Client Manager jobs at EPIC Insurance Brokers & Consultants

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

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

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

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

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: We are looking for a seasoned insurance professional who wants to be part of an EPIC Team. We want a leader who is versed in the property markets, has the ability to analyze clients' risks and exposures with the skillset of tailoring and negotiating an insurance program for our clients. We are looking for a driven individual who works well with minimal supervision with a strong sense of responsibility and accountability. It is preferred that you have experience in the real estate/property and development arena but more importantly, we are looking for a professional with at least 10 years experience in a Client Executive role or similar. Be part of an experienced and collaborative team that supports marquee property owners and developers in the San Francisco Bay Area. Join the team that will be part of the continuous growth of the Bay Area! LOCATION: This role will be located out of our San Francisco office with a hybrid work schedule; 2 days in-office. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Primary expert resource and first point of contact for clients. * For new and renewal business, candidate should be able to analyze relevant client data (e.g. exposures, risk tolerance, loss experience data, contractual obligations) to conduct a successful marketing endeavor. * Provides market comparisons detailing the coverage and rate information and outlines the benefits or faults of each. * Makes recommendations on proposed policy terms; reviews and negotiates endorsement language. * Develop and continue strong relationships with a wide range of business partners, including underwriters, London brokers, wholesale brokers, and other professional service providers. * Coordinate with clients, contractors and vendors to satisfy insurance obligations. * Lead strategic discussions with clients to identify evolving risk profiles and proactively recommend program enhancements. * Collaborate internally across EPIC's team resources to ensure seamless service delivery and client satisfaction. EDUCATION AND/OR EXPERIENCE * College degree * 10+ years as a Client Executive or similar * Microsoft Office and key applications (e.g. Outlook, Word, Excel) * Experience with structuring/negotiating shared and layered insurance programs. * Experience with OCIP/CCIP wrap-up programs and builders' risk placements is a plus. COMPENSATION: The national average salary for this role is $175,000.00 - $215,000.00 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: ******************************************************************************************* #LI-LL1 #LI-Hybrid (3122)

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: Rancho Cordova - 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 national average hourly rate for this role is $25.64 - $33.33 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-AT1 #LI-Hybrid (3217)

Location: This role requires a hybrid work schedule out of our Concord, CA or Reno, NV office, 2 days a week in office. 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 accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, 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. 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. * 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. * Mentor & Support Team. Encourage team development through training and growth opportunities. Service * Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all 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 client 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; * Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of insurance, market and loss control trends, State and Federal legislation, rules and regulations; * Work with claims advocates to ensure the client's needs are being satisfied throughout the claims process. Marketing * Preparation of renewal specifications for presentation to carriers including analysis of claims, changes in client operations, and recommended renewal pricing; * Negotiate with carriers for best available premiums, commissions and coverage; * Conduct renewal presentations as part of team; * Analyze and provide client referrals to Sales Team for Property Casualty and Employee Benefits opportunities; * Develop strong relationships with a wide range of business partners, including underwriters, , wholesale brokers, monitoring counsel, defense counsel, and other professional service providers. 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; * Document correspondence and activity in agency management systems; * Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; * Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; * Project a professional image in action and appearance. EDUCATION and/or EXPERIENCE: * High school diploma. I prefer a college degree. * Minimum of three years' 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 a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: Valid State Property and Casualty License required; Valid State Driver's License Required. 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 The national average salary for this role is $70,000 to $90,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ 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 a hybrid work schedule out of our Rancho Cordova office, 2 days a week in office. 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 accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, 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. 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. * 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. * Mentor & Support Team. Encourage team development through training and growth opportunities. Service * Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all 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 client 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; * Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of insurance, market and loss control trends, State and Federal legislation, rules and regulations; * Work with claims advocates to ensure the client's needs are being satisfied throughout the claims process. Marketing * Preparation of renewal specifications for presentation to carriers including analysis of claims, changes in client operations, and recommended renewal pricing; * Negotiate with carriers for best available premiums, commissions and coverage; * Conduct renewal presentations as part of team; * Analyze and provide client referrals to Sales Team for Property Casualty and Employee Benefits opportunities; * Develop strong relationships with a wide range of business partners, including underwriters, , wholesale brokers, monitoring counsel, defense counsel, and other professional service providers. 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; * Document correspondence and activity in agency management systems; * Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; * Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; * Project a professional image in action and appearance. EDUCATION and/or EXPERIENCE: * High school diploma. I prefer a college degree. * Minimum of three years' 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 a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: Valid State Property and Casualty License required; Valid State Driver's License Required. 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 The national average salary for this role is $70,000 to $90,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ 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 a hybrid work schedule out of our Fresno, CA office, 2 days a week in office. 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 accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, 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. 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. * 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. * Mentor & Support Team. Encourage team development through training and growth opportunities. Service * Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all 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 client 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; * Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of insurance, market and loss control trends, State and Federal legislation, rules and regulations; * Work with claims advocates to ensure the client's needs are being satisfied throughout the claims process. Marketing * Preparation of renewal specifications for presentation to carriers including analysis of claims, changes in client operations, and recommended renewal pricing; * Negotiate with carriers for best available premiums, commissions and coverage; * Conduct renewal presentations as part of team; * Analyze and provide client referrals to Sales Team for Property Casualty and Employee Benefits opportunities; * Develop strong relationships with a wide range of business partners, including underwriters, , wholesale brokers, monitoring counsel, defense counsel, and other professional service providers. 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; * Document correspondence and activity in agency management systems; * Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; * Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; * Project a professional image in action and appearance. EDUCATION and/or EXPERIENCE: * High school diploma. I prefer a college degree. * Minimum of three years' 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 a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: Valid State Property and Casualty License required; Valid State Driver's License Required. 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 The national average salary for this role is $70,000 to $90,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ 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 a hybrid work schedule out of our San Ramon, CA office, 2 days a week in office. 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 accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, 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. 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. * 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. * Mentor & Support Team. Encourage team development through training and growth opportunities. Service * Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all 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 client 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; * Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of insurance, market and loss control trends, State and Federal legislation, rules and regulations; * Work with claims advocates to ensure the client's needs are being satisfied throughout the claims process. Marketing * Preparation of renewal specifications for presentation to carriers including analysis of claims, changes in client operations, and recommended renewal pricing; * Negotiate with carriers for best available premiums, commissions and coverage; * Conduct renewal presentations as part of team; * Analyze and provide client referrals to Sales Team for Property Casualty and Employee Benefits opportunities; * Develop strong relationships with a wide range of business partners, including underwriters, , wholesale brokers, monitoring counsel, defense counsel, and other professional service providers. 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; * Document correspondence and activity in agency management systems; * Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; * Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; * Project a professional image in action and appearance. EDUCATION and/or EXPERIENCE: * High school diploma. I prefer a college degree. * Minimum of three years' 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 a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: Valid State Property and Casualty License required; Valid State Driver's License Required. 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 The national average salary for this role is $70,000 to $90,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ 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 a hybrid work schedule out of our San Francisco office, 2 days a week in office. 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 accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, 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. 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. * 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. * Mentor & Support Team. Encourage team development through training and growth opportunities. Service * Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all 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 client 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; * Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of insurance, market and loss control trends, State and Federal legislation, rules and regulations; * Work with claims advocates to ensure the client's needs are being satisfied throughout the claims process. Marketing * Preparation of renewal specifications for presentation to carriers including analysis of claims, changes in client operations, and recommended renewal pricing; * Negotiate with carriers for best available premiums, commissions and coverage; * Conduct renewal presentations as part of team; * Analyze and provide client referrals to Sales Team for Property Casualty and Employee Benefits opportunities; * Develop strong relationships with a wide range of business partners, including underwriters, , wholesale brokers, monitoring counsel, defense counsel, and other professional service providers. 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; * Document correspondence and activity in agency management systems; * Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; * Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; * Project a professional image in action and appearance. EDUCATION and/or EXPERIENCE: * High school diploma. I prefer a college degree. * Minimum of three years' 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 a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: Valid State Property and Casualty License required; Valid State Driver's License Required. 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 The national average salary for this role is $70,000 to $90,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ 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 a hybrid work schedule out of our San Mateo, CA office, 2 days a week in office. 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 accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, 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. 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. * 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. * Mentor & Support Team. Encourage team development through training and growth opportunities. Service * Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all 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 client 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; * Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of insurance, market and loss control trends, State and Federal legislation, rules and regulations; * Work with claims advocates to ensure the client's needs are being satisfied throughout the claims process. Marketing * Preparation of renewal specifications for presentation to carriers including analysis of claims, changes in client operations, and recommended renewal pricing; * Negotiate with carriers for best available premiums, commissions and coverage; * Conduct renewal presentations as part of team; * Analyze and provide client referrals to Sales Team for Property Casualty and Employee Benefits opportunities; * Develop strong relationships with a wide range of business partners, including underwriters, , wholesale brokers, monitoring counsel, defense counsel, and other professional service providers. 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; * Document correspondence and activity in agency management systems; * Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; * Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; * Project a professional image in action and appearance. EDUCATION and/or EXPERIENCE: * High school diploma. I prefer a college degree. * Minimum of three years' 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 a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: Valid State Property and Casualty License required; Valid State Driver's License Required. 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 The national average salary for this role is $70,000 to $90,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ 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

Objective: Heffernan Insurance Brokers is seeking an experienced senior-level Account Manager to join its Irvine, CA Commercial Lines team. This role will offer a range of innovative strategies to develop and maintain clients' insurance and risk management needs. Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of the renewal marketing process with the client and provide program structure, review, and analysis. Prepare account specifications, negotiate pricing, and finalize policy conditions. Prepare summaries to be transmitted with policies. Policies to be checked and transmitted in a timely manner. Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs. Prepare account proposals for presentation. Provide technical competence in areas of coverage and current markets. Explain and clarify coverage forms to clients. Manage account services, coordinate, and direct the activities. Expand existing accounts by developing new coverages. Thorough documentation is required on each account, with proper E&O procedures strictly followed. Ability to handle complex accounts. Mentoring responsibilities will be assigned. Additional duties commensurate with a lead role on the service team. Other duties and special technical projects as assigned Requirements: Education - High School graduate/GED required. Minimum of 8 years of working experience in an Account Management or related position. An active P&C insurance license is required. CIC or equivalent designation preferred, such as CPCU or ARM. Adaptable, self-starter, with experienced decision-making skills. Effective communication and collaboration skills, both written and oral. Problem-solving, analytical, and marketing skills required. Must be organized and able to manage time effectively. Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint. Embody the Heffernan Habits as referenced herein. Compensation: The base salary range for this position is $100,000 to $125,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team. Do Good - This is our core. We strive to do good for our clients, our company and our communities. Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day. Have Fun - Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients. Answer The Phone (And Email) - Be available and responsive to clients and colleagues. Be Humble And Own It - We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve. Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.

Objective: The Senior Account Manager position is a lead role that will train, mentor, and assist an assigned account management service team. The Senior Account Manager will provide technical support and education for the service and sales team and assist where necessary in new business sales. Accounts may be fully insured, partially self-funded, or self-insured. This position is a part of the Walnut Creek, CA, Group Benefits team. Responsibilities Include: Support and Mentor Account Management Service Team: Coordinate workflow and monitor workload balance for service team. Assist with training for new and existing team members. Provide service team with guidance in handling difficult and complex service issues. Manage HIB internal policies and procedures to safeguard against potential Errors and Omissions issues. Assist in educating clients. Account Management Responsibilities for Assigned Accounts: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review, and analysis. Provide technical competence in areas of coverage and current markets. Prepare written annual account service plans. Conduct and/or participate in annual open enrollment meetings, health fairs, and webinars. Audit client information, premium, and commissions in the HIB client management system - Broker Builder - for assigned accounts. Educate and clarify coverage forms to clients. Assist in spreading marketing results, including benefit comparisons. Maintain Benefits Administration systems for assigned accounts. Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed. Must be able to handle complex accounts that are partially self-funded, or self-insured. Other duties and special projects as assigned. Requirements: Education - High School graduate/GED required. Minimum of 7 years working experience in group health insurance or with a benefits brokerage/consulting firm. Active CA Life & Disability license is required. Ability to effectively mentor, and assist in developing service team members. Adaptable, self-starter, with experienced decision-making skills. Effective communication and collaboration skills, both written and oral. Problem-solving, analytical, and marketing skills required. Must be a critical thinker, and capable of identifying complex problems and implement solutions. Must be organized and able to manage time effectively. Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint. Able to manipulate and format complex Excel data; experience with pivot tables preferred. Professional demeanor and behavior. Must embody the Heffernan Habits as illustrated herein. Compensation: The base salary range for this position is $100,000.00 to 125,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of a computer, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary.

Objective: The Account Manager position is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer's group benefits insurance needs. The primary function of the Account Manager role is to manage an assigned book of business, primarily for clients with 50+ lives. Accounts may be fully insured, partially self-funded, or self-insured. Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review, and analysis. Provide technical competence in areas of coverage and current markets. Prepare written annual account service plans. Conduct and/or participate in annual open enrollment meetings, health fairs, and webinars. Audit client information, premium, and commissions in the HIB client management system - Broker Builder - for assigned accounts. Educate and clarify coverage forms to clients. Assist in spreading marketing results, including benefit comparisons. Maintain Benefits Administration systems for assigned accounts. Assist with group applications, and policy termination notices as necessary. Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed. Must be able to handle complex accounts. Other duties and special projects as assigned. Requirements: Education - High School graduate/GED required. Minimum of 3 years working experience in group health insurance or with a benefits brokerage/consulting firm. Active CA Life & Disability license is required. Adaptable, self-starter, with experienced decision-making skills. Effective communication and collaboration skills, both written and oral. Problem solving, analytical, and marketing skills required. Must be organized and able to manage time effectively. Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint. Professional demeanor and behavior. Must embody the Heffernan Habits as illustrated herein. Compensation: The base salary range for this position is $75,000 to $100,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary.

Objective: The Account Manager position is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer's group benefits insurance needs. The primary function of the Account Manager role is to manage an assigned book of business, primarily for clients with 50+ lives. Accounts may be fully insured, partially self-funded, or self-insured. Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review, and analysis. Provide technical competence in areas of coverage and current markets. Prepare written annual account service plans. Conduct and/or participate in annual open enrollment meetings, health fairs, and webinars. Audit client information, premium, and commissions in the HIB client management system - Broker Builder - for assigned accounts. Educate and clarify coverage forms to clients. Assist in spreading marketing results, including benefit comparisons. Maintain Benefits Administration systems for assigned accounts. Assist with group applications, and policy termination notices as necessary. Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed. Must be able to handle complex accounts. Other duties and special projects as assigned. Requirements: Education - High School graduate/GED required. Minimum of 3 years working experience in group health insurance or with a benefits brokerage/consulting firm. Active CA Life & Disability license is required. Adaptable, self-starter, with experienced decision-making skills. Effective communication and collaboration skills, both written and oral. Problem solving, analytical, and marketing skills required. Must be organized and able to manage time effectively. Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint. Professional demeanor and behavior. Must embody the Heffernan Habits as illustrated herein. Compensation: The base salary range for this position is $75,000 to $100,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team. Do Good - This is our core. We strive to do good for our clients, our company and our communities. Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day. Have Fun - Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients. Answer The Phone (And Email) - Be available and responsive to clients and colleagues. Be Humble And Own It - We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve. Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.

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: Any Epic Brokers office, 1 day a week in the office is required WHAT YOU'LL DO: * Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients. * Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients. * Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments. * Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder. * Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. * Maintains client files in appropriate systems. prepares billing and provides standard office/administrative support. * Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues. * Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner. * Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. * Assist clients in making coverage changes * Responsible for timely, accurate invoicing and monthly expirations. * Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity. * Other duties may be assigned. 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. * 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. WHAT YOU'LL BRING: * High school diploma or G.E.D. equivalent required. College degree preferred. * 2 (two) or more years 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 The national average annual salary for this role is $88,000.00 - $90,000.00 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: ******************************************************************************************* #LI-SG1 #LI-Hybrid

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: Any Epic Brokers office, 1 day a week in the office is required WHAT YOU'LL DO: * Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients. * Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients. * Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments. * Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder. * Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. * Maintains client files in appropriate systems. prepares billing and provides standard office/administrative support. * Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues. * Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner. * Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. * Assist clients in making coverage changes * Responsible for timely, accurate invoicing and monthly expirations. * Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity. * Other duties may be assigned. 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. * 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. WHAT YOU'LL BRING: * High school diploma or G.E.D. equivalent required. College degree preferred. * 2 (two) or more years 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 The national average annual salary for this role is $88,000.00 - $90,000.00 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: ******************************************************************************************* #LI-SG1 #LI-Hybrid