EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants

HQ
San Francisco, California
2,616 Total Employees
Year Founded: 2007

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Jobs at EPIC Insurance Brokers & Consultants

Search the 30 jobs at EPIC Insurance Brokers & Consultants

Insurance
Client Manager responsible for servicing client accounts, processing applications, renewals, policy adjustments, billing, and providing support to Producers. Must establish trust with clients, educate on policy coverage, and assist with coverage changes. Also involved in marketing strategy, negotiations with underwriters, and referral to other departments. Entry-level position with remote work option.
Insurance
Responsible for managing accounts of largest commercial clients, providing outstanding customer service to clients, carriers, and producers. Manages renewal process, negotiates renewals, prepares proposals and applications, and assists with retention of renewing accounts. Develops strong working relationships with internal and external resources. Requires advanced insurance designation and 10 years of account management experience.
Insurance
Assist in the sales process, analyze insurance exposures, develop renewal plans, bind coverage, review contracts, negotiate pricing and coverage, maintain client relationships, and handle daily account needs for commercial insurance clients.
Insurance
The AVP, P&C Account Manager position in Chicago focuses on managing a full book of Business Insurance policies, supporting sales staff, cross-selling policies, and coordinating client materials. Requires a college degree and 4+ years of experience in a similar role within the insurance industry.
Insurance
Assistant Account Executives provide high-quality service to clients, work closely with Account Executives, marketing renewals and new business, managing day-to-day account transactions, developing client and underwriter relationships, and ensuring customer satisfaction. Opportunity for growth into Account Executive role eventually.
Insurance
Assist Commercial Placement Specialists by entering new business accounts, generating applications, preparing account files, assisting with account wrap up, attending meetings, and completing reports. Requires Bachelor's degree and 2+ years of insurance agency experience. Must have strong knowledge of Microsoft Office, Agency Management Systems, and Salesforce.
Insurance
Assist Commercial Placement Specialists with daily tasks including data entry, document preparation, and communication with clients and carriers. Requires strong attention to detail, multitasking abilities, and interpersonal communication skills.
Insurance
Seeking a Growth Marketing Specialist to support the execution of strategies to increase user base, revenue, and brand presence through marketing channels and tactics, focusing on data-driven decision-making and experimentation.
Insurance
As a Processing Specialist at Treloar & Heisel, you will handle data entry, application processing, client communication, medical requirements coordination, record management, and more.
Insurance
Senior Account Manager responsible for being the primary expert resource and first point of contact for clients, conducting market comparisons, strategizing with clients, negotiating premium rates, providing new business development support, delegating administrative tasks, and maintaining expert knowledge in the insurance industry.
Insurance
Support brokers and senior brokers in client relations/administration and service delivery for larger, loss-ratable/sensitive Casualty programs. Coordinate insurance certificates, track invoices, and assist with insurance submissions. Strong written and verbal communication skills, attention to detail, and ability to work independently. Bachelor's Degree desirable. 2+ years of insurance industry experience required. Hybrid work environment with preference for in-office work.
Insurance
The Private Client Associate is responsible for supporting the National Personal Insurance team in providing exceptional service to Private Client customers by assisting with account reviews, quoting, billing inquiries, and other tasks as needed. They must have strong problem-solving, communication, organizational, and time management skills, and be proficient in using technology independently.
Insurance
Primary expert resource and first point of contact for clients, providing research, analysis, and handling of client inquiries on coverage, contractual issues, and compliance. Analyzes client data, conducts market comparisons, and strategizes with clients on insurance coverage. Provides support for marketing and new business development to producers. Manages Agency Management System and interacts with various teams to ensure client satisfaction and service excellence.
Insurance
Lead service executive role on EPIC Sports' top tier accounts, focusing on client service, relationship-building, and client retention. Requires strong communication, negotiation, and organizational skills. Must lead client meetings, manage insurance applications, and drive renewals.
Insurance
The Client Manager is responsible for day-to-day client management and support, including preparing communication materials and conducting open enrollment meetings. Key competencies include knowledge of employee benefits, strong attention to detail, and the ability to work effectively in a team environment.
Insurance
The Administrative Specialist supports the client account teams by managing client renewal processes, producing client-facing materials, preparing invoices, and assisting with various administrative duties. The role requires knowledge of Salesforce, Microsoft Office programs, and professional liability insurance.
Insurance
As an Actuarial Analyst at EPIC, you will design insurance programs for corporate clients, analyze risk exposure, and collaborate with broker teams to enhance coverage. Responsibilities include risk assessment, data analysis, client interaction, and professional development. Qualifications require a bachelor's degree and progress towards ACAS designation, with strong analytical and communication skills. Perks include competitive salary, health benefits, flexible work arrangements, and actuarial exam support.
Insurance
The Placement Specialist role involves quoting submissions for SBU Producers, marketing accounts to carrier underwriters, building positive relationships with underwriters, and transitioning accounts to the Service team. Also includes remarketing responsibilities for renewal accounts. Requires 3-5 years of experience in working with multiple carriers and online quoting, as well as property & casualty license.
Insurance
The Senior Account Manager - P&C is responsible for serving as the primary expert resource and first point of contact for clients, analyzing client data, conducting market comparisons, providing marketing and new business development support, and overseeing office administrative work. The role involves negotiating on behalf of clients for the best insurance alternatives and maintaining up-to-date knowledge in the industry. This position requires excellent communication, organizational, and analytical skills.
Insurance
The Assistant Account Manager - Commercial Lines role involves various responsibilities such as certificate requests, policy changes, invoicing, and maintaining client accounts. The job requires strong communication skills, service orientation, and a willingness to learn. It is based in Duluth, GA with 2-3 days in-office per week.

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