EPIC Brokers

Lead operational infrastructure linking commercial growth, client delivery, and financial performance to improve decision-making through data-driven systems. | 10+ years in business operations, finance, or strategy with strong professional services economics background and leadership in KPI frameworks and forecasting. | For over 20 years, PSG (an EPIC owned company) has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies, we save our clients billions of dollars every year with an unwavering commitment to serving as an advocate and strategic partner to our clients. The Opportunity PSG is entering an important phase of growth and organizational evolution. The business has established a strong reputation in the market, built deep client relationships, expanded its capabilities, and continues to pursue meaningful growth opportunities across consulting, analytics, and technology-enabled solutions. As the organization grows, so does the complexity of managing the business. Commercial activities, client delivery, staffing, product initiatives, financial performance, and strategic priorities increasingly require greater coordination, visibility, and operational discipline to ensure decisions are informed, resources are aligned, and growth is translated into sustainable business results. To support this next chapter, PSG is investing in a new Director of Business Operations & Performance role. This position is a strategic investment in building the operational infrastructure, performance management capabilities, forecasting discipline, resource planning rigor, and business insights necessary to help the organization scale effectively while maintaining the agility, innovation, and client focus that have fueled its success. This is not a traditional reporting or administrative operations role. It is a highly visible leadership position that will partner closely with the President and senior leadership team to connect strategy, sales, delivery, workforce planning, product initiatives, financial performance, and profitability into a cohesive operating model. The role is intentionally designed as a player-coach opportunity. Initially, the Director will be expected to personally build many of the processes, frameworks, reporting capabilities, analyses, and operating rhythms that will define the function while simultaneously serving as a strategic advisor to senior leadership. Over time, this leader will assess organizational needs, establish priorities, and build a scalable Business Operations & Performance function capable of supporting continued growth and increasing complexity. The successful candidate will be energized by the opportunity to build something meaningful, create structure where needed, influence decisions through data and business insight, and leave a lasting impact on how the organization plans, measures, operates, and executes its growth strategy. This role offers a unique opportunity to help shape the future of a growing organization. The Director of Business Operations & Performance will play a foundational role in building the management systems, operating disciplines, and performance infrastructure necessary to support PSG's next phase of growth. For the right candidate, this is an opportunity to move beyond managing existing processes and instead build a scalable Business Operations function from the ground up. The successful candidate will work closely with the President and senior leadership team to influence strategic decisions, improve organizational performance, and create the operational foundation needed to support a larger and increasingly complex business over time. Position Summary The Director, Business Operations & Performance is responsible for building and leading the business operating infrastructure that connects commercial growth, client delivery, financial performance, resource planning, and strategic priorities into a scalable, data-driven management system. This role serves as a key business partner to the President and senior leadership team, providing visibility, insight, and accountability across the full business lifecycle—from pipeline generation and sales operations through forecasting, staffing, utilization, profitability, and performance management. The Director will establish the operating disciplines, reporting frameworks, and management processes necessary to improve execution, support growth, and enhance business performance while laying the foundation for a future Business Operations function. Primary Responsibilities Business Operations Leadership Lead the development and evolution of the Business Operations & Performance function. Establish management systems that connect strategy, sales, delivery, staffing, financial performance, and organizational priorities. Partner with senior leadership to improve operational effectiveness, business visibility, decision-making, and accountability. Build and maintain operating rhythms including monthly business reviews, forecasting processes, KPI reporting, performance reviews, and leadership dashboards. Facilitate cross-functional alignment across Sales, Consulting, Product, Analytics, Operations, Finance, and Client Success. Develop governance structures, operating processes, and decision frameworks that improve scalability and organizational effectiveness. Assess future organizational needs and develop recommendations regarding the growth and structure of the Business Operations function. Sales Operations & Revenue Performance Own sales operations processes supporting pipeline management, opportunity progression, forecasting, renewal tracking, and revenue performance. Develop pipeline reporting, sales productivity metrics, conversion analysis, and growth performance dashboards. Partner with sales leadership to improve forecast accuracy, opportunity management discipline, and revenue predictability. Evaluate sales capacity, territory effectiveness, resource requirements, and commercial investment decisions. Support annual planning, sales target development, and performance measurement activities. Ensure Salesforce and related commercial systems provide actionable business insight and operational visibility. Forecasting & Business Planning Lead enterprise forecasting processes across bookings, revenue, utilization, staffing, margin, profitability, and business performance. Develop integrated forecasting models linking pipeline activity, delivery capacity, resource plans, hiring decisions, and financial outcomes. Build and maintain annual operating plans, rolling forecasts, and long-range business projections. Identify performance trends, risks, and opportunities and provide actionable recommendations to senior leadership. Improve organizational forecasting discipline, consistency, transparency, and accountability. Resource Planning & Capacity Management Build pipeline-to-capacity planning processes that align anticipated demand with available consulting, analytics, technology, and support resources. Develop workforce planning models supporting hiring, growth initiatives, succession planning, and resource optimization. Monitor resource allocation, utilization, realization, and productivity across teams and business segments. Identify delivery bottlenecks, staffing constraints, and future capacity requirements. Support leadership decisions regarding workforce investments, organizational design, and resource management strategies. Time Tracking & Utilization Management Establish governance and operational discipline surrounding time tracking and utilization management. Ensure accurate project setup, billing classifications, labor allocations, and reporting structures. Monitor utilization performance across teams and business segments. Partner with business leaders to improve staffing decisions and resource deployment practices. Translate time tracking data into actionable insights related to productivity, profitability, staffing requirements, and delivery performance. Implement process improvements that strengthen operational efficiency and workforce effectiveness. Financial Performance & Profitability Analysis Develop profitability reporting and analysis across clients, projects, service offerings, products, and business segments. Provide visibility into revenue quality, margin performance, utilization economics, and resource productivity. Analyze project performance, pricing effectiveness, staffing models, and business economics. Identify opportunities to improve profitability, operating leverage, and financial performance. Partner with Finance to strengthen planning, forecasting, and performance management capabilities. Support investment decisions through business case development, scenario analysis, and return-on-investment assessments. Performance Management & KPI Governance Develop and maintain an enterprise performance management framework aligned with strategic, operational, commercial, and financial objectives. Establish KPI ownership, performance targets, measurement methodologies, and reporting standards. Create leadership dashboards and scorecards that provide timely visibility into business performance. Partner with senior leaders to identify meaningful leading and lagging indicators that support effective decision-making and accountability. Monitor key business performance trends and proactively identify risks, opportunities, and areas requiring management attention. Drive accountability through structured performance reviews, action plans, and management reporting. Ensure leaders have access to accurate, actionable, and decision-oriented information. Continuously evaluate and refine performance measures as the business evolves and becomes more complex. Leadership Reporting & Business Intelligence Develop leadership reporting packages that support operational and strategic decision-making. Facilitate monthly, quarterly, and annual business reviews with senior leadership. Synthesize complex business information into concise, actionable recommendations. Create a consistent single source of truth for business performance reporting. Provide insight into emerging business trends, operational risks, growth opportunities, and performance drivers. Strategic Initiatives & Continuous Improvement Lead cross-functional initiatives designed to improve operational effectiveness, scalability, and profitability. Identify opportunities for process improvement, automation, reporting enhancements, and business modernization. Support strategic planning, organization design, growth initiatives, and new business opportunities. Drive continuous improvement efforts that strengthen execution, accountability, and performance. Help build a more data-driven, performance-oriented culture across the organization. Success Profile: First 0-12 Months Establish PSG's Business Operations & Performance function and operating model. Improve forecasting accuracy across revenue, staffing, utilization, and profitability. Implement a comprehensive KPI framework with clear ownership and accountability. Develop pipeline-to-capacity planning processes that improve workforce planning and delivery predictability. Create meaningful visibility into project, client, product, and segment profitability. Improve time-tracking discipline, utilization management, and resource planning effectiveness. Implement a consistent leadership operating cadence supported by actionable reporting and analytics. Strengthen business planning capabilities and support more informed growth and investment decisions. Develop a roadmap for scaling the Business Operations function as organizational needs evolve. Build the operational foundation necessary to support PSG's continued growth and increasing business complexity. Qualifications Required 10+ years of progressive experience in Business Operations, Financial Planning & Analysis, Sales Operations, Revenue Operations, Consulting Operations, Strategy, or related business management roles. Demonstrated experience supporting senior leadership teams with forecasting, planning, performance management, and strategic decision-making. Strong understanding of professional services economics, resource planning, utilization management, and profitability analysis. Experience developing KPI frameworks, dashboards, operating reviews, and management reporting systems. Proven ability to influence across multiple business functions without direct authority. Advanced analytical, financial modeling, planning, and problem-solving capabilities. Strong written and verbal communication skills with the ability to communicate effectively with senior leadership. Leadership Competencies required Strategic Business Acumen Financial & Operational Management Commercial Orientation Analytical Decision Making Performance Management Cross-Functional Leadership Senior Leadership Presence and Communication Organizational Effectiveness Preferred Experience within healthcare consulting, pharmacy benefit management, healthcare technology, analytics, software, or professional services environments. Experience with Salesforce, Power BI, Harvest, Smartsheet, financial planning systems, and business intelligence platforms. Experience designing and implementing business performance frameworks, KPI architectures, or management systems that connect commercial, operational, workforce, and financial performance. Demonstrated ability to identify and operationalize meaningful business metrics that drive accountability and improve decision-making. Experience developing leadership reporting that translates complex business data into actionable insights. MBA or advanced business degree preferred. Location This position will be 100% remote, open to all candidates residing in the United States Compensation The base salary range for this position is $150,000 – $200,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting. Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 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. Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-MS2 #LI-Remote #PSG

Lead enterprise initiatives from intake through stabilization and value realization, bridging business leadership and technology teams. | 7+ years leading enterprise initiatives with insurance industry experience and a bachelor's degree. | Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: Come be part of EPIC's BRAND NEW PMO office! This new role reports to the Vice President, Enterprise Project Management Office (ePMO). The ePMO Senior Insurance Project Manager is accountable for leading enterprise, cross-functional initiatives end-to-end by serving as the connective tissue between business leadership, technology teams, and governance bodies. This role is responsible for driving outcomes, adoption, transparency, and value realization across complex initiatives with significant dependencies, risks, and stakeholder coordination needs. Senior Project Managers within the ePMO are expected to operate as trusted delivery leaders—independently driving clarity, structure, governance, and decision support while reinforcing business ownership of outcomes. They escalate with options and recommendations, lead readiness and adoption checkpoints, and help ensure leaders have the information needed to make timely, informed decisions. This role is designed to scale enterprise delivery maturity, strengthen business–technology partnership, and ensure EPIC’s investments translate into real, sustained outcomes. LOCATION: Hybrid (3 days per week in-office) is preferred in one of the following offices: Summit NJ; New York City; Needham MA, or remote anywhere in the Eastern Time Zone US. But the hiring team is open to fully remote elsewhere for well-qualified candidates. WHAT WE’RE LOOKING FOR: Formal PMO / Project Management experience preferred but not required. Focus of this role is to understand & be a champion for the business & their needs while simultaneously coordinating with IT and other functions within EPIC. Help grow a new, small but mighty enterprise PMO team! REQUIRED: Strong project and change management skills and experience. Strong reporting & technically skills. AI tools (CoPilot) and SmartSheets experience a plus. REQUIRED: Insurance industry experience - preferably P&C experience. Candidates who adapt well to priority changes, deadlines, and who love problem solving and coming up with solutions and answers to client questions. WHAT YOU’LL DO: A detailed list of job duties includes (but is not limited to): Key Responsibilities 1. Enterprise Project Leadership • 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 2. Business Ownership & Accountability Enablement • 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: o Process design decisions o Adoption and change readiness o Post–go-live benefit realization • Coach stakeholders on enterprise delivery expectations and governance standards 3. Governance, Intake & Portfolio Discipline • 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: o Charters and scope summaries o Status and health reporting o Risk, issue, and dependency tracking o Options, tradeoffs, and decision support materials • Lead or support quarterly portfolio and governance reviews with clear, concise reporting and recommendations 4. Change Management & Adoption Focus • 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 5. Value Realization & Continuous Improvement • 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 6. AI Enablement & Modern Ways of Working • 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 Core Expectations (How We Operate) • Enterprise-first mindset: Optimize for EPIC-wide outcomes vs. functional success • 2-in-the-box delivery model: Partner closely with Business Owners and IT/Product leaders while reinforcing accountability • Governance-forward: Ensure initiatives are intake-ready, decision-ready, and execution-ready at each phase • Decision support, not decision making: Surface options, risks, tradeoffs, and recommendations for leaders • Adoption matters: Delivery is not complete until the solution is used, measured, and delivering value What Success Looks Like • Enterprise initiatives progress with strong governance, clear ownership, and timely executive decisions • Risks, dependencies, and tradeoffs are surfaced early with practical recommendations • Business teams are prepared, equipped, and accountable for adoption and readiness • Outcomes, benefits, and value realization are measurable and visible post–go-live WHAT YOU’LL BRING: Qualifications Bachelor’s degree in Business, Project Management, or related discipline 7+ years of experience leading enterprise, cross-functional initiatives with significant dependencies and stakeholder coordination Demonstrated ability to operate independently, manage risks and tradeoffs, and escalate with clear options and recommendations Demonstrated experience in governance, executive-ready reporting, business readiness, adoption planning, and value realization tracking Strong executive communication, facilitation, influence, and systems-thinking skills Working knowledge of Agile and Waterfall delivery models REQUIRED: Insurance, financial services, or other complex, matrixed organizations. P&C industry experience strongly preferred. Preferred Experience Enterprise PMO or governance-based delivery environments preferred but not required Experience partnering with Finance and business leaders to define and track measurable outcomes PMP, Prosci, Lean, or similar certifications COMPENSATION: The national average salary for this role is $130,000 - $170,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 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. Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-AT1 #LI-Remote (3715)

Manage client service delivery for an assigned book of commercial insurance business including renewals, policy processing, client communication, and coordination with producers and client advocates. | 3-5 years of commercial property and casualty insurance client-facing experience, Property and Casualty Broker License, valid driver license, and strong client service and communication skills. | Location: This role is located in Bend, OR and will require a hybrid work schedule in office 2x a week. SUMMARY: The Client Manager works with and supports Producers, Client Advocates, and account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. You will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference. Creativity and independent thinking is valued throughout our organization. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. ESSENTIAL DUTIES AND RESPONSIBILITIES: Overall Ongoing Service Duties Include: • Ensure timely and consistent review of expiration list. • Processes (during non-renewal periods) applications, policies, endorsements, binders/notice of elections, certificates, auto ID cards, audit requests/review, and other items related to the servicing of clients. • Research and compile answers to client’s policy, coverage, exclusions and related questions, incorporating support from other team members as needed. • Assists broader service team and broking team in servicing clients. • Provides support to Producers/Client Advocate and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. • Prepares all invoicing and client allocations directly with EPIC Accounting. Resolve client billing issues with support from team members as appropriate. • Provides standard office/administrative support as needed. • Maintains Agency Management Systems and Share Drive files in real time. • Establish and maintain open items lists with internal and external clients to ensure all deliverables are proactively managed. • Prepare and maintain, schedules of insurance, summaries of insurance, and coverage illustrations. • Consistently establishes and maintains high levels of trust and confidence with clients by promptly responding and resolving client questions and issues. • Meet all quality and timeliness standards in the Agency Management Systems while properly documenting all activity. • Oversee AR report for all assigned accounts, engaging Producer/ Client Advocate, Client Executive as needed. • Access/manage third party certificate sites and carrier websites. • Other duties may be assigned. Renewal Process • Upon review of expiration list and in conjunction with Producer/CA/CE/Senior CM, schedule internal strategy meeting. Document meeting and subsequent next-steps with internal team. • Support Producer/CA/CE/Senior CM/Broking Team with external strategy meeting presentation and materials. • Prepare and review current program and expiring exposures for information gathering process with client. • Request updated exposures from client and coordinate client responses with multiple client contacts as required. • Request loss runs and compile loss summaries for renewals and on ad-hoc basis as required. • Support submission process as required by assigned accounts. • Coordinate proposal process in conjunction with Producer/CA/CE/Senior CM/Broking as required by assigned accounts. • Manage policy checking process, including carrier corrections as needed, and policy delivery to clients within established timeframe. • Manage the certificates of insurance, auto ID cards, and posting notices renewal process with clients to ensure timely and accurate issuance/distribution. • Coordinate binding and post-binding processes, including order to bind, confirmation of coverage, evidence of coverage, etc. • Obtain premium financing options, invoice the renewal and premium allocations. • Other duties may be assigned. KEY COMPETENCIES: • Full knowledge of Property Casualty lines of coverage and services, including knowledge of insurance renewal end-to-end process. • Ability to understand coverage questions. • Recognize problems and respond appropriately. • Able to analyze situations logically in order to draw solid conclusions. • Strong attention to detail and time management abilities. • Ability to handle highly sensitive and confidential information. • Customer service oriented. • Enthusiasm and zest for continual learning. • Strong ability to multi-task and assign priority. • Ability to work effectively and efficiently both with and without direct supervision. • Ability to work effectively and efficiently in a team environment as well as independently. • Strong interpersonal communication skills, both written and oral. • Working knowledge of Microsoft Office suite of programs including Word, Excel, Outlook, etc. EDUCATION and/or EXPERIENCE: • High school diploma or G.E.D. equivalent required. College degree preferred. • 3 – 5 years of commercial property and casualty insurance experience in a client facing role. • Insurance industry designations preferred but not required. CERTIFICATES, LICENSES, REGISTRATIONS: • Property and Casualty Broker License • Valid Driver License The national average salary for this role is $60,000 to $70,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: • Generous Paid Time off • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave • Generous employee referral bonus program of $1,500 per hired referral • Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) • Employee Resource Groups: Women’s Coalition, EPIC Veterans Group • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development • Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support • Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs • 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! • EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation • We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 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. #LI-LL1 #LI-Hybrid