EPIC Insurance Brokers & Consultants

Title: Marketing Content Writer Location: Atlanta (Sandy Springs) GA; Chicago IL; or San Ramon, CA / United States Job Description: 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 Insurance is modernizing how we create and scale content across internal and external communications. Strong copywriting skills are essential for the Marketing Content Writer -you will craft foundational messaging, set quality standards, and create exemplary content that aligns with brand strategy. Why This Role Matters In a trust-driven industry, strong writing and communication clarity are essential. This role ensures EPIC delivers clear, consistent, and compelling messaging that resonates with internal & external audiences -strengthening our brand and supporting business growth. Success in This Role Looks Like - Consistently high-quality, polished content across all channels - Clear, engaging messaging that resonates with both internal and external audiences - Acceleration of content production and reduction of bottlenecks. - Leveraging AI to produce high quality, compliant, on-brand content. - Efficient content development supported by templates and repeatable processes. - Outputs that consistently reflect EPIC's tone and copy standards. LOCATION: Hybrid (3 days per week in-office) is preferred in one of the following offices: Atlanta (Sandy Springs) GA; Chicago IL; or San Ramon, CA But the hiring team is open to fully remote for well-qualified candidates with insurance industry experience. WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to): - Build EPIC''s Content Engine - Write and produce compelling content across formats, including internal announcements, marketing and sales collateral, intranet content, web copy, social posts, thought leadership, and scripts. Design and implement templates, prompt libraries, and modular messaging components grounded in strong copywriting principles. - Develop scalable content workflows that improve efficiency while ensuring quality, consistency, compliance, and brand integrity. - Content Governance & Quality - Maintain governance frameworks that uphold voice, tone, accuracy, and regulatory standards. - Write and refine copy standards, messaging guidelines, and narrative frameworks used by teams and AI tools. - Conduct content reviews and provide editorial direction to ensure clarity and consistency at scale. - Partner Across the Business - Collaborate with Communications, Brand, Marketing, Sales Enablement, and subject matter experts to translate complex ideas into clear, compelling content - Provide strategic copywriting support for executive communications, flagship initiatives, and high-visibility narratives - Improve Content Speed & Performance - Use copywriting expertise to continuously improve outputs and train models to better reflect EPIC's brand voice. WHAT YOU'LL BRING: Required - 5+ years in editorial and writing roles, content strategy or communications. - Demonstrated copywriting expertise, with strong command of tone, clarity, narrative structure, and messaging hierarchy. - Hands-on experience with AI content tools, automated content workflows, and structured content systems. - Strong understanding of content governance and brand voice. Preferred - Experience in regulated industries (insurance, financial services, healthcare). - Background in internal/external communications or editorial leadership. COMPENSATION: The national average salary for this role is $90,000 - $110,000 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 - 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. Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-AT1 #LI-Remote (3687)

• 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

Title: Workers Compensation Risk Consultant Location: CA, United States Job Description: LOCATION: Remote, California Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients'' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you''re looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: Fairly Group, a division of EPIC Insurance Brokers, specializing in risk management and insuring clients in the sports and entertainment industries. We are seeking a detail-focused individual to join our team as a Risk Consultant. The Risk Consultant works in partnership 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: Job duties include, but are not limited to, the following: - 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 to 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. WHAT WE ARE LOOKING FOR: - 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. Ideal candidates can successfully pivot between written and verbal communication, providing detailed and accurate information in all. - Candidates who adapt well to priority changes, deadlines, and consistently are quick to respond to/or acknowledge communications (both from internal and external sources). - Positive and outgoing disposition, eager to work as a team while also functioning well working independently. WHAT YOU WILL BRING: - Minimum of 2 to 5 years of professional experience working 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, in particular Outlook, Excel, Word and PowerPoint. Educational requirements: - Bachelor's degree preferred but not required. 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 4,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: - Generous Paid Time off - Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days - Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave - Generous employee referral bonus program of $1,500 per hired referral - Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) - Employee Resource Groups: Women's Coalition, EPIC Veterans Group - Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development - Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support - Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs - 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! - EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation - We're in the top 10 of property/casualty agencies according to "Insurance Journal" 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.

• Collaborate with marketing and business leadership to develop and execute an annual marketing plan aligned to business goals, including strategic planning, editorial calendar development, and channel optimization. • Design and execute integrated marketing campaigns leveraging content (e.g., case studies, white papers, webinars), digital marketing, direct mail, and public relations. Track performance and optimize based on measurable results. • Partner with sales and business leaders to identify opportunities for content development, campaign innovation, and growth. Serve as a liaison to secure approvals and ensure alignment. • Build strong, trusted relationships with internal stakeholders including sales leaders and subject matter experts. • Develop and manage a content strategy that ensures messaging is clear, consistent, engaging, and actionable across all channels. • Support and expand PSG’s thought leadership efforts to increase brand awareness, enhance solution visibility, and strengthen market credibility. • Maintain and evolve product positioning frameworks, ensuring alignment across marketing, sales, and sales operations teams. • Collaborate with public relations partners to secure speaking engagements, awards, media opportunities, and thought leadership placements. • Coordinate logistics for tradeshows and speaking engagements, including development of presentations, materials, and on-site support. • Define and analyze key performance indicators across campaigns, public relations efforts, and audience targeting; partner with internal teams to evaluate results and drive optimization. • Champion PSG’s brand by promoting innovation, collaboration, and continuous improvement across marketing initiatives.

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

• Establish and maintain the day-to-day business relationship with the client, becoming the first point of contact • Work with clients, producers and other team members to implement a comprehensive customer service plan • Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials • Complete cobra paperwork on behalf of the client, both at renewal and for new group set up • Distribute or facilitate distribution of resource information provided by the Client Executive (CE) to clients to continually keep them informed of benefit trends, State and Federal legislation, rules, and regulations • Liaison with compliance department and Client Executive (CE) to advise clients on government reporting compliance issues, and to assist with the preparation of client specific compliance resources • Compile and maintain client and benefit plan information in EPIC's CRM - new group set up and renewals- data provided by Client Executive • Issue resolution for simple claims, coordinate escalated claims with the claims department and share communication to the claimant as to who is on contact point post transfer to the claims department • Resolve enrollment and eligibility issues • Research and resolve client billing issues • Maintain open and continuing communication with the assigned Client Executive on all client issues and events • Coordinate and participate in consistent training/mentoring events with the Client Executive • Coordinate meetings and updates as needed • Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records • Be responsive and Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company • Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance • Project a professional image in action and appearance.

• Own Salesforce hygiene by conducting regular audits of open pipeline, identifying stalled or outdated opportunities, and partnering with sales leaders to improve data accuracy and opportunity management discipline. • Schedule, manage, and facilitate pipeline calls, ensuring adherence to standards, keeping teams aligned to the agenda, documenting follow-up items, and driving timely completion of next steps. • Manage the employee incentive process by ensuring eligible opportunities are reviewed and dispositioned appropriately, coordinating approvals with executive leadership and finance, and supporting communication when incentives are awarded. • Audit won opportunities to ensure Salesforce records accurately reflect executed contract terms, including scope, timing, and financial details, and partner with internal stakeholders to resolve discrepancies. • Lead renewal management activities by ensuring renewals are created, tracked, and closed accurately, and by facilitating regular reviews with business leaders to keep renewals moving through the process. • Leverage sales data to generate insights that inform business strategy, including analysis of win and loss trends, forecast quality, and weighting accuracy. • Partner with leaders across the business to expand adoption and effective use of Salesforce as a CRM and pipeline management platform, including process improvements, better account-level tracking, and cross-system integration opportunities. • Support day-to-day Salesforce operations, including license management, reassignment of contacts and opportunities, dashboard and report development, and ongoing system administration activities. • Act as a trusted operational partner who leads through influence, drives accountability across stakeholders, and identifies opportunities to strengthen sales processes before and after opportunities move through the pipeline.

• 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.

• Join our Small Business Account Management team. This role focuses on providing high-quality account service to our small business clients! • 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.

• Serve as a strategic consultant for employee-facing benefits communications, from initial concept through execution • Partner with C&E colleagues, EPIC account teams, and clients to develop communication strategies, content, and campaign plans • Create clear, compelling, and engaging communications across multiple channels, including digital, print, and in-person formats • Translate complex benefits information into easy-to-understand messaging that drives employee action and engagement • Ensure all content meets high editorial standards and is optimized for both audience and delivery channel • Manage multiple projects simultaneously, establishing priorities and workflows to ensure timely, accurate delivery • Collaborate with and oversee third-party vendors supporting print, digital, and online communication initiatives • Play a key role in building, maintaining, and managing content libraries and communication assets