Jobs at EPIC Insurance Brokers & Consultants

Supports Private Client Relationship Managers by assisting with account reviews, quoting, billing inquiries, and client service. Responds to client and carrier communications, maintains accurate records, uses carrier websites to obtain information, resolves issues through completion, follows procedures, and contributes to team service and quality standards. The role requires strong communication, organization, problem-solving, attention to detail, and insurance knowledge development.

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.

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.

Supports insurance client account servicing by processing certificates, policies, endorsements, applications, renewals, invoices, audits, and related documentation. Maintains accurate records in the agency management system, prepares proposals and reports, obtains quotes and loss information, communicates with clients and business partners, and manages competing priorities. The role includes structured insurance operations training and mentorship, with a California Property and Casualty license required within 90 days.

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.

Manages commercial insurance client accounts and supports Producers or Account Executives with servicing, renewals, submissions, proposals, policy transactions, coverage questions, invoicing, and documentation. Analyzes exposures, compares markets, evaluates quotes, negotiates premiums and commissions, and maintains accurate client records. The role requires strong communication, attention to detail, multitasking, problem-solving, Property and Casualty knowledge, and a current P&C license. Work is remote, with occasional Atlanta-area team and client meetings.

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.

Provide administrative and client-service support for commercial P&C accounts: process certificates, endorsements, renewals, invoices, and loss runs; maintain records in agency systems; run MVRs; assist with online rating and premium finance requests; communicate with clients, carriers, and vendors; and participate in training and professional development.

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.

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

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.

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

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.

Supports commercial insurance Client Managers with servicing middle-market and complex property and casualty accounts. Processes certificates, endorsements, loss runs, applications, quotes, policies, and coverage changes; responds to client questions; documents activity in agency systems; and maintains relationships with clients, carriers, vendors, and internal teams. Provides technical sales support while managing deadlines, priorities, records, and quality standards.

Lead the execution, governance, and continuous improvement of a portfolio of client implementations. Oversee implementation managers, project managers, analysts, and consultants; manage client relationships, risks, resources, vendors, reporting, and performance metrics. Develop scalable methodologies, playbooks, and process improvements while partnering cross-functionally across Sales, Product, Consulting, Operations, Clinical, and Technology. Build and develop a high-performing implementation organization and ensure timely, high-quality delivery aligned with contractual and client expectations.

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.