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.

Contract proofreader supporting Communications & Engagement: review and edit client-facing content for grammar, consistency, and brand voice; make minor design updates; manage priorities and workflow; collaborate with consultants and designers to deliver clear, user-optimized communications.

Support employee-facing benefits communications for EPIC's national Communication & Engagement practice. Develop multi-channel strategies and content, collaborate with account teams and designers, manage multiple projects and workflows, edit for clarity and channel optimization, and help drive employee engagement and required actions.

Lead end-to-end execution of onsite and virtual wellbeing programs, manage logistics and vendors, serve as day-to-day client contact, track engagement and outcomes, support reporting and budgeting, and help scale practice processes while mentoring junior staff.

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.

Provide administrative account support for assigned insurance clients: policy administration, billing/invoicing, endorsements, renewals, account transactions, generate certificates and reports, and coordinate with clients, underwriters, and accounting.

Provide day-to-day commercial lines account service: client advocacy, policy changes, certificates, renewals, invoicing, audits, portals, reports, and administrative insurance tasks.

The Relationship Manager manages client relationships for Professional Liability policies, ensuring customer satisfaction, retention, and growth through account servicing and new business processing.

Support client employee benefits programs by serving as day-to-day client contact, managing escalations, coordinating open enrollment and implementation, preparing RFPs and benefit analyses, maintaining client systems and communications, creating reports, and assisting Client Executives/Managers with strategy and project coordination.

Lead benefits analytics for private equity-backed clients: acquire and validate data, build financial models and projections, produce dashboards and executive reports, present insights to clients, manage projects, mentor junior analysts, and coordinate vendors and reconciliation efforts.

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.

The Assistant Account Manager will handle operational tasks, maintain client relationships, respond to inquiries, manage policy changes, and pursue insurance knowledge through training.

The Commercial Account Manager provides account services to small business clients, manages policy adjustments, conducts renewals, and collaborates with the sales team for optimal client solutions while maintaining high trust levels with clients.

Drive business growth by prospecting, networking, and supporting senior financial professionals. Meet prospective clients, present solutions, attend industry events, manage a sales pipeline, and obtain insurance licenses while completing training and territory assignment.

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.

The Client Manager acts as the primary contact for clients, managing inquiries, analyzing data, developing strategies, and conducting market comparisons while ensuring compliance with regulations.

Support producers and practice leaders in business development and client service for employee benefits: research prospects, maintain CRM data, prepare proposals and sales materials, coordinate meetings and events, assist onboarding and renewals, track deliverables, and provide administrative support to service teams.

Serve as primary client contact for benefits consulting: analyze client data, conduct market comparisons, obtain quotes, negotiate premiums, develop benefit strategies, ensure compliance, support marketing and new business, lead enrollment communications, and maintain agency documentation.

Provide day-to-day client services for commercial insurance accounts including processing policies, endorsements, certificates, billing, and audits. Advise clients on coverage, support producers with proposals and meetings, maintain agency management records, and ensure timely, accurate servicing while managing multiple priorities in a team-focused, fast-paced environment.