Teams at EPIC Insurance Brokers & Consultants

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.