EPIC Insurance Brokers & Consultants

Client Partner

• Establish and maintain the day-to-day business relationship with the client, becoming the first point of contact
• Work with clients, producers and other team members to implement a comprehensive customer service plan
• Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials
• Complete cobra paperwork on behalf of the client, both at renewal and for new group set up
• Distribute or facilitate distribution of resource information provided by the Client Executive (CE) to clients to continually keep them informed of benefit trends, State and Federal legislation, rules, and regulations
• Liaison with compliance department and Client Executive (CE) to advise clients on government reporting compliance issues, and to assist with the preparation of client specific compliance resources
• Compile and maintain client and benefit plan information in EPIC's CRM - new group set up and renewals- data provided by Client Executive
• Issue resolution for simple claims, coordinate escalated claims with the claims department and share communication to the claimant as to who is on contact point post transfer to the claims department
• Resolve enrollment and eligibility issues
• Research and resolve client billing issues
• Maintain open and continuing communication with the assigned Client Executive on all client issues and events
• Coordinate and participate in consistent training/mentoring events with the Client Executive
• Coordinate meetings and updates as needed
• Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records
• Be responsive and 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.

Senior Client Manager

Sales Operations Manager

• Own Salesforce hygiene by conducting regular audits of open pipeline, identifying stalled or outdated opportunities, and partnering with sales leaders to improve data accuracy and opportunity management discipline.
• Schedule, manage, and facilitate pipeline calls, ensuring adherence to standards, keeping teams aligned to the agenda, documenting follow-up items, and driving timely completion of next steps.
• Manage the employee incentive process by ensuring eligible opportunities are reviewed and dispositioned appropriately, coordinating approvals with executive leadership and finance, and supporting communication when incentives are awarded.
• Audit won opportunities to ensure Salesforce records accurately reflect executed contract terms, including scope, timing, and financial details, and partner with internal stakeholders to resolve discrepancies.
• Lead renewal management activities by ensuring renewals are created, tracked, and closed accurately, and by facilitating regular reviews with business leaders to keep renewals moving through the process.
• Leverage sales data to generate insights that inform business strategy, including analysis of win and loss trends, forecast quality, and weighting accuracy.
• Partner with leaders across the business to expand adoption and effective use of Salesforce as a CRM and pipeline management platform, including process improvements, better account-level tracking, and cross-system integration opportunities.
• Support day-to-day Salesforce operations, including license management, reassignment of contacts and opportunities, dashboard and report development, and ongoing system administration activities.
• Act as a trusted operational partner who leads through influence, drives accountability across stakeholders, and identifies opportunities to strengthen sales processes before and after opportunities move through the pipeline.

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.

Commercial Account Manager – Small Business

• Join our Small Business Account Management team. This role focuses on providing high-quality account service to our small business clients!
• 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.

Producer

• Monthly Compensation Workflow Execution
• Execute monthly compensation workflow procedures for producer and broker compensation accurately and on schedule.
• Prepare and distribute compensation statements using standardized templates and analytical tools.
• Validate payment amounts and adjustments for accuracy before submission to payroll and accounts payable.
• Book accounting entries with proper debit and credit treatment across relevant systems.
• Partner with payroll and accounts payable to support producer and broker setup and documentation requirements.
• Reporting and Data Analysis
• Prepare complex compensation calculations and analytical reports by independently researching and interpreting data across multiple systems, translating findings into a clear narrative for management.
• Perform ad-hoc reporting and analysis related to a producer’s book of business as requested.
• Investigate anomalies, explain variances, and present findings clearly.
• Data Integrity and System Validation
• Understand how policy invoices are created, coded, and processed in the agency management system to identify billing and coding issues that impact compensation.
• Read and interpret producer employment agreements to determine correct compensation treatment and perform calculations accordingly.
• Reconcile and resolve discrepancies between contract terms, system records, and compensation outputs by tracing issues to root cause.
• Coordinate updates to producer coding, rates, splits, and profile setup in the AMS in collaboration with account managers and operations teams.
• Document key decisions, adjustments, and outcomes with clear, audit‐ready support.
• Producer Support & Issue Resolution
• Serve as a primary point of contact for producers regarding compensation statements, payments, coding, and related questions.
• Research and resolve inquiries by navigating multiple systems and datasets; communicate outcomes clearly and professionally to producers, finance teams, and business leaders.

Producer Compensation Analyst

Communications

• Serve as a strategic consultant for employee-facing benefits communications, from initial concept through execution
• Partner with C&E colleagues, EPIC account teams, and clients to develop communication strategies, content, and campaign plans
• Create clear, compelling, and engaging communications across multiple channels, including digital, print, and in-person formats
• Translate complex benefits information into easy-to-understand messaging that drives employee action and engagement
• Ensure all content meets high editorial standards and is optimized for both audience and delivery channel
• Manage multiple projects simultaneously, establishing priorities and workflows to ensure timely, accurate delivery
• Collaborate with and oversee third-party vendors supporting print, digital, and online communication initiatives
• Play a key role in building, maintaining, and managing content libraries and communication assets

Communications Consultant – Employee Benefits

Product Operations

• Coordinate cross-functional initiatives across product applications, data flows, and lifecycle activities
• Track milestones, dependencies, risks, and deliverables
• Support standardized product and data lifecycle processes from intake through delivery and retirement
• Facilitate alignment across Product, IT, Data, and Compliance stakeholders
• Partner with product teams (consultants, developers, analysts, PMs) to ensure accurate and timely data implementation
• Work directly with clients to gather data requirements and secure approval on configurations
• Collaborate with vendors to obtain:
• Data file layouts
• Test files
• Claims files
• Provide internal and external status updates and implementation reports
• Administer Azure DevOps (projects, boards, workflows, and work items)
• Maintain consistent tool configurations for tracking and reporting
• Manage user access, permissions, and security groups in collaboration with IT
• Ensure lifecycle data (status, ownership, dependencies, outcomes) is accurate and up-to-date
• Track product changes, enhancements, and data dependencies
• Ensure tools reflect governance standards and lifecycle requirements
• Partner with Product and Data teams to align tool usage with compliance and audit expectations
• Maintain documentation for lifecycle workflows, standards, and tool administration
• Enforce naming conventions, templates, and operational best practices
• Support audits, reporting, and leadership insights related to product and data operations

Product Operations Coordinator

Account Executive

• Support the day-to-day servicing, retention, and administration of assigned insurance and captive accounts.
• Serve as a primary contact for routine client requests, including certificates of insurance (COIs), endorsements, policy documentation, and account updates.
• Assist in the identification, analysis, and documentation of client insurance exposures and loss experience.
• Support underwriting and program structures by preparing quote specifications, coverage summaries, collateral analysis, and supporting data.
• Assist with renewal and new business cycles by maintaining timelines, preparing renewal planners, and coordinating deliverables.
• Prepare client-facing materials including proposals, reports, presentations, and meeting materials.
• Upon client acceptance, assist with binding coverage, issuing policy documents, invoicing, and monitoring payments to avoid cancellation.
• Review contracts and insurance requirements to identify coverage gaps, compliance concerns, and potential errors.
• Maintain accurate and up-to-date client information within Salesforce and internal systems.
• Coordinate account activity across internal departments, external service providers, carriers, and regulators as needed.
• Assist with preparation of corporate governance documentation, meeting minutes, and regulatory deliverables.
• Identify opportunities for operational improvement and recommend solutions to enhance service delivery.
• Perform other duties as assigned by management.

Junior Account Executive – Captive Accounts, Insurance Broker Experience Required

Insurance

• Maintain a comprehensive view of each client’s insurance portfolio across all policy types, including property, casualty, liability, umbrella, life, disability, and specialty asset coverage.
• Ensure policies remain current and properly documented.
• Track renewal schedules and coordinate policy reviews when renewals approach.
• Maintain an organized repository of insurance records for each client household.
• Coordinate the claims process when a client experiences a loss or damage.
• Assist with claim initiation, documentation collection, and carrier communication.
• Monitor claim progress and maintain communication with the client, insurance agent, and carrier.
• Track claim status until resolution and maintain internal documentation of claim activity.
• Review policy proposals received from insurance agents and carriers.
• Compare available options across different insurers, coverage levels, deductibles, and premium structures.
• Evaluate the relative advantages and limitations of each option.
• Prepare summaries that explain which coverage structure appears most suitable based on the client’s circumstances.
• Periodically review client insurance portfolios to identify potential gaps, outdated coverage limits, or areas requiring additional protection.
• Coordinate with advisors and insurance agents when adjustments may be appropriate.
• Assist in identifying situations where expanded coverage may be beneficial (e.g., umbrella policies, specialty asset coverage).
• Respond to insurance-related requests from clients and advisors.
• Provide documentation such as ID cards, policy declarations, and coverage confirmations.
• Coordinate meetings between clients and insurance professionals when needed.
• Serve as the internal point of contact for insurance-related questions.
• Work with insurance brokers, carriers, and agents to obtain policy information, renewal documents, and coverage proposals.
• Maintain communication with both independent brokers and carrier-specific agents.
• Monitor upcoming premium payments and policy billing schedules.
• Confirm payment status for policies paid through escrow accounts or other payment channels.
• Ensure premium obligations are documented and scheduled appropriately.
• Maintain insurance information across the firm’s internal platforms.

Insurance Coordinator

Project Manager

• Own the proposal workflow from intake through final submission, excluding content writing
• Manage proposal timelines, milestones, and dependencies to ensure on-time, complete delivery
• Coordinate with subject matter experts and leadership to collect inputs and drive progress
• Assemble and finalize proposal materials using approved templates, language, and formatting standards
• Review proposals for accuracy, consistency, branding, style, and compliance with RFP requirements
• Manage submission logistics and confirm successful delivery
• Maintain accurate proposal tracking, status updates, and documentation in CRM and internal systems
• Provide formatting and proofreading support for related marketing and research deliverables as needed
• Assist with cross-functional project coordination, including scheduling, task tracking, and follow-up

Senior Project Coordinator, Proposals

• 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 commercial lines comparative rating platform
• 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
• Attend all educational, training, and other sessions as directed by EPIC
• Achieve Annual Target Revenue: roughly 75K in new revenue

Associate Producer

• Maintain a comprehensive view of each client’s insurance portfolio across all policy types, including property, casualty, liability, umbrella, life, disability, and specialty asset coverage.
• Ensure policies remain current and properly documented.
• Track renewal schedules and coordinate policy reviews when renewals approach.
• Maintain an organized repository of insurance records for each client household.
• Coordinate the claims process when a client experiences a loss or damage.
• Assist with claim initiation, documentation collection, and carrier communication.
• Monitor claim progress and maintain communication with the client, insurance agent, and carrier.
• Track claim status until resolution and maintain internal documentation of claim activity.
• Review policy proposals received from insurance agents and carriers.
• Compare available options across different insurers, coverage levels, deductibles, and premium structures.
• Evaluate the relative advantages and limitations of each option.
• Prepare summaries that explain which coverage structure appears most suitable based on the client’s circumstances.
• Periodically review client insurance portfolios to identify potential gaps, outdated coverage limits, or areas requiring additional protection.
• Coordinate with advisors and insurance agents when adjustments may be appropriate.
• Assist in identifying situations where expanded coverage may be beneficial (e.g., umbrella policies, specialty asset coverage).
• Respond to insurance-related requests from clients and advisors.
• Provide documentation such as ID cards, policy declarations, and coverage confirmations.
• Coordinate meetings between clients and insurance professionals when needed.
• Serve as the internal point of contact for insurance-related questions.
• Work with insurance brokers, carriers, and agents to obtain policy information, renewal documents, and coverage proposals.
• Maintain communication with both independent brokers and carrier-specific agents.
• Track policy updates and maintain records of all coverage changes.

Personal Lines Insurance Coordinator

Actuary

• Project client claim data to develop budgets, calculate client rates, benefit costs, and IBNR reserves.
• Review experience reporting for accuracy.
• Collaborate with consultants and account teams to prepare and deliver client financial presentations.
• Assess complex client risk, understanding the strategic implications of the competitive carrier/product marketplace, and make sound underwriting-based assumptions.
• Manage and oversight of underwriting support team.
• Renew and market carriers for assigned book of business.
• Analyze / negotiate annual renewals and proposals from carriers for accuracy and financial reasonableness.
• Analyze client demographics and other data to determine risk and appropriate carrier product solutions.
• Assist with product/service quality improvement initiatives as needed.
• Assists service team in educating clients regarding utilization, carrier reports, and third party vendor applications used to view claims and financial data.
• Educates service team regarding experience reporting, utilization, carrier reports, self-funding options, etc.

Senior Client Manager

Sales Operations Manager

Commercial Account Manager – Small Business

Commercial Account Manager – Small Business

Commercial Account Manager – Small Business

Producer Compensation Analyst

Communications Consultant – Employee Benefits

Product Operations Coordinator

Junior Account Executive – Captive Accounts, Insurance Broker Experience Required

Insurance Coordinator

Senior Project Coordinator, Proposals

Associate Producer

Personal Lines Insurance Coordinator

Financial – Actuarial Consultant