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About the Role

This role involves direct client interaction and collaboration with the EPIC Financial Services team on client service and new business functions. Key responsibilities include supporting renewal and consulting processes, developing proposals, addressing daily client needs, and assisting with critical projects for existing clients or new business opportunities. Success requires meticulous attention to detail, strong communication, teamwork, drive, and a willingness to learn in a fast-paced, high-standard environment.

Responsibilities

Prepare the client’s renewal process, including exposure analysis, strategy sessions, obtaining and evaluating quotes, preparing proposals, and reviewing insurance binders and policies.
Request required information to start the renewal process from both the customer and carrier.
Gather, review, and organize information to complete renewal submissions based on client's unique business needs.
Review renewal quotes for accuracy and ensure customer's exposures are adequately covered.
Participate in new business development and proposals with producer as needed.
Conduct insurance consulting assignments on behalf of clients.
Maintain trackers and pipelines for clients and/or prospects.
Maintain sales support systems, trackers and pipelines for clients and/or prospects.
Work collaboratively with producers, placements teams, and technical assistants to deliver best-in-class service to clients.

Requirements

High school diploma or G.E.D. equivalent required.
A minimum of 5 years of commercial Property & Casualty (General Liability, Automobile, Workers’ Compensation, Umbrella, Property) experience in mid-size brokerage or carrier.
Prior experience working with financial services, real estate, and/or natural resources/infrastructure preferred.
Knowledge of insurance coverage forms, policy structure, and terminology.
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Strong attention to detail.
Works well with a team.
Self-starter and takes initiative.
Demonstrated time management skills, ability to multi-task, and prioritize work.
Able to work in a fast-paced environment.
Excellent communication skills.

Skills

Commercial Property & Casualty
General Liability
Automobile
Workers’ Compensation
Umbrella
Property
Microsoft Office Suite
Communication
Time Management
Attention to Detail
Teamwork

Location

Work Type

Hybrid

Experience Level

5 years

Education Level

High school diploma or G.E.D. equivalent
College degree preferred

Salary/Compensations

$130,000 to $140,000

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees
22 PTO days starting out for hourly/non-exempt employees
12 company-observed paid holidays
4 early-close days
Paid parental leave
Pregnancy disability and bonding leave
Organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs
Employee Resource Groups
Mentorship Program
Tuition Reimbursement Program
Leadership Development
Pet Insurance
Identity Theft & Fraud Protection Coverage
Legal Planning
Family Planning
Menopause & Midlife Support
401(k) matching
Medical insurance
Dental insurance
Vision insurance
Wellness & employee assistance programs

About the Company

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, fueled by capable and committed people.
Headquartered in San Francisco and founded in 2007, EPIC has over 3,000 employees nationwide.
Vanbridge (an EPIC company) customizes approaches, leveraging insurance, alternative capital, and innovative structuring technology.
Vanbridge is comprised of two distinct yet complementary divisions: Alternative Asset Management Services & Insurance Capital Solutions and Life Capital & Executive Benefits.
EPIC has over 60 offices and 3,000 employees nationwide and is growing.
EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.
EPIC Gives Back through charitable efforts like Donation Connection, Employee Assistance Fund, and People First Foundation.
EPIC is ranked among the top 10 property/casualty agencies by "Insurance Journal".

Equal Opportunity

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience.
We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard.
It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.