EPIC Brokers

Role Description The Private Client Account Manager is responsible for providing exceptional service to a group of Private Client customers by providing professional advice and demonstrating advocacy for the client at all times. The Private Client Account Manager works independently and must be an excellent problem solver. What You’ll Do - Become a trusted advisor and provide exemplary service in all aspects to our Private Clients. - Work as a team with other Private Client account managers, producers, and department managers. - Develop cooperative and professional relationships with our carriers. - Manage all renewal activity from start to close. - Deliver complete and accurate renewal reviews according to agency guidelines. - Look for sales opportunities by account rounding and selling additional coverage. - Assume ownership of customer concerns and feedback until completion. - Remarket accounts according to agency guidelines or at the request of the producer or insured. - Take on additional responsibilities. Manage projects as directed by supervisors and managers. Qualifications - Must be accurate, detailed, and thorough. - Accepts full ownership of issues and follows through to completion. - Strong problem-solving skills. - Strong written communication skills. - Articulate, strong oral communication skills. - College graduate or experience equivalent. - Possession and maintenance of a broker’s P&C license in the state hired. - Experienced use of most critical industry software programs, Sagitta, Worksmart. - Proficient in Microsoft Excel, Word, and Outlook. Compensation The base salary range for this position is $70,000–$85,000. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting. Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package. Benefits - 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. - 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.”

Role Description This is a brand-new role within EPIC's HR Department. The Compensation / Workforce Strategy Analyst will play a vital role in supporting the development, administration, and analysis of the organization’s compensation programs. This role ensures market competitiveness, internal equity, and compliance with applicable laws and policies. The analyst partners closely with HR Business Partners, Talent Acquisition, and business leaders to provide data-driven recommendations and maintain consistent compensation practices across the company. Location: Remote Qualifications - Bachelor’s degree in Human Resources, Business, Finance, Economics, or related field. - 4+ years of compensation experience or strong analytical HR background with compensation responsibilities. - Proficiency in Microsoft Excel (v-lookups, pivot tables, modeling) and comfort with HRIS systems. - Strong analytical, problem solving, and quantitative skills. - Ability to communicate complex information clearly to non-technical audiences. Requirements - At least 4 years of relevant work experience in a dedicated HR Compensation role, managing job descriptions, job titles, merit & bonus pay cycles, market pay research, assisting HR with strategies on comp to attract & retain talent, etc. - Tech-savvy individuals with strong proficiency in HR-related software programs. - Strong data analysis and Microsoft Excel skills. - Comfortable with customizing solutions for different scenarios & operating in the grey (not always black & white), flexible with handling unique situations. - Humble, hungry & smart team players who love being part of a team but also excel at working independently and being a self-starter. What You'll Do - Compensation Program Administration: - Conduct job evaluations and perform market pricing using benchmark data to support job architecture, leveling, and pay structure maintenance. - Participate in annual salary survey submissions and analyze results to recommend structure adjustments and pay strategies. - Administer annual merit, bonus, and salary planning cycles, including data validation, modeling, and communication support. - Data Analysis & Reporting: - Prepare recurring and ad hoc compensation analysis, including pay equity, compression, turnover, and competitive salary assessments. - Build compensation dashboards or reporting within HRIS/BI tools (e.g., Workday, UKG, SAP, Oracle, Power BI, Tableau). - Develop models for compensation scenario planning and cost impact analysis. - Compliance & Governance: - Ensure compensation practices comply with federal, state, and local regulations (e.g., FLSA, pay transparency laws). - Support internal audits, external audits, and compensation policy governance. - Maintain data accuracy and documentation supporting compensation decisions. - Partner Support: - Provide guidance to HR Business Partners and Talent Acquisition on offer development, salary recommendations, and internal equity. - Assist in designing and administering company-wide incentive programs, short term bonus plans, and recognition programs. - Support Total Rewards initiatives and cross-functional HR projects as assigned. Benefits - 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. - EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

Role Description We are seeking a detail-focused individual to join our team as a Risk Consultant. The Risk Consultant works in partnership with clients to identify and reduce the cost of workers’ compensation (WC) risk by influencing change within the client’s organization. This position provides clients with day-to-day strategic claim oversight, guidance through complex risk management issues, and best practice process implementation to control costs and improve long-term WC program performance. This role demands extraordinary client support, careful attention to detail, precision, and intuitive interpersonal and communication skills. The Risk Consultant will prioritize superior medical treatment for the client and athlete/injured worker. What You Will Do: - Deeply understand the client’s business and challenges and recommend intuitive, relevant interventions and actions aimed at cost reduction. - Identify and provide evaluation of a client’s risks and recommend action to minimize or eliminate those risks. - Provide consultative support to the client regarding WC jurisdictional compliance. - Work closely with WC claim adjusters or at times directly provide similar service as some clients may handle claims internally rather than through a third-party administrator. - Conduct video/telephonic claim reviews to identify and proactively initiate actions for favorable outcomes and claim resolution. - Analyze reserve increase requests and ensure accuracy of exposure assessments. - Review litigation correspondence and interface with Legal Counsel on litigation strategy and up-to-date jurisdictional law. - Review medical provider billing and repricing from bill review vendors for accuracy and opportunities for price negotiation. - Enter first reports of injury, medical bills, and notes into the electronic claim management system. - Review incident reports with third party involvement for subrogation potential. - Oversee third party vendor programs including Managed Care, Bill Review, Nurse Case Management, Field Case Management, Surveillance, Subrogation, and Medicare Set Aside services. - Attend in-person meetings with clients and vendors. - Review and/or create reports, scorecards, and loss-runs and complete analysis of loss data, claim reviews, and communicate trends. Qualifications - Obtain and maintain required State Risk Management license, such as Property & Casualty Agent, Risk Manager, or Adjuster. - Strong administrative skills and exceptional attention to detail/accuracy. - Professional, intuitive communication skills, both written and verbal. - Ability to adapt well to priority changes, deadlines, and respond quickly to communications. - Positive and outgoing disposition, eager to work as a team while also functioning well independently. Requirements - Minimum of 2 to 5 years of professional experience working in Risk Management/claims adjusting. - Experience working with California Workers’ Compensation claims is highly preferred but not required. - Excellent organizational, interpersonal, and communication skills. - Good problem-solving and critical thinking skills. - Ability to work in a fast-paced environment and deliver results to meet timelines. - Ability to be discreet and maintain the security of customer information. - Proficient in Microsoft Office Suite, particularly Outlook, Excel, Word, and PowerPoint. Benefits - Generous Paid Time Off. - Managed PTO for salaried/exempt employees; 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 awards and programs. - 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 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs. - 50/50 Work Culture supporting collaboration, teamwork, and an inclusive work environment. - EPIC Gives Back – charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation.

Role Description The Senior Client Manager partners closely with Producers and Client Executives to manage and service a book of employee benefits clients. This role is responsible for renewals, vendor marketing, plan analysis, compliance support, open enrollment, and ongoing client relationship management. The ideal candidate brings strong employee benefits brokerage experience, consultative client skills, and the ability to manage complex accounts in a fast-paced environment. Key Responsibilities - Serve as the primary client contact and subject matter expert for employee benefits accounts - Manage day-to-day client service, escalations, and complex coverage or compliance inquiries - Analyze client census and experience data for new and renewal business - Conduct carrier marketing, obtain quotes, compare plan designs, and evaluate alternatives - Present recommendations to clients, including senior HR and leadership stakeholders - Negotiate premiums, plan terms, and commissions with carriers and vendors on behalf of clients - Lead open enrollment planning and execution, including employee communications - Prepare client presentations, proposals, and benefit summaries - Support Producers with sales activities and new business development - Maintain accurate documentation in agency management systems and CRM tools Core Competencies - Client Service & Consulting - Employee benefits strategy and advisory support - Medical, dental, vision, life, disability, and ancillary benefits knowledge - Carrier negotiation and vendor management - Compliance support related to state and federal regulations - Leadership & Collaboration - Partner effectively with Producers, Client Executives, and service teams - Mentor junior staff and support team workflows - Manage multiple deadlines, priorities, and client deliverables Qualifications - 5+ years of experience in employee benefits account management with a brokerage, consulting firm, or health insurance carrier - Strong understanding of benefits renewals, plan design, and carrier markets - Experience supporting mid-market or large group employee benefits clients preferred - Proficiency with Microsoft Excel, Word, and PowerPoint - Ability to thrive in a deadline-driven, client-facing environment - Excellent communication, organization, and problem-solving skills Licenses & Certifications - Active California Life & Health Insurance License required - Professional designations such as CEBS, PHR, BGA, or CLU preferred Compensation The national base salary range for this position is $100,000 – $125,000, exclusive of bonuses or benefits. Final compensation will be based on experience, skills, certifications, location, and internal equity. Benefits - Generous paid time off and company holidays - Paid parental leave and family-supportive benefits - 401(k) with company match - Medical, dental, vision, wellness, and EAP programs - Professional development, tuition reimbursement, and mentorship - Employee recognition programs and referral bonuses - Employee Resource Groups and inclusive culture Equal Opportunity Employer EPIC embraces diversity in all its forms and is committed to creating an inclusive work environment where every employee feels valued, respected, and empowered. California Applicants View your privacy rights here: Privacy Notice

Role Description This is a BRAND NEW ROLE within our Galway Family Office team! While the team's main focus and services are around tax and business management services for high-net worth clients, their services also include assisting with clients with getting, maintaining, and managing their personal insurance needs. The Personal Lines Client Insurance Coordinator / Liaison serves as the central resource responsible for overseeing all insurance matters across GFO client households. This role ensures that policies are properly maintained, coverage is regularly evaluated, claims are managed effectively, and insurance records remain accurate across all firm systems. The position operates at the intersection of client service, risk management, and operations. The coordinator works closely with clients, advisors, and insurance agents to monitor policies, review coverage alternatives, track premiums, and maintain complete documentation. The goal is to help clients maintain appropriate protection while ensuring the firm manages insurance matters in a consistent, organized, and proactive manner. Qualifications - At least 2+ years of Personal lines insurance account management experience. - MUST have experience reviewing policies for complete coverage & making / explaining recommendations of policy adjustments. - Brokerage experience / experience getting quotes from various companies/carriers is preferred. - Strong problem-solving skills who adapt well to grey areas and going above & beyond to meet the client's needs. - Ability to handle fast-paced environments well, with frequent interruptions & urgent pop-up tasks. - Professional communication skills – both written and verbal. - Positive and outgoing disposition, eager to work as a team but also functions well working independently. - Great customer service skills and who enjoy serving others! Requirements - Maintain a comprehensive view of each client’s insurance portfolio across all policy types, including property, casualty, liability, umbrella, life, disability, and specialty asset coverage. - Ensure policies remain current and properly documented. - Track renewal schedules and coordinate policy reviews when renewals approach. - Maintain an organized repository of insurance records for each client household. - Coordinate the claims process when a client experiences a loss or damage. - Assist with claim initiation, documentation collection, and carrier communication. - Monitor claim progress and maintain communication with the client, insurance agent, and carrier. - Track claim status until resolution and maintain internal documentation of claim activity. - Review policy proposals received from insurance agents and carriers. - Compare available options across different insurers, coverage levels, deductibles, and premium structures. - Evaluate the relative advantages and limitations of each option. - Prepare summaries that explain which coverage structure appears most suitable based on the client’s circumstances. - Periodically review client insurance portfolios to identify potential gaps, outdated coverage limits, or areas requiring additional protection. - Respond to insurance-related requests from clients and advisors. - Provide documentation such as ID cards, policy declarations, and coverage confirmations. - Work with insurance brokers, carriers, and agents to obtain policy information, renewal documents, and coverage proposals. - Monitor upcoming premium payments and policy billing schedules. - Maintain insurance information across the firm’s internal platforms. - Provide advisors and operations staff with access to insurance information when needed for client service. Benefits - 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 company values plus additional employee recognition awards and programs (and trips!) - Employee Resource Groups: Women’s Coalition, 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

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 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: EPIC Brokers is looking for a hungry & driven Commercial Lines Associate Producer to join the growing Inside Sales Team within our Small Business unit (Main Street). In this role, you will be responsible for prospecting, quoting, and closing new business opportunities that help small businesses secure the coverage they need to thrive. This is an ideal opportunity for a motivated insurance professional to grow their career in a fast-paced, client-focused environment. EPIC offers: - Robust lead generation program(s): not cold calling! - Access to a diverse client book for cross-selling - The backing of a top-tier brokerage with strong market presence The ideal candidate brings: - Client focus & professional Client engagement - A sales driven mentality - Motivation to handle high-volume of leads - Adaptability & willingness to build new lead sources - A proactive mindset and readiness to hit the ground running - A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates If you are passionate about helping businesses succeed and want to be part of a high-performing team, we encourage your candidacy. WHAT YOU’LL DO: A detailed list of job duties includes (but is not limited to): - High level of communication via phone & email to engage prospects - Responsive follow up on all lead channels - Ability to learn and manage leads within a CRM platform - Ability to learn and successfully utilize commercial lines comparative rating platform - Maintain adequate pipeline of prospects to achieve sales target - Develop cross-selling strategies for existing client books - Proficiency providing quote comparison reviews and articulating coverage differences - Utilize and maintain EPIC’s CRM and Agency Management System within designed standards - Attend all educational, training, and other sessions as directed by EPIC - Achieve Annual Target Revenue: roughly 75K in new revenue WHAT YOU’LL BRING: - High school diploma required; college degree preferred - Property & Casualty license required (in-progress will be considered if completion date is prior to starting in role) - Minimum one year of experience in Commercial Lines marketing or placement - Functional knowledge of Commercial Property & Casualty lines of coverage and services - Capacity to present, communicate and build trust with confidence and expertise - Ability to solve practical problems with diverse variables in situations where only limited standardization exists Training & Onboarding EPIC provides high quality training & onboarding from day one. In addition, we offer on-going sales training and coaching to ensure your success. COMPENSATION: The national average hourly rate for this role is $20.51 - $25.64 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. LOCATION: This is a US based remote role. 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: https://www.epicbrokers.com/about/epic-careers/. EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-SG1 #LI-remote

The Vice President of Pharmacy Benefit Consulting- Employer Middle Market is part of the PSG leadership team and reports directly to the Senior Vice President of Employer Pharmacy Benefit Consulting partnering to drive client satisfaction, portfolio growth and profitability through innovative product service development, team leadership and client service excellence including strategic client consulting. Responsibilities: Supported by the PSG President and SVP and working with EPIC leaders the VP Pharmacy - Middle Market will lead a team and be responsible for: - Client/Broker satisfaction and NPS - Client portfolio growth and retention - Source, lead and develop a team of clinicians, consultants, and other personnel - Lead and participate in EPIC/PSG leadership meetings - Business strategy; both clinical and non-clinical - Stewardship and operating discipline to optimize value/affordability and profitability - Pharmacy Benefit Manager and other pharmacy service provider relationship management including procurement, contracting and implementation - Overall program operations include: - Access Marketplace and individual client audit delivery (Audits conducted by Audit team) - Access Marketplace and individual client market check delivery (conducted by Pricing team) - Access Marketplace and individual client reporting (through Artemetrx and team) - Access Marketplace and individual client vendor (PBM or other) management - Product development and maintenance - Sales and Marketing support for segment - Strategic Client consulting - Support, along with other clinical leaders, overall EPIC/PSG clinical strategy - Support growth and continued development of Artemetrx tool by providing client and team insights Qualifications (Minimum Requirements) - Extensive knowledge of PBM and specialty pharmacy environment (5 years minimum experience). - Strong verbal and written communication skills including presentation skills and client relationship management - Ability to develop strategies and implement programs that benefit EPIC/PSG and clients - Strong experience with Broker, TPA and Captive markets - Strong clinical and financial analysis skills - Strong use of various business applications including: MS Office products, Teams, Zoom, etc. - Travel required, as needed - Pharmacy background with bachelor’s degree; MBA and/or PharmD/RPh strongly preferred - Business development experience preferred Location: Remote COMPENSATION: The national average salary for this role is $210,000.00 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. 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: https://www.epicbrokers.com/about/epic-careers/. EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-MS2 #LI-Remote #PSG

Role Description We are seeking a Program Manager to join our team! This role will manage the program and business relationship with our insurance affinity program. This role focuses on program management, coordination, and relationship support, ensuring the program operates efficiently, meets contractual and business objectives, and continues to evolve in alignment with client needs and company strategy. This role will report to EPIC’s Program Director. Qualifications - Bachelor’s degree in business, finance, insurance, risk management, or a related field (or equivalent experience) - Minimum of 5+ years of experience in program management, project management, or related role - Strong organizational and coordination skills with the ability to manage multiple priorities - Excellent written and verbal communication skills Requirements - At least 5+ years of project or program management experience, partnering closely with internal and external partners to meet business goals and grow the program - Strong communication skills and the ability to network and interface with a wide variety of audiences What You'll Do - Manage the day-to-day operational aspects of the insurance program to ensure alignment with contractual requirements, service standards, and business goals - Maintain program documentation, reporting, workflows, timelines, and governance processes - Monitor program performance metrics and support reporting efforts for internal leadership and the client - Identify opportunities for process improvement, efficiency, and program optimization - Serve as a key liaison between the company and the client for program-related matters - Coordinate meetings, presentations, and communications with client stakeholders - Support ongoing relationship management by ensuring client requests, initiatives, and concerns are addressed in a timely and professional manner - Assist in preparing materials for client reviews, business updates, and strategic discussions - Assist with program analysis, proposal development, and implementation planning for new components or changes - Collaborate with internal partners to assess feasibility, timelines, and resource needs for program enhancements - Attend and actively participate in national trade conferences, meetings, and industry events as a representative of the Program - Serve as the front-line ambassador for the Program, ensuring a strong and professional presence with member firms, leadership, and industry partners - Engage with attendees to build awareness, strengthen relationships, and communicate program value - Lead and coordinate marketing and branding initiatives for the Program Benefits - 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 - EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

Come join our team! Artemetrx is the Pharmaceutical Strategies Group’s (PSG) (an EPIC owned company) robust integrated data and analytics platform that transforms member data into actionable intelligence, driving improved management of drug spend and trend across both pharmacy and medical benefits. Through the use of integrated data, Artemetrx precisely and efficiently identifies sub-optimal utilization of prescription drugs from multiple angles, such as member, prescriber, or drug. Built on more than 20 years of drug management expertise, the web-based platform provides users with reports, dashboards, and multidimensional filtering and dynamic drill-down capabilities, enabling efficiency, precision, and scalability for drug management. At PSG, data is key to the development of optimal drug management solutions. PSG is seeking a Sr. Clinical Consultant to drive innovation, client focus, and clinical strategy in the rapidly evolving drug management market. This role focuses on developing strategies for drug management across benefits and channels, utilizing data to improve clinical outcomes and reduce costs for payer clients. An ideal candidate will be comfortable as an experienced professional, an individual contributor, assessor of data, detail oriented with strong communication skills and ability to work efficiently and collaboratively as part of a team. Location: Remote JOB OVERVIEW: Key Responsibilities - Clinical Strategy Development: Create innovative clinical programs, products, and services aimed at optimizing specialty and non-specialty drug management, support payer clients with their PBM and drug coverage decisions - Data Analysis and Action: Act as a detail-oriented advisor, using data-driven insights to evaluate pharmacy programs, identify trend drivers, outlier high-cost claims and drive improvements. - Pipeline and Trend Management: Monitor emerging market trends and drug pipelines to anticipate client impact and develop proactive solutions. - Cross-Functional Collaboration: Work with cross-functional enterprise teams to deliver high-quality solutions for clients and their members. - Client Relationship Management: Nurture strong relationships and serve as a subject matter expert and trusted advisor in a highly visible role, often interacting with senior leadership. - Thought Leadership contributes to and drives brand visibility and market positioning by distilling complex industry trends into expert insights, blog content, and participating in webinar or speaking engagements. Qualifications - Pharmacy degree (RPh or PharmD) required - MBA a plus - 5+ years Health Plan, Payor and/or PBM experience - 5+ years of Account management experience - Specialty drug management experience - Medical benefit specialty drug management experience strongly preferred - Experience in working with data and data analysis - Ability to operate and function as part of a team - Strong communication, and interpersonal skills - Ability to interface with clients, internal analysts and consultants as well as other health care professionals - Ability to form and maintain strong client relationships - Experience in and strong presentation skills desired - Solutions-oriented, results-driven, self-motivated and innovative in thoughts and actions - Ability to operate in a decentralized work environment - Flexible for travel and client-facing activities (estimated 25%) COMPENSATION: The national average annual salary for this role is $130,000 – $180,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: - Generous Paid Time off - Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early close days - Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave - Generous employee referral bonus program of $1,500 per hired referral - Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) - Employee Resource Groups: Women’s Coalition, EPIC Veterans Group - Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development - Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support - Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs - 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! - EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation - We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. #LI-MS2 #PSG

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: Join our Small Business Account Management team. This role focuses on providing high-quality account service to our small business clients! LOCATION: California -Remote-US States 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 hourly pay rate for this role is $38.00-$41.00, exclusive of bonuses or benefits. The 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: https://www.epicbrokers.com/about/epic-careers/. EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. #LI-SG1 #LI-Remote