09:24:28-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who \u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;JOB OVERVIEW:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The ESPI (EPIC Specialty Programs Insurance) Programs Division at EPIC Insurance Brokers \u0026amp;amp; Consultants\u0026lt;/strong\u0026gt; delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;As a \u0026lt;strong\u0026gt;Client Manager,\u0026lt;/strong\u0026gt;\u0026amp;nbsp;you will provide conscientious support to clients and sales teams\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;, focused on middle market to large, complex account management\u0026lt;/span\u0026gt;. Success in this role requires strong communication skills, a customer service mindset, and the ability to manage multiple priorities in a fast-paced environment. You will use Microsoft Office (Outlook, Excel, Word, PowerPoint) to manage correspondence, support projects, process documents, and ensure smooth daily operations. A proactive approach, attention to detail, and commitment to excellent service are essential.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;This role requires a hybrid work schedule out of our Reno (NV) office, 3 days a week in office.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;REQUIRED: Candidates with \u0026lt;strong\u0026gt;at least 5+ years \u0026lt;/strong\u0026gt;of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing. Must be well-versed in all lines of coverage.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong, professional\u0026amp;nbsp;\u0026lt;strong style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Positive and outgoing disposition,\u0026amp;nbsp;\u0026lt;strong style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;eager to work as a team\u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt; but also functions well working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL DO: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Client Manager supports Producers in delivering exceptional service to assigned clients within the ESPI Programs department. This role manages day-to-day client service needs, coordinates renewals and new business, and ensures accurate policy administration. The Client Manager partners with Producers and support staff but is not the primary presenter of proposals.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Client Service \u0026amp;amp; Relationship Support\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Serve as a key resource for assigned clients, addressing inquiries and managing daily service needs.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Support Producers in building and maintaining strong, trust-based client relationships.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Delegate and coordinate tasks with Assistant Account Managers and Client Coordinators to ensure timely and accurate service delivery.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Marketing \u0026amp;amp; New Business Development Support\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Assist in negotiating coverage terms, premiums, and commissions with carriers.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Utilize PowerBroker AI to generate quote comparisons and assist in proposal development.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Coordinate the delivery of proposals to clients and prospects, but do not act as the primary presenter.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Policy Management \u0026amp;amp; Compliance\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Maintain accurate and up-to-date client data in the Sagitta Agency Management System.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Request binding of coverage and coordinate with support staff to initiate renewal activities.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Prepare Broker of Record letters in accordance with established procedures.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Renewal Process Management\u0026lt;/u\u0026gt;\u0026lt;br\u0026gt;• 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.\u0026lt;br\u0026gt;• 120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer.\u0026lt;br\u0026gt;• 90 Days Out: Submit to all identified markets and begin follow-up.\u0026lt;br\u0026gt;• 60 Days Out: Continue follow-up and provide additional information as needed.\u0026lt;br\u0026gt;• 30 Days Out: Finalize quotes and prepare proposals for delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL BRING:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Proven experience in client management, insurance program support, or related roles.\u0026lt;br\u0026gt;• Strong knowledge of insurance coverages, underwriting, and carrier relationships.\u0026lt;br\u0026gt;• Excellent communication, organizational, and coordination skills.\u0026lt;br\u0026gt;• Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.\u0026lt;br\u0026gt;• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.\u0026lt;br\u0026gt;• Demonstrated ability to work collaboratively within a team and support multiple stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;The national average salary for this role is $85,000 to $100,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-SP2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4099095002,"name":"GSW Program Business","child_ids":[],"parent_id":4051925002}],"offices":[{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4030470002,"name":"Rancho Cordova, CA","location":"10877 White Rock Road Suite 300,  Rancho Cordova, CA 95670","child_ids":[],"parent_id":4084780002},{"id":4049777002,"name":"Reno, NV (S Virginia)","location":"200 South Virginia St, Suite 450,  Reno, NV 89501","child_ids":[],"parent_id":4084789002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8550540002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6413879002,"location":{"name":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8550540002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3705","title":"Commercial Insurance Client Manager","company_name":"EPIC Brokers","first_published":"2026-05-15T09:24:36-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who \u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;JOB OVERVIEW:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The ESPI (EPIC Specialty Programs Insurance) Programs Division at EPIC Insurance Brokers \u0026amp;amp; Consultants\u0026lt;/strong\u0026gt; delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;As a \u0026lt;strong\u0026gt;Client Manager,\u0026lt;/strong\u0026gt;\u0026amp;nbsp;you will provide conscientious support to clients and sales teams\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;, focused on middle market to large, complex account management\u0026lt;/span\u0026gt;. Success in this role requires strong communication skills, a customer service mindset, and the ability to manage multiple priorities in a fast-paced environment. You will use Microsoft Office (Outlook, Excel, Word, PowerPoint) to manage correspondence, support projects, process documents, and ensure smooth daily operations. A proactive approach, attention to detail, and commitment to excellent service are essential.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;This role requires a hybrid work schedule out of our Chicago (IL) office, 3 days a week in office.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;REQUIRED: Candidates with \u0026lt;strong\u0026gt;at least 5+ years \u0026lt;/strong\u0026gt;of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing. Must be well-versed in all lines of coverage.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong, professional\u0026amp;nbsp;\u0026lt;strong style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Positive and outgoing disposition,\u0026amp;nbsp;\u0026lt;strong style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;eager to work as a team\u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt; but also functions well working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL DO: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Client Manager supports Producers in delivering exceptional service to assigned clients within the ESPI Programs department. This role manages day-to-day client service needs, coordinates renewals and new business, and ensures accurate policy administration. The Client Manager partners with Producers and support staff but is not the primary presenter of proposals.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Client Service \u0026amp;amp; Relationship Support\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Serve as a key resource for assigned clients, addressing inquiries and managing daily service needs.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Support Producers in building and maintaining strong, trust-based client relationships.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Delegate and coordinate tasks with Assistant Account Managers and Client Coordinators to ensure timely and accurate service delivery.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Marketing \u0026amp;amp; New Business Development Support\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Assist in negotiating coverage terms, premiums, and commissions with carriers.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Utilize PowerBroker AI to generate quote comparisons and assist in proposal development.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Coordinate the delivery of proposals to clients and prospects, but do not act as the primary presenter.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Policy Management \u0026amp;amp; Compliance\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Maintain accurate and up-to-date client data in the Sagitta Agency Management System.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Request binding of coverage and coordinate with support staff to initiate renewal activities.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Prepare Broker of Record letters in accordance with established procedures.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Renewal Process Management\u0026lt;/u\u0026gt;\u0026lt;br\u0026gt;• 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.\u0026lt;br\u0026gt;• 120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer.\u0026lt;br\u0026gt;• 90 Days Out: Submit to all identified markets and begin follow-up.\u0026lt;br\u0026gt;• 60 Days Out: Continue follow-up and provide additional information as needed.\u0026lt;br\u0026gt;• 30 Days Out: Finalize quotes and prepare proposals for delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL BRING:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Proven experience in client management, insurance program support, or related roles.\u0026lt;br\u0026gt;• Strong knowledge of insurance coverages, underwriting, and carrier relationships.\u0026lt;br\u0026gt;• Excellent communication, organizational, and coordination skills.\u0026lt;br\u0026gt;• Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.\u0026lt;br\u0026gt;• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.\u0026lt;br\u0026gt;• Demonstrated ability to work collaboratively within a team and support multiple stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;The national average salary for this role is $85,000 to $100,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-SP2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4099095002,"name":"GSW Program Business","child_ids":[],"parent_id":4051925002}],"offices":[{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4030470002,"name":"Rancho Cordova, CA","location":"10877 White Rock Road Suite 300,  Rancho Cordova, CA 95670","child_ids":[],"parent_id":4084780002},{"id":4049777002,"name":"Reno, NV (S Virginia)","location":"200 South Virginia St, Suite 450,  Reno, NV 89501","child_ids":[],"parent_id":4084789002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8559466002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6383600002,"location":{"name":"12444 Powerscourt Drive,  Suite 360, St. Louis, MO 63131"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8559466002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3572","title":"Commercial Insurance Senior Account Manager","company_name":"EPIC Brokers","first_published":"2026-05-21T07:25:21-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1.2;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Greyling Insurance Brokerage \u0026amp;amp; Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.2;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We’ve been so successful, that now we’re looking to grow our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.2;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.2;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.2;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The \u0026lt;strong\u0026gt;Commercial Insurance Senior Account Manager\u0026lt;/strong\u0026gt; will be the primary client contact and will be expected to actively cultivate, improve and cement positive client relationships and use appropriate company resources in performing these functions. Accounts are small to middle-market accounts for architect \u0026amp;amp; engineering clients. While the Account Manager will work with new clients produced by others, the Account Manager will not be expected to develop new business.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.2;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.2;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;WHAT WE’RE LOOKING FOR:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;REQUIRED\u0026lt;/span\u0026gt;:\u0026lt;/strong\u0026gt; Candidates with \u0026lt;strong\u0026gt;commercial property \u0026amp;amp; casualty account management experience\u0026lt;/strong\u0026gt;, preferably at least 5+ years.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong communication skills who enjoy being a go-to resource, are adept at handling unique situations with creative problem solving to find solutions, and who thrive on providing great customer service to internal and external clients.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Location: REQUIRED \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;- This is a HYBRID role; qualified candidates must be able \u0026amp;amp; willing to work 3 days a week in our St. Louis, MO office.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.2;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.2;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL DO:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.2;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Account Manager’s main function is to provide day‐to‐day client service, manage the renewal process for existing clients, and manage the intake and establishment of new clients. A detailed list of job duties include (but are not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.2;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Handle day‐to‐day client issues and questions via phone or email including:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Answer client questions and resolve client problems\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Process and follow up on cancellation notices by insurers to ensure accurate and timely resolution\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Appropriately document customer service transactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Handle changes in exposure and manage related endorsement and documentation process\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Forward contract reviews to appropriate resources\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Forward certificate of insurance requests to appropriate resource\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Issue Auto ID Cards as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create and update account information in the shared database\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Claims reporting\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist with processing of invoicing and order financing when appropriate\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.2;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proactively manage the insurance renewal and new business process in accordance with EPIC’s timing standards.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Pre‐complete insurance applications\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Send request for information to clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Follow‐up on collecting information\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Submit information to insurers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Negotiate policy terms\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Obtain options from competing insurers as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Prepare insurance proposal including analysis and comparison of options (if applicable)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;and present to client (mostly via phone or web)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Prepare documentation including invoicing and confirmation of coverage\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Review and email policies to clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Use agency management system (Sagitta) as appropriate throughout the process\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.2;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Job Accountability Measures\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Customer satisfaction; retention\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Adherence to established procedures\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Timing and quality of service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Technical accuracy; attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Positive professional attitude; leadership\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proactive problem‐solving\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Effective communication\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Personal development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Avoidance of errors and omissions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Meet or exceed agreed‐upon goals\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.2;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.2;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL BRING:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Full knowledge of Property \u0026amp;amp; Casualty lines of coverage and services\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Recognize problems and respond appropriately\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Able to analyze situations logically in order to draw solid conclusions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word \u0026amp;amp; Excel\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong attention to detail and time management abilities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong ability to multi-task and assign priority\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to work effectively and efficiently both with and without direct supervision\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to work effectively and efficiently in a team environment as well as independently\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal communication skills, both written and oral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.2;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Education and/or Experience:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;High school diploma or G.E.D. equivalent required. College degree preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Five or more years\u0026#39; experience in mid-size brokerage working with commercial P\u0026amp;amp;C accounts is strongly preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.2;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Certificates / Licenses:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Property and Casualty Broker License\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Valid Driver License\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;COMPENSATION: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;(3572)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051925002,"name":"National Specialty","child_ids":[4099095002],"parent_id":null}],"offices":[{"id":4026753002,"name":"St. Louis, MO","location":"12444 Powerscourt Drive,  Suite 360, St. Louis, MO 63131","child_ids":[],"parent_id":4084793002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8551578002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6413879002,"location":{"name":"10877 White Rock Road Suite 300,  Rancho Cordova, CA 95670"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8551578002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3705","title":"Commercial Insurance Sr. Client Manager","company_name":"EPIC Brokers","first_published":"2026-05-15T09:33:00-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;JOB OVERVIEW:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The ESPI Programs Division at EPIC Insurance Brokers \u0026amp;amp; Consultants\u0026lt;/strong\u0026gt; delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The \u0026lt;strong\u0026gt;Sr. Client Manager\u0026lt;/strong\u0026gt; supports Producers in delivering exceptional service to assigned clients within the ESPI Programs department. This role is responsible for managing day-to-day client service needs, coordinating renewal and new business activities, and ensuring accurate policy administration. The Sr Client Manager works collaboratively with Producers and support staff, but does not serve as the primary presenter of new or renewal proposals to clients.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;This role requires a hybrid work schedule out of our Rancho Cordova (CA), office, 3 days a week in office.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;REQUIRED: Candidates with \u0026lt;strong\u0026gt;at least 5+ years \u0026lt;/strong\u0026gt;of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing. Must be well-versed in all lines of coverage.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong, professional\u0026amp;nbsp;\u0026lt;strong\u0026gt;communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Positive and outgoing disposition,\u0026amp;nbsp;\u0026lt;strong\u0026gt;eager to work as a team\u0026lt;/strong\u0026gt; but also functions well working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL DO: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Client Service \u0026amp;amp; Relationship Support\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Serve as a key resource for assigned clients, addressing inquiries and managing daily service needs.\u0026lt;br\u0026gt;• Support Producers in building and maintaining strong, trust-based client relationships.\u0026lt;br\u0026gt;• Delegate and coordinate tasks with Assistant Account Managers and Client Coordinators to ensure timely and accurate service delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Marketing \u0026amp;amp; New Business Development Support\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.\u0026lt;br\u0026gt;• Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions.\u0026lt;br\u0026gt;• Assist in negotiating coverage terms, premiums, and commissions with carriers.\u0026lt;br\u0026gt;• Utilize PowerBroker AI to generate quote comparisons and assist in proposal development.\u0026lt;br\u0026gt;• Coordinate the delivery of proposals to clients and prospects, but do not act as the primary presenter.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Policy Management \u0026amp;amp; Compliance\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Maintain accurate and up-to-date client data in the Sagitta Agency Management System.\u0026lt;br\u0026gt;• Request binding of coverage and coordinate with support staff to initiate renewal activities.\u0026lt;br\u0026gt;• Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business.\u0026lt;br\u0026gt;• Prepare Broker of Record letters in accordance with established procedures.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Renewal Process Management\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.\u0026lt;br\u0026gt;• 120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer.\u0026lt;br\u0026gt;• 90 Days Out: Submit to all identified markets and begin follow-up.\u0026lt;br\u0026gt;• 60 Days Out: Continue follow-up and provide additional information as needed.\u0026lt;br\u0026gt;• 30 Days Out: Finalize quotes and prepare proposals for delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL BRING:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• Proven experience in client management, insurance program support, or related roles.\u0026lt;br\u0026gt;• Strong knowledge of insurance coverages, underwriting, and carrier relationships.\u0026lt;br\u0026gt;• Excellent communication, organizational, and coordination skills.\u0026lt;br\u0026gt;• Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.\u0026lt;br\u0026gt;• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.\u0026lt;br\u0026gt;• Demonstrated ability to work collaboratively within a team and support multiple stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;The national average salary for this role is $110,000 to $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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-SP2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4099095002,"name":"GSW Program Business","child_ids":[],"parent_id":4051925002}],"offices":[{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4030470002,"name":"Rancho Cordova, CA","location":"10877 White Rock Road Suite 300,  Rancho Cordova, CA 95670","child_ids":[],"parent_id":4084780002},{"id":4049777002,"name":"Reno, NV (S Virginia)","location":"200 South Virginia St, Suite 450,  Reno, NV 89501","child_ids":[],"parent_id":4084789002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8551606002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6413879002,"location":{"name":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8551606002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3705","title":"Commercial Insurance Sr. Client Manager","company_name":"EPIC Brokers","first_published":"2026-05-15T09:46:38-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;JOB OVERVIEW:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The ESPI Programs Division at EPIC Insurance Brokers \u0026amp;amp; Consultants\u0026lt;/strong\u0026gt; delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The \u0026lt;strong\u0026gt;Sr. Client Manager\u0026lt;/strong\u0026gt; supports Producers in delivering exceptional service to assigned clients within the ESPI Programs department. This role is responsible for managing day-to-day client service needs, coordinating renewal and new business activities, and ensuring accurate policy administration. The Sr Client Manager works collaboratively with Producers and support staff, but does not serve as the primary presenter of new or renewal proposals to clients.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;This role requires a hybrid work schedule out of our Birmingham (AL), office, 3 days a week in office.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;REQUIRED: Candidates with \u0026lt;strong\u0026gt;at least 5+ years \u0026lt;/strong\u0026gt;of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing. Must be well-versed in all lines of coverage.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong, professional\u0026amp;nbsp;\u0026lt;strong\u0026gt;communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Positive and outgoing disposition,\u0026amp;nbsp;\u0026lt;strong\u0026gt;eager to work as a team\u0026lt;/strong\u0026gt; but also functions well working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL DO: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Client Service \u0026amp;amp; Relationship Support\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Serve as a key resource for assigned clients, addressing inquiries and managing daily service needs.\u0026lt;br\u0026gt;• Support Producers in building and maintaining strong, trust-based client relationships.\u0026lt;br\u0026gt;• Delegate and coordinate tasks with Assistant Account Managers and Client Coordinators to ensure timely and accurate service delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Marketing \u0026amp;amp; New Business Development Support\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.\u0026lt;br\u0026gt;• Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions.\u0026lt;br\u0026gt;• Assist in negotiating coverage terms, premiums, and commissions with carriers.\u0026lt;br\u0026gt;• Utilize PowerBroker AI to generate quote comparisons and assist in proposal development.\u0026lt;br\u0026gt;• Coordinate the delivery of proposals to clients and prospects, but do not act as the primary presenter.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Policy Management \u0026amp;amp; Compliance\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Maintain accurate and up-to-date client data in the Sagitta Agency Management System.\u0026lt;br\u0026gt;• Request binding of coverage and coordinate with support staff to initiate renewal activities.\u0026lt;br\u0026gt;• Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business.\u0026lt;br\u0026gt;• Prepare Broker of Record letters in accordance with established procedures.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Renewal Process Management\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.\u0026lt;br\u0026gt;• 120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer.\u0026lt;br\u0026gt;• 90 Days Out: Submit to all identified markets and begin follow-up.\u0026lt;br\u0026gt;• 60 Days Out: Continue follow-up and provide additional information as needed.\u0026lt;br\u0026gt;• 30 Days Out: Finalize quotes and prepare proposals for delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL BRING:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• Proven experience in client management, insurance program support, or related roles.\u0026lt;br\u0026gt;• Strong knowledge of insurance coverages, underwriting, and carrier relationships.\u0026lt;br\u0026gt;• Excellent communication, organizational, and coordination skills.\u0026lt;br\u0026gt;• Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.\u0026lt;br\u0026gt;• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.\u0026lt;br\u0026gt;• Demonstrated ability to work collaboratively within a team and support multiple stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications, and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-SP2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4099095002,"name":"GSW Program Business","child_ids":[],"parent_id":4051925002}],"offices":[{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4030470002,"name":"Rancho Cordova, CA","location":"10877 White Rock Road Suite 300,  Rancho Cordova, CA 95670","child_ids":[],"parent_id":4084780002},{"id":4049777002,"name":"Reno, NV (S Virginia)","location":"200 South Virginia St, Suite 450,  Reno, NV 89501","child_ids":[],"parent_id":4084789002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8551598002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6413879002,"location":{"name":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8551598002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3705","title":"Commercial Insurance Sr. Client Manager","company_name":"EPIC Brokers","first_published":"2026-05-15T09:40:13-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;JOB OVERVIEW:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The ESPI Programs Division at EPIC Insurance Brokers \u0026amp;amp; Consultants\u0026lt;/strong\u0026gt; delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The \u0026lt;strong\u0026gt;Sr. Client Manager\u0026lt;/strong\u0026gt; supports Producers in delivering exceptional service to assigned clients within the ESPI Programs department. This role is responsible for managing day-to-day client service needs, coordinating renewal and new business activities, and ensuring accurate policy administration. The Sr Client Manager works collaboratively with Producers and support staff, but does not serve as the primary presenter of new or renewal proposals to clients.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;This role requires a hybrid work schedule out of our Chicago (IL) office, 3 days a week in office.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;REQUIRED: Candidates with \u0026lt;strong\u0026gt;at least 5+ years \u0026lt;/strong\u0026gt;of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing. Must be well-versed in all lines of coverage.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong, professional\u0026amp;nbsp;\u0026lt;strong\u0026gt;communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Positive and outgoing disposition,\u0026amp;nbsp;\u0026lt;strong\u0026gt;eager to work as a team\u0026lt;/strong\u0026gt; but also functions well working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL DO: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Client Service \u0026amp;amp; Relationship Support\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Serve as a key resource for assigned clients, addressing inquiries and managing daily service needs.\u0026lt;br\u0026gt;• Support Producers in building and maintaining strong, trust-based client relationships.\u0026lt;br\u0026gt;• Delegate and coordinate tasks with Assistant Account Managers and Client Coordinators to ensure timely and accurate service delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Marketing \u0026amp;amp; New Business Development Support\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.\u0026lt;br\u0026gt;• Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions.\u0026lt;br\u0026gt;• Assist in negotiating coverage terms, premiums, and commissions with carriers.\u0026lt;br\u0026gt;• Utilize PowerBroker AI to generate quote comparisons and assist in proposal development.\u0026lt;br\u0026gt;• Coordinate the delivery of proposals to clients and prospects, but do not act as the primary presenter.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Policy Management \u0026amp;amp; Compliance\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Maintain accurate and up-to-date client data in the Sagitta Agency Management System.\u0026lt;br\u0026gt;• Request binding of coverage and coordinate with support staff to initiate renewal activities.\u0026lt;br\u0026gt;• Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business.\u0026lt;br\u0026gt;• Prepare Broker of Record letters in accordance with established procedures.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Renewal Process Management\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.\u0026lt;br\u0026gt;• 120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer.\u0026lt;br\u0026gt;• 90 Days Out: Submit to all identified markets and begin follow-up.\u0026lt;br\u0026gt;• 60 Days Out: Continue follow-up and provide additional information as needed.\u0026lt;br\u0026gt;• 30 Days Out: Finalize quotes and prepare proposals for delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL BRING:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• Proven experience in client management, insurance program support, or related roles.\u0026lt;br\u0026gt;• Strong knowledge of insurance coverages, underwriting, and carrier relationships.\u0026lt;br\u0026gt;• Excellent communication, organizational, and coordination skills.\u0026lt;br\u0026gt;• Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.\u0026lt;br\u0026gt;• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.\u0026lt;br\u0026gt;• Demonstrated ability to work collaboratively within a team and support multiple stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;The national average salary for this role is $110,000 to $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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-SP2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4099095002,"name":"GSW Program Business","child_ids":[],"parent_id":4051925002}],"offices":[{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4030470002,"name":"Rancho Cordova, CA","location":"10877 White Rock Road Suite 300,  Rancho Cordova, CA 95670","child_ids":[],"parent_id":4084780002},{"id":4049777002,"name":"Reno, NV (S Virginia)","location":"200 South Virginia St, Suite 450,  Reno, NV 89501","child_ids":[],"parent_id":4084789002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8551586002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6413879002,"location":{"name":"200 South Virginia St, Suite 450,  Reno, NV 89501"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8551586002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3705","title":"Commercial Insurance Sr. Client Manager","company_name":"EPIC Brokers","first_published":"2026-05-15T09:35:51-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;JOB OVERVIEW:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The ESPI Programs Division at EPIC Insurance Brokers \u0026amp;amp; Consultants\u0026lt;/strong\u0026gt; delivers specialized insurance solutions through program management, risk assessment, and customized coverage. Our team works closely with clients to understand their needs, mitigate risk, and enhance their insurance portfolios, leveraging strong insurer relationships and deep industry expertise.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The \u0026lt;strong\u0026gt;Sr. Client Manager\u0026lt;/strong\u0026gt; supports Producers in delivering exceptional service to assigned clients within the ESPI Programs department. This role is responsible for managing day-to-day client service needs, coordinating renewal and new business activities, and ensuring accurate policy administration. The Sr Client Manager works collaboratively with Producers and support staff, but does not serve as the primary presenter of new or renewal proposals to clients.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;This role requires a hybrid work schedule out of our Reno (NV) office, 3 days a week in office.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;REQUIRED: Candidates with \u0026lt;strong\u0026gt;at least 5+ years \u0026lt;/strong\u0026gt;of commercial insurance marketing / placement / brokering experience, being both client and carrier-facing. Must be well-versed in all lines of coverage.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong, professional\u0026amp;nbsp;\u0026lt;strong\u0026gt;communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Positive and outgoing disposition,\u0026amp;nbsp;\u0026lt;strong\u0026gt;eager to work as a team\u0026lt;/strong\u0026gt; but also functions well working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL DO: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Client Service \u0026amp;amp; Relationship Support\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Serve as a key resource for assigned clients, addressing inquiries and managing daily service needs.\u0026lt;br\u0026gt;• Support Producers in building and maintaining strong, trust-based client relationships.\u0026lt;br\u0026gt;• Delegate and coordinate tasks with Assistant Account Managers and Client Coordinators to ensure timely and accurate service delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Marketing \u0026amp;amp; New Business Development Support\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Collaborate with Producers to define marketing strategies, target pricing, and carrier selection.\u0026lt;br\u0026gt;• Collect and analyze client data (e.g., loss runs, exposures, contractual requirements) to prepare comprehensive submissions.\u0026lt;br\u0026gt;• Assist in negotiating coverage terms, premiums, and commissions with carriers.\u0026lt;br\u0026gt;• Utilize PowerBroker AI to generate quote comparisons and assist in proposal development.\u0026lt;br\u0026gt;• Coordinate the delivery of proposals to clients and prospects, but do not act as the primary presenter.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Policy Management \u0026amp;amp; Compliance\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• Maintain accurate and up-to-date client data in the Sagitta Agency Management System.\u0026lt;br\u0026gt;• Request binding of coverage and coordinate with support staff to initiate renewal activities.\u0026lt;br\u0026gt;• Ensure all documentation (quotes, binders, bind requests, etc.) is accurately saved in ImageRight and workflows are followed for both new and renewal business.\u0026lt;br\u0026gt;• Prepare Broker of Record letters in accordance with established procedures.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Renewal Process Management\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;• 150 Days Out: Oversee renewal solicitation by Assistant Client Manager; meet with Producer to establish preliminary marketing strategy.\u0026lt;br\u0026gt;• 120 Days Out: Submit to early-accepting carriers; review loss summaries with Producer.\u0026lt;br\u0026gt;• 90 Days Out: Submit to all identified markets and begin follow-up.\u0026lt;br\u0026gt;• 60 Days Out: Continue follow-up and provide additional information as needed.\u0026lt;br\u0026gt;• 30 Days Out: Finalize quotes and prepare proposals for delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL BRING:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• Proven experience in client management, insurance program support, or related roles.\u0026lt;br\u0026gt;• Strong knowledge of insurance coverages, underwriting, and carrier relationships.\u0026lt;br\u0026gt;• Excellent communication, organizational, and coordination skills.\u0026lt;br\u0026gt;• Proficiency in Sagitta, ImageRight, Broker Buddha, and PowerBroker AI.\u0026lt;br\u0026gt;• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.\u0026lt;br\u0026gt;• Demonstrated ability to work collaboratively within a team and support multiple stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;The national average salary for this role is $110,000 to $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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-SP2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4099095002,"name":"GSW Program Business","child_ids":[],"parent_id":4051925002}],"offices":[{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4030470002,"name":"Rancho Cordova, CA","location":"10877 White Rock Road Suite 300,  Rancho Cordova, CA 95670","child_ids":[],"parent_id":4084780002},{"id":4049777002,"name":"Reno, NV (S Virginia)","location":"200 South Virginia St, Suite 450,  Reno, NV 89501","child_ids":[],"parent_id":4084789002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8517317002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6388406002,"location":{"name":"11711 North Meridan St, 7th Fl, Carmel, IN 46032"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8517317002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3585","title":"Commercial Lines Account Manager","company_name":"EPIC Brokers","first_published":"2026-04-21T15:42:16-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;Come join our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Commercial Lines Account Manager works with and supports Producers and the account team within the Construction specialty practice to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business. The role is client-facing and team-focused, leveraging professional skills in commercial property and casualty insurance to enhance and expand large, complex client relationships.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Carmel, Indiana, or Terre Haute, Indiana-Hybrid in office 3 days a week\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Service:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure timely and consistent review of expiration list.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Processes (during non-renewal periods) applications, policies, endorsements, binders, audit requests/review, and other items related to the servicing of clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and compile answers to client’s policy, coverage, exclusions and related questions, incorporating support from other team members as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provides support to Producers and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepares all invoicing and client allocations. Resolve client billing issues with support from team members as appropriate.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provides standard office/administrative support as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains Agency Management Systems in real time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain open items lists with internal and external clients to ensure all deliverables are proactively managed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and maintain, schedules of insurance, summaries of insurance, and coverage illustrations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Consistently establishes and maintains high levels of trust and confidence with clients by promptly responding and resolving client questions and issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meet all quality and timeliness standards in the Agency Management Systems while properly documenting all activity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee AR and AP reports for all assigned accounts, engaging Producer/ Client Advocate, Client Executive as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Access/manage third party certificate sites and carrier websites.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties may be assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Renewals:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Upon review of expiration list and in conjunction with Producer/CA/CE/Senior CM, schedule internal strategy meeting. Document meeting and subsequent next-steps with internal team.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support Producer/CA/CE/Senior CM/Broking Team with external strategy meeting presentation and materials.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and review current program and expiring exposures for information gathering process with client.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Request updated exposures from client and coordinate client responses with multiple client contacts as required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Compile loss summaries for renewals and on ad-hoc basis as required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support submission process as required by assigned accounts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate proposal process in conjunction with Producer/CA/CE/Senior CM/Broking as required by assigned accounts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage policy checking process, including carrier corrections as needed, and policy delivery to clients within established timeframe.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate binding and post-binding processes, including order to bind, confirmation of coverage, evidence of coverage, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtain premium financing options, invoice the renewal and premium allocations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties may be assigned.\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal and written communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Service-oriented with excellent interpersonal skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple priorities in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office and agency systems (Sagitta, ImageRight, CSR24).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-motivated, detail-oriented, and able to work independently.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High school diploma or G.E.D. equivalent required; bachelor’s degree preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 – 5 years of commercial property and casualty insurance experience in a client facing role; construction experience preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional designations (CIC, CRM, ARM, CPCU) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Property and Casualty Broker License\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Valid Driver License\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-SG1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4072117002,"name":"Midwest","child_ids":[],"parent_id":null}],"offices":[{"id":4083695002,"name":"Carmel, IN","location":"11711 North Meridan St, 7th Fl, Carmel, IN 46032","child_ids":[],"parent_id":4084777002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8555550002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6417354002,"location":{"name":"Remote US Based"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Remote From Home","value_type":"single_select"}],"id":8555550002,"updated_at":"2026-06-01T16:58:21-04:00","requisition_id":"3716","title":"Communications Consultant (Employee Benefits)","company_name":"EPIC Brokers","first_published":"2026-05-20T12:10:51-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Overview\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The Communications Consultant will lead employee communication initiatives within EPIC’s national Communication \u0026amp;amp; Engagement (C\u0026amp;amp;E) practice. This role is responsible for developing and executing strategic, multi-channel communication campaigns that support clients’ employee engagement and benefits education goals.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a highly consultative position that partners closely with internal teams and clients, directly impacting the success of EPIC’s Employee Benefits practice and long-term client relationships.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic consultant for employee-facing benefits communications, from initial concept through execution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with C\u0026amp;amp;E colleagues, EPIC account teams, and clients to develop communication strategies, content, and campaign plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create clear, compelling, and engaging communications across multiple channels, including digital, print, and in-person formats\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translate complex benefits information into easy-to-understand messaging that drives employee action and engagement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure all content meets high editorial standards and is optimized for both audience and delivery channel\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage multiple projects simultaneously, establishing priorities and workflows to ensure timely, accurate delivery\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with and oversee third-party vendors supporting print, digital, and online communication initiatives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Play a key role in building, maintaining, and managing content libraries and communication assets\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications \u0026amp;amp; Experience\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Communications, Marketing, or a related field (or equivalent experience)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;5–8 years of experience in communications, with a strong preference for employee benefits or healthcare industry experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working in a client-facing or consultative environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage multiple projects and deadlines in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Key Competencies\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong storytelling ability with a talent for simplifying complex information\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized, self-motivated, and detail-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong project management mindset with the ability to prioritize and manage competing demands\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work effectively under pressure and meet tight deadlines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible, collaborative, and solution-oriented approach to problem-solving\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience developing compelling content; benefits-related content is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work independently while also collaborating across teams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(53, 152, 219);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(53, 152, 219);\u0026quot;\u0026gt;The national average salary for this role is \u0026lt;span style=\u0026quot;color: rgb(45, 194, 107);\u0026quot;\u0026gt;$65,000.00 - $85,000.00\u0026lt;/span\u0026gt; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(53, 152, 219);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;COMPENSATION: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(53, 152, 219);\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-MS2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Remote\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4061486002,"name":"Employee Benefits Operations","child_ids":[],"parent_id":null}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8540752002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6385178002,"location":{"name":"14881 Quorum Drive Suite 850,  Dallas, TX 75254"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8540752002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3573","title":"Consultant - Life, Disability, and Absence","company_name":"EPIC Brokers","first_published":"2026-05-08T09:49:10-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;Come join our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Job Summary\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;The Consultant is a key member of EPIC’s Life, Absence \u0026amp;amp; Disability (LAD) practice and supports the delivery of client engagements across group life, disability, and absence/leave programs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role serves as a day-to-day consulting partner for assigned accounts, helping execute strategy, develop client-ready deliverables, and coordinate vendor and project activities to ensure high-quality outcomes. By leveraging data and analytics, the Consultant identifies improvement opportunities, supports roadmap development, and assists clients in implementing compliant program solutions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Consultant also contributes to RFPs and implementations, supports issue resolution and governance activities, and collaborates with teammates to strengthen practice tools and deliverables.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Client Consulting \u0026amp;amp; Strategy\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support client engagements across group disability, absence management, and life insurance programs, including strategy development, work planning, and execution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with account leaders and client teams to provide analysis, options, and actionable recommendations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate effectively with HR/Benefits stakeholders and vendor partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Plan and facilitate client meetings, including executive-level presentations and readouts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop clear, persuasive client-facing materials\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Market Insights \u0026amp;amp; Analysis\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Research and translate industry trends, benchmarks, emerging solutions, and vendor capabilities into tailored strategies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct benchmarking, financial, and experience analyses across life, leave, disability, and time away programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interpret findings and present data-driven recommendations\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;RFPs, Vendor Management \u0026amp;amp; Implementation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support end-to-end RFP and implementation strategy for insured products and ASO/software services, including:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Market approach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluation framework\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Finalist selection\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contracting support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implementation tracking\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support vendor governance and performance management, including:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Issue identification\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Escalation management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continuous improvement initiatives\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain and enhance vendor intelligence (capabilities, performance insights, market scans)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Program Operations \u0026amp;amp; Compliance\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide consultative guidance on local, state, and federal legislative and regulatory requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist clients in operationalizing compliance and coordinating with vendors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review carrier agreements, policy documents, and service terms to ensure alignment with benefit design and client intent\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support resolution of claims and service issues across client, vendor, and internal teams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Project Management \u0026amp;amp; Delivery\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage multiple concurrent client initiatives and annual deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish timelines, assign resources, and manage risks to ensure high-quality, on-time outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee development and delivery of LAD communications (e.g., enrollment materials, leave program updates)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Practice Development\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop client deliverables and internal practice collateral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to thought leadership, training, and best practices within the LAD practice\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support development and maintenance of standardized tools (e.g., RFP templates, benchmarking reports, cost models)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide specialized consulting support in areas such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Vendor procurement strategy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid family and company leave programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Statutory program design/review\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life with Long-Term Care programs\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of experience within Life, Absence \u0026amp;amp; Disability (LAD), supporting large group life, disability, and absence/leave programs (carrier, consulting, and/or brokerage)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong knowledge of federal and state leave and disability regulations, with the ability to translate requirements into operational guidance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of integrations across carriers/TPAs and client systems (payroll, HRIS, benefits administration, leave platforms)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong project management skills (scope, timelines, risk management, quality execution)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience supporting RFPs, vendor evaluation/selection, and contract considerations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong client service and communication skills, including presenting to senior stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to translate complex or technical concepts into clear, actionable insights\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly collaborative, proactive, and detail-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced proficiency in Microsoft Excel, PowerPoint, and Teams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Education \u0026amp;amp; Credentials\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree or equivalent experience required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced degree and/or industry designations are a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Resident State Life \u0026amp;amp; Health license required (or must be obtained within 90 days of hire)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generous Paid Time off\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;\u0026lt;em\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#Hybrid\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-MS2\u0026lt;/p\u0026gt;","departments":[{"id":4061486002,"name":"Employee Benefits Operations","child_ids":[],"parent_id":null}],"offices":[{"id":4044804002,"name":"Atlanta, GA","location":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328","child_ids":[],"parent_id":4084769002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8496848002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6385178002,"location":{"name":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8496848002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3573","title":"Consultant - Life, Disability, and Absence","company_name":"EPIC Brokers","first_published":"2026-04-07T13:10:23-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;Come join our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Job Summary\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;The Consultant is a key member of EPIC’s Life, Absence \u0026amp;amp; Disability (LAD) practice and supports the delivery of client engagements across group life, disability, and absence/leave programs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role serves as a day-to-day consulting partner for assigned accounts, helping execute strategy, develop client-ready deliverables, and coordinate vendor and project activities to ensure high-quality outcomes. By leveraging data and analytics, the Consultant identifies improvement opportunities, supports roadmap development, and assists clients in implementing compliant program solutions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Consultant also contributes to RFPs and implementations, supports issue resolution and governance activities, and collaborates with teammates to strengthen practice tools and deliverables.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Client Consulting \u0026amp;amp; Strategy\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support client engagements across group disability, absence management, and life insurance programs, including strategy development, work planning, and execution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with account leaders and client teams to provide analysis, options, and actionable recommendations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate effectively with HR/Benefits stakeholders and vendor partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Plan and facilitate client meetings, including executive-level presentations and readouts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop clear, persuasive client-facing materials\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Market Insights \u0026amp;amp; Analysis\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Research and translate industry trends, benchmarks, emerging solutions, and vendor capabilities into tailored strategies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct benchmarking, financial, and experience analyses across life, leave, disability, and time away programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interpret findings and present data-driven recommendations\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;RFPs, Vendor Management \u0026amp;amp; Implementation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support end-to-end RFP and implementation strategy for insured products and ASO/software services, including:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Market approach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluation framework\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Finalist selection\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contracting support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implementation tracking\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support vendor governance and performance management, including:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Issue identification\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Escalation management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continuous improvement initiatives\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain and enhance vendor intelligence (capabilities, performance insights, market scans)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Program Operations \u0026amp;amp; Compliance\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide consultative guidance on local, state, and federal legislative and regulatory requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist clients in operationalizing compliance and coordinating with vendors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review carrier agreements, policy documents, and service terms to ensure alignment with benefit design and client intent\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support resolution of claims and service issues across client, vendor, and internal teams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Project Management \u0026amp;amp; Delivery\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage multiple concurrent client initiatives and annual deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish timelines, assign resources, and manage risks to ensure high-quality, on-time outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee development and delivery of LAD communications (e.g., enrollment materials, leave program updates)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Practice Development\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop client deliverables and internal practice collateral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to thought leadership, training, and best practices within the LAD practice\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support development and maintenance of standardized tools (e.g., RFP templates, benchmarking reports, cost models)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide specialized consulting support in areas such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Vendor procurement strategy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid family and company leave programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Statutory program design/review\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life with Long-Term Care programs\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of experience within Life, Absence \u0026amp;amp; Disability (LAD), supporting large group life, disability, and absence/leave programs (carrier, consulting, and/or brokerage)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong knowledge of federal and state leave and disability regulations, with the ability to translate requirements into operational guidance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of integrations across carriers/TPAs and client systems (payroll, HRIS, benefits administration, leave platforms)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong project management skills (scope, timelines, risk management, quality execution)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience supporting RFPs, vendor evaluation/selection, and contract considerations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong client service and communication skills, including presenting to senior stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to translate complex or technical concepts into clear, actionable insights\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly collaborative, proactive, and detail-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced proficiency in Microsoft Excel, PowerPoint, and Teams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Education \u0026amp;amp; Credentials\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree or equivalent experience required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced degree and/or industry designations are a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Resident State Life \u0026amp;amp; Health license required (or must be obtained within 90 days of hire)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generous Paid Time off\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;\u0026lt;em\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#Hybrid\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-MS2\u0026lt;/p\u0026gt;","departments":[{"id":4061486002,"name":"Employee Benefits Operations","child_ids":[],"parent_id":null}],"offices":[{"id":4044804002,"name":"Atlanta, GA","location":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328","child_ids":[],"parent_id":4084769002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8540768002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6385178002,"location":{"name":"1250 S. Capital of Texas Hwy Building 1, Suite 470 Austin, TX 78746"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8540768002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3573","title":"Consultant - Life, Disability, and Absence","company_name":"EPIC Brokers","first_published":"2026-05-08T09:53:07-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;Come join our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Job Summary\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;The Consultant is a key member of EPIC’s Life, Absence \u0026amp;amp; Disability (LAD) practice and supports the delivery of client engagements across group life, disability, and absence/leave programs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role serves as a day-to-day consulting partner for assigned accounts, helping execute strategy, develop client-ready deliverables, and coordinate vendor and project activities to ensure high-quality outcomes. By leveraging data and analytics, the Consultant identifies improvement opportunities, supports roadmap development, and assists clients in implementing compliant program solutions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Consultant also contributes to RFPs and implementations, supports issue resolution and governance activities, and collaborates with teammates to strengthen practice tools and deliverables.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Client Consulting \u0026amp;amp; Strategy\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support client engagements across group disability, absence management, and life insurance programs, including strategy development, work planning, and execution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with account leaders and client teams to provide analysis, options, and actionable recommendations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate effectively with HR/Benefits stakeholders and vendor partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Plan and facilitate client meetings, including executive-level presentations and readouts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop clear, persuasive client-facing materials\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Market Insights \u0026amp;amp; Analysis\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Research and translate industry trends, benchmarks, emerging solutions, and vendor capabilities into tailored strategies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct benchmarking, financial, and experience analyses across life, leave, disability, and time away programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interpret findings and present data-driven recommendations\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;RFPs, Vendor Management \u0026amp;amp; Implementation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support end-to-end RFP and implementation strategy for insured products and ASO/software services, including:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Market approach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluation framework\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Finalist selection\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contracting support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implementation tracking\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support vendor governance and performance management, including:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Issue identification\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Escalation management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continuous improvement initiatives\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain and enhance vendor intelligence (capabilities, performance insights, market scans)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Program Operations \u0026amp;amp; Compliance\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide consultative guidance on local, state, and federal legislative and regulatory requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist clients in operationalizing compliance and coordinating with vendors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review carrier agreements, policy documents, and service terms to ensure alignment with benefit design and client intent\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support resolution of claims and service issues across client, vendor, and internal teams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Project Management \u0026amp;amp; Delivery\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage multiple concurrent client initiatives and annual deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish timelines, assign resources, and manage risks to ensure high-quality, on-time outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee development and delivery of LAD communications (e.g., enrollment materials, leave program updates)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Practice Development\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop client deliverables and internal practice collateral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to thought leadership, training, and best practices within the LAD practice\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support development and maintenance of standardized tools (e.g., RFP templates, benchmarking reports, cost models)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide specialized consulting support in areas such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Vendor procurement strategy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid family and company leave programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Statutory program design/review\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life with Long-Term Care programs\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of experience within Life, Absence \u0026amp;amp; Disability (LAD), supporting large group life, disability, and absence/leave programs (carrier, consulting, and/or brokerage)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong knowledge of federal and state leave and disability regulations, with the ability to translate requirements into operational guidance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of integrations across carriers/TPAs and client systems (payroll, HRIS, benefits administration, leave platforms)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong project management skills (scope, timelines, risk management, quality execution)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience supporting RFPs, vendor evaluation/selection, and contract considerations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong client service and communication skills, including presenting to senior stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to translate complex or technical concepts into clear, actionable insights\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly collaborative, proactive, and detail-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced proficiency in Microsoft Excel, PowerPoint, and Teams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Education \u0026amp;amp; Credentials\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree or equivalent experience required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced degree and/or industry designations are a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Resident State Life \u0026amp;amp; Health license required (or must be obtained within 90 days of hire)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generous Paid Time off\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;\u0026lt;em\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#Hybrid\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-MS2\u0026lt;/p\u0026gt;","departments":[{"id":4061486002,"name":"Employee Benefits Operations","child_ids":[],"parent_id":null}],"offices":[{"id":4044804002,"name":"Atlanta, GA","location":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328","child_ids":[],"parent_id":4084769002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8571602002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6423654002,"location":{"name":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8571602002,"updated_at":"2026-06-01T17:19:59-04:00","requisition_id":"3744","title":"Contracts Attorney","company_name":"EPIC Brokers","first_published":"2026-06-01T17:19:59-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;C\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;ome join our team!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;EPIC Insurance Brokers \u0026amp;amp; Consultants is seeking an attorney with experience in contracts, insurance, or construction to serve as a \u0026lt;strong\u0026gt;Construction Risk Management Contracts Attorney \u0026lt;/strong\u0026gt;on our team of Property \u0026amp;amp; Casualty insurance brokers in Birmingham, Alabama. This is an excellent opportunity for a career-minded individual who desires to make a meaningful contribution to our organization, and most importantly, to our clients. Our firm’s remarkably high retention rate means that your expertise and interpersonal skills will be recognized and appreciated by our team and our clients.\u0026amp;nbsp;In your role as a Construction Risk Management Contract Analyst, you will use your legal background to assist our specialty construction contractor clients with contractual risk identification and management, insurance coverage issues, and P\u0026amp;amp;C insurance program design.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Licensed attorney with \u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;at least 3+ years of relevant legal experience (required).\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Experience working with construction contractors or litigating claims for construction contractors is nice to have, but not required.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Candidates with strong, professional communication skills - both written and verbal - to interact with all levels of the internal organization, as well as external clients.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Strong time management skills and self-starter, someone who understands what needs to be done and proactively takes it on.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Eagerness and hunger to learn and grow.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Positive and outgoing disposition, great team player.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;HYBRID \u0026lt;/strong\u0026gt;- Candidates able to work at least 3 days a week in our Birmingham, AL office is\u0026amp;nbsp;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;required \u0026lt;/span\u0026gt;(Mondays are required, and 2 other days of the week).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;A detailed list of job duties include (but are not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Contractual Risk Analysis\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Review and analyze construction-related client contracts to identify contractual risk exposures and provide practical advice to clients/prospective clients regarding risk mitigation and the interaction of insurance coverage and contractual risk.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Provide clients with contractual risk-management guidance, strategies, and training.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage with client personnel (including in-house/outside counsel, risk managers, purchasing managers, and other relevant stakeholders as necessary) to assist in development of contractual risk and insurance provisions to ensure proper alignment of contractual risk with the clients’ insurance coverage.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Client Development and Retention\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Work with colleagues to identify coverage gaps and/or contractual exposures in prospective client insurance programs in preparation for capabilities presentations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist in the development of new business, including participating in capabilities presentations, RFP responses, and other business development activities in-person or via videoconferencing.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage regularly with current clients in scheduled EPIC Risk Management Reviews to discuss new exposures, market conditions, significant activities, services performed for clients, open claims status, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Additional Duties \u0026amp;amp; Responsibilities\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Maintain all required legal/insurance licenses or certifications, as well as current knowledge of insurance industry trends.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Attend seminars, workshops, continuing education, and training programs, as necessary and appropriate.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Education, Experience, Licenses/Certifications:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Juris Doctorate degree required from ABA-approved program.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;At least 3 years of experience in contracts management, insurance coverage, construction, and/or other comparable legal experience within a law firm or in-house legal department.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;May be required to obtain Property \u0026amp;amp; Casualty agent/producer license or other professional insurance designations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Obtain IRMI Construction Risk and Insurance Specialist (CRIS) designation within one year of hire.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Required Competencies, Skills, and Abilities\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to effectively build relationships with clients, carriers, and peers; position requires teamwork, poise, tact, and diplomacy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong contract review skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent time management, organizational, and multi-tasking skills, with high attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Work in fast-paced environment while managing multiple competing tasks and demands\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to work both independently and in cross-functional teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong written and verbal communication, presentation, and public speaking skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proficiency in Microsoft Office Products (Outlook, Word, Excel, PowerPoint)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to handle sensitive and confidential situations with sound judgment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;May be required to work extra hours with no restrictions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;(3744)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051925002,"name":"National Specialty","child_ids":[4099095002],"parent_id":null}],"offices":[{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8540765002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6385178002,"location":{"name":"5151 San Felipe, Suite 1800, Houston, TX 77056"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8540765002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3573","title":"Copy of Consultant - Life, Disability, and Absence","company_name":"EPIC Brokers","first_published":"2026-05-08T09:50:30-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;Come join our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Job Summary\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;The Consultant is a key member of EPIC’s Life, Absence \u0026amp;amp; Disability (LAD) practice and supports the delivery of client engagements across group life, disability, and absence/leave programs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role serves as a day-to-day consulting partner for assigned accounts, helping execute strategy, develop client-ready deliverables, and coordinate vendor and project activities to ensure high-quality outcomes. By leveraging data and analytics, the Consultant identifies improvement opportunities, supports roadmap development, and assists clients in implementing compliant program solutions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Consultant also contributes to RFPs and implementations, supports issue resolution and governance activities, and collaborates with teammates to strengthen practice tools and deliverables.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Client Consulting \u0026amp;amp; Strategy\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support client engagements across group disability, absence management, and life insurance programs, including strategy development, work planning, and execution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with account leaders and client teams to provide analysis, options, and actionable recommendations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate effectively with HR/Benefits stakeholders and vendor partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Plan and facilitate client meetings, including executive-level presentations and readouts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop clear, persuasive client-facing materials\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Market Insights \u0026amp;amp; Analysis\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Research and translate industry trends, benchmarks, emerging solutions, and vendor capabilities into tailored strategies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct benchmarking, financial, and experience analyses across life, leave, disability, and time away programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interpret findings and present data-driven recommendations\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;RFPs, Vendor Management \u0026amp;amp; Implementation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support end-to-end RFP and implementation strategy for insured products and ASO/software services, including:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Market approach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluation framework\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Finalist selection\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contracting support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implementation tracking\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support vendor governance and performance management, including:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Issue identification\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Escalation management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continuous improvement initiatives\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain and enhance vendor intelligence (capabilities, performance insights, market scans)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Program Operations \u0026amp;amp; Compliance\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide consultative guidance on local, state, and federal legislative and regulatory requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist clients in operationalizing compliance and coordinating with vendors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review carrier agreements, policy documents, and service terms to ensure alignment with benefit design and client intent\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support resolution of claims and service issues across client, vendor, and internal teams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Project Management \u0026amp;amp; Delivery\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage multiple concurrent client initiatives and annual deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish timelines, assign resources, and manage risks to ensure high-quality, on-time outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee development and delivery of LAD communications (e.g., enrollment materials, leave program updates)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Practice Development\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop client deliverables and internal practice collateral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to thought leadership, training, and best practices within the LAD practice\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support development and maintenance of standardized tools (e.g., RFP templates, benchmarking reports, cost models)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide specialized consulting support in areas such as:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Vendor procurement strategy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid family and company leave programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Statutory program design/review\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life with Long-Term Care programs\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of experience within Life, Absence \u0026amp;amp; Disability (LAD), supporting large group life, disability, and absence/leave programs (carrier, consulting, and/or brokerage)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong knowledge of federal and state leave and disability regulations, with the ability to translate requirements into operational guidance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of integrations across carriers/TPAs and client systems (payroll, HRIS, benefits administration, leave platforms)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong project management skills (scope, timelines, risk management, quality execution)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience supporting RFPs, vendor evaluation/selection, and contract considerations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong client service and communication skills, including presenting to senior stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to translate complex or technical concepts into clear, actionable insights\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly collaborative, proactive, and detail-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced proficiency in Microsoft Excel, PowerPoint, and Teams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Education \u0026amp;amp; Credentials\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree or equivalent experience required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced degree and/or industry designations are a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Resident State Life \u0026amp;amp; Health license required (or must be obtained within 90 days of hire)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generous Paid Time off\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;\u0026lt;em\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#Hybrid\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-MS2\u0026lt;/p\u0026gt;","departments":[{"id":4061486002,"name":"Employee Benefits Operations","child_ids":[],"parent_id":null}],"offices":[{"id":4044804002,"name":"Atlanta, GA","location":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328","child_ids":[],"parent_id":4084769002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8467116002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6382185002,"location":{"name":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Remote From Home","value_type":"single_select"}],"id":8467116002,"updated_at":"2026-06-04T17:40:37-04:00","requisition_id":"3564","title":"Data \u0026 Analytics Solutions Consultant","company_name":"EPIC Brokers","first_published":"2026-04-01T18:06:29-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Analytics Technology Solutions Lead — Commercial Insurance\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A unique opportunity to join specialization-driven, client-focused commercial insurance brokerage to develop and deploy analytics applications of the future!\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We are looking for \u0026lt;strong\u0026gt;an Analytics Technology Solutions Lead (Data \u0026amp;amp; Analytics Solutions Consultant) \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;understand actuarial intricacies of the business,\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt; you will thrive in this role!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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 \u0026lt;em\u0026gt;(for a full list, visit: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/locations/)\u0026quot;\u0026gt;https://www.epicbrokers.com/about/locations/)\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Design and lead full-stack development of analytics applications using Python, Dash, and Fast API hosted on Databricks and Azure from architecture through production.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build broker-facing UIs that are intuitive and produce client-ready deliverables with limited analyst intervention.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop and maintain data pipelines and adapters that ingest, normalize, and quality-check data from clients, carriers and third-party sources.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Apply CI/CD practices across both pipeline and application deployments and maintain governance and auditability standards appropriate for client-facing work.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Collaborate with data engineering partners on scalable architecture that supports growing benchmarking and modeling workloads.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Partner with Business Analysts to translate brokerage workflows into application requirements and data architecture decisions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage directly with brokers and client executives to understand value of analytics in deal cycles and develop modular architecture for variety of solutions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Working with change management leads, create adoption plans, training materials, and feedback mechanisms for every tool shipped.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Core Skills:\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Python/Dash: Expert-level proficiency for application development, data pipelines, statistical modeling, API development, and application logic — this is your primary tool\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Database: Deep SQL expertise with relational and columnar environments; comfort with large underwriting, loss and related data domains.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Actuarial \u0026amp;amp; Data Science: Working knowledge of building, evaluating, and deploying actuarial analysis and models.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;APIs and more: Continuous experience with web frameworks (Fast API, Flask, JavaScript, React). You build working applications, not just notebooks.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Cloud: Hands-on experience with Databricks, Azure, or equivalent cloud data platforms for deploying and managing CI/CD pipelines.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Work Experience and Education:\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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 \u0026amp;amp; analytics solutions in a process driven environment.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Bachelor’s degree in computer science or any quantitative engineering, Master\u0026#39;s degree is preferred.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Domain Expertise:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Demonstrated experience working with Business Analysts to convert workflow requirements into application specifications.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Comfort operating within a change management framework where adoption is part of the solution development and not an afterthought.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Ability to present technical work to non-technical audiences: brokers, practice leaders, and client risk managers\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Familiarity with ACORD data standards or commercial lines data normalization\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;(3564)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031346002,"name":"Information Technology","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8492972002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6382185002,"location":{"name":"14881 Quorum Drive Suite 850,  Dallas, TX 75254"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Remote From Home","value_type":"single_select"}],"id":8492972002,"updated_at":"2026-06-04T17:40:37-04:00","requisition_id":"3564","title":"Data \u0026 Analytics Solutions Consultant","company_name":"EPIC Brokers","first_published":"2026-04-02T17:22:54-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Analytics Technology Solutions Lead — Commercial Insurance\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A unique opportunity to join specialization-driven, client-focused commercial insurance brokerage to develop and deploy analytics applications of the future!\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We are looking for \u0026lt;strong\u0026gt;an Analytics Technology Solutions Lead (Data \u0026amp;amp; Analytics Solutions Consultant) \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;understand actuarial intricacies of the business,\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt; you will thrive in this role!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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 \u0026lt;em\u0026gt;(for a full list, visit: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/locations/)\u0026quot;\u0026gt;https://www.epicbrokers.com/about/locations/)\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Design and lead full-stack development of analytics applications using Python, Dash, and Fast API hosted on Databricks and Azure from architecture through production.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build broker-facing UIs that are intuitive and produce client-ready deliverables with limited analyst intervention.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop and maintain data pipelines and adapters that ingest, normalize, and quality-check data from clients, carriers and third-party sources.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Apply CI/CD practices across both pipeline and application deployments and maintain governance and auditability standards appropriate for client-facing work.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Collaborate with data engineering partners on scalable architecture that supports growing benchmarking and modeling workloads.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Partner with Business Analysts to translate brokerage workflows into application requirements and data architecture decisions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage directly with brokers and client executives to understand value of analytics in deal cycles and develop modular architecture for variety of solutions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Working with change management leads, create adoption plans, training materials, and feedback mechanisms for every tool shipped.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Core Skills:\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Python/Dash: Expert-level proficiency for application development, data pipelines, statistical modeling, API development, and application logic — this is your primary tool\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Database: Deep SQL expertise with relational and columnar environments; comfort with large underwriting, loss and related data domains.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Actuarial \u0026amp;amp; Data Science: Working knowledge of building, evaluating, and deploying actuarial analysis and models.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;APIs and more: Continuous experience with web frameworks (Fast API, Flask, JavaScript, React). You build working applications, not just notebooks.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Cloud: Hands-on experience with Databricks, Azure, or equivalent cloud data platforms for deploying and managing CI/CD pipelines.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Work Experience and Education:\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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 \u0026amp;amp; analytics solutions in a process driven environment.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Bachelor’s degree in computer science or any quantitative engineering, Master\u0026#39;s degree is preferred.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Domain Expertise:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Demonstrated experience working with Business Analysts to convert workflow requirements into application specifications.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Comfort operating within a change management framework where adoption is part of the solution development and not an afterthought.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Ability to present technical work to non-technical audiences: brokers, practice leaders, and client risk managers\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Familiarity with ACORD data standards or commercial lines data normalization\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;(3564)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031346002,"name":"Information Technology","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8492971002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6382185002,"location":{"name":"25 Deforest Avenue,  Suite 203, Summit, NJ 07901-2140"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Remote From Home","value_type":"single_select"}],"id":8492971002,"updated_at":"2026-06-04T17:40:37-04:00","requisition_id":"3564","title":"Data \u0026 Analytics Solutions Consultant","company_name":"EPIC Brokers","first_published":"2026-04-02T17:22:20-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Analytics Technology Solutions Lead — Commercial Insurance\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A unique opportunity to join specialization-driven, client-focused commercial insurance brokerage to develop and deploy analytics applications of the future!\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We are looking for \u0026lt;strong\u0026gt;an Analytics Technology Solutions Lead (Data \u0026amp;amp; Analytics Solutions Consultant) \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;understand actuarial intricacies of the business,\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt; you will thrive in this role!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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 \u0026lt;em\u0026gt;(for a full list, visit: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/locations/)\u0026quot;\u0026gt;https://www.epicbrokers.com/about/locations/)\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Design and lead full-stack development of analytics applications using Python, Dash, and Fast API hosted on Databricks and Azure from architecture through production.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build broker-facing UIs that are intuitive and produce client-ready deliverables with limited analyst intervention.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop and maintain data pipelines and adapters that ingest, normalize, and quality-check data from clients, carriers and third-party sources.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Apply CI/CD practices across both pipeline and application deployments and maintain governance and auditability standards appropriate for client-facing work.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Collaborate with data engineering partners on scalable architecture that supports growing benchmarking and modeling workloads.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Partner with Business Analysts to translate brokerage workflows into application requirements and data architecture decisions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage directly with brokers and client executives to understand value of analytics in deal cycles and develop modular architecture for variety of solutions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Working with change management leads, create adoption plans, training materials, and feedback mechanisms for every tool shipped.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Core Skills:\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Python/Dash: Expert-level proficiency for application development, data pipelines, statistical modeling, API development, and application logic — this is your primary tool\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Database: Deep SQL expertise with relational and columnar environments; comfort with large underwriting, loss and related data domains.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Actuarial \u0026amp;amp; Data Science: Working knowledge of building, evaluating, and deploying actuarial analysis and models.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;APIs and more: Continuous experience with web frameworks (Fast API, Flask, JavaScript, React). You build working applications, not just notebooks.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Cloud: Hands-on experience with Databricks, Azure, or equivalent cloud data platforms for deploying and managing CI/CD pipelines.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Work Experience and Education:\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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 \u0026amp;amp; analytics solutions in a process driven environment.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Bachelor’s degree in computer science or any quantitative engineering, Master\u0026#39;s degree is preferred.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Domain Expertise:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Demonstrated experience working with Business Analysts to convert workflow requirements into application specifications.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Comfort operating within a change management framework where adoption is part of the solution development and not an afterthought.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Ability to present technical work to non-technical audiences: brokers, practice leaders, and client risk managers\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Familiarity with ACORD data standards or commercial lines data normalization\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;(3564)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031346002,"name":"Information Technology","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8492969002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6382185002,"location":{"name":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Remote From Home","value_type":"single_select"}],"id":8492969002,"updated_at":"2026-06-04T17:40:37-04:00","requisition_id":"3564","title":"Data \u0026 Analytics Solutions Consultant","company_name":"EPIC Brokers","first_published":"2026-04-02T17:21:55-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Analytics Technology Solutions Lead — Commercial Insurance\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A unique opportunity to join specialization-driven, client-focused commercial insurance brokerage to develop and deploy analytics applications of the future!\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We are looking for \u0026lt;strong\u0026gt;an Analytics Technology Solutions Lead (Data \u0026amp;amp; Analytics Solutions Consultant) \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;understand actuarial intricacies of the business,\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt; you will thrive in this role!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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 \u0026lt;em\u0026gt;(for a full list, visit: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/locations/)\u0026quot;\u0026gt;https://www.epicbrokers.com/about/locations/)\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Design and lead full-stack development of analytics applications using Python, Dash, and Fast API hosted on Databricks and Azure from architecture through production.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build broker-facing UIs that are intuitive and produce client-ready deliverables with limited analyst intervention.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop and maintain data pipelines and adapters that ingest, normalize, and quality-check data from clients, carriers and third-party sources.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Apply CI/CD practices across both pipeline and application deployments and maintain governance and auditability standards appropriate for client-facing work.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Collaborate with data engineering partners on scalable architecture that supports growing benchmarking and modeling workloads.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Partner with Business Analysts to translate brokerage workflows into application requirements and data architecture decisions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage directly with brokers and client executives to understand value of analytics in deal cycles and develop modular architecture for variety of solutions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Working with change management leads, create adoption plans, training materials, and feedback mechanisms for every tool shipped.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Core Skills:\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Python/Dash: Expert-level proficiency for application development, data pipelines, statistical modeling, API development, and application logic — this is your primary tool\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Database: Deep SQL expertise with relational and columnar environments; comfort with large underwriting, loss and related data domains.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Actuarial \u0026amp;amp; Data Science: Working knowledge of building, evaluating, and deploying actuarial analysis and models.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;APIs and more: Continuous experience with web frameworks (Fast API, Flask, JavaScript, React). You build working applications, not just notebooks.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Cloud: Hands-on experience with Databricks, Azure, or equivalent cloud data platforms for deploying and managing CI/CD pipelines.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Work Experience and Education:\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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 \u0026amp;amp; analytics solutions in a process driven environment.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Bachelor’s degree in computer science or any quantitative engineering, Master\u0026#39;s degree is preferred.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Domain Expertise:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Demonstrated experience working with Business Analysts to convert workflow requirements into application specifications.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Comfort operating within a change management framework where adoption is part of the solution development and not an afterthought.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Ability to present technical work to non-technical audiences: brokers, practice leaders, and client risk managers\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Familiarity with ACORD data standards or commercial lines data normalization\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;(3564)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031346002,"name":"Information Technology","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8510413002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6362372002,"location":{"name":"5151 San Felipe, Suite 1800, Houston, TX 77056"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8510413002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3469","title":"Divisional Growth Marketing Manager","company_name":"EPIC Brokers","first_published":"2026-04-16T12:32:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY JOIN US?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp;15th Largest Broker in US\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp;Voted \u0026quot; Best Place to Work\u0026quot; in the Insurance Industry\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp;Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellbeing Programs, Employee Award Programs (Trips!).\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As EPIC’s Marketing Manager for the Employee Benefits division, you will be the driving force behind our content-based marketing strategy. You own the development, execution, and optimization of marketing (educational, sales etc) campaigns that directly influence revenue growth.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You are closely partnered with sales leaders and subject matter experts to translate complex business needs into high impact marketing actions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You build programs that elevate brand visibility, generate new business, and strengthen client relationships. With a sharp command of KPIs and emerging trends across digital, PR, and social channels, you guide a matrixed team to plan and launch campaigns that deliver measurable results.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Define \u0026amp;amp; Drive Overall Strategic Direction\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with marketing and business leaders to manage and execute an annual marketing plan that achieves business goals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Present comprehensive strategic plan, editorial calendar, and channel optimization each year.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Maintain \u0026amp;amp; Evolve Foundational Brand/Market Positioning\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Maintain product positioning frameworks so that marketing, sales, and sales operations are up to date on the latest positioning based on new-to-market innovation.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Lead Content Strategy \u0026amp;amp; Messaging Architecture\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Create content management strategy to ensure messaging is clear, engaging, relevant, consistent, and actionable. Proactively answer “What’s in it for me?” to differentiate the brand.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Develop Thought Leadership \u0026amp;amp; Market Credibility\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Create thought leadership programs to increase brand/product recognition, improve sales solution awareness, and build credibility. Apply content across multiple digital and PR channels.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Align With Leaders to Drive Innovation \u0026amp;amp; Growth\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Act as liaison with business and sales leaders to target opportunities for content development and marketing innovation. Responsible for obtaining program approvals.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Build Influence \u0026amp;amp; Cross–Functional Relationships\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build trusted, influential relationships with peers, sales leaders, and subject matter experts.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Identify \u0026amp;amp; Interpret KPIs to Drive Strategic Decisions.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify and analyze key performance indicators for campaigns, public relations, population targeting, and optimization. Work with internal data teams to build KPIs and evaluate results.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Develop \u0026amp;amp; Execute Integrated Marketing Campaigns\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop and execute marketing campaigns that include the use of content (e.g., case studies, white papers, webinars), direct mail, digital marketing, and public relations. Establish measurable campaign goals and utilize various reporting mechanisms to evaluate results.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Lead Brand Stewardship \u0026amp;amp; Change Advocacy\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Be a brand ambassador and lead by example with innovative problem-solving and collaboration. Advocate change while keeping our company goals and brand standards omnipresent.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Support PR \u0026amp;amp; Visibility Efforts\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with the public relations team to gain speaking engagements, awards, endorsements, and byline/quote opportunities.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Support Events \u0026amp;amp; Presentation Materials\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensuring identified tradeshow and speaking engagements are supported with modern presentations, displays, and handouts.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Salesforce or similar CRM platforms (or strong willingness to learn)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong experience with email marketing platforms (e.g., Pardot, Salesforce Marketing Cloud, HubSpot, Marketo) and campaign management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in marketing, Communications, Journalism, or a related field, with 7+ years\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in complex B2B environments such as employee benefits, insurance, or pharmacy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You’re a strategic marketer who translates business priorities into clear positioning, compelling narratives, and integrated marketing plans. You collaborate deeply with sales and business leaders, influence direction without authority, and understand the full marketing ecosystem—from content and digital to PR, events, and demand generation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You bring a data driven mindset, define and interpret KPIs, and refine strategy based on performance insights. You plan effectively—building annual roadmaps, editorial strategies, and campaigns—and you operate confidently in a fast moving, matrixed environment. Strong executive communication, a bias for modernizing processes, and comfort with marketing operations tools are essential. Travel as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Willingness to travel as needed to support key initiatives, stakeholder relationships, and industry presence.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;PHYSICAL DEMANDS:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Some physical labor may be required for specific events, the ability to lift 25 – 50 lbs. overhead maybe required.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-MS2\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-Hybrid\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4061486002,"name":"Employee Benefits Operations","child_ids":[],"parent_id":null}],"offices":[{"id":4014781002,"name":"Dallas, TX","location":"14881 Quorum Drive Suite 850,  Dallas, TX 75254","child_ids":[],"parent_id":4084770002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8418342002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6362372002,"location":{"name":"14881 Quorum Drive Suite 850,  Dallas, TX 75254"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8418342002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3469","title":"Divisional Growth Marketing Manager","company_name":"EPIC Brokers","first_published":"2026-02-23T14:51:46-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY JOIN US?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp;15th Largest Broker in US\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp;Voted \u0026quot; Best Place to Work\u0026quot; in the Insurance Industry\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp;Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellbeing Programs, Employee Award Programs (Trips!).\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As EPIC’s Marketing Manager for the Employee Benefits division, you will be the driving force behind our content-based marketing strategy. You own the development, execution, and optimization of marketing (educational, sales etc) campaigns that directly influence revenue growth.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You are closely partnered with sales leaders and subject matter experts to translate complex business needs into high impact marketing actions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You build programs that elevate brand visibility, generate new business, and strengthen client relationships. With a sharp command of KPIs and emerging trends across digital, PR, and social channels, you guide a matrixed team to plan and launch campaigns that deliver measurable results.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Define \u0026amp;amp; Drive Overall Strategic Direction\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with marketing and business leaders to manage and execute an annual marketing plan that achieves business goals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Present comprehensive strategic plan, editorial calendar, and channel optimization each year.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Maintain \u0026amp;amp; Evolve Foundational Brand/Market Positioning\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Maintain product positioning frameworks so that marketing, sales, and sales operations are up to date on the latest positioning based on new-to-market innovation.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Lead Content Strategy \u0026amp;amp; Messaging Architecture\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Create content management strategy to ensure messaging is clear, engaging, relevant, consistent, and actionable. Proactively answer “What’s in it for me?” to differentiate the brand.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Develop Thought Leadership \u0026amp;amp; Market Credibility\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Create thought leadership programs to increase brand/product recognition, improve sales solution awareness, and build credibility. Apply content across multiple digital and PR channels.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Align With Leaders to Drive Innovation \u0026amp;amp; Growth\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Act as liaison with business and sales leaders to target opportunities for content development and marketing innovation. Responsible for obtaining program approvals.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Build Influence \u0026amp;amp; Cross–Functional Relationships\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build trusted, influential relationships with peers, sales leaders, and subject matter experts.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Identify \u0026amp;amp; Interpret KPIs to Drive Strategic Decisions.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify and analyze key performance indicators for campaigns, public relations, population targeting, and optimization. Work with internal data teams to build KPIs and evaluate results.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Develop \u0026amp;amp; Execute Integrated Marketing Campaigns\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop and execute marketing campaigns that include the use of content (e.g., case studies, white papers, webinars), direct mail, digital marketing, and public relations. Establish measurable campaign goals and utilize various reporting mechanisms to evaluate results.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Lead Brand Stewardship \u0026amp;amp; Change Advocacy\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Be a brand ambassador and lead by example with innovative problem-solving and collaboration. Advocate change while keeping our company goals and brand standards omnipresent.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Support PR \u0026amp;amp; Visibility Efforts\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with the public relations team to gain speaking engagements, awards, endorsements, and byline/quote opportunities.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Support Events \u0026amp;amp; Presentation Materials\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensuring identified tradeshow and speaking engagements are supported with modern presentations, displays, and handouts.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Salesforce or similar CRM platforms (or strong willingness to learn)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong experience with email marketing platforms (e.g., Pardot, Salesforce Marketing Cloud, HubSpot, Marketo) and campaign management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in marketing, Communications, Journalism, or a related field, with 7+ years\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in complex B2B environments such as employee benefits, insurance, or pharmacy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You’re a strategic marketer who translates business priorities into clear positioning, compelling narratives, and integrated marketing plans. You collaborate deeply with sales and business leaders, influence direction without authority, and understand the full marketing ecosystem—from content and digital to PR, events, and demand generation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You bring a data driven mindset, define and interpret KPIs, and refine strategy based on performance insights. You plan effectively—building annual roadmaps, editorial strategies, and campaigns—and you operate confidently in a fast moving, matrixed environment. Strong executive communication, a bias for modernizing processes, and comfort with marketing operations tools are essential. Travel as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Willingness to travel as needed to support key initiatives, stakeholder relationships, and industry presence.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;PHYSICAL DEMANDS:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Some physical labor may be required for specific events, the ability to lift 25 – 50 lbs. overhead maybe required.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-MS2\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-Hybrid\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4061486002,"name":"Employee Benefits Operations","child_ids":[],"parent_id":null}],"offices":[{"id":4014781002,"name":"Dallas, TX","location":"14881 Quorum Drive Suite 850,  Dallas, TX 75254","child_ids":[],"parent_id":4084770002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8554834002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6417044002,"location":{"name":"134 E Washington St, New Castle PA 16101; 31 S. Mercer Street New Castle, PA 16101"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8554834002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3714","title":"Executive Assistant ","company_name":"EPIC Brokers","first_published":"2026-05-19T15:19:37-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Our division of EPIC, Treloar \u0026amp;amp; Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals. We specialize in helping clients secure their financial future through tailored insurance solutions and expert guidance.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Executive Assistant – VP Business Development \u0026amp;amp; VP Operations\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Location\u0026lt;/strong\u0026gt;: New Castle, PA (On-site)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Greater New Castle region, including nearby communities in PA and OH\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;ZIP Codes: 15009, 15010, 16112, 44512, 44403, 16001, 44406, 16066, 16116, 16117, 16127, 16148, 44425, 16137, 16101\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Overview\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;The Executive Assistant (EA) provides high-level administrative and operational support to the Vice President of Business Development and the Vice President of Operations at Treloar \u0026amp;amp; Heisel. This role serves as a trusted partner to executive leadership, enhancing efficiency by centralizing scheduling, communications, meeting preparation, and follow-up activities.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;The EA plays a key role in translating strategic priorities into actionable tasks, ensuring alignment across business development, operations, training, and partner initiatives. Success in this position requires strong judgment, discretion, proactive execution, and the ability to thrive in a fast-paced professional services environment.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Executive \u0026amp;amp; Administrative Support\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Manage complex calendars, schedule meetings, and coordinate travel arrangements\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Prepare agendas, meeting materials, notes, action items, and follow-ups\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Draft and edit professional correspondence, presentations, reports, and executive summaries\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Serve as a communication gatekeeper by prioritizing requests and escalating urgent matters\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Maintain confidentiality of sensitive information and leadership materials\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Identify risks, inconsistencies, or gaps in information presented to leadership\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Business Development, Training \u0026amp;amp; Content Support\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Support sales leadership meetings, conferences, national sales meetings, and training events\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Develop and maintain presentation materials, program outlines, and training resources\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Assist in drafting training content for new hires using executive direction and AI tools\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Generate first-draft scripts, talking points, and educational content for executive review\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Track follow-ups related to strategic relationships and sales initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Operations, Reporting \u0026amp;amp; Leadership Coordination\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Compile and synthesize monthly operational and financial data into executive-ready summaries\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Highlight key insights: what changed, why, and required leadership actions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Prepare presentation materials, briefings, and executive communications\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Develop pre-meeting talking points and post-meeting recap summaries\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Maintain partner updates, including risks, escalations, and key actions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Coordinate cross-functionally with Sales, LDI Processing, P\u0026amp;amp;C, IT, and Finance teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Support tracking and execution of key operational initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Project Management \u0026amp;amp; Microsoft Teams Coordination\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Utilize Microsoft Teams to manage projects, timelines, and cross-functional deliverables\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Translate leadership discussions into initiatives, action plans, and problem statements\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Track risks, dependencies, and decision logs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Prepare tailored status updates for various audiences\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Provide continuity and context on ongoing initiatives and partnerships\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Recruiting, Travel \u0026amp;amp; Event Coordination\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Coordinate interview scheduling and prepare candidate materials in partnership with HR\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Organize national meetings, corporate events, and partner engagements\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Manage travel logistics, including flights, accommodations, and transportation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Coordinate group meals and event logistics\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Prepare detailed itineraries and event summaries\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;5+ years supporting senior executives in a professional services environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Proven ability to manage multiple priorities across senior leaders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Advanced proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and Teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Experience leveraging AI tools for drafting, summarization, and content creation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Excellent written and verbal communication skills with strong attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Core Competencies\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;High level of professionalism, discretion, and sound judgment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Proactive, organized, and solutions-oriented mindset\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Strong problem-solving and critical thinking skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Exceptional time management and prioritization abilities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Ability to thrive in a fast-paced, high-trust environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Strong ownership, accountability, and follow-through\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Role Scope\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;This role is responsible for coordination, drafting, organization, and execution support across executive initiatives. Final ownership of strategy, approvals, compliance, hiring decisions, and external communications remains with executive leadership.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;o\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; 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\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;#LI-SG1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051925002,"name":"National Specialty","child_ids":[4099095002],"parent_id":null}],"offices":[{"id":4056525002,"name":"New Castle, PA (E Washington)","location":"134 E Washington St, New Castle PA 16101","child_ids":[],"parent_id":4084776002},{"id":4130574002,"name":"New Castle, PA (S. Mercer)","location":"31 S. Mercer Street New Castle, PA 16101","child_ids":[],"parent_id":4084776002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8558199002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6418477002,"location":{"name":"1250 S. Capital of Texas Hwy Building 1, Suite 470 Austin, TX 78746"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8558199002,"updated_at":"2026-06-01T14:05:48-04:00","requisition_id":"3719","title":"Executive Assistant to the Director of Annuities","company_name":"EPIC Brokers","first_published":"2026-05-22T12:16:41-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; Hybrid position, Austin, TX\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Executive Assistant to the Director of Annuities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Vanbridge/EPIC Insurance Brokers bridges the gap between insurance and capital markets, enabling our clients to manage risk, enhance strategies, and strengthen long-term financial performance. We go beyond the perceived limits of insurance to maximize its potential. As part of EPIC Insurance Brokers \u0026amp;amp; Consultants, with revenues approaching $2 billion, we\u0026#39;re proud to be consistently recognized as a \u0026quot;best place to work\u0026quot; with exceptional team retention, competitive compensation, and unmatched camaraderie.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our interdisciplinary team of insurance, capital markets, legal, and tax professionals provides concierge-level consulting on estate, business, and financial planning strategies. We serve RIAs, CPA and law firms, family offices, private equity firms, corporations, and high-net-worth individuals who count on us for world-class solutions.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;The Opportunity\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;We are seeking a highly organized, detail-oriented, and proactive Executive Assistant to support the Director of Annuities. This is a dynamic role at the intersection of high-touch client service and sophisticated planning. You\u0026#39;ll serve as the operational backbone of a fast-paced practice, ensuring seamless coordination across client engagements, advisor relationships, and internal teams.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;The ideal candidate thrives under pressure, anticipates needs before they arise, and brings both polish and practicality to everything they do. You\u0026#39;ll gain exposure to advanced insurance concepts, estate planning strategies, and executive benefits using annuity products, making this an exceptional growth opportunity for someone building a career in financial services.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Key Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Executive \u0026amp;amp; Administrative Support\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Provide comprehensive administrative support including calendar management, travel coordination, and meeting preparation\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Prepare and maintain reports, presentations, and documentation with exceptional attention to detail\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Handle confidential information with the utmost integrity and discretion\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Monitor deadlines and ensure timely completion of tasks and projects\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Manage CRM data entry, auditing, and task tracking with accuracy and consistency\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Client \u0026amp;amp; Advisor Coordination\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Coordinate client communications, scheduling, and follow-ups to ensure seamless service delivery\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Prepare materials for client meetings including paperwork, presentations, and supporting documentation\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Serve as a \u0026quot;concierge\u0026quot; liaison between advisors, internal teams, and external partners\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Assist with case design support, sharing concepts and strategies, and scheduling virtual meetings\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Support point-of-sale activities and post-sale relationship nurturing\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Planning \u0026amp;amp; Analysis Support\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Support illustration and case design processes using industry software\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Conduct research and synthesize data to support strategic recommendations\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Required Qualifications\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• 5+ years of experience as an Executive Assistant, Personal Assistant, or similar administrative role\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Bachelor\u0026#39;s degree in business, finance, or related field preferred (or equivalent experience)\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Strong proficiency in Microsoft Office Suite, Excel (formulas, pivot tables, reporting)\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Exceptional organizational skills with demonstrated ability to manage multiple priorities under tight deadlines\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Outstanding written and verbal communication skills\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• High level of discretion, confidentiality, and professional judgment\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Self-driven with a sense of urgency, adaptability, and a results-oriented mindset\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Team-first mentality with a collaborative, supportive approach\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Preferred Qualifications\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Experience in financial services, insurance, or Annuity industry\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Familiarity with CRM systems (Salesforce preferred) and document management tools\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Working knowledge of financial planning software a plus, such as eMoney.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Some understanding of life insurance products, planning concepts, or executive benefits (preferred)\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Life, Health, or FINRA Series 6/63 licenses a plus (or willingness to obtain)\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Experience with virtual meeting platforms (Zoom, MS Teams)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;What We Offer\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Competitive compensation and comprehensive benefits (medical, dental, vision, pharmacy)\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Hybrid work environment with flexibility and work-life balance\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Exposure to sophisticated financial planning and executive benefits strategies\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Clear pathways for professional growth and career advancement\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• A collaborative, supportive culture recognized as a \u0026quot;best place to work\u0026quot;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;• Wellness programs, life and disability insurance, and additional employee benefits\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is $65 000.00 - $80 000.00 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-TM1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051926002,"name":"Financial Services","child_ids":[],"parent_id":null}],"offices":[{"id":4133725002,"name":"Austin, TX (Via Fortuna)","location":"2700 Via Fortuna,  3rd Floor, Suite 375, Austin, TX 78746-7911","child_ids":[],"parent_id":4084770002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8396985002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6352267002,"location":{"name":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8396985002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3406","title":"Experienced Insurance Marketing Account Executive (Broker)","company_name":"EPIC Brokers","first_published":"2026-03-06T15:55:50-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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 e\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;mployees.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! The team works hard \u0026amp;amp; plays hard; their teamwork \u0026amp;amp; culture is a huge part of their success. Their specialty is supporting clients in the commercial construction, infrastructure, \u0026amp;amp; oil \u0026amp;amp; gas industries. This is an exciting opportunity to join a driven, energetic, fun team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Insurance \u0026lt;strong\u0026gt;Senior Marketing Account Executive\u0026#39;s \u0026lt;/strong\u0026gt;(aka Broker or Placement Specialist) is involved throughout the life of the policy - not just at point of new business or renewal, but throughout the year. The Marketing Account Executive builds relationships with clients and carriers to provide high-touch service. The main functions are to provide day-to-day customer services including completing ad hoc projects as needed, responding to client questions, providing insurance program design and risk-related consulting advice, and negotiating and implementing clients’ insurance programs. Marketing Account Executives communicate frequently with clients and provide day-to-day supervision over the coordination and execution of all facets of both the account service plan and routine transactions. In all areas, it is expected that the Marketing Account Executive will actively seek to cultivate, improve and cement a positive client relationship and use the EPIC resources necessary in performing these functions.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; HYBRID - Birmingham, AL: Role will be fully in-office during training \u0026amp;amp; onboarding, then can work 2 days per week from home.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;REQUIRED: Candidates with \u0026lt;strong\u0026gt;at least 5+ years \u0026lt;/strong\u0026gt;of insurance marketing / placement / brokering experience.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Individuals who thrive on collaboration, valuing accountability, and being committed to excellence.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong, professional\u0026amp;nbsp;\u0026lt;strong style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Positive and outgoing disposition,\u0026amp;nbsp;\u0026lt;strong style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;eager to work as a team\u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt; but also functions well working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Assumes ownership of customer concerns and feedback through successful resolution\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Manages renewal process from start through close\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Client facing Insurance Professional\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Ability and confidence to manage renewal and program updates throughout the year for large, complex clients with limited oversight\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Train, develop, and delegate to marketing associates for assistance in efficiently completing renewals and ongoing program management\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Attends pre-renewal meetings and discusses renewal exposures and strategy with service team.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Remarkets accounts as needed per pre-renewal meetings and obtains quotes with other carriers to confirm that the client’s current program is best product option for accounts.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Negotiates renewals with carriers and reviews quotes for accuracy.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Prepares proposals, applications and other necessary policy records and submits applications and renewals to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Binds coverage within company guidelines, maintains accurate and complete files on all policies written, and updates system\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Verifies policy and policy changes information\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Fields and responds promptly to inquiries from client, carriers, and Producers\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Conducts pre-audit analysis and meets with client and carrier personnel at audits and inspections when requested or needed\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Prioritizes work flow and follows standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Assists with the retention of renewing accounts and looks for new sales opportunities by cross-selling and rounding out accounts\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Serves as a resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• May assist with training of other service staff\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Participate in the process of acquiring new business as needed which may include travel to prospective client offices\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Responsible for at least one area of responsibility within marketing team for efficient management and training of all marketing account executives\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• Other duties as assigned.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;• Bachelor’s degree required\u0026lt;br\u0026gt;• Minimum five (5) years’ experience in a commercial agency in client service and/or marketing\u0026lt;br\u0026gt;• Valid Property \u0026amp;amp; Casualty License\u0026lt;br\u0026gt;• Maintain and manage required licensing continuing education requirements\u0026lt;br\u0026gt;• Advanced insurance designation preferred: AAI or CIC\u0026lt;br\u0026gt;• Proficiency with Microsoft products; ability to effectively use other account management tools including Sagitta and ImageRight\u0026lt;br\u0026gt;• Strong customer service skills with an ability to assess insurance coverage needs and make recommendations\u0026lt;br\u0026gt;• Thorough understanding of Commercial Lines underwriting, coverages and risk analysis\u0026lt;br\u0026gt;• Must be detail oriented, excel in a fast-paced environment, able to meet deadlines and work with a sense of urgency\u0026lt;br\u0026gt;• Excellent written and verbal communication skills\u0026lt;br\u0026gt;• Goal oriented and highly self-motivated and resourceful to achieve results\u0026lt;br\u0026gt;• Ability to work independently, as well as collaboratively in a team environment\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;(3406)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051925002,"name":"National Specialty","child_ids":[4099095002],"parent_id":null}],"offices":[{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8432218002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6368109002,"location":{"name":"Remote US Based"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8432218002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3495","title":"Financial/Actuarial Consultant ","company_name":"EPIC Brokers","first_published":"2026-02-27T12:03:10-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ESSENTIAL DUTIES AND RESPONSIBLITIES:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Project client claim data to develop budgets, calculate client rates, benefit costs, and IBNR reserves\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review experience reporting for accuracy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with consultants and account teams to prepare and deliver client financial presentations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assess complex client risk, understanding the strategic implications of the competitive carrier/product marketplace, and make sound underwriting-based assumptions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and oversight of underwriting support team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Renew and market carriers for assigned book of business\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze / negotiate annual renewals and proposals from carriers for accuracy and financial reasonableness\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze client demographics and other data to determine risk and appropriate carrier product solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with product/service quality improvement initiatives as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assists service team in educating clients regarding utilization, carrier reports, and third party vendor applications used to view claims and financial data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Educates service team regarding experience reporting, utilization, carrier reports, self-funding options, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;KEY COMPETENCIES:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of coverages and services regarding employee benefits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, and Excel\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong attention to detail and time management abilities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong ability to multi-task and assign priorities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work effectively and efficiently both with and without direct supervision\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work effectively and efficiently in a team environment as well as independently\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good interpersonal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;EDUCATION and/or EXPERIENCE:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimum of seven years’ experience performing financial analysis at a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must have advanced working knowledge of a variety of Microsoft Office computer software applications to include Windows, Outlook, Word, PowerPoint, and Excel\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be comfortable presenting analysis directly to clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;CERTIFICATES, LICENSES, REGISTRATIONS:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Life and Health License\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Valid Driver License\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Salary and Benefits\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Benefits include full medical, pharmacy, dental, vision, life and disability insurance, paid vacation, sick leave, 401k match and annual bonus potential.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generous Paid Time off\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;https://www.epicbrokers.com/about/epic-careers/.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-MS2\u0026lt;/p\u0026gt;","departments":[{"id":4059629002,"name":"West","child_ids":[],"parent_id":null}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8449693002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6364038002,"location":{"name":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Remote From Home","value_type":"single_select"}],"id":8449693002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3477","title":"HR Compensation Specialist","company_name":"EPIC Brokers","first_published":"2026-03-04T15:30:10-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;This is a brand-new role within EPIC\u0026#39;s HR Department. The \u0026lt;strong\u0026gt;Compensation Analyst \u0026lt;/strong\u0026gt;will play a vital role in\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; \u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Required: \u0026lt;/strong\u0026gt;Candidates with\u0026amp;nbsp;\u0026lt;strong\u0026gt;at least 3 years of relevant work experience in a Compensation-focused role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Tech-savvy individuals\u0026lt;/strong\u0026gt; with strong proficiency in HR-related software programs (HRIS programs as well as compensation-specific software, such as Payfactors).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong data analysis and Microsoft Excel skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Candidates very comfortable with customizing solutions for different scenarios \u0026amp;amp; operating in the grey (not always black \u0026amp;amp; white), flexible with handling unique situations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Humble, hungry \u0026amp;amp; smart team players who love being part of a team but also excel at working independently and being a self-starter.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Compensation Program Administration\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Conduct job evaluations and perform market pricing using benchmark data to support job architecture, leveling, and pay structure maintenance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Participate in annual salary survey submissions and analyze results to recommend structure adjustments and pay strategies.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Administer annual merit, bonus, and salary planning cycles, including data validation, modeling, and communication support.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Data Analysis \u0026amp;amp; Reporting\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Prepare recurring and ad hoc compensation analysis, including pay equity, compression, turnover, and competitive salary assessments.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build compensation dashboards or reporting within HRIS/BI tools (e.g., Workday, UKG, SAP, Oracle, Power BI, Tableau).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop models for compensation scenario planning and cost impact analysis.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Compliance \u0026amp;amp; Governance\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ensure compensation practices comply with federal, state, and local regulations (e.g., FLSA, pay transparency laws).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Support internal audits, external audits, and compensation policy governance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Maintain data accuracy and documentation supporting compensation decisions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Partner Support\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Provide guidance to HR Business Partners and Talent Acquisition on offer development, salary recommendations, and internal equity.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist in designing and administering company-wide incentive programs, short term bonus plans, and recognition programs.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Support Total Rewards initiatives and cross-functional HR projects as assigned.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Required\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Bachelor’s degree in Human Resources, Business, Finance, Economics, or related field.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;3+ years of compensation experience or strong analytical HR background with compensation responsibilities.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Proficiency in Microsoft Excel (v-lookups, pivot tables, modeling) and comfort with HRIS systems.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Strong analytical, problem solving, and quantitative skills.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Ability to communicate complex information clearly to non-technical audiences.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Preferred\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Experience in a mid-sized private company (2,000–7,000 employees) or similar complexity.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Familiarity with salary survey providers (e.g., Mercer, Radford, Willis Towers Watson, Culpepper).\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Knowledge of job architecture frameworks and compensation philosophy design.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Experience with Payfactors comp platform strongly preferred\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;CCP (Certified Compensation Professional) coursework or certification in progress a plus.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;(3477)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031344002,"name":"Human Resources","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8510336002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6399507002,"location":{"name":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"In Office","value_type":"single_select"}],"id":8510336002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3632","title":"Insurance Broker Associate (Non-sales)","company_name":"EPIC Brokers","first_published":"2026-04-17T15:40:14-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! The team works hard \u0026amp;amp; plays hard; their teamwork \u0026amp;amp; culture is a huge part of their success. Their specialty is supporting clients in the commercial construction, infrastructure, \u0026amp;amp; oil \u0026amp;amp; gas industries. This is an exciting opportunity to join a driven, energetic, fun team!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The \u0026lt;strong\u0026gt;Insurance Marketing Associate\u0026#39;s (aka broker associate) \u0026lt;/strong\u0026gt;main responsibilities are to support the Broker/Marketing Account Executive with providing top-notch client services. THIS IS NOT A SALES ROLE. This role assists with producing client submissions, proposals, presentations, insurance summaries \u0026amp;amp; reports. It will also provide day-to-day support with routine inquiries and transactions concerning clients (such as answering phone calls, responding to emails, scanning, and photocopying).\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;HYBRID - Birmingham, AL: Role will be fully in-office during training \u0026amp;amp; onboarding, then can work 1 day per week from home.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;REQUIRED: \u0026lt;/strong\u0026gt;At least 1-2+ years of experience working for an insurance agency, broker or carrier.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong, professional communication skills.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Individuals proficient in Microsoft Excel who can handle frequently running and compiling reports.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;High attention to detail, and the ability to learn and understand software systems quickly.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong, professional \u0026lt;strong style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Positive and outgoing disposition, \u0026lt;strong style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;eager to work as a team\u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt; but also functions well working independently.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Input client information into Sagitta (agency management software system)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Request loss runs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Pre-complete renewal schedules and applications\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Prepare ACORD applications\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create client files on shared server, prepare pre-renewal reports including loss ratio analysis and pre-complete renewal reports\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Prepare confirmations of coverage and insurance program charts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Coordinate with other staff on certificate-holder list\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist with processing and tracking mid-term endorsement requests\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Follow up on underwriter subjectivities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist with program analysis for potential clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist with contract review of insurance requirements\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist with policy workflow process to make sure policies are sent out to clients in a timely fashion\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist quoting using insurer’s online platforms where applicable\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Provide day-to-day support with routine inquires and transactions concerning client\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Serve as a backup when a broker is out of the office\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree preferred, preferably in an insurance-related field\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of agency management system is a plus; Sagitta preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Commercial property and casualty experience is a plus\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Licensed property/casualty insurance agent/broker license; if not already licensed, EPIC will provide the opportunity to get licensed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;(3632)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051925002,"name":"National Specialty","child_ids":[4099095002],"parent_id":null}],"offices":[{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8552130002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6405116002,"location":{"name":"134 E Washington St, New Castle PA 16101"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8552130002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3662","title":"Insurance Services Specialist","company_name":"EPIC Brokers","first_published":"2026-05-15T12:57:04-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Our division of EPIC, Treloar \u0026amp;amp; Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals. We specialize in helping clients secure their financial future through tailored insurance solutions and expert guidance.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION\u0026lt;/strong\u0026gt;: \u0026lt;/span\u0026gt;New Castle, PA\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Nearby Areas / ZIP Codes:\u0026amp;nbsp;Serving the greater New Castle, PA region, including nearby communities in PA and OH:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;15009, 15010, 16112, 44512, 44403, 16001, 44406, 16066, 16116, 16117, 16127, 16148, 44425, 16137, 16101\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Receive communication from insurance companies regarding our clients’ policies and respond accordingly\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Provide courtesy notifications to clients whose premium payments are late\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Assist clients with servicing of existing policies, including:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Beneficiary and ownership changes\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Bank changes\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Premium mode changes\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Duplicate policy requests\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Agent of Record changes\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Coverage reductions\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Over-age policy conversion\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Lapse and reinstatement\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Cancellation\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Death claims\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Update database to reflect policy changes and changes to client contact information\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Communicate with clients’ financial institutions and insurance companies to process collateral assignments of life insurance policies\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Process policy suspension due to military deployment and reinstatement from suspension\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Provide high-quality customer service to established clientele\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;High School Diploma or equivalent required\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Preferred Skills\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;High-level customer service skills\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Superior attention to detail\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Ability to multitask and balance demanding workload in a fast-paced environment\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Strong Microsoft Office skills, especially Outlook and Word\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;#LI-SG1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051925002,"name":"National Specialty","child_ids":[4099095002],"parent_id":null}],"offices":[{"id":4056525002,"name":"New Castle, PA (E Washington)","location":"134 E Washington St, New Castle PA 16101","child_ids":[],"parent_id":4084776002},{"id":4130574002,"name":"New Castle, PA (S. Mercer)","location":"31 S. Mercer Street New Castle, PA 16101","child_ids":[],"parent_id":4084776002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8552146002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6353253002,"location":{"name":"134 E Washington St, New Castle PA 16101"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"In Office","value_type":"single_select"}],"id":8552146002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3416","title":"Lead Generation Specialist  ","company_name":"EPIC Brokers","first_published":"2026-05-15T13:02:11-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Lead Generation Specialist -\u0026lt;/strong\u0026gt;Kickstart Your Career in\u0026amp;nbsp; Sales!\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Location:\u0026lt;/strong\u0026gt; New Castle, PA\u0026amp;nbsp; (Relocation Assistance Provided)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide With locations spread out across the US, our local market knowledge and industry expertise helps support our clients\u0026#39; regional and global needs We have grown very quickly since our founding, and we continue to see growth and succes\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;s thanks to our hard-working and growth-minded employees.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Our division of EPIC, Treloar \u0026amp;amp; Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals. We specialize in helping clients secure their financial future through tailored insurance solutions and expert guidance.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU\u0026#39;LL DO\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;As a Lead Generation Specialist, you’ll be the face of our business. Your mission? Spread the word, build excitement, and create meaningful connections that drive brand awareness and growth. This isn’t a desk job, it’s a dynamic, hands-on role where every day is different. You’ll receive ongoing feedback and coaching to help you refine your skills and achieve your goals. Plus, you’ll have opportunities for advancement within EPIC as you grow and excel in your role.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Your Impact:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Lead and create brand initiatives at conferences, university events, and social functions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Leverage your digital and social media expertise to amplify brand visibility\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Connect with prospects through calls, emails, and social media outreach to generate qualified leads\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Build relationships with key contacts and nurture them into long-term connections\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Partner with marketing teams to develop and execute campaigns and drive sales initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Engage diverse audiences through strategic travel across multiple states\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Success Metrics\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Event attendance and engagement\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Outreach activity (calls, emails, etc.)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Regional brand awareness\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU\u0026#39;LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Bachelor’s degree (Marketing, Communications, or related field a plus)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;A natural networker with strong communication skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Creative energy and a passion for brand building\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Adept at creating and managing social media content\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Comfortable making outreach calls and engaging prospects\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Travel ready for business needs (about 15 weeks/year)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Must pass a background check\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU\u0026#39;LL GET\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Salary:\u0026amp;nbsp;$55,000 base + up to $10,000 year-end bonus\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Relocation Assistance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-SG1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;#LI-Onsite\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051925002,"name":"National Specialty","child_ids":[4099095002],"parent_id":null}],"offices":[{"id":4056525002,"name":"New Castle, PA (E Washington)","location":"134 E Washington St, New Castle PA 16101","child_ids":[],"parent_id":4084776002},{"id":4130574002,"name":"New Castle, PA (S. Mercer)","location":"31 S. Mercer Street New Castle, PA 16101","child_ids":[],"parent_id":4084776002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8565290002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6421276002,"location":{"name":"225 NE Mizner Boulevard Suite 675,  Boca Raton, FL 33432"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8565290002,"updated_at":"2026-06-02T16:17:09-04:00","requisition_id":"3735","title":"M\u0026A Insurance Support Specialist","company_name":"EPIC Brokers","first_published":"2026-06-02T16:17:09-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Summary:\u0026lt;/strong\u0026gt; Hybrid, Boca Raton, FL, 3 days a week.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Come join our team!\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;M\u0026amp;amp;A Support Specialist (Life Insurance Book Transfer Specialist)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Support due diligence and integration efforts for BD/RIA partner mergers and acquisitions, with a focus on insurance books of business\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Analyze existing advisor distribution models (BD, IMO, hybrid, etc.) and determine path for transition\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Coordinate transitions of insurance books of business, including:\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Agent of record (AOR) changes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Book of business transfers/block transfers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Policy servicing ownership\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Review and manage carrier-specific requirements, including:\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Transfer rules and restrictions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Vesting and commission ownership\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Product availability and eligibility under different distribution channels and contracts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Work with the Vanbridge Licensing \u0026amp;amp; Contracting Team to ensure appointments are in place for book of business transfers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Evaluate how distribution changes impact:\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Commission structures and payouts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Trails and renewals\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Compensation grids\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;DTCC feeds and data\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Coordinate with Vanbridge and BD/RIA Partner operations teams to ensure continuity of:\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;DTCC feeds\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Commissions if applicable\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Revenue reporting and reconciliation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Identify gaps in licensing, appointments, or carrier relationships during integration – work with the Vanbridge Licensing \u0026amp;amp; Contracting team to resolve\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Serve as liaison between advisors, carriers, BD/RIA Partners, and internal Vanbridge teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Assist in developing standardized processes and playbooks for future M\u0026amp;amp;A integrations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Provide guidance to BD/RIA partners on transition impacts and required actions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Required Experience \u0026amp;amp; Expertise\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Insurance Distribution Knowledge\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Deep understanding of BD-direct vs. IMO vs. hybrid distribution models\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Experience with how distribution structure impacts:\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Contracts and appointments\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Commissions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Product access and carrier alignment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;DTCC feeds and data\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Carrier \u0026amp;amp; Servicing Knowledge\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Strong familiarity with insurance carrier servicing rules\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Experience handling:\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Book of business transfers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Agent-of-record changes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Policy ownership and servicing rights\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Transfer of commissions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Commissions \u0026amp;amp; Compensation\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Working knowledge of:\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Commission structures (upfront, trails, renewals)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Vesting rules and ownership rights\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Transferability of commissions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Industry Knowledge\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Broad understanding of the insurance marketplace, including:\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Retail (advisor-facing) distribution\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Wholesale (IMOs, BGAs, FMOs) channels\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Familiarity with fixed life, fixed annuity, and variable life \u0026amp;amp; annuity products\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Preferred / Additional Skills (Highly Valuable)\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Experience supporting RIA and/or BD transitions or M\u0026amp;amp;A integrations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Familiarity with DTCC commission feeds and data flows\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Understanding of compliance and regulatory considerations (FINRA, SEC, state DOI)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Experience with multi-carrier environments and national platforms\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Strong project management skills (ability to manage multiple integrations simultaneously)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Experience with revenue mapping and compensation reconciliation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Key Competencies\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Analytical thinker with strong attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Self-starter who identifies process gaps, proposes improvements, and drives execution.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Ability to navigate ambiguity and complex transitions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Excellent communication and cross-functional coordination skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Strong sense of ownership and accountability\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Ability to identify risks and proactively solve problems\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is $60 000.00 - $80 000.00 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-TM1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051926002,"name":"Financial Services","child_ids":[],"parent_id":null}],"offices":[{"id":4014776002,"name":"Boca Raton, FL","location":"225 NE Mizner Boulevard Suite 675,  Boca Raton, FL 33432","child_ids":[],"parent_id":4084774002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8559064002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6418867002,"location":{"name":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036; 125 S Wacker Dr, Suite 3150, Chicago, IL 60606; 5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328; 6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8559064002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3723","title":"Marketing Brand Manager","company_name":"EPIC Brokers","first_published":"2026-05-29T16:33:06-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;JOB OVERVIEW:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Brand Manager is responsible for brand execution, governance, and activation, ensuring consistent brand application across the organization. This role supports brand activation initiatives that build awareness, enable sales success, drive qualified leads, and contribute to brand integration efforts.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION: \u0026lt;/strong\u0026gt;Hybrid (3 days a week in-office) is preferred in one of the following locations, but open to fully remote for well-qualified candidates.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Chicago, IL; NYC; Atlanta, (Sandy Springs) GA; San Ramon, CA\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL BRING:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Proven experience as a Brand Manager\u0026lt;/strong\u0026gt;, with hands-on responsibility for brand governance and execution across a complex organization\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Strong project management skills\u0026lt;/strong\u0026gt;, with the ability to manage multiple priorities and drive initiatives forward in a fast-paced, lean environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Experience supporting brand transitions, integrations, or rebrands\u0026lt;/strong\u0026gt;, ideally in M\u0026amp;amp;A or multi-entity environments\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Strong collaboration and stakeholder management skills\u0026lt;/strong\u0026gt;, with the ability to partner across marketing, design, and business teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Familiarity with project management and marketing tools\u0026lt;/strong\u0026gt; (e.g., Wrike, Salesforce, or similar platforms) preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Experience in insurance or another complex, multi-entity industry\u0026lt;/strong\u0026gt; is a plus\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHAT YOU’LL DO: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline; font-size: 12pt;\u0026quot;\u0026gt;Brand Governance \u0026amp;amp; Consistency\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• Maintain and enforce EPIC’s brand guidelines and architecture to ensure consistent application across all channels and touchpoints.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• Serve as primary steward of the brand, providing guidance and oversight on brand usage across marketing, communications, and business initiatives.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• Manage brand assets and materials in collaboration with the Design team to support campaigns, initiatives, and business needs.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline; font-size: 12pt;\u0026quot;\u0026gt;Brand Transition \u0026amp;amp; Integration\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• Support the implementation and day-to-day management of EPIC’s Brand Transition initiative for legacy and newly acquired companies.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• Maintain and optimize brand transition playbooks, processes, and documentation.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• Partner with internal stakeholders to ensure brand migrations are executed smoothly, consistently, and in alignment with overall brand strategy.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline; font-size: 12pt;\u0026quot;\u0026gt;Brand Activation \u0026amp;amp; Campaign Support\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• Plan, execute, and optimize brand campaigns that support business objectives and strengthen brand awareness.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• Support brand activation initiatives, ensuring alignment with brand positioning and messaging frameworks.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• Enable lead generation and sales success through brand campaigns and sales enablement materials that equip producers with resources to engage prospects and drive leads.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline; font-size: 12pt;\u0026quot;\u0026gt;Operations \u0026amp;amp; Optimization\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• Partner closely with marketing, corporate, business stakeholders, and agency teams to execute brand initiatives effectively.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• Use project management tools (e.g., Wrike) to manage workflows, track progress, and ensure visibility.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• Contribute to operational improvements that scale brand efforts into sustainable, “always-on” programs.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• Track and report on brand health and campaign performance, using KPIs, data-driven insights, and market research to support optimization.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;The national average salary for this role is $100,000.00-$120,000.00 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-SP2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031345002,"name":"Marketing","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4044804002,"name":"Atlanta, GA","location":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328","child_ids":[],"parent_id":4084769002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4029850002,"name":"New York, NY (1140 Avenue of Americas)","location":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036","child_ids":[],"parent_id":4084782002},{"id":4014808002,"name":"San Ramon, CA","location":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583","child_ids":[],"parent_id":4084780002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8572008002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6410851002,"location":{"name":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8572008002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3687","title":"Marketing Content Engineer","company_name":"EPIC Brokers","first_published":"2026-05-29T16:45:37-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;EPIC Insurance is modernizing how we create and scale content across internal and external communications. Strong copywriting skills are essential—you will craft foundational messaging, set quality standards, and create exemplary content. The \u0026lt;strong\u0026gt;Marketing Content Engineer\u0026lt;/strong\u0026gt; designs the workflows, governance, and modular content structures that ensure EPIC communicates with speed, accuracy, and consistency.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Why This Role Matters\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;In a trust-driven industry, strong writing and communication clarity are essential. This role ensures EPIC delivers \u0026lt;strong\u0026gt;clear, consistent, and compelling messaging\u0026lt;/strong\u0026gt; that resonates with internal \u0026amp;amp; external audiences —strengthening our brand and supporting business growth.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Success in This Role Looks Like\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Consistently high-quality, polished content across all channels\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clear, engaging messaging that resonates with both internal and external audiences\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Significant acceleration of content production and reduction of bottlenecks.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;An AI-powered framework that produces high quality, compliant, on-brand content.\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Efficient content development supported by templates and repeatable processes.\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Outputs that consistently reflect EPIC’s tone and copy standards.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Hybrid (3 days per week in-office) is preferred in one of the following offices: Atlanta (Sandy Springs) GA; Chicago IL; or San Ramon, CA\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;But the hiring team is open to fully remote for well-qualified candidates with insurance industry experience.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build EPIC\u0026#39;s Content Engine\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Write and produce compelling content across formats, including internal announcements, marketing and sales collateral, intranet content, web copy, social posts, thought leadership, and scripts. Design and implement templates, prompt libraries, and modular messaging components grounded in strong copywriting principles.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop scalable content workflows that improve efficiency while ensuring quality, consistency, compliance, and brand integrity.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Lead Content Governance \u0026amp;amp; Quality\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Establish and maintain governance frameworks that uphold voice, tone, accuracy, and regulatory standards.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Write and refine copy standards, messaging guidelines, and narrative frameworks used by teams and AI tools.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Conduct content reviews and provide editorial direction to ensure clarity and consistency at scale.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Partner Across the Business\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Collaborate with Communications, Brand, Marketing, Sales Enablement, and subject matter experts to translate complex ideas into clear, compelling content\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Provide strategic copywriting support for executive communications, flagship initiatives, and high-visibility narratives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Improve Content Speed \u0026amp;amp; Performance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Measure and optimize content production, engagement, clarity, and consistency.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Use copywriting expertise to continuously improve outputs and train models to better reflect EPIC’s brand voice.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Drive Innovation \u0026amp;amp; Future Ready Operations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Evaluate and integrate emerging AI content technologies.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build scaleable, AI-assisted messaging framework and process that preserves a unified core narrative while adapting for channels and audiences.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Produce exemplary copy variations that help scale high-quality, on-brand messaging.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Required\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;5+ years in editorial and writing roles. content strategy or communications.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Demonstrated copywriting expertise, with strong command of tone, clarity, narrative structure, and messaging hierarchy.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Hands-on experience with AI content tools, automated content workflows, and structured content systems.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of content governance and brand voice.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Systems thinking mindset and ability to design scalable content operations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Preferred\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Experience in regulated industries (insurance, financial services, healthcare).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Background in internal/external communications or editorial leadership.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Familiarity with metadata models, taxonomies, CRM platforms, and content automation tools.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to lead cross‐functional alignment and influence stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is $90,000 - $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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;(3687)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031345002,"name":"Marketing","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null},{"id":4044804002,"name":"Atlanta, GA","location":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328","child_ids":[],"parent_id":4084769002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4014808002,"name":"San Ramon, CA","location":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583","child_ids":[],"parent_id":4084780002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8572011002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6410851002,"location":{"name":"Remote US Based"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8572011002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3687","title":"Marketing Content Engineer","company_name":"EPIC Brokers","first_published":"2026-05-29T16:46:50-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;EPIC Insurance is modernizing how we create and scale content across internal and external communications. Strong copywriting skills are essential—you will craft foundational messaging, set quality standards, and create exemplary content. The \u0026lt;strong\u0026gt;Marketing Content Engineer\u0026lt;/strong\u0026gt; designs the workflows, governance, and modular content structures that ensure EPIC communicates with speed, accuracy, and consistency.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Why This Role Matters\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;In a trust-driven industry, strong writing and communication clarity are essential. This role ensures EPIC delivers \u0026lt;strong\u0026gt;clear, consistent, and compelling messaging\u0026lt;/strong\u0026gt; that resonates with internal \u0026amp;amp; external audiences —strengthening our brand and supporting business growth.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Success in This Role Looks Like\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Consistently high-quality, polished content across all channels\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clear, engaging messaging that resonates with both internal and external audiences\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Significant acceleration of content production and reduction of bottlenecks.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;An AI-powered framework that produces high quality, compliant, on-brand content.\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Efficient content development supported by templates and repeatable processes.\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Outputs that consistently reflect EPIC’s tone and copy standards.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Hybrid (3 days per week in-office) is preferred in one of the following offices: Atlanta (Sandy Springs) GA; Chicago IL; or San Ramon, CA\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;But the hiring team is open to fully remote for well-qualified candidates with insurance industry experience.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build EPIC\u0026#39;s Content Engine\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Write and produce compelling content across formats, including internal announcements, marketing and sales collateral, intranet content, web copy, social posts, thought leadership, and scripts. Design and implement templates, prompt libraries, and modular messaging components grounded in strong copywriting principles.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop scalable content workflows that improve efficiency while ensuring quality, consistency, compliance, and brand integrity.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Lead Content Governance \u0026amp;amp; Quality\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Establish and maintain governance frameworks that uphold voice, tone, accuracy, and regulatory standards.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Write and refine copy standards, messaging guidelines, and narrative frameworks used by teams and AI tools.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Conduct content reviews and provide editorial direction to ensure clarity and consistency at scale.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Partner Across the Business\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Collaborate with Communications, Brand, Marketing, Sales Enablement, and subject matter experts to translate complex ideas into clear, compelling content\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Provide strategic copywriting support for executive communications, flagship initiatives, and high-visibility narratives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Improve Content Speed \u0026amp;amp; Performance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Measure and optimize content production, engagement, clarity, and consistency.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Use copywriting expertise to continuously improve outputs and train models to better reflect EPIC’s brand voice.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Drive Innovation \u0026amp;amp; Future Ready Operations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Evaluate and integrate emerging AI content technologies.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build scaleable, AI-assisted messaging framework and process that preserves a unified core narrative while adapting for channels and audiences.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Produce exemplary copy variations that help scale high-quality, on-brand messaging.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Required\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;5+ years in editorial and writing roles. content strategy or communications.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Demonstrated copywriting expertise, with strong command of tone, clarity, narrative structure, and messaging hierarchy.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Hands-on experience with AI content tools, automated content workflows, and structured content systems.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of content governance and brand voice.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Systems thinking mindset and ability to design scalable content operations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Preferred\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Experience in regulated industries (insurance, financial services, healthcare).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Background in internal/external communications or editorial leadership.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Familiarity with metadata models, taxonomies, CRM platforms, and content automation tools.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to lead cross‐functional alignment and influence stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is $90,000 - $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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-Remote\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;(3687)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031345002,"name":"Marketing","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null},{"id":4044804002,"name":"Atlanta, GA","location":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328","child_ids":[],"parent_id":4084769002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4014808002,"name":"San Ramon, CA","location":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583","child_ids":[],"parent_id":4084780002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8572005002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6410851002,"location":{"name":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8572005002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3687","title":"Marketing Content Engineer","company_name":"EPIC Brokers","first_published":"2026-05-29T16:44:59-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;EPIC Insurance is modernizing how we create and scale content across internal and external communications. Strong copywriting skills are essential—you will craft foundational messaging, set quality standards, and create exemplary content. The \u0026lt;strong\u0026gt;Marketing Content Engineer\u0026lt;/strong\u0026gt; designs the workflows, governance, and modular content structures that ensure EPIC communicates with speed, accuracy, and consistency.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Why This Role Matters\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;In a trust-driven industry, strong writing and communication clarity are essential. This role ensures EPIC delivers \u0026lt;strong\u0026gt;clear, consistent, and compelling messaging\u0026lt;/strong\u0026gt; that resonates with internal \u0026amp;amp; external audiences —strengthening our brand and supporting business growth.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Success in This Role Looks Like\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Consistently high-quality, polished content across all channels\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clear, engaging messaging that resonates with both internal and external audiences\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Significant acceleration of content production and reduction of bottlenecks.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;An AI-powered framework that produces high quality, compliant, on-brand content.\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Efficient content development supported by templates and repeatable processes.\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Outputs that consistently reflect EPIC’s tone and copy standards.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Hybrid (3 days per week in-office) is preferred in one of the following offices: Atlanta (Sandy Springs) GA; Chicago IL; or San Ramon, CA\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;But the hiring team is open to fully remote for well-qualified candidates with insurance industry experience.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build EPIC\u0026#39;s Content Engine\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Write and produce compelling content across formats, including internal announcements, marketing and sales collateral, intranet content, web copy, social posts, thought leadership, and scripts. Design and implement templates, prompt libraries, and modular messaging components grounded in strong copywriting principles.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop scalable content workflows that improve efficiency while ensuring quality, consistency, compliance, and brand integrity.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Lead Content Governance \u0026amp;amp; Quality\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Establish and maintain governance frameworks that uphold voice, tone, accuracy, and regulatory standards.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Write and refine copy standards, messaging guidelines, and narrative frameworks used by teams and AI tools.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Conduct content reviews and provide editorial direction to ensure clarity and consistency at scale.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Partner Across the Business\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Collaborate with Communications, Brand, Marketing, Sales Enablement, and subject matter experts to translate complex ideas into clear, compelling content\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Provide strategic copywriting support for executive communications, flagship initiatives, and high-visibility narratives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Improve Content Speed \u0026amp;amp; Performance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Measure and optimize content production, engagement, clarity, and consistency.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Use copywriting expertise to continuously improve outputs and train models to better reflect EPIC’s brand voice.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Drive Innovation \u0026amp;amp; Future Ready Operations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Evaluate and integrate emerging AI content technologies.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build scaleable, AI-assisted messaging framework and process that preserves a unified core narrative while adapting for channels and audiences.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Produce exemplary copy variations that help scale high-quality, on-brand messaging.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Required\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;5+ years in editorial and writing roles. content strategy or communications.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Demonstrated copywriting expertise, with strong command of tone, clarity, narrative structure, and messaging hierarchy.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Hands-on experience with AI content tools, automated content workflows, and structured content systems.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of content governance and brand voice.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Systems thinking mindset and ability to design scalable content operations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Preferred\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Experience in regulated industries (insurance, financial services, healthcare).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Background in internal/external communications or editorial leadership.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Familiarity with metadata models, taxonomies, CRM platforms, and content automation tools.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to lead cross‐functional alignment and influence stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is $90,000 - $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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;(3687)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031345002,"name":"Marketing","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null},{"id":4044804002,"name":"Atlanta, GA","location":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328","child_ids":[],"parent_id":4084769002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4014808002,"name":"San Ramon, CA","location":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583","child_ids":[],"parent_id":4084780002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8540361002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6410851002,"location":{"name":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8540361002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3687","title":"Marketing Content Engineer","company_name":"EPIC Brokers","first_published":"2026-05-29T16:42:33-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;EPIC Insurance is modernizing how we create and scale content across internal and external communications. Strong copywriting skills are essential—you will craft foundational messaging, set quality standards, and create exemplary content. The \u0026lt;strong\u0026gt;Marketing Content Engineer\u0026lt;/strong\u0026gt; designs the workflows, governance, and modular content structures that ensure EPIC communicates with speed, accuracy, and consistency.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Why This Role Matters\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;In a trust-driven industry, strong writing and communication clarity are essential. This role ensures EPIC delivers \u0026lt;strong\u0026gt;clear, consistent, and compelling messaging\u0026lt;/strong\u0026gt; that resonates with internal \u0026amp;amp; external audiences —strengthening our brand and supporting business growth.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Success in This Role Looks Like\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Consistently high-quality, polished content across all channels\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clear, engaging messaging that resonates with both internal and external audiences\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Significant acceleration of content production and reduction of bottlenecks.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;An AI-powered framework that produces high quality, compliant, on-brand content.\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Efficient content development supported by templates and repeatable processes.\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Outputs that consistently reflect EPIC’s tone and copy standards.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Hybrid (3 days per week in-office) is preferred in one of the following offices: Atlanta (Sandy Springs) GA; Chicago IL; or San Ramon, CA\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;But the hiring team is open to fully remote for well-qualified candidates with insurance industry experience.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build EPIC\u0026#39;s Content Engine\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Write and produce compelling content across formats, including internal announcements, marketing and sales collateral, intranet content, web copy, social posts, thought leadership, and scripts. Design and implement templates, prompt libraries, and modular messaging components grounded in strong copywriting principles.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop scalable content workflows that improve efficiency while ensuring quality, consistency, compliance, and brand integrity.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Lead Content Governance \u0026amp;amp; Quality\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Establish and maintain governance frameworks that uphold voice, tone, accuracy, and regulatory standards.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Write and refine copy standards, messaging guidelines, and narrative frameworks used by teams and AI tools.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Conduct content reviews and provide editorial direction to ensure clarity and consistency at scale.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Partner Across the Business\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Collaborate with Communications, Brand, Marketing, Sales Enablement, and subject matter experts to translate complex ideas into clear, compelling content\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Provide strategic copywriting support for executive communications, flagship initiatives, and high-visibility narratives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Improve Content Speed \u0026amp;amp; Performance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Measure and optimize content production, engagement, clarity, and consistency.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Use copywriting expertise to continuously improve outputs and train models to better reflect EPIC’s brand voice.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Drive Innovation \u0026amp;amp; Future Ready Operations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Evaluate and integrate emerging AI content technologies.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build scaleable, AI-assisted messaging framework and process that preserves a unified core narrative while adapting for channels and audiences.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Produce exemplary copy variations that help scale high-quality, on-brand messaging.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Required\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;5+ years in editorial and writing roles. content strategy or communications.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Demonstrated copywriting expertise, with strong command of tone, clarity, narrative structure, and messaging hierarchy.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Hands-on experience with AI content tools, automated content workflows, and structured content systems.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of content governance and brand voice.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Systems thinking mindset and ability to design scalable content operations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Preferred\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Experience in regulated industries (insurance, financial services, healthcare).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Background in internal/external communications or editorial leadership.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Familiarity with metadata models, taxonomies, CRM platforms, and content automation tools.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to lead cross‐functional alignment and influence stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;(3687)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031345002,"name":"Marketing","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null},{"id":4044804002,"name":"Atlanta, GA","location":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328","child_ids":[],"parent_id":4084769002},{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002},{"id":4014808002,"name":"San Ramon, CA","location":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583","child_ids":[],"parent_id":4084780002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8538261002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6408388002,"location":{"name":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8538261002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3672","title":"Northeast Construction - Insurance Placement Representative  ","company_name":"EPIC Brokers","first_published":"2026-05-06T13:52:11-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; Hybrid, Melville, NY (preferred but also open to NYC or Jersey City offices)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Lead new business placements and assigned renewals from strategy through binding\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Serve as a client/prospect facing insurance professional for large, complex construction accounts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Design and negotiate insurance programs, including coverage analysis and risk-related consulting\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Manage renewals with a high degree of autonomy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build and maintain strong relationships with carriers, wholesalers, Producers and clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Attend pre-renewal meetings to develop renewal strategy and address exposure changes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Participate in new business planning and update meetings with Producers and Sales Leaders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Negotiate renewal terms with carriers and review quotes for accuracy and intent\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Prepare and submit applications, proposals and supporting documentation to markets\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bind coverage within company guidelines and ensure accurate documentation in internal systems\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Train, mentor and delegate work to Placement Support team members\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Identify cross-sell and account-rounding opportunities to support retention and growth\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Serve as a subject matter resource to colleagues on coverage, markets and processes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Participate in new business development activities, including occasional travel\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Comply with internal procedures while meeting service, quality and performance expectations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;5+ years of insurance marketing, placement or brokering experience\u0026lt;/strong\u0026gt;\u0026amp;nbsp;(construction-focused)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of the \u0026lt;strong\u0026gt;New York construction insurance marketplace\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proven ability to manage large, complex accounts with limited oversight\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Collaborative mindset with a strong sense of accountability and ownership\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent communication, negotiation, and relationship-building skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Positive, professional demeanor with the ability to work independently and as part of a team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Comfort working in a fast-paced environment with shifting priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Bring\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Minimum of five (5) years’ experience in a commercial insurance agency (marketing and/or client service)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Active \u0026lt;strong\u0026gt;Property \u0026amp;amp; Casualty License\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Commitment to maintaining required continuing education\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Advanced designations preferred (CRIS, CPCU, AAI, CIC)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong working knowledge of \u0026lt;strong\u0026gt;commercial lines underwriting, coverages, and risk analysis\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proficiency with Microsoft Office and agency management systems (Sagitta, ImageRight preferred)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Detail-oriented with strong organizational and time-management skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Highly motivated, resourceful, and goal-driven with a strong service mindset\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is\u0026amp;nbsp;$125 000.00 - 150 000.00 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(13, 11, 1);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(13, 11, 1);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-TM1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4059630002,"name":"Northeast","child_ids":[],"parent_id":null}],"offices":[{"id":4049776002,"name":"Jersey City, NJ (Washington Boulevard)","location":"499 Washington Blvd,  8th Floor, Suite 810, Jersey City, NJ 07310","child_ids":[],"parent_id":4084783002},{"id":4036115002,"name":"Melville, NY","location":"40 Marcus Drive 3rd Floor,  Melville, NY 11747","child_ids":[],"parent_id":4084782002},{"id":4029850002,"name":"New York, NY (1140 Avenue of Americas)","location":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036","child_ids":[],"parent_id":4084782002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8534410002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6408388002,"location":{"name":"40 Marcus Drive 3rd Floor,  Melville, NY 11747"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8534410002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3672","title":"Northeast Construction - Insurance Placement Representative  ","company_name":"EPIC Brokers","first_published":"2026-05-06T11:36:54-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; Hybrid, Melville, NY (preferred but also open to NYC or Jersey City offices)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Lead new business placements and assigned renewals from strategy through binding\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Serve as a client/prospect facing insurance professional for large, complex construction accounts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Design and negotiate insurance programs, including coverage analysis and risk-related consulting\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Manage renewals with a high degree of autonomy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build and maintain strong relationships with carriers, wholesalers, Producers and clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Attend pre-renewal meetings to develop renewal strategy and address exposure changes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Participate in new business planning and update meetings with Producers and Sales Leaders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Negotiate renewal terms with carriers and review quotes for accuracy and intent\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Prepare and submit applications, proposals and supporting documentation to markets\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bind coverage within company guidelines and ensure accurate documentation in internal systems\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Train, mentor and delegate work to Placement Support team members\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Identify cross-sell and account-rounding opportunities to support retention and growth\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Serve as a subject matter resource to colleagues on coverage, markets and processes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Participate in new business development activities, including occasional travel\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Comply with internal procedures while meeting service, quality and performance expectations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;5+ years of insurance marketing, placement or brokering experience\u0026lt;/strong\u0026gt;\u0026amp;nbsp;(construction-focused)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of the \u0026lt;strong\u0026gt;New York construction insurance marketplace\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proven ability to manage large, complex accounts with limited oversight\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Collaborative mindset with a strong sense of accountability and ownership\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent communication, negotiation, and relationship-building skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Positive, professional demeanor with the ability to work independently and as part of a team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Comfort working in a fast-paced environment with shifting priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Bring\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Minimum of five (5) years’ experience in a commercial insurance agency (marketing and/or client service)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Active \u0026lt;strong\u0026gt;Property \u0026amp;amp; Casualty License\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Commitment to maintaining required continuing education\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Advanced designations preferred (CRIS, CPCU, AAI, CIC)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong working knowledge of \u0026lt;strong\u0026gt;commercial lines underwriting, coverages, and risk analysis\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proficiency with Microsoft Office and agency management systems (Sagitta, ImageRight preferred)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Detail-oriented with strong organizational and time-management skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Highly motivated, resourceful, and goal-driven with a strong service mindset\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is\u0026amp;nbsp;$125 000.00 - 150 000.00 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(13, 11, 1);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(13, 11, 1);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-TM1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4059630002,"name":"Northeast","child_ids":[],"parent_id":null}],"offices":[{"id":4049776002,"name":"Jersey City, NJ (Washington Boulevard)","location":"499 Washington Blvd,  8th Floor, Suite 810, Jersey City, NJ 07310","child_ids":[],"parent_id":4084783002},{"id":4036115002,"name":"Melville, NY","location":"40 Marcus Drive 3rd Floor,  Melville, NY 11747","child_ids":[],"parent_id":4084782002},{"id":4029850002,"name":"New York, NY (1140 Avenue of Americas)","location":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036","child_ids":[],"parent_id":4084782002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8538262002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6408388002,"location":{"name":"499 Washington Blvd,  8th Floor, Suite 810, Jersey City, NJ 07310"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8538262002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3672","title":"Northeast Construction - Insurance Placement Representative  ","company_name":"EPIC Brokers","first_published":"2026-05-06T13:52:12-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; Hybrid, Melville, NY (preferred but also open to NYC or Jersey City offices)\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Lead new business placements and assigned renewals from strategy through binding\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Serve as a client/prospect facing insurance professional for large, complex construction accounts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Design and negotiate insurance programs, including coverage analysis and risk-related consulting\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Manage renewals with a high degree of autonomy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build and maintain strong relationships with carriers, wholesalers, Producers and clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Attend pre-renewal meetings to develop renewal strategy and address exposure changes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Participate in new business planning and update meetings with Producers and Sales Leaders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Negotiate renewal terms with carriers and review quotes for accuracy and intent\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Prepare and submit applications, proposals and supporting documentation to markets\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bind coverage within company guidelines and ensure accurate documentation in internal systems\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Train, mentor and delegate work to Placement Support team members\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Identify cross-sell and account-rounding opportunities to support retention and growth\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Serve as a subject matter resource to colleagues on coverage, markets and processes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Participate in new business development activities, including occasional travel\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Comply with internal procedures while meeting service, quality and performance expectations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What We’re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;5+ years of insurance marketing, placement or brokering experience\u0026lt;/strong\u0026gt;\u0026amp;nbsp;(construction-focused)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of the \u0026lt;strong\u0026gt;New York construction insurance marketplace\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proven ability to manage large, complex accounts with limited oversight\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Collaborative mindset with a strong sense of accountability and ownership\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent communication, negotiation, and relationship-building skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Positive, professional demeanor with the ability to work independently and as part of a team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Comfort working in a fast-paced environment with shifting priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Bring\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Minimum of five (5) years’ experience in a commercial insurance agency (marketing and/or client service)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Active \u0026lt;strong\u0026gt;Property \u0026amp;amp; Casualty License\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Commitment to maintaining required continuing education\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Advanced designations preferred (CRIS, CPCU, AAI, CIC)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong working knowledge of \u0026lt;strong\u0026gt;commercial lines underwriting, coverages, and risk analysis\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proficiency with Microsoft Office and agency management systems (Sagitta, ImageRight preferred)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Detail-oriented with strong organizational and time-management skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Highly motivated, resourceful, and goal-driven with a strong service mindset\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is\u0026amp;nbsp;$125 000.00 - 150 000.00 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(13, 11, 1);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(13, 11, 1);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-TM1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(13, 11, 1); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4059630002,"name":"Northeast","child_ids":[],"parent_id":null}],"offices":[{"id":4049776002,"name":"Jersey City, NJ (Washington Boulevard)","location":"499 Washington Blvd,  8th Floor, Suite 810, Jersey City, NJ 07310","child_ids":[],"parent_id":4084783002},{"id":4036115002,"name":"Melville, NY","location":"40 Marcus Drive 3rd Floor,  Melville, NY 11747","child_ids":[],"parent_id":4084782002},{"id":4029850002,"name":"New York, NY (1140 Avenue of Americas)","location":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036","child_ids":[],"parent_id":4084782002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8569664002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6422926002,"location":{"name":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8569664002,"updated_at":"2026-06-05T15:23:48-04:00","requisition_id":"3742","title":"Personal Lines Account Manager","company_name":"EPIC Brokers","first_published":"2026-06-05T14:08:21-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW: \u0026lt;/strong\u0026gt;The Personal Lines Account Manager (Premier Elite Client Advocate) is responsible for providing exceptional service to a group of Premier Elite Client middle-market personal lines customers by providing professional advice and demonstrating advocacy for the client at all times. The Account Manager works independently and must be an excellent problem solver.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU\u0026#39;LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-url=\u0026quot;ca://s?q=Expand_insurance_foundation_requirement\u0026quot;\u0026gt;Proven insurance foundation\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt; — Minimum of\u0026amp;nbsp;\u0026lt;strong\u0026gt;3 years\u0026lt;/strong\u0026gt; of experience in personal, commercial, or mixed‑lines insurance, with the ability to independently manage a book of business.\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Attention to detail\u0026lt;/strong\u0026gt; — Accurate, thorough work with strong quality control.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Ownership mindset\u0026lt;/strong\u0026gt; — Takes full responsibility for issues and follows them through to resolution.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Problem‑solving strength\u0026lt;/strong\u0026gt; — Able to assess situations quickly and identify effective solutions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Strong written communication\u0026lt;/strong\u0026gt; — Clear, professional, and concise in all written interactions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Confident verbal communication\u0026lt;/strong\u0026gt; — Articulate and effective in client, carrier, and internal conversations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Organizational skill\u0026lt;/strong\u0026gt; — Manages competing priorities and deadlines with ease.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Independent work style \u0026lt;/strong\u0026gt;— Operates efficiently without close supervision.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Education or equivalent experience\u0026lt;/strong\u0026gt; — Bachelor’s degree or comparable professional background.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Active broker’s license\u0026lt;/strong\u0026gt; — Holds and maintains required state licensing.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Industry software proficiency\u0026lt;/strong\u0026gt; — Experienced with Sagitta, Image Right, and other core systems.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Microsoft Office skills\u0026lt;/strong\u0026gt; — Proficient in Excel, Word, and Outlook.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; Hybrid in Chicago, IL (3 days a week in office)\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Become a trusted advisor and provide exemplary service in all aspects to our Premier Elite Clients.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Work as a team with other Premier Elite Client Advocates, producers and department managers.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Develop cooperative and professional relationships with our carriers.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Manage all renewal activity from start to close.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Deliver complete and accurate renewal reviews according to agency guidelines.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Look for sales opportunities by account rounding and selling additional coverage.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Assume ownership of customer concerns and feedback until completion.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Remarket accounts according to agency guidelines or at the request of the producer or insured\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Take on additional responsibilities. Manage projects as directed by supervisors and managers.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1; color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;The national average salary for this role is $85,000-$95,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-SP2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4068161002,"name":"National Personal Insurance","child_ids":[],"parent_id":null}],"offices":[{"id":4097825002,"name":"Chicago, IL (125 S Wacker Dr)","location":"125 S Wacker Dr, Suite 3150, Chicago, IL 60606","child_ids":[],"parent_id":4084771002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8434358002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6369104002,"location":{"name":"Remote US Based"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Remote From Home","value_type":"single_select"}],"id":8434358002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3500","title":"Pharmacy Benefit Consultant, Health Plan","company_name":"EPIC Brokers","first_published":"2026-02-24T17:01:52-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;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.\u0026lt;br\u0026gt;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.\u0026lt;br\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;padding-left: 40px;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;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.\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Develop and implement customized strategic plans based on unique client needs to achieve targeted long- and short-term goals.\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Track and measure vendor contract performance including operational and financial measures.\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Lead and participate in ongoing client meetings including vendor review meetings and independent strategy and performance assessment meetings\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Identify opportunities to engage internal PSG experts on custom projects and analyses.\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Review pharmacy program indicators for ongoing opportunities and program performance measures.\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Maintain ongoing reports and documentation related to client relationships and program performance.\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Responsible for renewal of client relationship and creating strategy, scope of services and appropriate fee structure to match client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Program and Business Development\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;padding-left: 40px;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Assess opportunity for expanding PSG services within existing client relationship.\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Leverage client relationship for PSG prospecting efforts by creating developing client reference.\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Participation in conferences and other forums for showcasing program experience and success.\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Participate in internal workgroups to develop new programs, services, corporate positions and publications based on the continual assessment of client and market needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Account Implementation\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify issues and concerns for appropriate escalation and resolution to ensure successful transition.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;RFP Process Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;padding-left: 40px;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;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).\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Participate in non-client RFP process via scoring and client meeting assistance.\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Contract Review and Execution\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Lead the review process for new and renewing vendor contracts through final execution to ensure current terms, definitions and compliance with RFP requirements.\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Lead the creation and renewal of PSG client agreements to create appropriate scope of services and fee structure.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications (Minimum Requirements)\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;padding-left: 40px;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Extensive knowledge of PBM, specialty pharmacy or managed care environments (5-7 years minimum experience).\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Strong verbal and written communication skills including presentation skills and client relationship management experience.\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Ability to develop strategies and implement programs for large client Rx and medical benefit programs\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Strong clinical and financial analysis skills including Word, PowerPoint and Excel\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Pharmacy background with bachelor’s degree; MBA or PharmD/RPh strongly preferred\u0026lt;br\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Business development experience preferred\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Salary and Benefits\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;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.\u0026amp;nbsp;\u0026lt;br\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;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.\u0026amp;nbsp;\u0026lt;br\u0026gt;California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026amp;nbsp;\u0026lt;br\u0026gt;#LI-MS2\u0026lt;br\u0026gt;\u0026amp;nbsp;\u0026lt;br\u0026gt;#PSG\u0026lt;br\u0026gt;\u0026amp;nbsp;\u0026lt;br\u0026gt;#LI-Remote\u0026lt;br\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4061880002,"name":"Pharmaceutical Strategies Group (PSG)","child_ids":[],"parent_id":4102651002}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8525540002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6405116002,"location":{"name":"134 E Washington St, New Castle PA 16101"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8525540002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3662","title":"Policy Owner Services Specialist","company_name":"EPIC Brokers","first_published":"2026-04-29T09:24:42-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Our division of EPIC, Treloar \u0026amp;amp; Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals. We specialize in helping clients secure their financial future through tailored insurance solutions and expert guidance.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION\u0026lt;/strong\u0026gt;: \u0026lt;/span\u0026gt;New Castle, PA\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Nearby Areas / ZIP Codes:\u0026amp;nbsp;Serving the greater New Castle, PA region, including nearby communities in PA and OH:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;15009, 15010, 16112, 44512, 44403, 16001, 44406, 16066, 16116, 16117, 16127, 16148, 44425, 16137, 16101\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Receive communication from insurance companies regarding our clients’ policies and respond accordingly\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Provide courtesy notifications to clients whose premium payments are late\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Assist clients with servicing of existing policies, including:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Beneficiary and ownership changes\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Bank changes\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Premium mode changes\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Duplicate policy requests\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Agent of Record changes\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Coverage reductions\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Over-age policy conversion\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Lapse and reinstatement\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Cancellation\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Death claims\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Update database to reflect policy changes and changes to client contact information\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Communicate with clients’ financial institutions and insurance companies to process collateral assignments of life insurance policies\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Process policy suspension due to military deployment and reinstatement from suspension\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Provide high-quality customer service to established clientele\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;High School Diploma or equivalent required\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Preferred Skills\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;High-level customer service skills\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Superior attention to detail\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Ability to multitask and balance demanding workload in a fast-paced environment\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Strong Microsoft Office skills, especially Outlook and Word\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;#LI-SG1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051925002,"name":"National Specialty","child_ids":[4099095002],"parent_id":null}],"offices":[{"id":4056525002,"name":"New Castle, PA (E Washington)","location":"134 E Washington St, New Castle PA 16101","child_ids":[],"parent_id":4084776002},{"id":4130574002,"name":"New Castle, PA (S. Mercer)","location":"31 S. Mercer Street New Castle, PA 16101","child_ids":[],"parent_id":4084776002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8517100002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6402196002,"location":{"name":"2000 Alameda de las Pulgas Suite 125,  San Mateo, CA 94403"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8517100002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3645","title":"Private Client Insurance Associate","company_name":"EPIC Brokers","first_published":"2026-04-24T16:50:30-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Location:\u0026lt;/strong\u0026gt; San Mateo, CA, Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Job Overview:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;The Private Client Associate is responsible for supporting the Private Client team in providing exceptional service to our Private Client customers.\u0026amp;nbsp; The Private Client Associate works independently and must be able to take direction, seek guidance when necessary, and demonstrate a sense of urgency when required. This is a non-exempt position.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;QUALITIES:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Act as a client advocate always.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Maintain a positive relationship and excellent communication with client and co-workers.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Work as a team and contribute to the team effort by openly sharing insurance knowledge.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Assume ownership of problems until the resolution is successfully accomplished.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Become a student of the business. Seek insurance knowledge through training and education.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;SKILLS:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Support Private Client Account Managers and Producers to meet the needs of our Private Client customers by assisting with new business opportunities and existing clientele.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Collaborate and work closely with Private Client team to ensure a seamless new business process regarding proposals, account reviews, creating executive reviews or schedules of insurance so the producer is prepared to present to the client.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Assist relationship manager with billing inquiries, basic carrier endorsements, and contract review questions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Maintain Client records in agency management systems. It is the associate\u0026#39;s responsibility to accurately record and update client information in the system. This includes maintaining documentation of policy details, client contact information, and any changes or updates made throughout the process.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Process new business applications: The associate may be responsible for data entry on new insurance applications. This involves reviewing the application for accuracy and completeness, collecting necessary documents, and entering the information into the system.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Assist in underwriting process: The associate may provide support by gathering necessary information from the Prospect Questionnaire, preparing applications for submission, and ensuring all required documentation is provided.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Develop a strong working knowledge of our carrier’s websites and utilize the sites to secure accurate and timely information for our clients.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Document all communications with clients and carriers in a prompt manner. Records must reflect the most current status at all times.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Comply with all internal procedures and practices while demonstrating the ability to meet service and quality standards.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Take on additional responsibilities as assigned. Manage projects as directed by EPIC Private Client Leadership.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Manage and process daily carrier Download and Communication Logs.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Manage and process daily invoicing and monthly expirations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Pull cancellation, reinstatements and non pays from carriers’ websites daily.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Enter and set up prospects in management system and run MVR \u0026amp;amp; CLUE.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Education and Experience\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Bachelors Degree Preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;P\u0026amp;amp;C Insurance License or related work experience preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;If not currently licensed, it must be obtained within 90 days of hire.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Skills and Abilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Articulate, strong oral and written communication skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Strong problem-solving skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Strong Language, Mathematical, Analytical and Reasoning ability.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Demonstrate a sense of urgency when responding to an inquiry.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Must possess the ability to multi-task and prioritize multiple projects.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Ability to work independently and within a team environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Accepts full ownership of issue and follows through to completion.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Must be accurate, detailed, and thorough.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Must be punctual and reliable.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Strong organizational and time management skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Independent user of technology.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Attend internal and external training classes and seminars.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Must be able to keep information confidential.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The national average hourly rate for this role is $30.77 - $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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-TM1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4068161002,"name":"National Personal Insurance","child_ids":[],"parent_id":null}],"offices":[{"id":4049084002,"name":"San Mateo, CA","location":"2000 Alameda de las Pulgas Suite 125,  San Mateo, CA 94403","child_ids":[],"parent_id":4084780002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8504153002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6396797002,"location":{"name":"40 Marcus Drive 3rd Floor,  Melville, NY 11747"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8504153002,"updated_at":"2026-06-03T16:11:57-04:00","requisition_id":"3625","title":"Private Client Relationship Manager ","company_name":"EPIC Brokers","first_published":"2026-04-15T15:05:38-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; Melville, NY, Bridgehampton, NY, Jersey city, NJ, Summit, NJ\u0026amp;nbsp; Hybrid position\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times.\u0026amp;nbsp; The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Actively participate in thought leadership as EPIC grows and optimizes the private client practice\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Provide mentorship and leadership to Private Client Associates\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Develop cooperative and professional relationships with our carriers.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Manage renewal activity from start to close.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Deliver complete and accurate renewal reviews according to agency guidelines.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Look for sales opportunities by account rounding and selling additional coverage.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Assume ownership of customer concerns and feedback until completion.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Remarket accounts according to agency guidelines or at the request of the producer or insured.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Education and Experience\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;High School / GED Education required / P\u0026amp;amp;C Insurance License required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;5 + years Client Management Experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Sagitta (ATS) and ImageRight experience is preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Skills and Abilities\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Possess excellent written, verbal, and organizational skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Must be able to work within a team environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Account Executives are expected to avoid E\u0026amp;amp;O situations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Demonstrate a sense of urgency when responding to an inquiry.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Must possess the ability to multi-task and prioritize multiple projects.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Must possess attention to detail.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Must be punctual and reliable.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Must be able to keep information confidential.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is $85 000.00 - $105 000.00 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-TM1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4068161002,"name":"National Personal Insurance","child_ids":[],"parent_id":null}],"offices":[{"id":4049776002,"name":"Jersey City, NJ (Washington Boulevard)","location":"499 Washington Blvd,  8th Floor, Suite 810, Jersey City, NJ 07310","child_ids":[],"parent_id":4084783002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8523835002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6396797002,"location":{"name":"499 Washington Blvd,  8th Floor, Suite 810, Jersey City, NJ 07310"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8523835002,"updated_at":"2026-06-03T16:11:58-04:00","requisition_id":"3625","title":"Private Client Relationship Manager ","company_name":"EPIC Brokers","first_published":"2026-04-24T17:02:04-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; Melville, NY, Bridgehampton, NY, Jersey city, NJ, Summit, NJ\u0026amp;nbsp; Hybrid position\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times.\u0026amp;nbsp; The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Actively participate in thought leadership as EPIC grows and optimizes the private client practice\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Provide mentorship and leadership to Private Client Associates\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Develop cooperative and professional relationships with our carriers.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Manage renewal activity from start to close.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Deliver complete and accurate renewal reviews according to agency guidelines.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Look for sales opportunities by account rounding and selling additional coverage.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Assume ownership of customer concerns and feedback until completion.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Remarket accounts according to agency guidelines or at the request of the producer or insured.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Education and Experience\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;High School / GED Education required / P\u0026amp;amp;C Insurance License required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;5 + years Client Management Experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Sagitta (ATS) and ImageRight experience is preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Skills and Abilities\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Possess excellent written, verbal, and organizational skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Must be able to work within a team environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Account Executives are expected to avoid E\u0026amp;amp;O situations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Demonstrate a sense of urgency when responding to an inquiry.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Must possess the ability to multi-task and prioritize multiple projects.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Must possess attention to detail.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Must be punctual and reliable.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Must be able to keep information confidential.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is $85 000.00 - $105 000.00 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-TM1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4068161002,"name":"National Personal Insurance","child_ids":[],"parent_id":null}],"offices":[{"id":4049776002,"name":"Jersey City, NJ (Washington Boulevard)","location":"499 Washington Blvd,  8th Floor, Suite 810, Jersey City, NJ 07310","child_ids":[],"parent_id":4084783002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8554729002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6416990002,"location":{"name":"Remote US Based"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Remote From Home","value_type":"single_select"}],"id":8554729002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3712","title":"Producer Compensation Analyst ","company_name":"EPIC Brokers","first_published":"2026-05-20T09:51:00-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;LOCATION: \u0026lt;/strong\u0026gt;Remote, CST or EST time zones.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Come join our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Position Overview: The Producer Compensation Analyst is responsible for the accurate processing, validation, and support of producer and broker compensation for an assigned region. This role combines monthly workflow execution with inquiry resolution, data analysis, and cross-functional coordination. The ideal candidate is strong in Excel, comfortable working with large, complex datasets, able to research issues across multiple systems, and grounded in accounting fundamentals. This is a low volume, high-complexity role requiring strong attention to detail, sound judgment, and the ability to work independently.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Monthly Compensation Workflow Execution\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Execute monthly compensation workflow procedures for producer and broker compensation accurately and on schedule.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and distribute compensation statements using standardized templates and analytical tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Validate payment amounts and adjustments for accuracy before submission to payroll and accounts payable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Book accounting entries with proper debit and credit treatment across relevant systems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with payroll and accounts payable to support producer and broker setup and documentation requirements.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Reporting and Data Analysis\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare complex compensation calculations and analytical reports by independently researching and interpreting data across multiple systems, translating findings into a clear narrative for management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform ad-hoc reporting and analysis related to a producer’s book of business as requested.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investigate anomalies, explain variances, and present findings clearly.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Data Integrity and System Validation\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Understand how policy invoices are created, coded, and processed in the agency management system to identify billing and coding issues that impact \u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;compensation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Read and interpret producer employment agreements to determine correct compensation treatment and perform calculations accordingly.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Reconcile and resolve discrepancies between contract terms, system records, and compensation outputs by tracing issues to root cause.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate updates to producer coding, rates, splits, and profile setup in the AMS in collaboration with account managers and operations teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Document key decisions, adjustments, and outcomes with clear, audit‐ready support.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Producer Support \u0026amp;amp; Issue Resolution\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as a primary point of contact for producers regarding compensation statements, payments, coding, and related questions.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and resolve inquiries by navigating multiple systems and datasets; communicate outcomes clearly and professionally to producers, finance teams, and business leaders.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Required\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2–4 years of experience in accounting, compensation, financial operations, or a similar role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Finance, Accounting, Business Administration, a related discipline, or equivalent experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience with agency management or invoicing systems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced Excel proficiency including lookup functions, conditional aggregation, nested formulas and exposure to Power Query.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of accounting fundamentals sufficient to prepare and book journal entries accurately.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to independently synthesize data from multiple sources, apply sound judgement, and present findings in a clear narrative for management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort working with messy, large, and imperfect datasets across multiple systems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong written and verbal communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Preferred\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience working for insurance an insurance brokerage, wholesaler, or MGA.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on AMS experience--Sagitta, AMS 360, Applied Epic, Benefit Point, or equivalent.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Basic SQL querying capability for pulling and validating data.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;VBA familiarity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands on Power Query experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience supporting payroll, accounts payable, or producer compensation processes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The national average salary for this role is $70 000.00 - $85 000.00 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..\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generous Paid Time off\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-TM1\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: #2dc26b;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 16px;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051927002,"name":"Accounting/Finance","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8573885002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6424540002,"location":{"name":"225 NE Mizner Boulevard Suite 675,  Boca Raton, FL 33432"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8573885002,"updated_at":"2026-06-04T10:44:33-04:00","requisition_id":"3749","title":"Product \u0026 Case Design, Life Insurance","company_name":"EPIC Brokers","first_published":"2026-06-04T10:44:33-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION: \u0026lt;/strong\u0026gt;Hybrid, Boca Raton, FL\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Come join our team!\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Come join Vanbridge, an EPIC company and its Life \u0026amp;amp; Executive Benefits platform to continue our lead in the insurance and risk advisory consultation space. EPIC Insurance Brokers \u0026amp;amp; Consultants along with our family of companies has revenues over $1 Billion. We are proud to consistently be a best place to work with outstanding benefits, camaraderie around the country. Today, we are a unique and innovative risk management, executive and employee benefits insurance brokerage and consulting firm with offices and leadership across the country. EPIC Insurance Brokers \u0026amp;amp; Consultants, has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, benefits, unique specialty program insurance and private client services.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We believe the success of our model is a direct result of providing an exceptional client experience.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;In today’s challenging environment it is essential our clients have a risk advisory team with experience not only in the technical nuances of their profession but professionals that have navigated through market cycles and think beyond traditional solutions. One of our firm’s key competitive advantages is our ability to provide integrated insurance solutions centered around business, individual, financial and investment advisory needs.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Opportunity:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We are excited to offer an exceptional opportunity for an experienced product, planning and design expert in the Life Insurance profession. This professional will advise our clients on the best options and build reviews. Our clients include RIAs, P\u0026amp;amp;C and Employee Benefit professionals, CPA and Law Firms, to private equity firms, high and ultra-high-net-worth individuals and corporations all counting on us to provide world class solutions and experience within the insurance and risk management space. You will design, implement and analyze effective strategies that align with our clients’ goals.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This position is a role in strategy and execution, including development, positioning, creativity and execution. \u0026amp;nbsp;As a successful hire, you will be responsible for assisting in developing strategies, planning and coordinating efforts, communicating plans to those involved, and building awareness and positioning.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What to expect:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We have a professional fast-paced environment, and our service is the key to our success. Because of the dynamics in the risk consulting and insurance industry. Our firm has become one of the largest, attaining a top spot amongst all insurance brokerage firms in the US across risk consulting/insurance brokerage services. Opportunity to grow and learn are in abundance and we look forward to adding you to our team of professionals!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Support key external and internal clients\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Able to manage multiple, concurrent projects and deliverables\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Play an important role in Vanbridge’s growth and management, as applicable, ensuring connectivity across all communications while guiding and supporting partners in strategy and execution.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Strong Aptitude in technology\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Experience and knowledge with AI, Claude and other tools\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Highly analytical with strong problem-solving skills\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Highly customer-focused with the ability to think strategically and provide a clear vision that promotes team collaboration\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Adept at excelling in a fast-paced environment with changing business priorities and technological needs\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Client Consultation: Conduct thorough consultations with clients to understand their financial needs, goals, and risk tolerance.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Policy Analysis: Analyze various life insurance policies to determine the best fit for clients\u0026#39; financial plans.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Recommendations: Provide tailored recommendations on life insurance policies that align with clients\u0026#39; objectives.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Policy Management: Assist clients with the application process, policy management, and any necessary adjustments to their coverage.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Education: Educate clients on the benefits and features of different annuity and life insurance solutions.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Compliance: Ensure all recommendations and transactions comply with regulatory requirements and company policies.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Collaboration: Work closely with advisors and other team members to integrate annuity and life insurance solutions into comprehensive financial plans.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Market Research: Stay up-to-date with industry trends, product developments, and regulatory changes.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Comprehensive understanding of the life insurance industry and individual life products, including UL, IUL, VUL, Term, WL and the necessary product illustration systems.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Preparation for client meetings, including paperwork, and preparing presentation materials\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Prepares and delivers correspondence and other client communication\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Work collaboratively with Advisors throughout the planning process to ensure completed accurately and promptly\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Work proactively in all facets of the role, consistently seeking out new opportunities\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Proactively work with and respond to clients professionally. \u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Be aware of and maintain Carrier product information, rate changes and rules.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Desired Skills and Experience Requirements\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Minimum 5+ years of related experience\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Experience in insurance and financial services\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Bachelor\u0026#39;s Degree or equivalent work experience\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Experts in life portfolio\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Life, Health, FINRA Series 6 or 7 and Series 63 (a plus or obtain within 90 days).\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Working knowledge of Insurance industry software\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Ability to maintain a high level of confidentiality\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Enthusiastic and positive approach to problem-solving and client service\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Proven track record with cross-training, task-sharing and mutually supportive teamwork\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Must be able to innovative, pro-actively manage time and follow through to complete tasks\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Proven experience working in client support, portfolio management, relationship management or paraplanner role, within the financial services industry\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Diplomacy and strong business acumen with proven experience positively influencing others and developing and improving business processes.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Advanced computer skills and proficiency in AI, Claude, Microsoft Office products and CRM applications\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Highly organized and project management skills required; ability to shift and reorganize in order to accommodate change\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Ability to prioritize workflow and requests for deliverables based on stated needs of advisor and client relationships and their meaningfulness and impact to the success of the business unit.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Equivalent level of passion pertaining to the success of the team and his/her colleagues in comparison to one\u0026#39;s own desired career path and measure of success, i.e. team player first. \u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Ability to portray confidence, persuasiveness, and credibility over the phone, in virtual meetings and potentially in person.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is $65 000.00 - $80 000.00 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-TM1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051926002,"name":"Financial Services","child_ids":[],"parent_id":null}],"offices":[{"id":4014776002,"name":"Boca Raton, FL","location":"225 NE Mizner Boulevard Suite 675,  Boca Raton, FL 33432","child_ids":[],"parent_id":4084774002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8577590002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6426045002,"location":{"name":"134 E Washington St, New Castle PA 16101; 31 S. Mercer Street New Castle, PA 16101"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"In Office","value_type":"single_select"}],"id":8577590002,"updated_at":"2026-06-04T11:26:59-04:00","requisition_id":"3760","title":"Relationship Manager","company_name":"EPIC Brokers","first_published":"2026-06-04T11:26:59-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;Come join our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our division of EPIC, Treloar \u0026amp;amp; Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals. We specialize in helping clients secure their financial future through tailored insurance solutions and expert guidance.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;LOCATION\u0026lt;/strong\u0026gt;: New Castle, PA-Hybrid role, 3 days a week in office.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Relationship Manager is responsible for managing client relationships for Professional Liability policies and ensuring customer satisfaction, retention, and growth. This role includes servicing accounts, handling renewals, processing new business, and maintaining accurate client data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Client Management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage relationships for clients with Professional Liability policies (MedPro, Dentist Advantage, E\u0026amp;amp;S)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain high levels of customer satisfaction and support agency retention goals\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Service \u0026amp;amp; Retention\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Proactively manage assigned client relationships to ensure satisfaction and retention\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain regular client contact based on individual account needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Respond promptly to client calls and emails\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Address client questions, concerns, and service requests in a timely manner\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage all policy renewals beginning at least 90 days prior to expiration\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contact clients via phone and/or email to review coverage and renewal needs\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Sales \u0026amp;amp; New Business\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Recommend and sell appropriate Professional Liability policies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Process new business opportunities from Advisors and direct leads (MedPro)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage the full lifecycle of new business from application through binding\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Policy Servicing \u0026amp;amp; Administration\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Enter and maintain accurate client data in agency management systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Process policy changes, endorsements, and updates as requested by clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure all work is completed accurately and in compliance with internal procedures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Follow all agency workflows and procedures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;High School Diploma or equivalent\u0026lt;br\u0026gt;Active Property \u0026amp;amp; Casualty Insurance License\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preferred Skills and Abilities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent interpersonal communication and negotiation skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal and quantitative aptitude\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effective decision-making and problem-solving abilities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to multitask and manage a high-volume workload in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office (Outlook, Word)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional phone and email etiquette\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with Google Workspace (Drive, Sheets, Docs)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High proficiency in math, typing, and general computer skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and adaptability to changing business needs\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC\u0026lt;/strong\u0026gt;:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Generous Paid Time off\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SG1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-Hybrid\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051925002,"name":"National Specialty","child_ids":[4099095002],"parent_id":null}],"offices":[{"id":4130574002,"name":"New Castle, PA (S. Mercer)","location":"31 S. Mercer Street New Castle, PA 16101","child_ids":[],"parent_id":4084776002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8568858002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6422580002,"location":{"name":"Remote US Based"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Remote From Home","value_type":"single_select"}],"id":8568858002,"updated_at":"2026-06-05T16:58:36-04:00","requisition_id":"3740","title":"Sales Operations Manager","company_name":"EPIC Brokers","first_published":"2026-06-05T16:58:04-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 an advocate and strategic partner to our clients.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Overview\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;PSG is seeking a manager-level Sales Operations Manager who will serve as a strong individual contributor while leading through influence across sales, consulting, and executive leadership. This role is responsible for the operational processes that support sales opportunities through completion, the integrity and effectiveness of Salesforce as a pipeline management tool, and the data insights that inform sales strategy and decision-making.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The ideal candidate is highly organized, analytically strong, and comfortable driving accountability without direct authority. This person should bring excellent communication skills, sound business judgment, and the ability to build strong partnerships while improving process discipline, data quality, and operational consistency across the sales organization.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;• Own Salesforce hygiene by conducting regular audits of open pipeline, identifying stalled or outdated opportunities, and partnering with sales leaders to improve data accuracy and opportunity management discipline.\u0026lt;br\u0026gt;• Schedule, manage, and facilitate pipeline calls, ensuring adherence to standards, keeping teams aligned to the agenda, documenting follow-up items, and driving timely completion of next steps.\u0026lt;br\u0026gt;• Manage the employee incentive process by ensuring eligible opportunities are reviewed and dispositioned appropriately, coordinating approvals with executive leadership and finance, and supporting communication when incentives are awarded.\u0026lt;br\u0026gt;• Audit won opportunities to ensure Salesforce records accurately reflect executed contract terms, including scope, timing, and financial details, and partner with internal stakeholders to resolve discrepancies.\u0026lt;br\u0026gt;• Lead renewal management activities by ensuring renewals are created, tracked, and closed accurately, and by facilitating regular reviews with business leaders to keep renewals moving through the process.\u0026lt;br\u0026gt;• Leverage sales data to generate insights that inform business strategy, including analysis of win and loss trends, forecast quality, and weighting accuracy.\u0026lt;br\u0026gt;• Partner with leaders across the business to expand adoption and effective use of Salesforce as a CRM and pipeline management platform, including process improvements, better account-level tracking, and cross-system integration opportunities.\u0026lt;br\u0026gt;• Support day-to-day Salesforce operations, including license management, reassignment of contacts and opportunities, dashboard and report development, and ongoing system administration activities.\u0026lt;br\u0026gt;• Act as a trusted operational partner who leads through influence, drives accountability across stakeholders, and identifies opportunities to strengthen sales processes before and after opportunities move through the pipeline.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications \u0026amp;amp; Experience\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;• Proven experience in sales operations, revenue operations, Salesforce administration, or a similar role supporting a consultative sales organization.\u0026lt;br\u0026gt;• Strong understanding of pipeline management, renewal processes, forecasting concepts, and sales process governance.\u0026lt;br\u0026gt;• Demonstrated ability to analyze sales data and translate findings into practical recommendations for business leaders.\u0026lt;br\u0026gt;• Experience working cross-functionally with sales, finance, and executive stakeholders to improve processes and drive accountability.\u0026lt;br\u0026gt;• Hands-on experience building and maintaining Salesforce reports, dashboards, data structures, and operational workflows.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Key Competencies\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;• Strong analytical, organizational, and project management skills.\u0026lt;br\u0026gt;• Excellent written and verbal communication skills, with the ability to facilitate meetings and drive follow-through.\u0026lt;br\u0026gt;• Demonstrated ability to build strong relationships and lead through influence across teams and levels of the organization.\u0026lt;br\u0026gt;• Ability to balance strategic thinking with hands-on execution in a fast-paced environment.\u0026lt;br\u0026gt;• Experience with Salesforce administration, reporting, dashboards, and data management.\u0026lt;br\u0026gt;• Bachelor\u0026#39;s degree in Business, Marketing, Finance, or a related field, or equivalent work experience.\u0026lt;br\u0026gt;• Salesforce Certified Platform Administrator\u0026lt;br\u0026gt;• Ability to travel as business needs require.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Preferred Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;• Experience supporting a professional services, consulting, or B2B sales organization.\u0026lt;br\u0026gt;• Background in renewal management, sales analytics, or revenue operations.\u0026lt;br\u0026gt;• Experience leading CRM enhancements, cross-system integrations, or process improvement initiatives.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(53, 152, 219);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(53, 152, 219);\u0026quot;\u0026gt;The national average salary for this role is \u0026lt;span style=\u0026quot;color: rgb(45, 194, 107);\u0026quot;\u0026gt;$100,000.00 - $120,000.00\u0026lt;/span\u0026gt; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(53, 152, 219);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;COMPENSATION: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(53, 152, 219);\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-MS2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(45, 194, 107);\u0026quot;\u0026gt;#LI-Remote\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4061880002,"name":"Pharmaceutical Strategies Group (PSG)","child_ids":[],"parent_id":4102651002}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8540685002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6411021002,"location":{"name":"2405 Satellite Boulevard Suite 200,  Duluth, GA 30096"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8540685002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3689","title":"Senior Account Manager – M\u0026A Insurance \u0026 Risk Advisory","company_name":"EPIC Brokers","first_published":"2026-05-15T09:51:06-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;Come join our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;The Senior Account Manager – M\u0026amp;amp;A Insurance \u0026amp;amp; Risk Advisory is responsible for managing complex commercial insurance programs while supporting merger and acquisition (M\u0026amp;amp;A) transactions through insurance due diligence, structuring, and post-close implementation. This role serves as a trusted advisor to clients, producers, and transaction teams by providing strategic guidance on risk, coverage, and insurance program alignment across both ongoing operations and transactional events.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;LOCATION: \u0026lt;/strong\u0026gt;Duluth, Georgia, hybrid, 3 days a week in the office\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Client Management \u0026amp;amp; Advisory\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as primary point of contact for clients, delivering expert guidance on risk management, coverage structure, and compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain long-term client relationships through proactive communication and strategic advisory\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze client exposures and identify coverage gaps; recommend tailored insurance solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage complex service issues, including claims advocacy and coverage disputes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide ongoing updates on market trends, regulatory changes, and emerging risks\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;M\u0026amp;amp;A Insurance Due Diligence\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead insurance diligence for M\u0026amp;amp;A transactions by collecting and reviewing policies, loss runs, and exposure data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze insurance programs to identify risks, gaps, and transaction-related liabilities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare summaries and recommendations for internal stakeholders and deal teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Align insurance findings with transaction structures and legal considerations\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Transaction Execution \u0026amp;amp; Integration\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Coordinate insurance workstreams during buy-side and sell-side transactions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support placement, restructuring, or endorsement of insurance programs post-close\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implement policy changes, including:\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adding/removing entities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adjusting limits, exposures, and locations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinating tail or run-off coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Renewals, Marketing \u0026amp;amp; Placement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead renewal strategy through exposure analysis, claims review, and market comparison\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Negotiate with carriers to secure optimal pricing, terms, and coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare renewal submissions and presentations to carriers and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support new business efforts through proposals and participation in sales presentations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure continuity of coverage across pre- and post-acquisition entities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaboration \u0026amp;amp; Stakeholder Management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as liaison between clients, producers, underwriters, legal counsel, and transaction advisors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with internal teams (claims, placement, analytics) to deliver integrated solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop strong relationships with carriers, brokers, and external partners\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Operational \u0026amp;amp; Process Management\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Maintain organized documentation for client accounts and M\u0026amp;amp;A transactions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track deliverables and ensure alignment with renewal cycles and deal timelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Document all activity in agency management systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to process improvement, including development of diligence frameworks and best practices\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Team oriented self-starter, with ability to organize, prioritize, monitor and control workflow deadlines and be flexible\u0026lt;br\u0026gt;• Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands\u0026lt;br\u0026gt;• Adaptability and resilience in managing shifting priorities\u0026lt;br\u0026gt;• A collaborative mindset to work with teams across EPIC\u0026lt;br\u0026gt;• Insurance technical skills; ability to apply knowledge of coverage forms in analysis, identification of coverage gaps and ongoing coverage consultation\u0026lt;br\u0026gt;• Receptive to feedback; critical thinking and problem-solving skills; high adaptability\u0026lt;br\u0026gt;• Ability to work well under pressure with attention to details\u0026lt;br\u0026gt;• Bachelor’s degree with a minimum of 5+ years of client service or High School degree with a minimum of 7 years of client service\u0026lt;br\u0026gt;• Strong verbal and written communication skills and analytical abilities\u0026lt;br\u0026gt;• Property and Casualty Insurance License\u0026lt;br\u0026gt;• Insurance Designation(s) preferred\u0026lt;br\u0026gt;• Proficiency in Microsoft Office\u0026lt;br\u0026gt;• Experience with an agency management systems such as Sagitta, ImageRight, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generous Paid Time off\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SG1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-Hybrid\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4072118002,"name":"Southeast","child_ids":[],"parent_id":null}],"offices":[{"id":4014784002,"name":"Duluth, GA","location":"2405 Satellite Boulevard Suite 200,  Duluth, GA 30096","child_ids":[],"parent_id":4084769002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8554769002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6417008002,"location":{"name":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8554769002,"updated_at":"2026-06-04T14:00:38-04:00","requisition_id":"3713","title":" Senior Analytics Consultant","company_name":"EPIC Brokers","first_published":"2026-06-04T14:00:37-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;LOCATION\u0026lt;/strong\u0026gt;: Atlanta, GA\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Come join our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Senior Analytics Consultant plays a strategic role within EPIC’s high growth Private Equity Benefits Practice. This position serves as a trusted advisor to clients by delivering high quality financial and analytic insights that drive benefits decision making across a diverse portfolio of private equity backed companies.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Senior Analytics Consultant is responsible for managing complex workflows including acquiring and validating data, structuring analyses, developing forward looking projections, interpreting plan performance, and creating client ready deliverables. The role collaborates closely with account teams to ensure accurate, insightful, and polished financial reporting. As a senior member of the PE Benefits Analytics Team, this individual will lead less standardized and time sensitive projects and present analytic findings directly to clients.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The role also contributes to team development through peer review, mentoring junior analysts, and modeling a thoughtful, process oriented approach to high quality work.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;RESPONSIBILITIES\u0026lt;br\u0026gt;Financial \u0026amp;amp; Analytical Consulting\u0026lt;br\u0026gt;• Develop accurate and timely financial analyses to support client strategy, renewals, planning, and executive decisions.\u0026lt;br\u0026gt;• Conduct quantitative modeling and scenario analysis to assess financial impact of plan design, contribution strategies, vendor changes, and trend assumptions.\u0026lt;br\u0026gt;• Analyze claims drivers, utilization patterns, and cost trends to identify opportunities and inform recommendations.\u0026lt;br\u0026gt;• Support client teams with benchmarking, risk profile evaluation, pharmacy financial reviews, and analytics that connect performance to strategy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Reporting, Insights \u0026amp;amp; Client Support\u0026lt;br\u0026gt;• Prepare, update, and present monthly and quarterly reporting packages, dashboards, performance reviews, variance analyses, and projections.\u0026lt;br\u0026gt;• Craft and maintain client financial presentation materials in partnership with account teams to ensure professional, consistent formatting and narrative.\u0026lt;br\u0026gt;• Present analytics to clients and translate complex findings into clear, actionable insights.\u0026lt;br\u0026gt;• Maintain awareness of client goals and incorporate stakeholder perspectives into analytic deliverables.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Data Management, Validation \u0026amp;amp; Vendor Coordination\u0026lt;br\u0026gt;• Identify required data and obtain it through carrier portals or direct vendor coordination (carriers, PBMs, TPAs, other partners).\u0026lt;br\u0026gt;• Validate, reconcile, and structure data into repeatable, accurate reporting frameworks.\u0026lt;br\u0026gt;• Support pharmacy rebate tracking, vendor performance reconciliation, and verification of program related invoices and fees.\u0026lt;br\u0026gt;• Maintain comprehensive records of source data, assumptions, and methodologies in an organized system.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Project Management \u0026amp;amp; Team Development\u0026lt;br\u0026gt;• Manage multiple workstreams, define project scope, set priorities, and deliver results within tight deadlines.\u0026lt;br\u0026gt;• Provide peer review, coach junior analysts, and support knowledge sharing and team development.\u0026lt;br\u0026gt;• Identify process improvements and contribute to building scalable, standardized analytic workflows.\u0026lt;br\u0026gt;• Demonstrate professionalism and accountability in all internal and client-facing interactions.\u0026lt;br\u0026gt;• May supervise and provide direction to junior team members, including managing workflow, prioritization, and development support.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;QUALIFICATIONS (Required)\u0026lt;br\u0026gt;• 7+ years of progressive experience in employee benefits analytics, financial analysis, underwriting support, or related roles.\u0026lt;br\u0026gt;• Bachelor’s degree in Mathematics, Statistics, Finance, Economics, Data Analytics, or related field, or equivalent experience.\u0026lt;br\u0026gt;• Advanced proficiency in Microsoft Excel, including handling large datasets and building structured models.\u0026lt;br\u0026gt;• Ability to interpret data, synthesize findings, and communicate insights to clients.\u0026lt;br\u0026gt;• Familiarity with self funded plan mechanics, financial reporting structures, vendor fees, and stop loss concepts.\u0026lt;br\u0026gt;• Experience producing executive ready dashboards and recurring reporting packages.\u0026lt;br\u0026gt;• Strong project management, prioritization, and multi tasking skills.\u0026lt;br\u0026gt;• High degree of professionalism, attention to detail, and written/verbal communication skills.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;QUALIFICATIONS (Preferred)\u0026lt;br\u0026gt;Note: This is not an actuarial role and does not require actuarial credentials; however, exposure to actuarial adjacent tools and methods is valuable.\u0026lt;br\u0026gt;• Experience with analytics/modeling tools (e.g., Claros) or similar platforms.\u0026lt;br\u0026gt;• Experience with population health data analytics tools (e.g., Innovu).\u0026lt;br\u0026gt;• Experience using SQL, Python, VBA, or BI tools (Power BI/Tableau) for automation, data validation, or enhanced analytics.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;KEY COMPETENCIES\u0026lt;br\u0026gt;• Strategic thinking, advanced quantitative analysis, and problem solving.\u0026lt;br\u0026gt;• Effective stakeholder management and executive-level communication.\u0026lt;br\u0026gt;• Assertiveness in defining scope and managing expectations.\u0026lt;br\u0026gt;• Strong organizational discipline and documentation practices.\u0026lt;br\u0026gt;• Leadership, mentorship, and ability to coach junior colleagues.\u0026lt;br\u0026gt;• Professional presence and ability to represent EPIC positively.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;SPECIAL REQUIREMENTS\u0026lt;br\u0026gt;• Flexibility to work outside normal hours as needed.\u0026lt;br\u0026gt;• Travel may be required; occasional overnight stays.\u0026lt;br\u0026gt;• Must have (or obtain within 90 days) a state Life \u0026amp;amp; Health license.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generous Paid Time off\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-TM1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051926002,"name":"Financial Services","child_ids":[],"parent_id":null}],"offices":[{"id":4044804002,"name":"Atlanta, GA","location":"5909 Peachtree Dunwoody Rd Bldg D Ste 800,  Atlanta, GA 30328","child_ids":[],"parent_id":4084769002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8529955002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6340211002,"location":{"name":"2405 Satellite Boulevard Suite 200,  Duluth, GA 30096"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8529955002,"updated_at":"2026-06-03T12:30:59-04:00","requisition_id":"3353","title":"Senior Claims Advocate ","company_name":"EPIC Brokers","first_published":"2026-04-29T13:20:54-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;We are seeking a highly experienced Senior Claims Advocate with expertise in both workers’ compensation and liability claims to deliver exceptional claims management, strategic advocacy, and risk mitigation support to our clients. The ideal candidate will have a strong background in multi-jurisdictional claims handling, including workers’ compensation and liability lines such as general liability, auto, and property and demonstrate analytical skills and a client-focused mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Duluth GA, this is a hybrid position, with a minimum of three in-office days per week.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Claims Advocacy \u0026amp;amp; Oversight\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Manage and advocate for complex claims across both workers’ compensation and liability lines from initial reporting to final resolution.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Serve as a trusted advisor to clients, delivering strategic guidance to reduce claim costs and improve outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Partner with carriers, TPAs, and legal counsel to ensure appropriate claim handling, reserving, and settlement strategies.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Identify claim trends across multiple lines and propose tailored solutions to reduce loss experience.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Support clients in challenging denials, negotiating settlements, and intervening in escalated cases.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Client Consulting \u0026amp;amp; Risk Mitigation\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Provide consultative support on injury and incident management, return-to-work strategies, and liability exposure, and overall claim risk.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Prepare and present client-facing settlement and reserve recommendations aligned with exposure analysis, jurisdictional factors, and risk-management objectives.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Facilitate claim review meetings and prepare detailed reports that communicate claim status, trends, and recommendations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Collaborate closely with the account service team to ensure coordinated client strategy, consistent communication, and effective execution of claims initiatives.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Partner with client risk, safety, legal, and HR teams to implement proactive measures aimed at reducing claim frequency and severity.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Carrier, TPA \u0026amp;amp; Legal Liaison\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Interface with carriers, TPAs, and attorneys to ensure effective, timely, and client-centered claim resolution.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Advocate for appropriate reserving practices, equitable settlements, and consistent claims service.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Participate in settlement negotiations and mediation where appropriate.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Compliance \u0026amp;amp; Regulatory Awareness\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Maintain current knowledge of workers’ compensation and liability laws, litigation trends, and best practices across jurisdictions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Ensure clients remain compliant with regulatory requirements, including reporting obligations and safety protocols.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Data Analytics \u0026amp;amp; Reporting\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Analyze loss data across lines of coverage to identify trends, gaps, and opportunities for improvement.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Prepare and deliver client-facing analytics reports with strategic insights and practical recommendations.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Experience: Minimum 5 to 10 years of claims experience across workers’ compensation and liability lines (GL, Auto, etc.), with a background in brokerage, TPA, or carrier environments.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Technical Expertise: Strong knowledge of multi-jurisdictional laws and best practices in both workers’ compensation and liability claims.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Client-Facing Skills: Demonstrated ability to build relationships, influence outcomes, and communicate effectively with all stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Analytical Ability: Skilled in data analysis, claim reviews, and trend identification.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Technology: Proficient in claims management systems, Excel, and reporting tools.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Preferred Education \u0026amp;amp; Certifications\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Bachelor’s degree in Risk Management, Insurance, Business, or a related field preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Industry designations such as AIC, ARM, CPCU, or CLCS strongly preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-LL1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4072118002,"name":"Southeast","child_ids":[],"parent_id":null}],"offices":[{"id":4014784002,"name":"Duluth, GA","location":"2405 Satellite Boulevard Suite 200,  Duluth, GA 30096","child_ids":[],"parent_id":4084769002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8436293002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6340211002,"location":{"name":"2405 Satellite Boulevard Suite 200,  Duluth, GA 30096"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8436293002,"updated_at":"2026-06-03T12:30:40-04:00","requisition_id":"3353","title":"Senior Claims Advocate ","company_name":"EPIC Brokers","first_published":"2026-02-24T15:56:43-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;We are seeking a highly experienced Senior Claims Advocate with expertise in both workers’ compensation and liability claims to deliver exceptional claims management, strategic advocacy, and risk mitigation support to our clients. The ideal candidate will have a strong background in multi-jurisdictional claims handling, including workers’ compensation and liability lines such as general liability, auto, and property and demonstrate analytical skills and a client-focused mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Duluth GA, this is a hybrid position, with a minimum of three in-office days per week.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Claims Advocacy \u0026amp;amp; Oversight\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Manage and advocate for complex claims across both workers’ compensation and liability lines from initial reporting to final resolution.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Serve as a trusted advisor to clients, delivering strategic guidance to reduce claim costs and improve outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Partner with carriers, TPAs, and legal counsel to ensure appropriate claim handling, reserving, and settlement strategies.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Identify claim trends across multiple lines and propose tailored solutions to reduce loss experience.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Support clients in challenging denials, negotiating settlements, and intervening in escalated cases.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Client Consulting \u0026amp;amp; Risk Mitigation\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Provide consultative support on injury and incident management, return-to-work strategies, and liability exposure, and overall claim risk.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Prepare and present client-facing settlement and reserve recommendations aligned with exposure analysis, jurisdictional factors, and risk-management objectives.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Facilitate claim review meetings and prepare detailed reports that communicate claim status, trends, and recommendations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Collaborate closely with the account service team to ensure coordinated client strategy, consistent communication, and effective execution of claims initiatives.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Partner with client risk, safety, legal, and HR teams to implement proactive measures aimed at reducing claim frequency and severity.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Carrier, TPA \u0026amp;amp; Legal Liaison\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Interface with carriers, TPAs, and attorneys to ensure effective, timely, and client-centered claim resolution.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Advocate for appropriate reserving practices, equitable settlements, and consistent claims service.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Participate in settlement negotiations and mediation where appropriate.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Compliance \u0026amp;amp; Regulatory Awareness\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Maintain current knowledge of workers’ compensation and liability laws, litigation trends, and best practices across jurisdictions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Ensure clients remain compliant with regulatory requirements, including reporting obligations and safety protocols.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Data Analytics \u0026amp;amp; Reporting\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Analyze loss data across lines of coverage to identify trends, gaps, and opportunities for improvement.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Prepare and deliver client-facing analytics reports with strategic insights and practical recommendations.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Experience: Minimum 5 to 10 years of claims experience across workers’ compensation and liability lines (GL, Auto, etc.), with a background in brokerage, TPA, or carrier environments.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Technical Expertise: Strong knowledge of multi-jurisdictional laws and best practices in both workers’ compensation and liability claims.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Client-Facing Skills: Demonstrated ability to build relationships, influence outcomes, and communicate effectively with all stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Analytical Ability: Skilled in data analysis, claim reviews, and trend identification.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Technology: Proficient in claims management systems, Excel, and reporting tools.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Preferred Education \u0026amp;amp; Certifications\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Bachelor’s degree in Risk Management, Insurance, Business, or a related field preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Industry designations such as AIC, ARM, CPCU, or CLCS strongly preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-LL1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4072118002,"name":"Southeast","child_ids":[],"parent_id":null}],"offices":[{"id":4014784002,"name":"Duluth, GA","location":"2405 Satellite Boulevard Suite 200,  Duluth, GA 30096","child_ids":[],"parent_id":4084769002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8366732002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6340211002,"location":{"name":"2405 Satellite Boulevard Suite 200,  Duluth, GA 30096"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8366732002,"updated_at":"2026-06-03T12:30:20-04:00","requisition_id":"3353","title":"Senior Claims Advocate ","company_name":"EPIC Brokers","first_published":"2026-01-12T10:45:52-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;We are seeking a highly experienced Senior Claims Advocate with expertise in both workers’ compensation and liability claims to deliver exceptional claims management, strategic advocacy, and risk mitigation support to our clients. The ideal candidate will have a strong background in multi-jurisdictional claims handling, including workers’ compensation and liability lines such as general liability, auto, and property and demonstrate analytical skills and a client-focused mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Duluth GA, this is a hybrid position, with a minimum of three in-office days per week.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Claims Advocacy \u0026amp;amp; Oversight\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Manage and advocate for complex claims across both workers’ compensation and liability lines from initial reporting to final resolution.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Serve as a trusted advisor to clients, delivering strategic guidance to reduce claim costs and improve outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Partner with carriers, TPAs, and legal counsel to ensure appropriate claim handling, reserving, and settlement strategies.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Identify claim trends across multiple lines and propose tailored solutions to reduce loss experience.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Support clients in challenging denials, negotiating settlements, and intervening in escalated cases.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Client Consulting \u0026amp;amp; Risk Mitigation\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Provide consultative support on injury and incident management, return-to-work strategies, and liability exposure, and overall claim risk.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Prepare and present client-facing settlement and reserve recommendations aligned with exposure analysis, jurisdictional factors, and risk-management objectives.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Facilitate claim review meetings and prepare detailed reports that communicate claim status, trends, and recommendations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Collaborate closely with the account service team to ensure coordinated client strategy, consistent communication, and effective execution of claims initiatives.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Partner with client risk, safety, legal, and HR teams to implement proactive measures aimed at reducing claim frequency and severity.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Carrier, TPA \u0026amp;amp; Legal Liaison\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Interface with carriers, TPAs, and attorneys to ensure effective, timely, and client-centered claim resolution.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Advocate for appropriate reserving practices, equitable settlements, and consistent claims service.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Participate in settlement negotiations and mediation where appropriate.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Compliance \u0026amp;amp; Regulatory Awareness\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Maintain current knowledge of workers’ compensation and liability laws, litigation trends, and best practices across jurisdictions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Ensure clients remain compliant with regulatory requirements, including reporting obligations and safety protocols.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Data Analytics \u0026amp;amp; Reporting\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Analyze loss data across lines of coverage to identify trends, gaps, and opportunities for improvement.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Prepare and deliver client-facing analytics reports with strategic insights and practical recommendations.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Experience: Minimum 5 to 10 years of claims experience across workers’ compensation and liability lines (GL, Auto, etc.), with a background in brokerage, TPA, or carrier environments.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Technical Expertise: Strong knowledge of multi-jurisdictional laws and best practices in both workers’ compensation and liability claims.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Client-Facing Skills: Demonstrated ability to build relationships, influence outcomes, and communicate effectively with all stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Analytical Ability: Skilled in data analysis, claim reviews, and trend identification.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Technology: Proficient in claims management systems, Excel, and reporting tools.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Preferred Education \u0026amp;amp; Certifications\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Bachelor’s degree in Risk Management, Insurance, Business, or a related field preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Industry designations such as AIC, ARM, CPCU, or CLCS strongly preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-LL1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4072118002,"name":"Southeast","child_ids":[],"parent_id":null}],"offices":[{"id":4014784002,"name":"Duluth, GA","location":"2405 Satellite Boulevard Suite 200,  Duluth, GA 30096","child_ids":[],"parent_id":4084769002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8458991002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6378862002,"location":{"name":"10877 White Rock Road Suite 300,  Rancho Cordova, CA 95670; 1390 Willow Pass Road Suite 800,  Concord, CA 94520"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Remote From Home","value_type":"single_select"}],"id":8458991002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3542","title":"Senior Client Manager","company_name":"EPIC Brokers","first_published":"2026-04-28T14:58:12-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;EPIC Insurance Brokers \u0026amp;amp; Consultants is one of the fastest‑growing insurance brokerage and consulting firms in the United States. Founded in 2007 and headquartered in San Francisco, EPIC has more than 3,000 employees across 60+ offices nationwide, combining national scale with local market expertise.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our continued growth is fueled by people who bring an owner mindset, inspire trust, think big, and drive results. If you are looking for a long‑term career with a collaborative, growth‑oriented organization, EPIC may be the right fit.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Position Summary\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;The Senior Client Manager partners closely with Producers and Client Executives to manage and service a book of employee benefits clients. This role is responsible for renewals, vendor marketing, plan analysis, compliance support, open enrollment, and ongoing client relationship management.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The ideal candidate brings strong employee benefits brokerage experience, consultative client skills, and the ability to manage complex accounts in a fast‑paced environment.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Key Responsibilities\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary client contact and subject matter expert for employee benefits accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage day‑to‑day client service, escalations, and complex coverage or compliance inquiries\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze client census and experience data for new and renewal business\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct carrier marketing, obtain quotes, compare plan designs, and evaluate alternatives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Present recommendations to clients, including senior HR and leadership stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Negotiate premiums, plan terms, and commissions with carriers and vendors on behalf of clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead open enrollment planning and execution, including employee communications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare client presentations, proposals, and benefit summaries\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support Producers with sales activities and new business development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate documentation in agency management systems and CRM tools\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Core Competencies\u0026lt;/h2\u0026gt;\n\u0026lt;h3\u0026gt;Client Service \u0026amp;amp; Consulting\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Employee benefits strategy and advisory support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, vision, life, disability, and ancillary benefits knowledge\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Carrier negotiation and vendor management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Compliance support related to state and federal regulations\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Leadership \u0026amp;amp; Collaboration\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner effectively with Producers, Client Executives, and service teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor junior staff and support team workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage multiple deadlines, priorities, and client deliverables\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Qualifications\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of experience in employee benefits account management with a brokerage, consulting firm, or health insurance carrier\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of benefits renewals, plan design, and carrier markets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience supporting mid‑market or large group employee benefits clients preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Microsoft Excel, Word, and PowerPoint\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to thrive in a deadline‑driven, client‑facing environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organization, and problem‑solving skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Licenses \u0026amp;amp; Certifications\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Active California Life \u0026amp;amp; Health Insurance License required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional designations such as CEBS, PHR, BGA, or CLU preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Compensation\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;The national base salary range for this position is $100,000 – $125,000, exclusive of bonuses or benefits. Final compensation will be based on experience, skills, certifications, location, and internal equity.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Why EPIC?\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;EPIC offers a comprehensive and competitive total rewards package, including:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off and company holidays\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid parental leave and family‑supportive benefits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) with company match\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, vision, wellness, and EAP programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional development, tuition reimbursement, and mentorship\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee recognition programs and referral bonuses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Resource Groups and inclusive culture\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;EPIC fosters a 50/50 culture that values both production and service excellence—and we actively invest in our people’s growth.\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;h2\u0026gt;Equal Opportunity Employer\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;EPIC embraces diversity in all its forms and is committed to creating an inclusive work environment where every employee feels valued, respected, and empowered.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;California Applicants:\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;View your privacy rights here:\u0026lt;br\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/p\u0026gt;\n\u0026lt;hr\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;#LI‑MS2\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;text-align: left;\u0026quot;\u0026gt;#SeniorClientManager\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#EmployeeBenefits\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#BenefitsBrokerage\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#BenefitsConsulting\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#AccountManager\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#InsuranceCareers\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;","departments":[{"id":4106160002,"name":"Northern California","child_ids":[],"parent_id":null}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null},{"id":4014779002,"name":"Concord, CA","location":"1390 Willow Pass Road Suite 800,  Concord, CA 94520","child_ids":[],"parent_id":4084780002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8577499002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6426021002,"location":{"name":"Remote US Based"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Remote From Home","value_type":"single_select"}],"id":8577499002,"updated_at":"2026-06-05T15:41:14-04:00","requisition_id":"3759","title":"Senior Client Manager ","company_name":"EPIC Brokers","first_published":"2026-06-05T15:41:14-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;Come join our team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;LOCATION: \u0026lt;/strong\u0026gt;This is a remote US Based role.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Employee Benefits Sr. Client Manager (SCM) works with the Producer or Client Executive (CE) to implement a client\u0026#39;s employee benefits strategy and to service the account. Responsibilities include preparing communication materials, conducting open enrollment meetings, collecting and preparing compliance materials, and servicing the day-to-day needs of the client.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Service\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;• Establish and maintain the day-to-day business relationship with the client, becoming the first point of contact\u0026lt;br\u0026gt;• Work with clients, producers and other team members to implement a comprehensive customer service plan\u0026lt;br\u0026gt;• Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials\u0026lt;br\u0026gt;• Complete cobra paperwork on behalf of the client, both at renewal and for new group set up\u0026lt;br\u0026gt;• Distribute or facilitate distribution of resource information provided by the Client Executive (CE) to clients to continually keep them informed of benefit trends, State and Federal legislation, rules, and regulations\u0026lt;br\u0026gt;• Liaison with compliance department and Client Executive (CE) to advise clients on government reporting compliance issues, and to assist with the preparation of client specific compliance resources\u0026lt;br\u0026gt;• Compile and maintain client and benefit plan information in EPIC\u0026#39;s CRM - new group set up and renewals- data provided by Client Executive\u0026lt;br\u0026gt;• Issue resolution for simple claims, coordinate escalated claims with the claims department and share communication to the claimant as to who is on contact point post transfer to the claims department\u0026lt;br\u0026gt;• Resolve enrollment and eligibility issues\u0026lt;br\u0026gt;• Research and resolve client billing issues\u0026lt;br\u0026gt;• Maintain open and continuing communication with the assigned Client Executive on all client issues and events\u0026lt;br\u0026gt;• Coordinate and participate in consistent training/mentoring events with the Client Executive\u0026lt;br\u0026gt;• Coordinate meetings and updates as needed\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Personal and Organizational Development\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;• Work with CE to set priorities and manage workflow to ensure goals are met;\u0026lt;br\u0026gt;• Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records\u0026lt;br\u0026gt;• Be responsive and Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company\u0026lt;br\u0026gt;• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance\u0026lt;br\u0026gt;• Project a professional image in action and appearance.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Full knowledge of Employee Benefits lines of coverage and services\u0026lt;br\u0026gt;• Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel\u0026lt;br\u0026gt;• Strong attention to detail and time management abilities\u0026lt;br\u0026gt;• Strong ability to multi-task and assign priorities\u0026lt;br\u0026gt;• Ability to work effectively and efficiently in a team environment as well as independently without direct supervision\u0026lt;br\u0026gt;• Strong interpersonal communication skills; both written and oral\u0026lt;br\u0026gt;• Demonstrated experience with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High school diploma required; some college preferred\u0026lt;br\u0026gt;• Prefer five or more years’ experience as a Client Manager with a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA\u0026lt;br\u0026gt;• Must be able to work in a fast-paced environment with demonstrated ability to juggle/prioritize multiple competing tasks and demands\u0026lt;br\u0026gt;• 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life and Health License; or willing to obtain within 60 days of hire date;\u0026lt;br\u0026gt;• Valid Driver License\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The national average salary for this role is $90,000.00 - $110,000.00 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Generous Paid Time off\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SG1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-remote\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4072118002,"name":"Southeast","child_ids":[],"parent_id":null}],"offices":[{"id":4014784002,"name":"Duluth, GA","location":"2405 Satellite Boulevard Suite 200,  Duluth, GA 30096","child_ids":[],"parent_id":4084769002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8489580002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6388020002,"location":{"name":"14881 Quorum Drive Suite 850,  Dallas, TX 75254"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8489580002,"updated_at":"2026-06-01T12:24:02-04:00","requisition_id":"3583","title":"Senior Client Manager- Commercial P\u0026C Accounts","company_name":"EPIC Brokers","first_published":"2026-04-01T12:17:50-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SUMMARY:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Senior Client Manager\u0026amp;nbsp; works with and supports Producers, Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. This position is a senior, client-facing role responsible for directly supporting Property \u0026amp;amp; Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;This position mentors a client service team through continuous learning, transparent feedback, and strong talent development. Working directly with the team to assist in setting individual and team goals aligned with the sales and growth strategy, service platform execution, continual process improvement, proactively identifying and meeting client needs, enabling retention and growth of a defined book of business from a client service perspective.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Location: \u0026amp;nbsp;This role requires a hybrid work schedule out of our Dallas office, 3 days a week in office.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;QUALIFICATIONS:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference.\u0026amp;nbsp;Creativity and independent thinking is valued throughout our organization. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.\u0026amp;nbsp;The requirements listed below are representative of the knowledge, skill, and/or ability required.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ESSENTIAL DUTIES AND RESPONSIBILITIES:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Client Management:\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary expert resource and first point of contact for clients, handling questions on risk management, coverage, contractual issues, and compliance specific to the Charter School industry.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze client data, conduct market comparisons, strategize around coverage and exclusions, and negotiate premiums and commission rates.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide marketing and new business development support, including preparing presentations and proposals, and participating in and/or conducting meetings with clients and/or prospective clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Delegate office administrative work and oversee tasks.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Service Delivery:\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain primary business relationships with clients, developing comprehensive customer service plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Consistently establish and maintain high levels of trust and confidence with clients through periodic unscheduled contact and prompt resolution of client questions and issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze client and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Negotiate with carriers on clients’ behalf for best available premiums, commissions, and coverage.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain expert knowledge and provide clients with up-to-date information on insurance, market trends, and legislation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with claims advocates to ensure client needs are satisfied throughout the claims process.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Marketing and Business Development:\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare renewal specifications for presentation to carriers, including analysis of claims, changes in client operations, and recommended renewal pricing.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct renewal presentations as part of a team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop strong relationships with business partners, including underwriters, brokers, and other professional service providers.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Personal and Organizational Development:\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Set priorities and manage workflow to ensure all goals are met.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Document correspondence and activity in agency management systems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact effectively with others, utilizing good communication skills and providing information and guidance as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;QUALIFICATIONS\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;:\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;High school diploma or G.E.D. equivalent required; college degree preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Five or more years of experience in mid-size brokerage or independent agency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office applications, especially Excel.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast-paced environment and handle multiple tasks.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High level of interpersonal skills for handling sensitive and confidential situations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Valid State Property and Casualty License and State Driver’s License required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent negotiation skills and in-depth knowledge of the insurance business.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong leadership skills with experience in delegation, coaching, and mentoring.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Sagitta and ImageRight preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong aptitude for interpreting coverage forms, contractual agreements, and financial statements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly motivated with a strong work ethic and ability to work independently.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Project and team management experience preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Insurance industry designations preferred (CIC, CRM, CPCU).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with complex shared/layered programs preferred.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;PHYSIICAL DEMANDS:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.\u0026lt;em\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;#LI-LL1 #LI-Hybrid\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4059629002,"name":"West","child_ids":[],"parent_id":null}],"offices":[{"id":4014781002,"name":"Dallas, TX","location":"14881 Quorum Drive Suite 850,  Dallas, TX 75254","child_ids":[],"parent_id":4084770002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8573715002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6424473002,"location":{"name":"14881 Quorum Drive Suite 850,  Dallas, TX 75254"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8573715002,"updated_at":"2026-06-03T15:11:58-04:00","requisition_id":"3747","title":"Senior Client Manager/ Team Lead for Commercial P\u0026C","company_name":"EPIC Brokers","first_published":"2026-06-03T15:11:58-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SUMMARY:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Senior Client Manager/ Team Lead works with and supports Producers, Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. This position is a senior, client-facing role responsible for directly supporting Property \u0026amp;amp; Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;This position mentors a client service team through continuous learning, transparent feedback, and strong talent development. Working directly with the team to assist in setting individual and team goals aligned with the sales and growth strategy, service platform execution, continual process improvement, proactively identifying and meeting client needs, enabling retention and growth of a defined book of business from a client service perspective.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Location: \u0026amp;nbsp;This role requires a hybrid work schedule out of our Dallas office, 3 days a week in office.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;QUALIFICATIONS:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference.\u0026amp;nbsp;Creativity and independent thinking is valued throughout our organization. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.\u0026amp;nbsp;The requirements listed below are representative of the knowledge, skill, and/or ability required.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;ESSENTIAL DUTIES AND RESPONSIBILITIES:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Client Management:\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary expert resource and first point of contact for clients, handling questions on risk management, coverage, contractual issues, and compliance specific to the Charter School industry.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze client data, conduct market comparisons, strategize around coverage and exclusions, and negotiate premiums and commission rates.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide marketing and new business development support, including preparing presentations and proposals, and participating in and/or conducting meetings with clients and/or prospective clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Delegate office administrative work and oversee tasks.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Service Delivery:\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain primary business relationships with clients, developing comprehensive customer service plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Consistently establish and maintain high levels of trust and confidence with clients through periodic unscheduled contact and prompt resolution of client questions and issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze client and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Negotiate with carriers on clients’ behalf for best available premiums, commissions, and coverage.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain expert knowledge and provide clients with up-to-date information on insurance, market trends, and legislation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with claims advocates to ensure client needs are satisfied throughout the claims process.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Marketing and Business Development:\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare renewal specifications for presentation to carriers, including analysis of claims, changes in client operations, and recommended renewal pricing.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct renewal presentations as part of a team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop strong relationships with business partners, including underwriters, brokers, and other professional service providers.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Personal and Organizational Development:\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Set priorities and manage workflow to ensure all goals are met.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Document correspondence and activity in agency management systems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact effectively with others, utilizing good communication skills and providing information and guidance as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;SUPERVISORY RESPONSIBILITIES:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Supervise Client Manager and Assistant Client Manager position(s).\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;QUALIFICATIONS\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;:\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;High school diploma or G.E.D. equivalent required; college degree preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Five or more years of experience in mid-size brokerage or independent agency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office applications, especially Excel.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast-paced environment and handle multiple tasks.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High level of interpersonal skills for handling sensitive and confidential situations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Valid State Property and Casualty License and State Driver’s License required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent negotiation skills and in-depth knowledge of the insurance business.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong leadership skills with experience in delegation, coaching, and mentoring.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Sagitta and ImageRight preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong aptitude for interpreting coverage forms, contractual agreements, and financial statements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly motivated with a strong work ethic and ability to work independently.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Project and team management experience preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Insurance industry designations preferred (CIC, CRM, CPCU).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with complex shared/layered programs preferred.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;PHYSIICAL DEMANDS:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.\u0026lt;em\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;#LI-LL1 #LI-Hybrid\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4059629002,"name":"West","child_ids":[],"parent_id":null}],"offices":[{"id":4014781002,"name":"Dallas, TX","location":"14881 Quorum Drive Suite 850,  Dallas, TX 75254","child_ids":[],"parent_id":4084770002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8575640002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6419515002,"location":{"name":"3780 Mansell Road, Ste 370, Alpharetta, GA 30022"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8575640002,"updated_at":"2026-06-02T16:52:47-04:00","requisition_id":"3728","title":"Senior Commercial Insurance Account Specialist","company_name":"EPIC Brokers","first_published":"2026-06-02T16:52:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Greyling Insurance Brokerage \u0026amp;amp; Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We’ve been so successful, that now we’re looking to grow our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The \u0026lt;strong\u0026gt;Senior Account Specialist’s\u0026lt;/strong\u0026gt; main responsibilities are to support the broker with providing top-notch client services. This role assists with producing client submissions, proposals, presentations, insurance summaries \u0026amp;amp; reports. It will also provide day-to-day support with routine inquiries and transactions concerning clients (such as answering phone calls, responding to emails, scanning, and photocopying).\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION: \u0026lt;/strong\u0026gt;Alpharetta, GA - Hybrid required, 3 days a week in-office\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Candidates with strong, professional communication skills – both written and verbal. Ideal candidates can successfully pivot between providing detailed and accurate written communication, as well as picking up the phone and having a detailed verbal conversation with clients or internal stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;High attention to detail, and the ability to learn and understand software systems quickly.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;REQUIRED: At least 5+ years\u0026lt;/strong\u0026gt; of experience working for an insurance agency, broker or carrier \u0026lt;strong\u0026gt;AND a current Property \u0026amp;amp; Casualty Insurance License.\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The account specialist will handle day-to-day client issues and questions. A detailed list of job duties include (but are not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Input client information into Sagitta (agency management software system)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Request loss runs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Pre-complete renewal schedules and applications\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Prepare ACORD applications\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create client files on shared server, prepare pre-renewal reports including loss ratio analysis and pre-complete renewal reports\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Prepare confirmations of coverage and insurance program charts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Coordinate with other staff on certificate-holder list\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist with processing and tracking mid-term endorsement requests\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Follow up on underwriter subjectivities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist with program analysis for potential clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist with contract review of insurance requirements\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist with policy workflow process to make sure policies are sent out to clients in a timely fashion\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist quoting using insurer’s online platforms where applicable\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Provide day-to-day support with routine inquires and transactions concerning client\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Serve as a backup when a broker is out of the office\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Skills \u0026amp;amp; Qualifications:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree preferred, preferably in an insurance-related field \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;At least 5+ years of working in commercial insurance industry\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of agency management system is a plus\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Commercial property and casualty experience is preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Licensed property/casualty insurance agent/broker license\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC / GREYLING:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;To learn more about Greyling, visit our LinkedIn page: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.linkedin.com/company/greyling-insurance/\u0026quot;\u0026gt;https://www.linkedin.com/company/greyling-insurance/\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;(3728)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051925002,"name":"National Specialty","child_ids":[4099095002],"parent_id":null}],"offices":[{"id":4084017002,"name":"Alpharetta, GA","location":"3780 Mansell Road, Ste 370, Alpharetta, GA 30022","child_ids":[],"parent_id":4084769002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8551584002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6406812002,"location":{"name":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8551584002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3666","title":"Senior Insurance Claims Advocate","company_name":"EPIC Brokers","first_published":"2026-05-15T09:35:45-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;EPIC Insurance Brokers \u0026amp;amp; Consultants is seeking an\u0026amp;nbsp;\u0026lt;strong\u0026gt;experienced Claims Advocate\u0026lt;/strong\u0026gt; to join our team of Property \u0026amp;amp; Casualty brokers in Birmingham, Alabama who specialize in insuring clients in the Construction industry. This is an excellent opportunity for a career-minded individual who desires to make a meaningful contribution to our organization, and most importantly, to our clients. Our firm’s remarkably high retention rate means that your expertise and interpersonal skills will be recognized and appreciated by our team and our clients. The team in this office has been voted a Best Place to Work! The team works hard \u0026amp;amp; plays hard; their teamwork \u0026amp;amp; culture is a huge part of their success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The \u0026lt;strong\u0026gt;Claims Advocate \u0026lt;/strong\u0026gt;is responsible for working with clients, producers, account managers, and team leaders on all claims issues. The primary objective of the Advocate is to affect the outcome of claims in a positive manner and to reduce the cost of risk through continuous management of claims.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The \u0026lt;strong\u0026gt;Claims Advocate \u0026lt;/strong\u0026gt;serves as a liaison between the client and insurer regarding all claims matters. The Advocate takes a proactive approach to advocate on behalf of our clients, collaborate with internal and external stakeholders, maximize coverage, and provide practical advice on claim resolution and tactical decisions—all to achieve the best possible claims outcomes and to ensure that our clients’ interests are protected by the policies of insurance placed by EPIC.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; Hybrid - Birmingham, AL, must be willing and able to work in the office 3 days a week\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT WE’RE LOOKING FOR:\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Required: Experienced insurance claims professional, able to manage a variety of claims - primarily worker\u0026#39;s compensation, general liability, and auto.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Strong team player who is\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;adept at handling unique situations, asking thoughtful questions, and being critical thinker and problem solver both for clients as well as for their fellow team members.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;A time management and organizational guru! As unexpected or new needs arise, this role must be agile to pivot between tasks and priorities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Excellent and proactive communicator - both with verbal as well as written communication.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Top-notch customer service-oriented individual, able to build trust with the clients.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Candidates with a positive, outgoing attitude.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;A detailed list of job duties includes (but is not limited to):\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Manage all phases and aspects of a claim: evaluate applicable coverage; prepare loss notice and report claim to carrier; document claim information and key services and activities; regularly follow-up with adjusters/TPAs to insure claim is progressing; and keep client and producer updated on claim status, with focus on efficient and economical claim closure\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Provide technical expertise in response to inquiries from clients, adjusters, TPAs, producers, defense counsel, and claimants\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Establish, maintain, and review claim files as needed in accordance with service commitments\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Monitor treatment protocols, explore return-to-work opportunities, and advise on settlement discussions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Assist with client needs-assessments to establish reporting procedures and service commitments\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Schedule and participate in-person or telephonically in formal claims reviews, stewardships, and client and potential client presentations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Interface with other departments to ensure effective communication and operation; work as a team within the needed timeline and production capabilities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Identify trends in claims and work with clients and team-members to develop strategies for reducing or mitigating claims\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Maintain current knowledge of insurance contracts and industry trends; attend seminars, workshops, and training programs, as necessary and appropriate\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Interact with others in a professional, supportive, and productive manner\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Conduct all business in accordance with established policies and procedures\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Other duties as assigned\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Take proactive role in client advocacy in all aspects of claims\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Education, Experience, Licenses/Certifications:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Preferred: Bachelor’s Degree or sufficient equivalent experience (in the opinion of EPIC)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Required: 5+ years’ experience in casualty claims or agency, commercial claims adjusting, and/or Corporate Risk Management in the area of multi-line property \u0026amp;amp; casualty claims\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Obtain IRMI Construction Risk and Insurance Specialist (CRIS) designation within one year of hire.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Required Competencies, Skills, and Abilities\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Ability to effectively build relationships with clients, carriers, and peers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Working knowledge in areas of investigation, reserving, and coverage analysis\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Ability to negotiate with the adjusters to positively impact the outcome of a claim\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Excellent time management, organizational, and multi-tasking skills, with high attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Ability to multitask in a fast-paced environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Ability to work both independently and in cross-functional teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Strong written and verbal communication and presentation skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Proficiency in Microsoft Office Products (Outlook, Word, Excel, PowerPoint)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;line-height: 1.1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Ability to handle sensitive situations with sound judgment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;WHY EPIC: \u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;(3666)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4051925002,"name":"National Specialty","child_ids":[4099095002],"parent_id":null}],"offices":[{"id":4047492002,"name":"Birmingham, AL","location":"2720 3rd Avenue South Suite 100,  Birmingham, AL 35233","child_ids":[],"parent_id":4084773002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8512626002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6400376002,"location":{"name":"Remote US Based"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Remote From Home","value_type":"single_select"}],"id":8512626002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3635","title":"Senior Proposal Specialist","company_name":"EPIC Brokers","first_published":"2026-04-27T15:07:24-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;As a Proposal\u0026amp;nbsp;Coordinator, you will own the\u0026amp;nbsp;end\u0026lt;/span\u0026gt;‑\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;to\u0026lt;/span\u0026gt;‑\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;end\u0026amp;nbsp;proposal process from intake through submission, ensuring proposals are delivered on time, compliant, and\u0026amp;nbsp;client\u0026lt;/span\u0026gt;‑\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;ready. You will coordinate closely with subject matter experts and leadership to manage timelines, track dependencies, and assemble\u0026amp;nbsp;high\u0026lt;/span\u0026gt;‑\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;quality\u0026amp;nbsp;proposal materials using approved templates and standards. This role plays a critical part in driving operational excellence, consistency, and transparency across the proposal lifecycle.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Responsibilities\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the proposal workflow from intake through final submission, excluding content writing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage proposal timelines, milestones, and dependencies to ensure on-time, complete delivery\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with subject matter experts and leadership to collect inputs and drive progress\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assemble and finalize proposal materials using approved templates, language, and formatting standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review proposals for accuracy, consistency, branding, style, and compliance with RFP requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage submission logistics and confirm successful delivery\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate proposal tracking, status updates, and documentation in CRM and internal systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide formatting and proofreading support for related marketing and research deliverables as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with cross-functional project coordination, including scheduling, task tracking, and follow-up\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Required Qualifications\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5 to 7 years of proven experience coordinating proposals, RFPs, and RFIs in a professional services, consulting, healthcare, insurance, or other B2B environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional attention to detail, with experience producing clean, polished, client ready documents\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to own proposal workflows end-to-end, from intake through submission, excluding content writing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong project management skills with the ability to establish timelines, manage milestones, track dependencies, and drive progress across multiple active proposals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience coordinating with subject matter experts, leaders, and cross-functional stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong organizational skills and the ability to manage multiple concurrent priorities in a fast-paced, deadline-driven environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills, including professional and persistent follow-up\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to verify and ensure compliance with RFP requirements, including structure, formatting, page limits, and submission instructions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced skills with Microsoft Word\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Microsoft PowerPoint and Excel\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with SharePoint or similar document management systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience maintaining proposal status, timelines, and documentation in CRM systems (e.g., Salesforce), trackers, or shared repositories\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Preferred Qualifications\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Healthcare industry experience — knowledge of pharmacy benefits and/or health and welfare benefits administration\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exposure to maintaining proposal templates, approved language libraries, and shared resources\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Background working in regulated or highly structured environments where accuracy and compliance are critical\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generous Paid Time off\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;\u0026lt;em\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-MS2\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;#PSG\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4061880002,"name":"Pharmaceutical Strategies Group (PSG)","child_ids":[],"parent_id":4102651002}],"offices":[{"id":4049809002,"name":"1 Remote US","location":"Remote US Based","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8553044002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6416261002,"location":{"name":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8553044002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3711","title":"Service Leader, Real Estate Insurance Program","company_name":"EPIC Brokers","first_published":"2026-05-22T10:12:42-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Location: \u0026lt;/strong\u0026gt;Hybrid, NYC Midtown Office\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;We are seeking a highly driven and operationally minded Director of Service Delivery to lead the service function for the RealFoundations Network (RFN)—a premier insurance consortium platform serving sophisticated real estate organizations.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;This role is the engine behind RFN’s service delivery model, responsible for managing the workflows of the service team and ensuring seamless execution across all member-facing operations.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;You will oversee day-to-day performance, build scalable processes, and lead a high-performing team supporting renewals, invoicing, certificates, and overall member service.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;Own Service Delivery Execution\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Oversee all core service functions of the team:\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Renewals \u0026amp;amp; stewardship cycles\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Invoicing \u0026amp;amp; premium financing\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Certificates \u0026amp;amp; cancellations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Member servicing and issue resolution\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Ensure consistent, high-quality delivery aligned to defined SLAs and service standards\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Run Daily Operations\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Manage workflow, priorities, and service pipeline across the team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Lead issue triage and escalation management to protect member experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Monitor coordinated handoffs between the service team and the modeling, finance, claims, governance, and systems teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Drive Renewal \u0026amp;amp; Member Lifecycle Success\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Partner with client executives to ensure strong renewal readiness and execution\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Maintain alignment across the full member lifecycle, from pre-renewal through renewal and post-renewal)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Oversee Financial Operations\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Ensure accuracy and timeliness of invoicing and premium financing coordination\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Monitor exceptions, reconciliations, and service cycle times\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Build Scalable Operations\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Prepare service operations for onboarding additional consortium programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Develop and standardize processes, playbooks, and workflows\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Ensure operations are consistent, repeatable, and audit-ready\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Reduce key‑person dependency by institutionalizing workflows, controls, and documentation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Drive Continuous Improvement\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Partner with systems and data teams to improve reporting and automation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Identify inefficiencies and lead initiatives to streamline operations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What Success Looks Like\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;A high-performing service team operating with strong ownership and accountability\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Consistent, on-time renewal execution with minimal service disruption\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Accurate, system‑generated invoicing and quarterly adjustments with reduced manual intervention\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Strong member satisfaction and responsiveness\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Standardized, scalable service processes across the platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;On‑time renewals with clean data handoffs and minimal exception escalation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Documented, repeatable service workflows that support audits and board‑level reporting\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You Bring\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;8+ years in insurance brokerage, program business, or related operations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Proven experience managing service teams and complex workflows\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Strong understanding of:\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Renewals and client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Invoicing and financial coordination\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Operational process design and improvement\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Ability to lead in a fast-paced, evolving environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Highly organized, data-driven, and execution-focused\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Why Join RFN / EPIC\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Opportunity to shape the service engine of a growing consortium platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;High-visibility role with direct impact on client experience and program scalability\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Collaborative, entrepreneurial team environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Competitive compensation and growth opportunity\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is $150 000.00 - $170 000.00 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a style=\u0026quot;color: rgb(0, 0, 0);\u0026quot; href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-TM1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4059631002,"name":"Risk Management","child_ids":[],"parent_id":null}],"offices":[{"id":4029850002,"name":"New York, NY (1140 Avenue of Americas)","location":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036","child_ids":[],"parent_id":4084782002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/7803483002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5520875002,"location":{"name":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036; 11711 North Meridan St, 7th Fl, Carmel, IN 46032; 3780 Mansell Road, Ste 370, Alpharetta, GA 30022; 40 Marcus Drive 3rd Floor,  Melville, NY 11747; 4675 MacArthur Court, Suite 750, Newport Beach, CA 92660; Z - 311 South Wacker Dr Suite 3280,  Chicago, IL 60606"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Remote","value_type":"single_select"}],"id":7803483002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"1257","title":"SkillBridge Account Manager","company_name":"EPIC Brokers","first_published":"2025-01-08T14:08:55-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Title:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;SkillBridge Account Manager\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Company:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;EPIC Brokers\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Location:\u0026lt;/strong\u0026gt; Hybrid (Newport Beach, CA / Alpharetta, GA / Chicago, IL / Carmel, IN / New York, NY / Melville, NY)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Duration:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Minimum 120-day/4-month training program\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Role Overview:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a SkillBridge Account Manager at EPIC Brokers, you will train for a pivotal role, focusing on learning and understanding Property and Casualty or Employee Benefits Insurance policies. This role is designed to help you transition from military service to a civilian career. You’ll gain expertise in business insurance policies, processes, and procedures to support current clients and contribute to expanding our book of business through cross-selling, marketing, and efficient client communication.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Manage Business Insurance Policies:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Oversee the full book of Business Insurance policies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor policy renewals and maintain an organized renewal schedule.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track open items and ensure timely resolution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure timely and accurate invoicing and manage monthly expirations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage policy endorsements, cancellations, audits, and notices effectively.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Collaborate and Support:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Work closely with producers and internal teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide support to the sales and service team during renewal marketing.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage EPIC resources on written materials for presentations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research client operations on their websites.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Cross-Sell and Enhance Existing Business:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assist with pursuing opportunities to cross-sell Business Insurance policies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review and analyze current policies for existing clients.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Relationship Management:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assist in managing existing client relationships.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate and collaborate with account teams to deliver exceptional service.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and support new business production efforts.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Hands-On Experience and Licensing:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Complete the Property and Casualty (P\u0026amp;amp;C) or Life and Health license test for your state.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Gain practical experience within EPIC Brokers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use this program as a steppingstone to a rewarding full-time career.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Experience Requirements:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Education:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;College degree preferred or equivalent working experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Military Transition:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Current active military servicemember seeking a SkillBridge transition role, available for a minimum of 4 months (ideally 6 months).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Licensing:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Willingness to study for and successfully complete Property and Casualty licensing requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Software Proficiency:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Intermediate proficiency in Microsoft Office (word processing, spreadsheets, database, and presentation software) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Competencies:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Service Focus:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Emphasis on creating customer loyalty by ensuring the highest value of service and delivering on commitments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Information Seeking:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Curiosity and desire to know more about things, people, or issues, going beyond routine questions to resolve discrepancies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Composure and Resiliency:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Ability to deal effectively with pressure, recover quickly from setbacks, and remain optimistic and persistent under adversity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Communicating:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Providing concise, direct, and unambiguous information, ensuring clear understanding, and effectively listening to others.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Conflict Management:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Addressing problems openly and objectively, resolving issues in an unemotional and constructive manner.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Analytical Thinking:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Identifying and synthesizing information from diverse sources, making connections between seemingly unrelated events, and understanding system interdependencies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Accountability:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Taking responsibility for performance, accepting full ownership of issues, and building trust through reliability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Time Management:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Managing multiple responsibilities by being organized and keeping on top of important time-sensitive tasks.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Salary Range:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The national average salary for this role is $45,000-$60,000 in base pay (exclusive of bonuses or benefits). The actual base pay offered will be determined based on your experience, certifications, education, and market data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Compatible Military Experience:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Customer Service Representatives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Operations Managers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analysts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Project Managers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Recruiters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Training\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;First Sergeants\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Program Managers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Human Resources\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Note:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;EPIC Brokers is committed to diversity and inclusion. We encourage applications from all qualified candidates.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;WHY JOIN US?\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;15th Largest Broker in US\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Voted \u0026quot; Best Place to Work\u0026quot; in the Insurance Industry\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Awesome Benefits:\u0026amp;nbsp; 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;#LI-MS2\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4078016002,"name":"SkillBridge","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4014781002,"name":"Dallas, TX","location":"14881 Quorum Drive Suite 850,  Dallas, TX 75254","child_ids":[],"parent_id":4084770002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8483574002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6388541002,"location":{"name":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8483574002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3586","title":"SVP Actuarial Engineering ","company_name":"EPIC Brokers","first_published":"2026-04-01T18:39:57-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;A unique opportunity for credentialed actuaries to transition into a technology solutions architect role and provide actuarial analytics tools for client executives and brokers that inform the business values chain of the deal cycles.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;We are looking for an \u0026lt;strong\u0026gt;SVP of Actuarial Engineering \u0026lt;/strong\u0026gt;who is, first and foremost, an actuary who builds analytics products that non-actuaries can use.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;This is not a people management role in the traditional sense. You will be hands-on building, validating, and operationalizing actuarial models across EPIC\u0026#39;s full commercial lines and benefits portfolio. You will work with a lean team and partner closely with solution engineers to move models from development into production on Azure Databricks platform.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Equally important, you will translate complex actuarial outputs into clear, executive-ready presentations and documents. Your models will inform brokers in benchmarking risk, validating program pricing, and advising clients. You will also develop training materials and translate the solutions to practice leaders, client executives, and brokers.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;If you are a credentialed actuary comfortable in a Python coding and seeking to embrace modern tools and platforms for building scalable intelligent solutions, perhaps this is where that trajectory begins!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; 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 \u0026lt;em\u0026gt;(for a full list, visit: \u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/locations/)\u0026quot;\u0026gt;\u0026lt;em\u0026gt;https://www.epicbrokers.com/about/locations/)\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;What you\u0026#39;ll own:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Actuarial model library across D\u0026amp;amp;O, Cyber, General Liability, Professional Liability, Property, and Employee Benefits — frequency-severity models, loss development, layer pricing, limit adequacy, and program benchmarking.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Collaboration with other actuaries to translate actuarial model outputs into client-ready deliverables and executive presentations that brokers and practice leaders can use directly in deal cycles.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Operationalization of models built by other teams in the enterprise taking validated models through SDLC into production in collaboration with data \u0026amp;amp; application engineering partners.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Quality and auditability standards for all actuarial analytics outputs consumed by client-facing teams.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Responsibilities:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Design, build, and validate actuarial and statistical models for commercial lines pricing and portfolio analytics using Python.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Build and develop a team of actuarial professionals, leading from the front as a hands-on builder while scaling the team\u0026#39;s modeling, analytics, and advisory capabilities across the platform.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Develop reusable analytics solutions that translate complex model outputs into board-ready presentations and client-facing analytical narratives.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Partner with solution engineering to operationalize models on governed platforms, owning the handoff from development through production within a structured SDLC process.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Manage and direct onshore and offshore vendor resources, providing domain guidance, quality review, and delivery oversight.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Collaborating with solutions leads on architectural decisions affecting client-facing actuarial deliverables.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Engage with practice leaders and client executives to embed platform deliverables into new and renewal business workflows, refining models and presentation layers based on stakeholder feedback.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Maintain model documentation, validation records, and auditability standards for client-facing and regulatory contexts.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Contribute to the analytics roadmap by identifying opportunities across lines of business for innovative, data-driven insights.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Credentials \u0026amp;amp; Technical Skills\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Actuarial Credentials — FCAS or ACAS preferred. Credential requirements are flexible for candidates with proven commercial lines brokerage business depth and a strong delivery-track record.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Python — Production-level Python for actuarial modeling, statistical analysis, and data manipulation. You write clean, maintainable code not one-off scripts.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;SDLC Fluency — Working understanding of version control, testing, documentation, and engineering handoff as applied to model deployment. You don\u0026#39;t need to be a software engineer, but you need to speak the language.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Data \u0026amp;amp; Cloud — Comfort with large policy, claims, and exposure datasets. Working knowledge of Databricks, Azure, or equivalent platforms sufficient to collaborate with solution engineering partners.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Communication — Proven ability to build executive-level presentations and translate actuarial complexity into clear business narratives. Your work creates C-suite and board level deliverables.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Experience \u0026amp;amp; Education\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;7+ years of actuarial experience with at least 3 years in commercial-lines brokerage, carrier, or consulting environments. FCAS or ACAS preferred.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Bachelor\u0026#39;s degree in actuarial science, mathematics, statistics, or related quantitative field required; advanced degree preferred\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Demonstrated experience building actuarial models in Python — candidates who work exclusively in Excel or R will need to show a credible transition path\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Prior exposure to brokerage analytics context preferred — understanding how actuarial outputs are used in placement and renewal cycles, not just pricing or reserving\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Domain\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Working knowledge of commercial lines insurance across D\u0026amp;amp;O, Cyber, GL, PL, Property, and Employee Benefits — coverage structures, program towers, exposure bases, and the actuarial concepts underlying each\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Familiarity with how benchmarking, limit adequacy analysis, and TCOR modeling are used in client advisory and renewal negotiations\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Comfort working across a matrixed organization with brokers, practice leaders, client executives, client-facing actuarial departments, and technical teams simultaneously.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is $180,000.00 - $220,000.00 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;(3586)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031346002,"name":"Information Technology","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4014808002,"name":"San Ramon, CA","location":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583","child_ids":[],"parent_id":4084780002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8492973002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6388541002,"location":{"name":"1140 Avenue of the Americas 8th Floor,  New York, NY 10036"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8492973002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3586","title":"SVP Actuarial Engineering ","company_name":"EPIC Brokers","first_published":"2026-04-02T17:23:32-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;A unique opportunity for credentialed actuaries to transition into a technology solutions architect role and provide actuarial analytics tools for client executives and brokers that inform the business values chain of the deal cycles.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;We are looking for an \u0026lt;strong\u0026gt;SVP of Actuarial Engineering \u0026lt;/strong\u0026gt;who is, first and foremost, an actuary who builds analytics products that non-actuaries can use.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;This is not a people management role in the traditional sense. You will be hands-on building, validating, and operationalizing actuarial models across EPIC\u0026#39;s full commercial lines and benefits portfolio. You will work with a lean team and partner closely with solution engineers to move models from development into production on Azure Databricks platform.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Equally important, you will translate complex actuarial outputs into clear, executive-ready presentations and documents. Your models will inform brokers in benchmarking risk, validating program pricing, and advising clients. You will also develop training materials and translate the solutions to practice leaders, client executives, and brokers.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;If you are a credentialed actuary comfortable in a Python coding and seeking to embrace modern tools and platforms for building scalable intelligent solutions, perhaps this is where that trajectory begins!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; 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 \u0026lt;em\u0026gt;(for a full list, visit: \u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/locations/)\u0026quot;\u0026gt;\u0026lt;em\u0026gt;https://www.epicbrokers.com/about/locations/)\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;What you\u0026#39;ll own:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Actuarial model library across D\u0026amp;amp;O, Cyber, General Liability, Professional Liability, Property, and Employee Benefits — frequency-severity models, loss development, layer pricing, limit adequacy, and program benchmarking.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Collaboration with other actuaries to translate actuarial model outputs into client-ready deliverables and executive presentations that brokers and practice leaders can use directly in deal cycles.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Operationalization of models built by other teams in the enterprise taking validated models through SDLC into production in collaboration with data \u0026amp;amp; application engineering partners.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Quality and auditability standards for all actuarial analytics outputs consumed by client-facing teams.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Responsibilities:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Design, build, and validate actuarial and statistical models for commercial lines pricing and portfolio analytics using Python.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Build and develop a team of actuarial professionals, leading from the front as a hands-on builder while scaling the team\u0026#39;s modeling, analytics, and advisory capabilities across the platform.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Develop reusable analytics solutions that translate complex model outputs into board-ready presentations and client-facing analytical narratives.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Partner with solution engineering to operationalize models on governed platforms, owning the handoff from development through production within a structured SDLC process.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Manage and direct onshore and offshore vendor resources, providing domain guidance, quality review, and delivery oversight.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Collaborating with solutions leads on architectural decisions affecting client-facing actuarial deliverables.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Engage with practice leaders and client executives to embed platform deliverables into new and renewal business workflows, refining models and presentation layers based on stakeholder feedback.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Maintain model documentation, validation records, and auditability standards for client-facing and regulatory contexts.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Contribute to the analytics roadmap by identifying opportunities across lines of business for innovative, data-driven insights.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Credentials \u0026amp;amp; Technical Skills\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Actuarial Credentials — FCAS or ACAS preferred. Credential requirements are flexible for candidates with proven commercial lines brokerage business depth and a strong delivery-track record.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Python — Production-level Python for actuarial modeling, statistical analysis, and data manipulation. You write clean, maintainable code not one-off scripts.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;SDLC Fluency — Working understanding of version control, testing, documentation, and engineering handoff as applied to model deployment. You don\u0026#39;t need to be a software engineer, but you need to speak the language.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Data \u0026amp;amp; Cloud — Comfort with large policy, claims, and exposure datasets. Working knowledge of Databricks, Azure, or equivalent platforms sufficient to collaborate with solution engineering partners.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Communication — Proven ability to build executive-level presentations and translate actuarial complexity into clear business narratives. Your work creates C-suite and board level deliverables.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Experience \u0026amp;amp; Education\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;7+ years of actuarial experience with at least 3 years in commercial-lines brokerage, carrier, or consulting environments. FCAS or ACAS preferred.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Bachelor\u0026#39;s degree in actuarial science, mathematics, statistics, or related quantitative field required; advanced degree preferred\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Demonstrated experience building actuarial models in Python — candidates who work exclusively in Excel or R will need to show a credible transition path\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Prior exposure to brokerage analytics context preferred — understanding how actuarial outputs are used in placement and renewal cycles, not just pricing or reserving\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Domain\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Working knowledge of commercial lines insurance across D\u0026amp;amp;O, Cyber, GL, PL, Property, and Employee Benefits — coverage structures, program towers, exposure bases, and the actuarial concepts underlying each\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Familiarity with how benchmarking, limit adequacy analysis, and TCOR modeling are used in client advisory and renewal negotiations\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Comfort working across a matrixed organization with brokers, practice leaders, client executives, client-facing actuarial departments, and technical teams simultaneously.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is $180,000.00 - $220,000.00 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;(3586)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031346002,"name":"Information Technology","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4014808002,"name":"San Ramon, CA","location":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583","child_ids":[],"parent_id":4084780002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8492976002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6388541002,"location":{"name":"25 Deforest Avenue,  Suite 203, Summit, NJ 07901-2140"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8492976002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3586","title":"SVP Actuarial Engineering ","company_name":"EPIC Brokers","first_published":"2026-04-02T17:24:45-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;A unique opportunity for credentialed actuaries to transition into a technology solutions architect role and provide actuarial analytics tools for client executives and brokers that inform the business values chain of the deal cycles.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;We are looking for an \u0026lt;strong\u0026gt;SVP of Actuarial Engineering \u0026lt;/strong\u0026gt;who is, first and foremost, an actuary who builds analytics products that non-actuaries can use.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;This is not a people management role in the traditional sense. You will be hands-on building, validating, and operationalizing actuarial models across EPIC\u0026#39;s full commercial lines and benefits portfolio. You will work with a lean team and partner closely with solution engineers to move models from development into production on Azure Databricks platform.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Equally important, you will translate complex actuarial outputs into clear, executive-ready presentations and documents. Your models will inform brokers in benchmarking risk, validating program pricing, and advising clients. You will also develop training materials and translate the solutions to practice leaders, client executives, and brokers.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;If you are a credentialed actuary comfortable in a Python coding and seeking to embrace modern tools and platforms for building scalable intelligent solutions, perhaps this is where that trajectory begins!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; 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 \u0026lt;em\u0026gt;(for a full list, visit: \u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/locations/)\u0026quot;\u0026gt;\u0026lt;em\u0026gt;https://www.epicbrokers.com/about/locations/)\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;What you\u0026#39;ll own:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Actuarial model library across D\u0026amp;amp;O, Cyber, General Liability, Professional Liability, Property, and Employee Benefits — frequency-severity models, loss development, layer pricing, limit adequacy, and program benchmarking.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Collaboration with other actuaries to translate actuarial model outputs into client-ready deliverables and executive presentations that brokers and practice leaders can use directly in deal cycles.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Operationalization of models built by other teams in the enterprise taking validated models through SDLC into production in collaboration with data \u0026amp;amp; application engineering partners.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Quality and auditability standards for all actuarial analytics outputs consumed by client-facing teams.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Responsibilities:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Design, build, and validate actuarial and statistical models for commercial lines pricing and portfolio analytics using Python.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Build and develop a team of actuarial professionals, leading from the front as a hands-on builder while scaling the team\u0026#39;s modeling, analytics, and advisory capabilities across the platform.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Develop reusable analytics solutions that translate complex model outputs into board-ready presentations and client-facing analytical narratives.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Partner with solution engineering to operationalize models on governed platforms, owning the handoff from development through production within a structured SDLC process.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Manage and direct onshore and offshore vendor resources, providing domain guidance, quality review, and delivery oversight.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Collaborating with solutions leads on architectural decisions affecting client-facing actuarial deliverables.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Engage with practice leaders and client executives to embed platform deliverables into new and renewal business workflows, refining models and presentation layers based on stakeholder feedback.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Maintain model documentation, validation records, and auditability standards for client-facing and regulatory contexts.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Contribute to the analytics roadmap by identifying opportunities across lines of business for innovative, data-driven insights.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Credentials \u0026amp;amp; Technical Skills\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Actuarial Credentials — FCAS or ACAS preferred. Credential requirements are flexible for candidates with proven commercial lines brokerage business depth and a strong delivery-track record.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Python — Production-level Python for actuarial modeling, statistical analysis, and data manipulation. You write clean, maintainable code not one-off scripts.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;SDLC Fluency — Working understanding of version control, testing, documentation, and engineering handoff as applied to model deployment. You don\u0026#39;t need to be a software engineer, but you need to speak the language.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Data \u0026amp;amp; Cloud — Comfort with large policy, claims, and exposure datasets. Working knowledge of Databricks, Azure, or equivalent platforms sufficient to collaborate with solution engineering partners.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Communication — Proven ability to build executive-level presentations and translate actuarial complexity into clear business narratives. Your work creates C-suite and board level deliverables.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Experience \u0026amp;amp; Education\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;7+ years of actuarial experience with at least 3 years in commercial-lines brokerage, carrier, or consulting environments. FCAS or ACAS preferred.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Bachelor\u0026#39;s degree in actuarial science, mathematics, statistics, or related quantitative field required; advanced degree preferred\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Demonstrated experience building actuarial models in Python — candidates who work exclusively in Excel or R will need to show a credible transition path\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Prior exposure to brokerage analytics context preferred — understanding how actuarial outputs are used in placement and renewal cycles, not just pricing or reserving\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Domain\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Working knowledge of commercial lines insurance across D\u0026amp;amp;O, Cyber, GL, PL, Property, and Employee Benefits — coverage structures, program towers, exposure bases, and the actuarial concepts underlying each\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Familiarity with how benchmarking, limit adequacy analysis, and TCOR modeling are used in client advisory and renewal negotiations\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Comfort working across a matrixed organization with brokers, practice leaders, client executives, client-facing actuarial departments, and technical teams simultaneously.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is $180,000.00 - $220,000.00 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;(3586)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031346002,"name":"Information Technology","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4014808002,"name":"San Ramon, CA","location":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583","child_ids":[],"parent_id":4084780002}]},{"absolute_url":"https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8492977002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6388541002,"location":{"name":"14881 Quorum Drive Suite 850,  Dallas, TX 75254"},"metadata":[{"id":21642210002,"name":"Place of Employment","value":"Hybrid","value_type":"single_select"}],"id":8492977002,"updated_at":"2026-06-01T11:23:37-04:00","requisition_id":"3586","title":"SVP Actuarial Engineering ","company_name":"EPIC Brokers","first_published":"2026-04-02T17:25:10-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Come join our team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;There are many reasons why EPIC Insurance Brokers \u0026amp;amp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026#39; 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you\u0026#39;re looking for in your next career? Then consider joining our amazing team!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;JOB OVERVIEW:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;A unique opportunity for credentialed actuaries to transition into a technology solutions architect role and provide actuarial analytics tools for client executives and brokers that inform the business values chain of the deal cycles.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;We are looking for an \u0026lt;strong\u0026gt;SVP of Actuarial Engineering \u0026lt;/strong\u0026gt;who is, first and foremost, an actuary who builds analytics products that non-actuaries can use.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;This is not a people management role in the traditional sense. You will be hands-on building, validating, and operationalizing actuarial models across EPIC\u0026#39;s full commercial lines and benefits portfolio. You will work with a lean team and partner closely with solution engineers to move models from development into production on Azure Databricks platform.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Equally important, you will translate complex actuarial outputs into clear, executive-ready presentations and documents. Your models will inform brokers in benchmarking risk, validating program pricing, and advising clients. You will also develop training materials and translate the solutions to practice leaders, client executives, and brokers.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;If you are a credentialed actuary comfortable in a Python coding and seeking to embrace modern tools and platforms for building scalable intelligent solutions, perhaps this is where that trajectory begins!\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;LOCATION:\u0026lt;/strong\u0026gt; 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 \u0026lt;em\u0026gt;(for a full list, visit: \u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/locations/)\u0026quot;\u0026gt;\u0026lt;em\u0026gt;https://www.epicbrokers.com/about/locations/)\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL DO:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;What you\u0026#39;ll own:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Actuarial model library across D\u0026amp;amp;O, Cyber, General Liability, Professional Liability, Property, and Employee Benefits — frequency-severity models, loss development, layer pricing, limit adequacy, and program benchmarking.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Collaboration with other actuaries to translate actuarial model outputs into client-ready deliverables and executive presentations that brokers and practice leaders can use directly in deal cycles.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Operationalization of models built by other teams in the enterprise taking validated models through SDLC into production in collaboration with data \u0026amp;amp; application engineering partners.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Quality and auditability standards for all actuarial analytics outputs consumed by client-facing teams.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Responsibilities:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Design, build, and validate actuarial and statistical models for commercial lines pricing and portfolio analytics using Python.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Build and develop a team of actuarial professionals, leading from the front as a hands-on builder while scaling the team\u0026#39;s modeling, analytics, and advisory capabilities across the platform.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Develop reusable analytics solutions that translate complex model outputs into board-ready presentations and client-facing analytical narratives.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Partner with solution engineering to operationalize models on governed platforms, owning the handoff from development through production within a structured SDLC process.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Manage and direct onshore and offshore vendor resources, providing domain guidance, quality review, and delivery oversight.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Collaborating with solutions leads on architectural decisions affecting client-facing actuarial deliverables.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Engage with practice leaders and client executives to embed platform deliverables into new and renewal business workflows, refining models and presentation layers based on stakeholder feedback.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Maintain model documentation, validation records, and auditability standards for client-facing and regulatory contexts.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Contribute to the analytics roadmap by identifying opportunities across lines of business for innovative, data-driven insights.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHAT YOU’LL BRING: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Credentials \u0026amp;amp; Technical Skills\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Actuarial Credentials — FCAS or ACAS preferred. Credential requirements are flexible for candidates with proven commercial lines brokerage business depth and a strong delivery-track record.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Python — Production-level Python for actuarial modeling, statistical analysis, and data manipulation. You write clean, maintainable code not one-off scripts.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;SDLC Fluency — Working understanding of version control, testing, documentation, and engineering handoff as applied to model deployment. You don\u0026#39;t need to be a software engineer, but you need to speak the language.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Data \u0026amp;amp; Cloud — Comfort with large policy, claims, and exposure datasets. Working knowledge of Databricks, Azure, or equivalent platforms sufficient to collaborate with solution engineering partners.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Communication — Proven ability to build executive-level presentations and translate actuarial complexity into clear business narratives. Your work creates C-suite and board level deliverables.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Experience \u0026amp;amp; Education\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;7+ years of actuarial experience with at least 3 years in commercial-lines brokerage, carrier, or consulting environments. FCAS or ACAS preferred.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Bachelor\u0026#39;s degree in actuarial science, mathematics, statistics, or related quantitative field required; advanced degree preferred\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Demonstrated experience building actuarial models in Python — candidates who work exclusively in Excel or R will need to show a credible transition path\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(241, 196, 15);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Prior exposure to brokerage analytics context preferred — understanding how actuarial outputs are used in placement and renewal cycles, not just pricing or reserving\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Domain\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Working knowledge of commercial lines insurance across D\u0026amp;amp;O, Cyber, GL, PL, Property, and Employee Benefits — coverage structures, program towers, exposure bases, and the actuarial concepts underlying each\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Familiarity with how benchmarking, limit adequacy analysis, and TCOR modeling are used in client advisory and renewal negotiations\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(241, 196, 15); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;Comfort working across a matrixed organization with brokers, practice leaders, client executives, client-facing actuarial departments, and technical teams simultaneously.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;COMPENSATION:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0); font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The national average salary for this role is $180,000.00 - $220,000.00 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;WHY EPIC: \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous Paid Time off\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Generous employee referral bonus program of $1,500 per hired referral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Employee Resource Groups: Women’s Coalition, EPIC Veterans Group\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Professional growth \u0026amp;amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Unique benefits such as Pet Insurance, Identity Theft \u0026amp;amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause \u0026amp;amp; Midlife Support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness \u0026amp;amp; employee assistance programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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!\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We’re in the top 10 of property/casualty agencies according to “Insurance Journal”\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;To learn more about EPIC, visit our Careers Page:\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.epicbrokers.com/about/epic-careers/\u0026quot;\u0026gt;https://www.epicbrokers.com/about/epic-careers/\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;California Applicants - View your privacy rights at: \u0026lt;a href=\u0026quot;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026quot;\u0026gt;https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;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.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-AT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;line-height: 1;\u0026quot;\u0026gt;(3586)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4031346002,"name":"Information Technology","child_ids":[],"parent_id":4072066002}],"offices":[{"id":4014808002,"name":"San Ramon, CA","location":"6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583","child_ids":[],"parent_id":4084780002}]}],"meta":{"total":105}}