Senior Client Manager jobs at Alight Solutions

LAZ Parking is one of the largest and fastest growing parking companies in the country. LAZ operates hundreds of thousands of parking spaces across the country. When it comes to parking, we're the experts! We are also a PEOPLE FIRST company. We often say, “parking is our industry, but people are our passion.” Our mission is to “create opportunities for our employees and value for our clients”. If you're looking to join a growing company led by passionate people committed to being the best - contact us today! The Spirit of the Position: The Business Development Manager supports the Regional Vice President with opportunity outreach and sales for the region. The Business Development Manager is responsible for identifying, ranking, developing and managing prospects and then successfully bringing the prospect through the sales pipeline to a successful close. Principal Job Duties: Assist the region with the pipeline generation, underwriting, proposal, presentation, and transitions for new locations. Analyzing new business opportunities and competitor parking operations for revenue, expense and profit; and monitor, review, and analyze the market rate structures. Underwriting, building financial models and proformas. Maintaining and maximizing the Salesforce pipeline for the region. Building a pipeline of new business for the region. Partnering with various resources within the region for the preparation and timely submittal of proposals. Assist the operations team with the transition of all new locations added to the portfolio. Networking, developing and building client relationship, leveraging those relationships into deals. Developing a networking pipeline and reporting said pipeline. Working directly with the RVP, GMs and DOOs to ensure solutions are delivered to support internal and external client needs. Additional related duties as assigned. Experience: With Bachelor's degree, 2+ years in business role with proven track record. Without Bachelor's degree, 6+ years in business role with proven track record. Experience structuring and consulting on projects for customers and clients. Knowledge of Excel, Word, Power Point and Office 365. Knowledge of SalesForce is preferable. Skills: Ability to develop sales strategies, value/benefit analysis and return on investment analysis. Ability to seek improvement and create an environment of idea sharing and creative problem solving. Ability to communicate professionally and effectively, both verbally and in writing. Ability to be approachable and facilitate coaching conversations with employees and managers. Ability to network and cement client relationships in the field Ability to mitigate and lead others to overcome challenges (Never Ever Give Up Attitude). Ability to encourage open expression of ideas and opinions. Excellent teambuilding and interpersonal skills. Ability to work independently and multi-task. Ability to communicate professionally and effectively with all levels of the organization. Ability to interpret policies, procedures, and standard business practices. Demonstrates a sense of urgency and timeliness. Education: Bachelor's Degree or equivalent work experience. Physical Demands: Ability to lift, push and pull at least 10 pounds. Ability to stand and walk for a during of 1-2 hours at a time.. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with qualified disabilities to perform the essential duties/functions. FLSA Status: Exempt LAZ Parking is an equal opportunity employer. In all our employment practices, including hiring, we are firmly committed to provide equal employment opportunity (EEO) to all persons, regardless of race, color, religion, sex, national origin, disability, age, genetics, Vietnam era, special disabled, recently separated and other protected veterans, or any other characteristic protected by federal, state or local law. No question in our application process is used for the process of limiting or excluding any applicant's consideration for employment on such grounds. LAZ Parking participates in E-Verify.

Want to hear something crazy? Cars only spend 5% of their time driving. Where do they spend the other 95%? PARKED! LAZ Parking is one of the largest and fastest growing parking companies in the country. LAZ operates hundreds of thousands of parking spaces across the country. When it comes to parking, we're the experts! We are also a PEOPLE FIRST company. We often say “parking is our industry but people are our passion.” Our mission is to “create opportunities for our employees and value for our clients”. If you're looking to join a growing company led by passionate people committed to being the best - contact us today! The Spirit of the Position: The Business Development Manager supports the Regional Vice President with opportunity outreach and sales for the region. The Business Development Manager is responsible for identifying, ranking, developing and managing prospects and then successfully bringing the prospect through the sales pipeline to a successful close. Principal Job Duties: Assist the region with the pipeline generation, underwriting, proposal, presentation, and transitions for new locations. Analyzing new business opportunities and competitor parking operations for revenue, expense and profit; and monitor, review, and analyze the market rate structures. Underwriting, building financial models and proformas. Maintaining and maximizing the Salesforce pipeline for the region. Building a pipeline of new business for the region. Partnering with various resources within the region for the preparation and timely submittal of proposals. Assist the operations team with the transition of all new locations added to the portfolio. Networking, developing and building client relationship, leveraging those relationships into deals. Developing a networking pipeline and reporting said pipeline. Working directly with the RVP, GMs and DOOs to ensure solutions are delivered to support internal and external client needs. Additional related duties as assigned. Experience: With Bachelor's degree, 2+ years in business role with proven track record. Without Bachelor's degree, 6+ years in business role with proven track record. Experience structuring and consulting on projects for customers and clients. Knowledge of Excel, Word, Power Point and Office 365. Knowledge of SalesForce is preferable. Skills: Ability to develop sales strategies, value/benefit analysis and return on investment analysis. Ability to seek improvement and create an environment of idea sharing and creative problem solving. Ability to communicate professionally and effectively, both verbally and in writing. Ability to be approachable and facilitate coaching conversations with employees and managers. Ability to network and cement client relationships in the field Ability to mitigate and lead others to overcome challenges (Never Ever Give Up Attitude). Ability to encourage open expression of ideas and opinions. Excellent teambuilding and interpersonal skills. Ability to work independently and multi-task. Ability to communicate professionally and effectively with all levels of the organization. Ability to interpret policies, procedures, and standard business practices. Demonstrates a sense of urgency and timeliness. Education: Bachelor's Degree or equivalent work experience. Physical Demands: Ability to lift, push and pull at least 10 pounds. Ability to stand and walk for a during of 1-2 hours at a time. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with qualified disabilities to perform the essential duties/functions. FLSA Status: Exempt LAZ Parking is an equal opportunity employer. In all our employment practices, including hiring, we are firmly committed to provide equal employment opportunity (EEO) to all persons, regardless of race, color, religion, sex, national origin, disability, age, genetics, Vietnam era, special disabled, recently separated and other protected veterans, or any other characteristic protected by federal, state or local law. No question in our application process is used for the process of limiting or excluding any applicant's consideration for employment on such grounds. LAZ Parking participates in E-Verify.

The Toughest Job, But with the Most Reward - Becoming a Genesis MVP! We're on the hunt for a Sales mastermind! (aka Store Manager/Regional Manager), an MVP that can lead through teamwork, motivation and positive energy and who is ready to start a role that will take everything you've got! MVPs are passionate about what they do and never settle for anything less than the absolute BEST. MVPs are team players! MVPs are self-starters! Genesis Diamonds has been redefining the jewelry experience since 2004, bringing unmatched value, education, and selection to Tennessee, Ohio, and Kentucky. With one of the region's largest collections of loose and mounted GIA-certified diamonds, as well as exclusive designs from the world's top brands, we've built a reputation as the premier destination for fine jewelry. We're proud to be the Official Jeweler of the Tennessee Titans and The Louisville Cardinals, and to have been voted “Best Jewelry Store” and “Best Place to Buy an Engagement Ring” by our community for 15 years and counting. Beyond our showrooms, we are committed to being deeply involved in our local communities, as well as give back through partnerships with organizations like Make-A-Wish Mid-South & The Unbridled Foundation. At Genesis Diamonds, our mission is simple: empower customers with knowledge, offer the very best in quality and value, and create a joyful, memorable shopping experience. Salary Range: $80,000 - $400,000 per year DOE What does a typical day at Genesis look like? You will be on the floor constantly. You will be inspiring, coaching, supporting your team, all while you are working alongside them. You'll be cultivating deep, enduring relationships with clients to foster lifelong loyalty and spending You will be a sales master, a serious networker, a “closer” with an ownership mentality, aways thinking outside the box. You'll need to keep a high level of energy and intensity. If you're passionate about the jewelry industry and your customers, this won't even seem like work to you! You will be developing and executing creative strategies: including events and partnerships to attract new customers. You will drive sales performance by setting clear goals and ensuring consistent follow-through. Do YOU have what it takes to be a GENESIS MVP?! ALWAYS be humble! There's no room for egos here. Be Hungry! Give it everything, you've got & more! We are a business driven by lifelong relationships, so you'll have to be able to communicate with a diverse group of people and connect with them on a personal level. Inspire your team for success! Qualifications: Must have experience in Full Bridal and Fashion Jewelry sales - Tacori, Verragio, A. Jaffe, Simon G. and more! Proficiency with Point of Sales (POS) systems, client tracking systems. Strong organizational and follow-up skills. Presents a professional image in appearance, words, and actions. Perform job functions with attention to detail, efficiently and thoroughly. Motivation, integrity, and high level of work ethic Track record of successful business outcomes What are the Genesis perks? We are a family that looks out for one another! We have a competitive compensation package, made to motivate you to work hard and exceed your goals. THE SKY IS THE LIMIT! We have a great benefits package: 401(k) + 401(k) company match Bonus Incentives Medical Insurance Company Paid Dental, Vision & Life Insurance Short Term Disability Up to 4 Weeks of Paid Time Off Sick Pay Paid Holidays Paid relocation expenses If you are ready to be a Genesis MVP, we are ready to meet you! * Genesis Diamonds is an Equal Opportunity Employer. We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and employees without regard to race, color, religion, sex, pregnancy, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information, military and veteran status, and any other characteristic protected by applicable law. *Genesis Diamonds is a drug and alcohol free workplace. All offers of employment are contingent upon pre-employment background and drug screening.

WHO WE ARE: Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary . It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and “Retail-tainment” initiatives. Neiman Marcus has a rich history as a brand builder, bringing together the world's top luxury designers and customers to foster a dedicated following for generations. It serves customers across its 36 stores, digital channels, and through remote selling. It is part of Saks Global's portfolio of world-class luxury retailers and real estate assets. YOU WILL BE: At Neiman Marcus, we are committed to delivering a best-in-class luxury experience through exceptional service, curated product, and personalized relationships. We are seeking a Sales Manager who will be responsible for the sales experience of the Neiman Marcus King of Prussia Jewelry department , facilitating partnerships across functions, driving team towards goals, and leveraging team skills to build a customer-driven sales experience, all while being a steward of Neiman Marcus. WHAT YOU WILL DO: Drive towards the achievement of maximum sales and growth following company vision and values in partnership with other functional leads for department Oversee all aspects of merchandise and communications with merchant and vendor partners (e.g., presentation, returns, and damages) Contribute to strategic goals for the store and set priorities by department Review business with applicable Buyers for department and discusses action plans to produce positive results Establish plans and strategies in partnership with Client Development Lead(s) Develop understanding of and analyze internal and external customer behaviors, trends, and preferences, adjusting processes and standards accordingly (e.g., focus programs) Plan and complete departmental budgets and ensures guidelines are being followed to minimize operating expenses and maximize revenue Support audit compliance to enforce department and stockroom controls, as applicable Manage people, product and placement, and sales promotion within department WHAT YOU WILL BRING: 3-5 years of experience in luxury retail, business strategy, planning, or sales operations-preferably within a high-performing, client-centric environment Deep understanding of luxury service standards and the business of clienteling Strong analytical skills with a proven ability to translate data into insights and action Proficient in Excel and retail reporting tools Highly organized, self-directed, and comfortable in a fast-paced, evolving environment Strong communication and partnership-building skills, with a collaborative and solution-oriented mindset Discreet and professional with the ability to support elite sellers and clients YOUR LIFE AND CAREER AT NEIMAN MARCUS: Opportunity to work in a dynamic fast paced environment at a company experiencing growth and transformation Exposure to rewarding career advancement opportunities across the largest multi-brand luxury retailer from retail to distribution, to digital or corporate Comprehensive benefits package for all eligible full-time employees (including medical, vision and dental) An amazing employee discount SALARY AND OTHER BENEFITS: The [starting salary/hourly rate] for this position is between [$75,000-$90,000annually]. Factors which may affect starting pay within this range may include market, experience and other qualifications of the successful candidate. [This position is also eligible for [bonus] [long-term incentive compensation awards].] Benefits: We offer the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, basic life insurance, supplemental life insurance, disability insurance, and a variety of additional voluntary benefits (such as critical illness, hospital and accident insurance). Thank you for your interest with Saks Global. We look forward to reviewing your application. Saks Global is an equal employment opportunity employer and is committed to providing reasonable accommodations to applicants with disabilities. If you are interested in applying for employment with Saks Global and would like to request special assistance or an accommodation.

David Yurman is a celebrated American jewelry company founded in New York by David Yurman, a sculptor, and his wife, Sybil, a painter and ceramicist. When the artists began collaborating, their goal was simply to make beautiful objects to wear. Today, with their son, Evan, they create timeless, yet contemporary Men's and Women's jewelry for all lifestyles through unconventional artistry, featuring their signature cable motif. The Sales Manager is responsible for ensuring that store achieves or exceeds sales plan and profitability goals, as well as enhance the David Yurman brand within the store and local market. This individual will also partner with store management team in overseeing that all operational policies and procedures being followed. The Sales Manager will effectively lead, coach and support sales professionals with a focus clientele development and providing a high level of customer service to create a luxury experience. The David Yurman Beverly Hills Sales Manager will be accountable for the following key deliverables: Core Responsibilities Achieve and/or Exceed Sales Plan Partner with sales professionals to meet their individual sales plans and KPI Participate in the development and execution of strategic initiatives to deliver the sales budget. Demonstrate an active role on the selling floor through sales leadership and client development Support sales professionals in closing sales Facilitate the implementation and success of special events held at the retail store Remain current and knowledgeable of industry trends, to determine strategic opportunities to maximize sales within the market. Maintain visual presentation based on company vision and market needs Clientele/Service Management Coach and Monitor in partnership with Retail Store Director, on sales professionals accountability for client outreach and relationship development Ensure store data capture goals are being achieved Maintain a luxury environment that is warm and hospitable, and ensuring that the correct interpretation of and implementation of visual guidelines are being met. Provide appropriate feedback in partnership with Retail Store Director, to staff to ensure that they have demonstrated the appropriate skills necessary to provide a positive and rewarding client experience in all customer interactions Operations Manage the day-to-day activities on the sales floor. Maintain presence on the sales floor to supervise staff and ensure appropriate floor coverage. Maintain appropriate business controls such as store inventory, requests for stock replenishment and all repairs/returns. Implement and support all security measures. Partners with the sales professionals in the administration of special order requests Oversee store opening and closing in the absence of the Retail Store Manager. Talent Partners with the Retail Store Director in hiring and providing performance review feedback. Trains new Sales Associates. Provide leadership to staff through monthly scheduled meetings to review and coach on overall performance Provide formal and informal feedback to staff to build ongoing development opportunities Explain and enforce KPIs and ensure that staff is trending to those measures Qualifications Work Experience: Minimum 1-2 years of proven experience managing in a similar role, preferably within a high-end luxury accessories boutique with joint responsibility for sales and operations Ability to motivate, establish strong business partnerships, and promote professionalism with both clients and staff Ability to manage multiple tasks in a fast-paced environment Proven ability to drive results, and strategic vision to develop business Fine Jewelry and or Fine Watch experience preferred, but not required Flexibility to work in various roles based on business needs (i.e. on the sales floor, operations, etc.). Flexibility to work non-traditional hours, including days, nights, weekends and holidays. Computer Skills: Proficient in Microsoft Word, Excel, and Outlook The expected base salary for this role is $80,000-$100,000 annually. Base pay is one component of David Yurman's total compensation package, which may also include the following for eligible employees: access to healthcare benefits, 401(k) plan, bonus, employee discounts, generous paid time off, sick time, and more.

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! LOCATION: Milwaukee, WI, remote. 1 x a month Travel to Chicago office. WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to): 3+ years Insurance Client Management, logistics industry preferred. Client Relationship Management: Serve as the primary point of contact for clients, fostering strong relationships and ensuring satisfaction. Policy Renewals & Negotiations: Handle client renewals, market policies, and negotiate pricing and conditions with underwriters to secure optimal coverage. Cross-Selling & Business Development: Identify opportunities to cross-sell additional insurance products and expand business within existing accounts. Marketing Coordination: Collaborate with the marketing team to develop and distribute promotional materials that enhance client engagement. Operational Collaboration: Work closely with the operations team to streamline processes and ensure seamless service delivery. COMPENSATION: The national average salary for this role is $85,000.00 - $95,000.00 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 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: ************************************************ 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: ******************************************************************************************* #LI-TM1

Inclusive Benefits We offer an inclusive and comprehensive range of benefits to our valued associates, including: Medical, Dental, Vision Benefits Disability Benefits Paid Parental Leave, Paid Family Leave, and Adoption Support Paid Time Off Retirement Savings Plan (401K) and Life Insurance Financial Solutions NMG Associates Core Discount of 30% Personal and Professional Development Opportunities For more information, please click “Our Benefits” section on our career site or reference the link here: https\://********************************** About Neiman Marcus Group Our legacy of innovation and culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. As a female-founded, female-majority organization that outpaces the U.S. population in racial and ethnic diversity, our people are at the heart of our progress, and we take great care to protect and empower them. We are committed to equal employment opportunity regardless of race, color, religion, sex, pregnancy, sexual orientation, gender identity and/or expression, marital status, age, national origin, disability, genetic information, veteran status, or any other status protected by federal, state, or local law. We are committed to providing reasonable accommodations during our Talent Acquisition process. If you have a disability and need assistance or an accommodation, please email us at *********************************. Neiman Marcus Group is a relationship business that leads with love in everything we do-for our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and Bergdorf Goodman. Your Role As our Client Relationship Lead you will create and support growth strategies for targeted client segments at the store level, enabling associates to cultivate relationships with clients of the Neiman Marcus brand. You will work onsite in your assigned store and report to the store General Manager. What You'll Do Cultivate relationships with all client segments within the store/market Develop and decide the best practices to deploy to achieve Client Development KPIs in Store or Market in collaboration with Brand Experience Guide all Client Development-specific initiatives in store in partnership with Client Development Market Manager and Store Leadership Team Leverage digital tools as an important enabler to deepen and build relationships Identify opportunities to deepen relationships with top clients for Private Client Relations (PCR) programs and experiences Assist and partners with Brand Experience coordinating in-store experiences (e.g., Fitting Room Experience, events) What You Bring 2-4 years of experience, luxury retail fashion experience Ability to establish close working relationships Microsoft Office Suite proficient Associate will work a flexible schedule Certain roles may require standing, bending, climbing stairs, and lifting and carrying up to 10 pounds

Neiman Marcus Group is a relationship business that leads with love in everything we do-for our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and Bergdorf Goodman. Your Role As our Client Relationship Lead you will create and support growth strategies for targeted client segments at the store level, enabling associates to cultivate relationships with clients of the Neiman Marcus brand. You will work onsite in your assigned store and report to the store General Manager. What You'll Do Cultivate relationships with all client segments within the store/market Develop and decide the best practices to deploy to achieve Client Development KPIs in Store or Market in collaboration with Brand Experience Guide all Client Development-specific initiatives in store in partnership with Client Development Market Manager and Store Leadership Team Leverage digital tools as an important enabler to deepen and build relationships Identify opportunities to deepen relationships with top clients for Private Client Relations (PCR) programs and experiences Assist and partners with Brand Experience coordinating in-store experiences (e.g., Fitting Room Experience, events) What You Bring 2-4 years of experience, luxury retail fashion experience Ability to establish close working relationships Microsoft Office Suite proficient Associate will work a flexible schedule Certain roles may require standing, bending, climbing stairs, and lifting and carrying up to 10 pounds Inclusive Benefits We offer an inclusive and comprehensive range of benefits to our valued associates, including: Medical, Dental, Vision Benefits Disability Benefits Paid Parental Leave, Paid Family Leave, and Adoption Support Paid Time Off Retirement Savings Plan (401K) and Life Insurance Financial Solutions NMG Associates Core Discount of 30% Personal and Professional Development Opportunities For more information, please click “Our Benefits” section on our career site or reference the link here: https\://********************************** About Neiman Marcus Group Our legacy of innovation and culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. As a female-founded, female-majority organization that outpaces the U.S. population in racial and ethnic diversity, our people are at the heart of our progress, and we take great care to protect and empower them. We are committed to equal employment opportunity regardless of race, color, religion, sex, pregnancy, sexual orientation, gender identity and/or expression, marital status, age, national origin, disability, genetic information, veteran status, or any other status protected by federal, state, or local law. We are committed to providing reasonable accommodations during our Talent Acquisition process. If you have a disability and need assistance or an accommodation, please email us at *********************************.

To be considered for this role, you must reside in the Seattle, WA metropolitan area. 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! LOCATION: This position will initially be remote then will transition to hybrid working in our Seattle office. This position serves as the primary service contact for the client and acts as the liaison with the carriers and vendors. Primarily responsible for open enrollment coordination. Works closely with account team to ensure client expectations are met. ESSENTIAL DUTIES AND RESPONSIBILITIES: 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. COMPETENCIES: QUALITY OF WORK - Work is accurate, thorough and neat. Is attentive to details and demonstrates effective organizational skills. PRODUCTIVITY - Able to effectively handle the volume of work required for the position without sacrificing accuracy or timeliness. Efficiently manages multiple tasks and priorities. RELIABILITY - Consistently meets deadlines, follows-up to ensure tasks are thoroughly completed and can be counted on to meet commitments. CONTINUOUS IMPROVEMENT - Understands what needs to be accomplished and seeks opportunities to improve own or departmental work processes and to better utilize technology. INITIATIVE - Identifies new and/or additional tasks and duties. Is able to work independently, prioritize, and takes ownership. Knows when to ask questions and request help. INTERPERSONAL RELATIONSHIPS - Develops and maintains strong, supportive relationships both internally and externally. Is cooperative, professional and positive in all interactions. COMMUNICATION SKILLS - Communicates clearly and accurately using written, verbal and electronic methods. ADAPTABILITY/FLEXIBILITY - Effectively handles changes and/or interruptions and demonstrates a willingness to adapt to new situations, priorities and tasks. Able to adjust approaches to reach a desired outcome. BALANCE - Effectively manages personal feelings and emotions, especially in situations involving crises or conflicts. Functions in a controlled manner when under stress. ATTITUDE - Exhibits an attitude which is positive, open to new ideas, and committed to achieving the desired results. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. REQUIRED: WA Life and Health License. 3+ years' experience in employee benefits industry. Proficient in Microsoft Office programs. This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position. PREFERRED: Four-year college degree. COMPENSATION: The national average salary for this role is $125,000.00 - $135,000.00 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 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 Quarterly employee recognition program 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: ************************************************ 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: ******************************************************************************************* #LI-MS2 #LI-Hybrid

Location: This role requires periodic travel to one of our California locations: Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cordova, San Francisco, San Leandro or San Mateo 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. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: 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. Service 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 client's 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. Marketing In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination. Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies. Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers. Prepare proposals and provide other technical support in the sales process as needed. Work with the Sales Team to refer current and prospective clients to E.P.I.C.'s Employee benefits, and Private Client Departments for solicitation for those lines of business. Other duties may be assigned. Personal and Organizational Development Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities. Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts. Maintain up-to-date proposals, workflow logs, 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 regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance. Other duties may be assigned. Work effectively to resolve problems or enhance service in a timely manner. Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Ensure expert knowledge is maintained. KEY COMPETENCIES Full knowledge of Property Casualty lines of coverage and services. Recognize problems and respond appropriately. Able to analyze situations logically in order to draw solid conclusions. Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel. Strong attention to detail and time management abilities. 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 EDUCATION and/or EXPERIENCE High school diploma or G.E.D. equivalent required. College degree preferred. Two or more years of experience in mid-size brokerage or carrier. Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS California Fire and Casualty Broker License Valid Driver License PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. COMPENSATION: The national average salary for this role is $100 000.00 - $120 000.00 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 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, 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: ************************************************ 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: ******************************************************************************************* 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

EPIC Insurance Brokers is looking for an experienced Surety Account Executive. This role will be a hybrid position and we are open to hiring candidates local to either our Sothern California or Texas offices. The Surety Account Executive serves as a key client-facing role within the Surety department. This professional is responsible for managing and growing a portfolio of surety clients, providing expert guidance on bonding solutions, and maintaining strong relationships with clients, carriers, and internal teams. Key Responsibilities: Client Relationship Management: Serve as the primary contact for clients regarding surety needs. Build and maintain strong, trust-based relationships with clients. Advise clients on complex surety matters and bonding strategies. Surety Program Development: Understand clients' business operations and financials to tailor bonding solutions. Analyze financial statements, credit reports, and project histories to assess bonding capacity. Coordinate market selection and negotiate terms with surety carriers. Marketing & Business Development: Assist producers in soliciting new surety business. Develop leads through industry networking, internal referrals, and market research. Participate in formal presentations to client decision-makers. Carrier Relations: Maintain effective relationships with surety carriers. Stay informed on industry trends, regulations, and available products. Ensure compliance with underwriting standards and carrier expectations. Internal Collaboration: Work closely with producers, client executives, and support staff. Mentor junior team members and contribute to a collaborative work environment. Coordinate servicing efforts to ensure high-quality client support. Qualifications: Bachelor's degree in Business, Finance, Accounting, or related field, preferred. Minimum of 5 years of experience in the surety or insurance industry. Strong understanding of surety products, underwriting principles, and financial analysis. Excellent communication, organizational, and problem-solving skills. Proficiency in Microsoft Office Suite; experience with Tinubu preferred. Property/Casualty license and relevant industry designations (e.g., AFSB) are a plus. Competencies: Client-focused with a commitment to delivering exceptional service. Critical thinking and analytical skills. Professionalism and reliability. Ability to manage multiple priorities and meet deadlines. Strong interpersonal and negotiation skills. This role is ideal for a highly motivated insurance professional who thrives in a fast-paced environment.. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf). • Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team. • Conducts marketing and new business development for employee's book of business. • Delegates office administrative work to appropriate staff and oversees tasks. Business Growth • Lead account team for accounts in assigned book of business, coordinating the efforts of other team members (marketing, account management, employee benefits, branch management, claims, etc.) to produce, service and retain business; • May have a production goal. Production goals are subject to periodic adjustment by the Company. Service • Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all future client service needs; • 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; • Interface with clients, producers and other team members to develop a comprehensive customer service plan; • Analyze census and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives; • Negotiate with carriers on clients' behalf for best available premiums, commissions and coverage; • Handle or provide expert resource to clients regarding open enrollment meetings, including customized material preparation and communication; • Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of benefit trends, State and Federal legislation, rules and regulations; Advise clients on government reporting compliance issues, as appropriate. Marketing • Preparation of Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies; • Negotiate with carriers for best available premiums, commissions and coverage; • Conduct sales presentations as part of team; • Analyze and provide client referrals to Sales Team for Employee Benefits and Private Client Departments. Personal and Organizational Development • Set priorities and manage workflow for self to ensure all goals are met; • Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts; • 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; • Enjoy active participation in community organizations; • Project a professional image in action and appearance. SUPERVISORY RESPONSIBILITIES: • None KEY COMPETENCIES: • Full knowledge of commercial lines of coverage and services; • Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; • Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher & Excel; • Strong attention to detail and time management abilities; • 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 EDUCATION and/or EXPERIENCE: • High school diploma or G.E.D. equivalent required. College degree or equivalent experience required; • Ten or more years experience in mid-size brokerage or carrier working on middle-market accounts One year of direct supervisory experience required. • Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: State Property & Casualty License required; Valid Driver's License required. COMPENSATION: The national average salary for this role is $150,000.00 - $200,000.00 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: ************************************************ 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: ******************************************************************************************* #LI-LL1 #LI-Hybrid

Location: This role requires periodic travel to one of our California locations: Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cordova, San Francisco, San Leandro or San Mateo 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. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: 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. Service 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 client's 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. Marketing In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination. Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies. Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers. Prepare proposals and provide other technical support in the sales process as needed. Work with the Sales Team to refer current and prospective clients to E.P.I.C.'s Employee benefits, and Private Client Departments for solicitation for those lines of business. Other duties may be assigned. Personal and Organizational Development Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities. Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts. Maintain up-to-date proposals, workflow logs, 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 regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance. Other duties may be assigned. Work effectively to resolve problems or enhance service in a timely manner. Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Ensure expert knowledge is maintained. KEY COMPETENCIES Full knowledge of Property Casualty lines of coverage and services. Recognize problems and respond appropriately. Able to analyze situations logically in order to draw solid conclusions. Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel. Strong attention to detail and time management abilities. 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 EDUCATION and/or EXPERIENCE High school diploma or G.E.D. equivalent required. College degree preferred. Two or more years of experience in mid-size brokerage or carrier. Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS California Fire and Casualty Broker License Valid Driver License PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. COMPENSATION: The national average salary for this role is $100 000.00 - $120 000.00 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 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, 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: ************************************************ 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: ******************************************************************************************* 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

EPIC Insurance Brokers is looking for an experienced Surety Account Executive. This role will be a hybrid position and we are open to hiring candidates local to either our Sothern California or Texas offices. The Surety Account Executive serves as a key client-facing role within the Surety department. This professional is responsible for managing and growing a portfolio of surety clients, providing expert guidance on bonding solutions, and maintaining strong relationships with clients, carriers, and internal teams. Key Responsibilities: Client Relationship Management: Serve as the primary contact for clients regarding surety needs. Build and maintain strong, trust-based relationships with clients. Advise clients on complex surety matters and bonding strategies. Surety Program Development: Understand clients' business operations and financials to tailor bonding solutions. Analyze financial statements, credit reports, and project histories to assess bonding capacity. Coordinate market selection and negotiate terms with surety carriers. Marketing & Business Development: Assist producers in soliciting new surety business. Develop leads through industry networking, internal referrals, and market research. Participate in formal presentations to client decision-makers. Carrier Relations: Maintain effective relationships with surety carriers. Stay informed on industry trends, regulations, and available products. Ensure compliance with underwriting standards and carrier expectations. Internal Collaboration: Work closely with producers, client executives, and support staff. Mentor junior team members and contribute to a collaborative work environment. Coordinate servicing efforts to ensure high-quality client support. Qualifications: Bachelor's degree in Business, Finance, Accounting, or related field, preferred. Minimum of 5 years of experience in the surety or insurance industry. Strong understanding of surety products, underwriting principles, and financial analysis. Excellent communication, organizational, and problem-solving skills. Proficiency in Microsoft Office Suite; experience with Tinubu preferred. Property/Casualty license and relevant industry designations (e.g., AFSB) are a plus. Competencies: Client-focused with a commitment to delivering exceptional service. Critical thinking and analytical skills. Professionalism and reliability. Ability to manage multiple priorities and meet deadlines. Strong interpersonal and negotiation skills. This role is ideal for a highly motivated insurance professional who thrives in a fast-paced environment.. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf). • Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team. • Conducts marketing and new business development for employee's book of business. • Delegates office administrative work to appropriate staff and oversees tasks. Business Growth • Lead account team for accounts in assigned book of business, coordinating the efforts of other team members (marketing, account management, employee benefits, branch management, claims, etc.) to produce, service and retain business; • May have a production goal. Production goals are subject to periodic adjustment by the Company. Service • Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all future client service needs; • 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; • Interface with clients, producers and other team members to develop a comprehensive customer service plan; • Analyze census and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives; • Negotiate with carriers on clients' behalf for best available premiums, commissions and coverage; • Handle or provide expert resource to clients regarding open enrollment meetings, including customized material preparation and communication; • Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of benefit trends, State and Federal legislation, rules and regulations; Advise clients on government reporting compliance issues, as appropriate. Marketing • Preparation of Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies; • Negotiate with carriers for best available premiums, commissions and coverage; • Conduct sales presentations as part of team; • Analyze and provide client referrals to Sales Team for Employee Benefits and Private Client Departments. Personal and Organizational Development • Set priorities and manage workflow for self to ensure all goals are met; • Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts; • 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; • Enjoy active participation in community organizations; • Project a professional image in action and appearance. SUPERVISORY RESPONSIBILITIES: • None KEY COMPETENCIES: • Full knowledge of commercial lines of coverage and services; • Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; • Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher & Excel; • Strong attention to detail and time management abilities; • 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 EDUCATION and/or EXPERIENCE: • High school diploma or G.E.D. equivalent required. College degree or equivalent experience required; • Ten or more years experience in mid-size brokerage or carrier working on middle-market accounts One year of direct supervisory experience required. • Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: State Property & Casualty License required; Valid Driver's License required. COMPENSATION: The national average salary for this role is $150,000.00 - $200,000.00 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: ************************************************ 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: ******************************************************************************************* #LI-LL1 #LI-Hybrid

EPIC Insurance Brokers is looking for an experienced Surety Account Executive. This role will be a hybrid position and we are open to hiring candidates local to either our Sothern California or Texas offices. The Surety Account Executive serves as a key client-facing role within the Surety department. This professional is responsible for managing and growing a portfolio of surety clients, providing expert guidance on bonding solutions, and maintaining strong relationships with clients, carriers, and internal teams. Key Responsibilities: Client Relationship Management: Serve as the primary contact for clients regarding surety needs. Build and maintain strong, trust-based relationships with clients. Advise clients on complex surety matters and bonding strategies. Surety Program Development: Understand clients' business operations and financials to tailor bonding solutions. Analyze financial statements, credit reports, and project histories to assess bonding capacity. Coordinate market selection and negotiate terms with surety carriers. Marketing & Business Development: Assist producers in soliciting new surety business. Develop leads through industry networking, internal referrals, and market research. Participate in formal presentations to client decision-makers. Carrier Relations: Maintain effective relationships with surety carriers. Stay informed on industry trends, regulations, and available products. Ensure compliance with underwriting standards and carrier expectations. Internal Collaboration: Work closely with producers, client executives, and support staff. Mentor junior team members and contribute to a collaborative work environment. Coordinate servicing efforts to ensure high-quality client support. Qualifications: Bachelor's degree in Business, Finance, Accounting, or related field, preferred. Minimum of 5 years of experience in the surety or insurance industry. Strong understanding of surety products, underwriting principles, and financial analysis. Excellent communication, organizational, and problem-solving skills. Proficiency in Microsoft Office Suite; experience with Tinubu preferred. Property/Casualty license and relevant industry designations (e.g., AFSB) are a plus. Competencies: Client-focused with a commitment to delivering exceptional service. Critical thinking and analytical skills. Professionalism and reliability. Ability to manage multiple priorities and meet deadlines. Strong interpersonal and negotiation skills. This role is ideal for a highly motivated insurance professional who thrives in a fast-paced environment.. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf). • Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team. • Conducts marketing and new business development for employee's book of business. • Delegates office administrative work to appropriate staff and oversees tasks. Business Growth • Lead account team for accounts in assigned book of business, coordinating the efforts of other team members (marketing, account management, employee benefits, branch management, claims, etc.) to produce, service and retain business; • May have a production goal. Production goals are subject to periodic adjustment by the Company. Service • Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all future client service needs; • 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; • Interface with clients, producers and other team members to develop a comprehensive customer service plan; • Analyze census and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives; • Negotiate with carriers on clients' behalf for best available premiums, commissions and coverage; • Handle or provide expert resource to clients regarding open enrollment meetings, including customized material preparation and communication; • Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of benefit trends, State and Federal legislation, rules and regulations; Advise clients on government reporting compliance issues, as appropriate. Marketing • Preparation of Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies; • Negotiate with carriers for best available premiums, commissions and coverage; • Conduct sales presentations as part of team; • Analyze and provide client referrals to Sales Team for Employee Benefits and Private Client Departments. Personal and Organizational Development • Set priorities and manage workflow for self to ensure all goals are met; • Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts; • 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; • Enjoy active participation in community organizations; • Project a professional image in action and appearance. SUPERVISORY RESPONSIBILITIES: • None KEY COMPETENCIES: • Full knowledge of commercial lines of coverage and services; • Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; • Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher & Excel; • Strong attention to detail and time management abilities; • 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 EDUCATION and/or EXPERIENCE: • High school diploma or G.E.D. equivalent required. College degree or equivalent experience required; • Ten or more years experience in mid-size brokerage or carrier working on middle-market accounts One year of direct supervisory experience required. • Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: State Property & Casualty License required; Valid Driver's License required. COMPENSATION: The national average salary for this role is $150,000.00 - $200,000.00 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: ************************************************ 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: ******************************************************************************************* #LI-LL1 #LI-Hybrid

EPIC Insurance Brokers is looking for an experienced Surety Account Executive. This role will be a hybrid position and we are open to hiring candidates local to either our Sothern California or Texas offices. The Surety Account Executive serves as a key client-facing role within the Surety department. This professional is responsible for managing and growing a portfolio of surety clients, providing expert guidance on bonding solutions, and maintaining strong relationships with clients, carriers, and internal teams. Key Responsibilities: Client Relationship Management: Serve as the primary contact for clients regarding surety needs. Build and maintain strong, trust-based relationships with clients. Advise clients on complex surety matters and bonding strategies. Surety Program Development: Understand clients' business operations and financials to tailor bonding solutions. Analyze financial statements, credit reports, and project histories to assess bonding capacity. Coordinate market selection and negotiate terms with surety carriers. Marketing & Business Development: Assist producers in soliciting new surety business. Develop leads through industry networking, internal referrals, and market research. Participate in formal presentations to client decision-makers. Carrier Relations: Maintain effective relationships with surety carriers. Stay informed on industry trends, regulations, and available products. Ensure compliance with underwriting standards and carrier expectations. Internal Collaboration: Work closely with producers, client executives, and support staff. Mentor junior team members and contribute to a collaborative work environment. Coordinate servicing efforts to ensure high-quality client support. Qualifications: Bachelor's degree in Business, Finance, Accounting, or related field, preferred. Minimum of 5 years of experience in the surety or insurance industry. Strong understanding of surety products, underwriting principles, and financial analysis. Excellent communication, organizational, and problem-solving skills. Proficiency in Microsoft Office Suite; experience with Tinubu preferred. Property/Casualty license and relevant industry designations (e.g., AFSB) are a plus. Competencies: Client-focused with a commitment to delivering exceptional service. Critical thinking and analytical skills. Professionalism and reliability. Ability to manage multiple priorities and meet deadlines. Strong interpersonal and negotiation skills. This role is ideal for a highly motivated insurance professional who thrives in a fast-paced environment.. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf). • Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team. • Conducts marketing and new business development for employee's book of business. • Delegates office administrative work to appropriate staff and oversees tasks. Business Growth • Lead account team for accounts in assigned book of business, coordinating the efforts of other team members (marketing, account management, employee benefits, branch management, claims, etc.) to produce, service and retain business; • May have a production goal. Production goals are subject to periodic adjustment by the Company. Service • Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all future client service needs; • 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; • Interface with clients, producers and other team members to develop a comprehensive customer service plan; • Analyze census and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives; • Negotiate with carriers on clients' behalf for best available premiums, commissions and coverage; • Handle or provide expert resource to clients regarding open enrollment meetings, including customized material preparation and communication; • Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of benefit trends, State and Federal legislation, rules and regulations; Advise clients on government reporting compliance issues, as appropriate. Marketing • Preparation of Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies; • Negotiate with carriers for best available premiums, commissions and coverage; • Conduct sales presentations as part of team; • Analyze and provide client referrals to Sales Team for Employee Benefits and Private Client Departments. Personal and Organizational Development • Set priorities and manage workflow for self to ensure all goals are met; • Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts; • 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; • Enjoy active participation in community organizations; • Project a professional image in action and appearance. SUPERVISORY RESPONSIBILITIES: • None KEY COMPETENCIES: • Full knowledge of commercial lines of coverage and services; • Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; • Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher & Excel; • Strong attention to detail and time management abilities; • 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 EDUCATION and/or EXPERIENCE: • High school diploma or G.E.D. equivalent required. College degree or equivalent experience required; • Ten or more years experience in mid-size brokerage or carrier working on middle-market accounts One year of direct supervisory experience required. • Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: State Property & Casualty License required; Valid Driver's License required. COMPENSATION: The national average salary for this role is $150,000.00 - $200,000.00 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: ************************************************ 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: ******************************************************************************************* #LI-LL1 #LI-Hybrid

Location: This role requires periodic travel to one of our California locations: Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cordova, San Francisco, San Leandro or San Mateo 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. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: 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. Service 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 client's 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. Marketing In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination. Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies. Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers. Prepare proposals and provide other technical support in the sales process as needed. Work with the Sales Team to refer current and prospective clients to E.P.I.C.'s Employee benefits, and Private Client Departments for solicitation for those lines of business. Other duties may be assigned. Personal and Organizational Development Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities. Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts. Maintain up-to-date proposals, workflow logs, 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 regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance. Other duties may be assigned. Work effectively to resolve problems or enhance service in a timely manner. Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Ensure expert knowledge is maintained. KEY COMPETENCIES Full knowledge of Property Casualty lines of coverage and services. Recognize problems and respond appropriately. Able to analyze situations logically in order to draw solid conclusions. Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel. Strong attention to detail and time management abilities. 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 EDUCATION and/or EXPERIENCE High school diploma or G.E.D. equivalent required. College degree preferred. Two or more years of experience in mid-size brokerage or carrier. Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS California Fire and Casualty Broker License Valid Driver License PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. COMPENSATION: The national average salary for this role is $100 000.00 - $120 000.00 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 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, 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: ************************************************ 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: ******************************************************************************************* 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

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! JOB OVERVIEW: The Assistant Client Manager takes on meaningful, technical tasks for the client management team. In this fast-paced, deadline driven environment, this role provides essential administrative support to the Client Managers. LOCATION: Birmingham, AL - Role must work in-office 3 days a week WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to): Works with Client Managers in the ESPI Programs Division to efficiently and effectively service clients. 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 Certificates of Insurance, endorsements, order loss runs and other items related to the servicing of client accounts 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; • Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity; • Other duties may be assigned. Marketing Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies; • Knowledge and experience with a variety of carrier on-line systems, including but not limited to BHHC, ICW, SCIF, AMTrust • Provide technical support in the sales process as needed • Other duties may be assigned. Personal and Organizational Responsibilities Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities; • Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts; • Maintain 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; • Other duties may be assigned. WHAT YOU'LL BRING: EDUCATION and/or EXPERIENCE: • High school diploma or G.E.D. equivalent. One or four years of college or related experience; or equivalent combination of education and experience. • Full knowledge of multi-line Property & Casualty insurance products and services. • Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. • Sagitta Agency Management System and/or PaperWise software experience a plus. Experience with paperless procedures preferred. • Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software. • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: • Valid Property & Casualty Insurance license. COMPENSATION: 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 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, 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: ************************************************ 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: ******************************************************************************************* 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-Hybrid (3217)

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! LOCATION: Chicago ( Hybrid) WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to): 3+ years Insurance Client Management, logistics industry preferred. Client Relationship Management: Serve as the primary point of contact for clients, fostering strong relationships and ensuring satisfaction. Policy Renewals & Negotiations: Handle client renewals, market policies, and negotiate pricing and conditions with underwriters to secure optimal coverage. Cross-Selling & Business Development: Identify opportunities to cross-sell additional insurance products and expand business within existing accounts. Marketing Coordination: Collaborate with the marketing team to develop and distribute promotional materials that enhance client engagement. Operational Collaboration: Work closely with the operations team to streamline processes and ensure seamless service delivery. COMPENSATION: The national average salary for this role is $85,000.00 - $95,000.00 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 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: ************************************************ 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: ******************************************************************************************* #LI-Hybrid #LI-TM1

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! LOCATION: Clive/Des Moine remote. 1 x a month Travel to Chicago office. WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to): 3+ years Insurance Client Management, logistics industry preferred. Client Relationship Management: Serve as the primary point of contact for clients, fostering strong relationships and ensuring satisfaction. Policy Renewals & Negotiations: Handle client renewals, market policies, and negotiate pricing and conditions with underwriters to secure optimal coverage. Cross-Selling & Business Development: Identify opportunities to cross-sell additional insurance products and expand business within existing accounts. Marketing Coordination: Collaborate with the marketing team to develop and distribute promotional materials that enhance client engagement. Operational Collaboration: Work closely with the operations team to streamline processes and ensure seamless service delivery. COMPENSATION: The national average salary for this role is $85,000.00 - $95,000.00 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 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: ************************************************ 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: ******************************************************************************************* #LI-TM1