EPIC Insurance Brokers & Consultants

Client Partner

• Establish and maintain the day-to-day business relationship with the client and becomes the first point of contact for client service needs.
• Work with clients, producers and other team members to implement a comprehensive customer service plan.
• Prepare the Request for Proposal (RFP) for presentation to carriers including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies.
• Work with the CE to negotiate with carriers on clients’ behalf for best available premiums, commissions and coverage.
• Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials.
• Distribute resource information to clients to continually keep them informed of benefit trends, State and Federal legislation, rules and regulations.
• Advise clients on government reporting compliance issues, as appropriate.
• Assist with the preparation of client-specific compliance resources.
• Set priorities and manage workflow for self to ensure all goals are met;
• Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records;
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
• Project a professional image in action and appearance.

Client Manager – Senior Client Manager

Procurement

• Independently Manage ongoing projects including:
• Contributing to work assigned
• Moving project forward through project plan
• Managing client deliverables
• Prepare documents and reports to support Vendor Procurement project activity
• Assist in the development of project strategies
• Assess project risks and issues with suggested solutions
• Prepare documents and reports to support Vendor Procurement project activity
• Maintaining and monitoring project plans, schedules, and resources for their Portfolio of accounts
• Organizing and attending stakeholder meetings:
• Chair and facilitate meetings where appropriate
• Documentation of action items and decisions from meetings
• Preparation of presentation materials for meetings
• Providing administrative support as needed
• Participate in the development of initiatives and team projects that enhance the quality and efficiency of our services

Process Manager, Pharmacy Benefit Management

Graphics Designer

• Create visual assets: Design and produce high-quality visual content with relevant imagery, compelling design, and dynamic typography carried across campaign components, including interactive, eLearning, video and other training materials, etc.
• Develop creative concepts: Design concepts by designing mood boards, rough layouts or storyboards to convey key messaging that resonates.
• Use design software: Advanced knowledge of Adobe Creative Cloud Suite design software (Photoshop, Illustrator, and InDesign) and experience in motion graphics (After Effects) is desired for this role.
• Ensure design/tone consistency: Maintain and evolve visual identity consistent messaging, and tone guidelines across all touchpoints.
• Collaborate with teams: Work with account managers, project managers, copywriters, and other cross-functional teams to brainstorm and develop materials that meet project goals.
• Manage projects: Handle multiple design projects simultaneously, self-manage deadlines, and coordinate with internal team members and production partners or printers as needed.
• Plan and facilitate on-site video shoots: be hands-on in the planning and managing filming in our client environments with our video team, including shot list development, storyboard building and managing aspects of on-site filming.
• Quality checks: Ensure that our work goes out flawlessly, every time.
• Present to stakeholders: Present design concepts to clients and/or internal stakeholders and incorporate their feedback into final designs.
• Maintain industry knowledge: Stay up-to-date with emerging AI and design trends, tools, and technologies.

Graphic Designer – Contractor

Account Executive

• Complete and present strategic business plans to clients.
• Ensure that all service commitments are met.
• Oversee the production, delivery and accuracy of contracts, benefit summaries
• Communicate to employees and/or administrators about their plan benefits
• Evaluate bid results and determine recommendations for clients
• Review renewal actions and discuss/negotiate with carriers
• Resolve client billing, claims and eligibility issues.
• Coordinate client open enrollment.
• Responsible for new case installation.
• Coordinate training sessions for clients with carriers and vendors.
• Work with the underwriting team on all marketing analysis and client presentations.
• Document all client activity in corporate database.
• Other duties as assigned.

Client Executive, Employee Benefits

Vice President

• Client/Broker satisfaction and NPS
• Client portfolio growth and retention
• Source, lead and develop a team of clinicians, consultants, and other personnel
• Lead and participate in EPIC/PSG leadership meetings
• Business strategy; both clinical and non-clinical
• Stewardship and operating discipline to optimize value/affordability and profitability
• Pharmacy Benefit Manager and other pharmacy service provider relationship management including procurement, contracting and implementation
• Overall program operations include:
• Access Marketplace and individual client audit delivery (Audits conducted by Audit team)
• Access Marketplace and individual client market check delivery (conducted by Pricing team)
• Access Marketplace and individual client reporting (through Artemetrx and team)
• Access Marketplace and individual client vendor (PBM or other) management
• Product development and maintenance
• Sales and Marketing support for segment
• Strategic Client consulting
• Support, along with other clinical leaders, overall EPIC/PSG clinical strategy
• Support growth and continued development of Artemetrx tool by providing client and team insights

Vice President, Pharmacy Benefit Consulting

Program Manager

• Manage the day-to-day operational aspects of the insurance program to ensure alignment with contractual requirements, service standards, and business goals
• Maintain program documentation, reporting, workflows, timelines, and governance processes
• Monitor program performance metrics and support reporting efforts for internal leadership and the client
• Identify opportunities for process improvement, efficiency, and program optimization
• Serve as a key liaison between the company and the client for program-related matters
• Coordinate meetings, presentations, and communications with client stakeholders
• Support ongoing relationship management by ensuring client requests, initiatives, and concerns are addressed in a timely and professional manner
• Assist in preparing materials for client reviews, business updates, and strategic discussions
• Assist with program analysis, proposal development, and implementation planning for new components or changes
• Collaborate with internal partners to assess feasibility, timelines, and resource needs for program enhancements
• Attend and actively participate in national trade conferences, meetings, and industry events as a representative of the Program.
• Serve as the front‑line ambassador for the Program, ensuring a strong and professional presence with member firms, leadership, and industry partners.
• Engage with attendees to build awareness, strengthen relationships, and communicate program value.
• Lead and coordinate marketing and branding initiatives for the Program.

Insurance Program Manager

Consultant

• Create innovative clinical programs, products, and services aimed at optimizing specialty and non-specialty drug management, support payer clients with their PBM and drug coverage decisions
• Act as a detail-oriented advisor, using data-driven insights to evaluate pharmacy programs, identify trend drivers, outlier high-cost claims and drive improvements.
• Monitor emerging market trends and drug pipelines to anticipate client impact and develop proactive solutions.
• Work with cross-functional enterprise teams to deliver high-quality solutions for clients and their members.
• Nurture strong relationships and serve as a subject matter expert and trusted advisor in a highly visible role, often interacting with senior leadership.
• Contributes to and drives brand visibility and market positioning by distilling complex industry trends into expert insights, blog content, and participating in webinar or speaking engagements.

Senior Clinical Consultant, Pharmacy

Claims Specialist

• The Claims Specialist handles a caseload of approximately 130 auto and general liability claims for primarily public-sector clients.
• The position requires establishing facts of loss, coverage analysis, investigation, liability/negligence determination, damage assessment, settlement negotiations, identifying potential fraud, and appropriate use of authorized vendors.
• The Claims Specialist must also complete timely and appropriate reserve analysis.
• All file handling must be within state statutes, client claims handling guidelines and JWF Best Practices.
• Contact appropriate parties and providers to determine liability, compensability, negligence, and subrogation potential.
• Contact appropriate parties to obtain any needed information, and explain coverage as appropriate.
• Verify facts of loss and pertinent claims facts such as employment, wages, or damages and establish disability with treating physicians as appropriate.
• Identify claims with no negligence to deny liability.
• Identify cases for settlement. Evaluate claims and request authority and negotiate settlement.
• Recognize and report potential fraud cases.
• Establish ultimate reserves (anticipated cost to bring file to close based on known facts) as soon as practical and monitor to adjust at the time of any exposure changing event.
• Document plan of action in the claim system and set appropriate diaries.
• Maintain a regular diary and follow up as required.

Claims Specialist – Auto & General Liability

Inside Sales

• High level of communication via phone & email to engage prospects
• Responsive follow up on all lead channels
• Ability to learn and manage leads within a CRM platform
• Ability to learn and successfully utilize a commercial lines comparative rater
• Foster strong relationships with referring producers, underwriters and other circles of influence
• Maintain adequate pipeline of prospects to achieve sales target
• Develop cross-selling strategies for existing client books
• Proficiency providing quote comparison reviews and articulating coverage differences
• Utilize and maintain EPIC’s CRM and Agency Management System within designed standards
• Fluent in navigating different risk profiles in Standard & E&S markets
• Attend all educational, training, and other sessions as directed by EPIC
• Achieve Annual Target Revenue: roughly 150K in new revenue

Inside Sales Producer

Client Services Representative

• Processes applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients.
• Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients.
• Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments.
• Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder.
• Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.
• Maintains client files in appropriate systems; prepares billing and provides standard office/administrative support.
• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
• Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes;
• Responsible for timely, accurate invoicing and monthly expirations;
• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;

Commercial Insurance Client Service Manager

Customer Support

• Coordinate and manage timelines for new business onboarding and annual renewal cycles, ensuring adherence to internal standards and client expectations.
• Support exposure data collection, quote specifications, collateral analysis, and preparation of renewal and new business proposals.
• Draft and maintain renewal planners, including compiling, updating, and organizing required documentation and deliverables.
• Schedule and coordinate annual client meetings, presentations, and follow-up activities.
• Bind coverage upon client acceptance and issue appropriate policy documentation.
• Prepare and issue client invoices, monitor receivables, and follow up on outstanding balances to prevent policy cancellation.
• Maintain organized and compliant client, claims, and governance files in accordance with company and regulatory requirements.
• Prepare corporate governance documents including meeting minutes, resolutions, and annual filings.
• Interact professionally with insurance regulators and support regulatory submissions as required.
• Update and maintain accurate client and policy data within Salesforce and other internal systems.
• Prepare reports and presentations for clients and internal management.
• Perform other duties and special projects as assigned.

Insurance Client Services Support Specialist

• Identify and maintain appropriate multi-level client relationships and a deep understanding of client business and corporate culture resulting in high client satisfaction and retention rates.
• Develop and implement customized strategic plans based on unique client needs to achieve targeted long- and short-term goals.
• Track and measure vendor contract performance including operational and financial measures.
• Lead and participate in ongoing client meetings including vendor review meetings and independent strategy and performance assessment meetings.
• Identify opportunities to engage internal PSG experts on custom projects and analyses.
• Review pharmacy program indicators for ongoing opportunities and program performance measures.
• Maintain ongoing reports and documentation related to client relationships and program performance.
• Responsible for renewal of client relationship and creating strategy, scope of services and appropriate fee structure to match client needs.
• Assess opportunity for expanding PSG services within existing client relationship.
• Leverage client relationship for PSG prospecting efforts by creating developing client reference.
• Participation in conferences and other forums for showcasing program experience and success.
• Participate in internal workgroups to develop new programs, services, corporate positions and publications based on the continual assessment of client and market needs.
• Provide oversight, guidance and serve as an advocate for the client to ensure vendor requirements are met and service levels are adequate throughout vendor implementation.
• Identify issues and concerns for appropriate escalation and resolution to ensure successful transition.
• Lead the development and management of the RFP process for clients including RFP creation, vendor selection meetings and contract execution (in conjunction with internal RFP coordinator).
• Participate in non-client RFP process via scoring and client meeting assistance.
• Lead the review process for new and renewing vendor contracts through final execution to ensure current terms, definitions and compliance with RFP requirements.
• Lead the creation and renewal of PSG client agreements to create appropriate scope of services and fee structure.

Pharmacy Benefit Consultant, Health Plan

• Manage the marketing activity for assigned accounts
• Create schedules of insurance and proposals
• Management and tracking policy renewals utilizing marketing sheets
• Endorsement processing
• Invoicing
• Set up new and renewal policies in Sagitta.
• Scan and maintain documents, policies and correspondence.
• Manage day to day account transactions including additions, deletions of vehicles, acquisitions.
• Support administration of program adjustments including dividend and audit adjustments.
• Contact clients and underwriters to obtain information for policy changes, renewals and endorsements.
• Submission of renewal business to various markets and maintaining a productive relationship with insurance company underwriters and staff.
• Working with Frenkel team members to execute all renewals in a timely manner.
• Generation of accurate renewal submission, proposals.
• Working with team members at all levels to ensure client satisfaction. Pro-actively addressing client issues whenever possible. Immediately addressing matters impacting customer satisfaction as they arise.
• Seek out new business through referrals, cross-selling and account rounding
• Mentor and assist junior staff

Commercial Entertainment Account Executive

Account Manager

• Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients.
• Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients.
• Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments.
• Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder.
• Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.
• Maintains client files in appropriate systems. prepares billing and provides standard office/administrative support.
• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues.
• Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner.
• Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs.
• Assist clients in making coverage changes.
• Responsible for timely, accurate invoicing and monthly expirations.
• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity.
• Other duties may be assigned.