EPIC Insurance Brokers & Consultants

Pharmacist

• End to end ownership of client specific business strategy projects. Responsibilities include client relationship management, upfront planning and strategy creation, in-depth research and analysis, thorough execution, and delivery to the client.
• Examples of projects include organizational assessments, PBM or vendor contract reviews, process gap analyses, market and landscape analyses, go-to-market strategies, unique clinical or quality initiatives that improve delivery of healthcare
• 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.
• Delivery of client-specific insights on industry happenings and leveraging PSG’s best-in-class research to provide data-driven insights and recommendations on an ongoing basis
• Identify opportunities to engage internal PSG experts on custom projects and analyses.
• Responsible for renewal of client relationships and creating strategy, scope of services and appropriate fee structure to match client needs.
• Assess opportunity for expanding PSG services within existing client relationships.
• Leverage client relationships for PSG prospecting efforts by creating developing client references.
• 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.
• Lead the development and management of the procurement, market check and request for proposal (RFP) strategy and process for clients including RFP creation, vendor selection meetings and contract execution (in conjunction with internal RFP coordinator).
• Participate in non-client RFP processes 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.
• Negotiate market leading business terms and conditions on behalf of PSG clients

Senior Pharmacy Benefit Consultant, Health Plan

Business Development Rep

• Play a lead role in shaping the next phase of growth within the Health Plan market
• Influence the evolution of the firm’s go-to-market strategy and operating model
• Partner with leadership to build a more scalable, performance-driven business development function
• Expand market presence and impact in a dynamic, high-demand environment
• Drive revenue growth, expanding market presence, and advancing strategic client development across the Health Plan segment

Vice President, Business Development – Health Plan Pharmacy Market

Events

• As part of the Corporate Marketing Department, the Events Manager is responsible for the planning, coordination, and execution of specialty and division-specific in-person and virtual events that support business objectives and align with broader marketing priorities.
• This role focuses on targeted, high-impact events designed to build brand visibility, drive thought leadership, generate leads, and strengthen client relationships.
• The Events Manager will partner closely with internal stakeholders to develop comprehensive event strategies, oversee project management, and support execution across both in-person and virtual formats, including webinars.
• The role also includes post-event analysis and reporting to measure success and inform future initiatives.

Events Manager

• As part of the Corporate Marketing Department, the Events Manager is responsible for the planning, coordination, and execution of specialty and division-specific in-person and virtual events that support business objectives and align with broader marketing priorities.
• This role focuses on targeted, high-impact events designed to build brand visibility, drive thought leadership, generate leads, and strengthen client relationships.
• The Events Manager will partner closely with internal stakeholders to develop comprehensive event strategies, oversee project management, and support execution across both in-person and virtual formats, including webinars.
• The role also includes post-event analysis and reporting to measure success and inform future initiatives.
• Create & refine event planning templates in alignment with event best practices and to facilitate understanding and interaction with internal stakeholders.
• Develop scalable service offering to support webinars (e.g., Webinar in a box model).
• Maintain an event calendar.
• Develop Event Reporting Dashboard/Template.
• Develop and execute integrated event plans for specialty and division-specific initiatives, ensuring alignment with business goals and marketing strategy.
• Define clear objectives for each event, including branding, thought leadership, lead generation, PR opportunities, and client engagement/retention.

Client Partner

• Serve as the primary expert resource and first point of contact for clients; research, analyze, and respond to a wide range of client inquiries including coverage/eligibility, contractual issues, and government reporting compliance. Routine inquiries may be delegated.
• For new and renewal business, analyze relevant client data (e.g., census data, experience data, and contractual insurance requirements).
• Conduct market comparisons by analyzing insurance rates and renewal information and obtaining quotes.
• Partner with senior-level executives and managers to develop and recommend benefit strategies, including coverage options and exclusions.
• Negotiate premium and commission rates on behalf of clients, acting with full authority from EPIC to represent its interests.
• Provide marketing and new business development support to producers, including preparation of proposals and presentations, and participation in prospect and client meetings.
• Conduct marketing and new business development for the employee’s own book of business.

Client Manager

• Support new business growth while also providing client service support
• Partner with Producers and Practice Leaders to identify prospects, coordinate outreach, support proposal development, and help move opportunities through the sales pipeline
• Maintain accurate client information, assist with onboarding and renewal-related coordination, organize documentation, and track service deliverables
• Assist Producers and Practice Leaders with identifying, researching, and organizing prospective client opportunities within targeted industries, markets, and regions
• Maintain accurate prospect, pipeline, and opportunity information in CRM and other internal systems
• Prepare and coordinate sales materials, presentations, proposals, pre-meeting briefs, and follow-up correspondence for prospective clients
• Support the development of Request for Proposal (RFP) responses, finalist meeting materials, stewardship examples, and other business development resources
• Coordinate internal meetings, prospect meetings, and related follow-up items to support timely sales activity
• Provide administrative support for producer-led seminars, webinars, and educational events
• Assist with tracking seminar and webinar participation, documenting prospect engagement, and coordinating post-event follow-up
• Track key business development activities, deadlines, and next steps
• Assist with market, industry, and competitor research to support prospecting strategy and client-facing discussions
• Provide responsive support to Producers, leaders, and team members
• Coordinate administrative aspects of new client onboarding
• Assist with preparation, organization, and maintenance of client files and other service-related records as needed
• Support the service team with scheduling, agendas, follow-up notes, deliverable tracking, and communication related to client service meetings and workflows
• Enter, update, and maintain accurate client information in CRM and other internal systems
• Support regional growth initiatives, cross-sell opportunities, referral tracking, and other sales enablement projects as assigned.

Business Development Specialist

Advocate

• Answering phones and responding to emails
• Timely follow up to members
• Administrative tasks as needed
• Working closely with other team members and account service teams

Employee Benefits Advocate

Human Resources

• The Senior Claims Specialist manages the full lifecycle of Workers’ Compensation claims, delivering thorough investigation and analysis while developing trusted relationships with clients and stakeholders to drive efficient, high-quality claim outcomes.
• Generally works independently, handling the most complex matters, and has settlement and draft authority of up to designated amount based on experience.
• Conducts complete investigation of losses through any appropriate techniques including interviews, recorded statements, documentation/data gathering and securing/preserving evidence.
• Evaluates liability and damages; identifies subrogation/salvage opportunities or suspicious claims.
• Prepares timely, concise reports as required.
• Promptly establishes and maintains accurate reserves.
• Verifies, analyzes and correctly applies coverage.
• Develops strategy and negotiates claims to a timely conclusion, properly applying company and department policies and procedures.
• Decides on conclusion of loss (e.g. pay, deny compromise) based upon analysis of the facts, liability, and statutory/case law.
• Determines need for and provides direction to defense counsel, independent adjusters or other technical experts, and monitors and controls their costs.
• Attends hearings, pre-trial settlement, conferences, trials, etc., as required.
• Keeps agents, insurers, Agency OPS and Corporate Claims advised of file status and other matters as required.
• Frequently involved in meetings or visits to agents, insurers, prospects, clients etc. and in Large Account matters.

Senior Claims Specialist – Worker's Compensation

Producer

• 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, Small Business

Project Manager

• Lead one or more complex enterprise, cross-functional initiatives from intake through stabilization and value realization
• Develop and maintain decision-ready delivery plans spanning scope, milestones, dependencies, risks, resourcing, and readiness checkpoints
• Independently manage interdependencies across initiatives, vendors, and operational teams
• Facilitate structured forums, governance reviews, and decision checkpoints to maintain momentum and alignment
• Proactively surface delivery risks, tradeoffs, and resource constraints with recommended paths forward
• Partner with Business Owners to clarify success criteria, adoption expectations, and readiness requirements
• Ensure appropriate business representation and engagement throughout delivery
• Reinforce that the business owns: Process design decisions, Adoption and change readiness, Post–go-live benefit realization
• Coach stakeholders on enterprise delivery expectations and governance standards
• Ensure initiatives entering the ePMO pipeline are complete, well-formed, and decision-ready
• Support standardized intake, scoring, prioritization, and funding workflows
• Maintain high-quality, executive-ready artifacts including: Charters and scope summaries, Status and health reporting, Risk, issue, and dependency tracking, Options, tradeoffs, and decision support materials
• Lead or support quarterly portfolio and governance reviews with clear, concise reporting and recommendations
• Embed change management considerations into delivery from day one
• Partner with business teams and enablement resources to ensure stakeholder readiness, training and communications planning, and complete operational handoffs
• Lead business readiness checkpoints prior to go-live and reinforce accountability for adoption
• Define adoption and success measures and validate progress post–implementation
• Partner with Finance and Business Owners to ensure success metrics are defined, measurable, and tracked
• Track post–go-live outcomes against agreed-upon objectives and expected benefits
• Facilitate retrospectives focused on what improved enterprise capability and value, not just what shipped
• Contribute to the evolution of ePMO standards, templates, tooling, and best practices
• Promote responsible and practical use of AI and automation to improve delivery efficiency
• Identify opportunities where AI can support reporting, analysis, or intake quality
• Share emerging best practices to improve PMO maturity and decision support

Senior Project Manager, Enterprise Project Management Office

Content Writer

• Build EPIC's Content Engine
• Write and produce compelling content across formats, including internal announcements, marketing and sales collateral, intranet content, web copy, social posts, thought leadership, and scripts. Design and implement templates, prompt libraries, and modular messaging components grounded in strong copywriting principles.
• Develop scalable content workflows that improve efficiency while ensuring quality, consistency, compliance, and brand integrity.
• Maintain governance frameworks that uphold voice, tone, accuracy, and regulatory standards.
• Write and refine copy standards, messaging guidelines, and narrative frameworks used by teams and AI tools.
• Conduct content reviews and provide editorial direction to ensure clarity and consistency at scale.
• Collaborate with Communications, Brand, Marketing, Sales Enablement, and subject matter experts to translate complex ideas into clear, compelling content
• Provide strategic copywriting support for executive communications, flagship initiatives, and high-visibility narratives
• Use copywriting expertise to continuously improve outputs and train models to better reflect EPIC’s brand voice.

Marketing Content Writer

Insurance

• Support key external and internal clients
• Able to manage multiple, concurrent projects and deliverables
• Play an important role in Vanbridge’s growth and management, as applicable, ensuring connectivity across all communications while guiding and supporting partners in strategy and execution.
• Strong Aptitude in technology
• Experience and knowledge with AI, Claude and other tools
• Highly analytical with strong problem-solving skills
• Highly customer-focused with the ability to think strategically and provide a clear vision that promotes team collaboration
• Adept at excelling in a fast-paced environment with changing business priorities and technological needs
• Client Consultation: Conduct thorough consultations with clients to understand their financial needs, goals, and risk tolerance.
• Policy Analysis: Analyze various life insurance policies to determine the best fit for clients' financial plans.
• Recommendations: Provide tailored recommendations on life insurance policies that align with clients' objectives.
• Policy Management: Assist clients with the application process, policy management, and any necessary adjustments to their coverage.
• Education: Educate clients on the benefits and features of different annuity and life insurance solutions.
• Compliance: Ensure all recommendations and transactions comply with regulatory requirements and company policies.
• Collaboration: Work closely with advisors and other team members to integrate annuity and life insurance solutions into comprehensive financial plans.
• Market Research: Stay up-to-date with industry trends, product developments, and regulatory changes.
• Comprehensive understanding of the life insurance industry and individual life products, including UL, IUL, VUL, Term, WL and the necessary product illustration systems.
• Preparation for client meetings, including paperwork, and preparing presentation materials
• Prepares and delivers correspondence and other client communication
• Work collaboratively with Advisors throughout the planning process to ensure completed accurately and promptly
• Work proactively in all facets of the role, consistently seeking out new opportunities
• Proactively work with and respond to clients professionally.
• Be aware of and maintain Carrier product information, rate changes and rules.

Product & Case Design Coordinator, Life Insurance

Account Manager

• Serve as the primary service contact for assigned client accounts
• Build and maintain strong client relationships through proactive communication and responsiveness
• Coordinate and deliver day-to-day service needs, including policy inquiries, endorsements, certificates, and coverage questions
• Assist clients with risk management strategies tailored to life sciences and technology exposures
• Lead the renewal process in collaboration with producers, including marketing, submission preparation, and carrier negotiations
• Review policies for accuracy, coverage adequacy, and compliance with client needs
• Prepare renewal proposals and client presentations
• Identify coverage gaps and recommend appropriate solutions
• Maintain strong relationships with insurance carriers and underwriting partners
• Negotiate coverage terms, pricing, and program structures on behalf of clients
• Stay informed of market conditions, emerging risks, and carrier appetite
• Manage policy documentation, certificates, and endorsements with attention to accuracy and timeliness
• Ensure data integrity within agency management systems
• Support internal reporting, compliance, and workflow processes
• Collaborate with producers and other team members to drive efficiency and best practices
• Work closely with producers (4) and account management team (5+) to support client retention and growth
• Contribute to a collaborative, team-oriented culture within a boutique environment
• Mentor junior staff as needed

Account Manager, P&C Lines Insurance – Tech and Life Sciences Division

• 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.