Jobs at EPIC Insurance Brokers & Consultants

Lead insurance due diligence for buy-side M&A transactions, assess coverage and exposure, design post-close insurance strategies, negotiate with carriers, and act as primary client advisor to align insurance programs with transaction objectives.

Leads insurance due diligence for buy-side M&A transactions, reviewing policies, claims, loss runs, and exposure data. Identifies coverage gaps and transaction risks, develops post-close insurance strategies, and advises clients on commercial insurance programs, renewals, carrier negotiations, and risk management. Collaborates with producers, underwriters, legal counsel, and transaction advisors while serving as the primary client contact. Requires strong insurance analysis, communication, organization, and problem-solving skills.

Provide strategic insurance advisory and account management for commercial clients and M&A transactions. Lead insurance due diligence, analyze policies and exposures, coordinate transaction workstreams, support post-close integration, manage renewals and placements, negotiate with carriers, document activity, and collaborate with internal and external stakeholders to ensure coverage continuity.

The Senior Account Manager - M&A Insurance & Risk Advisory manages complex commercial insurance programs supporting M&A transactions, providing strategic risk guidance to clients.

Supports Employee Benefits Client Executives and Managers with day-to-day account servicing. Responsibilities include preparing meeting materials, processing BORs, updating systems and portals, preparing invoices, supporting reports and filings, assisting with open enrollment, resolving billing and claims issues, maintaining workflow records, and communicating with clients and employees.

Services existing life insurance policies by processing beneficiary, ownership, banking, premium, coverage, lapse, reinstatement, cancellation, claims, and military suspension changes. Communicates with insurance companies, financial institutions, and established clients; sends late-payment notifications; updates client and policy records; and delivers detail-oriented customer service.

Supports commercial insurance brokers and clients by processing policies, endorsements, certificates, applications, renewals, audits, and billing. Analyzes coverage and renewal information, obtains and evaluates quotes, negotiates premiums and commissions, prepares proposals and presentations, answers client questions, maintains account records, and provides administrative support. The role focuses on sports-related commercial insurance accounts and requires accurate, timely service while managing multiple priorities.

Manage complex commercial insurance accounts, support producers, coordinate client service, market renewals and new business, analyze loss and exposure data, negotiate coverage and pricing with carriers, maintain policy documentation, and oversee renewal timelines. The role requires strong client and carrier relationships, detailed policy administration, proficiency with insurance management systems, and a hybrid schedule in California, Illinois, or Nevada.

Manages client relationships and serves as the primary contact for complex commercial insurance accounts. Develops marketing and renewal strategies, analyzes exposures and loss information, negotiates coverage and pricing with carriers, prepares proposals, coordinates binding, maintains policy documentation, and ensures compliance. The role requires strong knowledge of insurance coverages, underwriting, carrier relationships, client service, and commercial insurance brokering, with proficiency in multiple agency and office software systems.

Manages small business insurance accounts, including policy servicing, renewals, coverage questions, endorsements, certificates, applications, billing, and client documentation. Analyzes exposures, compares markets, obtains and negotiates quotes, prepares proposals, and supports Producers and Account Executives. Maintains strong client relationships, ensures timely and accurate processing, and coordinates with carriers, wholesalers, vendors, and internal teams. Requires Property and Casualty insurance knowledge, agency management system experience, Microsoft Office proficiency, and an applicable broker license.

Enters prospective client information and insurance applications into databases and software systems, manages client communications, orders and tracks medical requirements and records, follows up on outstanding items, finalizes policies, forwards documentation to insurers, provides backup receptionist support, and maintains files.

Manage private client insurance relationships from renewal through completion, providing trusted advice, advocacy, and exceptional service. Responsibilities include renewals, remarketing, account rounding, identifying sales opportunities, resolving client and carrier issues, onboarding support, and collaboration with advisors and account managers. The role also mentors and trains Private Client Associates, supports process improvements, fosters carrier and team relationships, and helps meet departmental goals.

Manages complex employee benefits clients, serving as lead relationship manager and overseeing service delivery, strategy development, vendor management, RFPs, procurement, implementations, compliance, reporting, and cost-containment initiatives. Develops customized Health and Welfare strategies, analyzes plan financials and utilization, resolves escalated claims, supports business development, mentors associates, and coordinates multidisciplinary teams and client deliverables.

Supports commercial property and casualty insurance account management by responding to client inquiries, issuing certificates and auto ID cards, maintaining policies and endorsements, coordinating renewals, processing cancellations and endorsements, gathering loss information, preparing proposals, and tracking outstanding tasks. The role also maintains agency systems, supports client and carrier meetings, and ensures accurate, timely documentation and renewal deliverables.

Supports commercial insurance client management by responding to inquiries, issuing certificates and auto ID cards, managing renewals, processing endorsements and cancellations, maintaining policy documentation, obtaining loss runs, preparing proposals, and tracking outstanding tasks. The role also assists with carrier marketing meetings, presentations, and accurate system updates while maintaining timely, service-oriented communication with clients and internal teams.

Lead building PSG's Business Operations & Performance function: design operating rhythms, forecasting, pipeline-to-capacity planning, KPI frameworks, profitability and utilization analysis, sales operations, leadership reporting, and cross-functional governance to support scalable growth and improved decision-making.

Leads property and casualty claims operations, including investigating, evaluating, negotiating, reserving, and settling complex claims. Supervises claims personnel, ensures proper adjusting methods and compliance, manages litigation-related claims with counsel, reviews bills, maintains claim files, prepares reports, and advises management. Requires substantial brokerage claims experience, P&C expertise, a valid P&C broker-agent license, and a Juris Doctor degree.

Support development and execution of benefits strategies for large, self-funded clients. Manage vendor RFPs, implementations, compliance, reporting, and client relationships. Analyze claims and financials, recommend cost-containment approaches across medical, pharmacy, and disability programs, and contribute to business development and internal process improvements.

As a SkillBridge Account Manager, you'll train in business insurance, manage policies, support client relationships, and pursue cross-selling opportunities.

The Relationship Manager advises and manages relationships with private clients, ensuring exceptional service, handling renewals, and mentoring associates while promoting growth within the private client practice.