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

• Lead and manage all aspects of Bamboo Health’s channel partnerships, serving as the primary point of contact for partners and ensuring alignment with business objectives. • Develop and implement strategic plans to strengthen existing partnerships, mitigate churn, and drive new growth opportunities. • Identify gaps and develop strategies to expand channel partner relationships across all business segments. • Oversee the health and performance of channel partnerships by working cross-functionally with Finance, Operations, Product, and Product Strategy teams. • Develop and execute Health Information Exchange (HIE) strategies, enhancing partnerships for Bamboo Health’s care coordination suite and Bamboo Bridge. • Manage and grow existing partnerships within the controlled substance and care coordination suite of products, such as DrFirst, Altera, and Zus. • Collaborate with Growth and Product Strategy teams to align channel partner initiatives with behavioral health product expansion. • Serve as a key negotiator in partner contracts and ensure mutually beneficial agreements. • Regularly assess partnership performance, providing reporting and insights to leadership. • Explore opportunities to enhance workflows through AI or automation tools (e.g., document summarization, task routing, or data parsing). • Stay curious about emerging AI tools and how they can streamline or enhance work within your function.

• Identify strategic partners within Azure, AWS, and Google Cloud and work closely with the Wiz sales, channel, strategy and global alliance teams to focus on growing our business opportunities together with the CSPs in the SMB and Startups segment. • Manage the national CSP plan for Wiz’s SMB and Startups team (also known as Growth) • Develop and maintain strong relationships with key stakeholders at Azure, AWS, and GCP • Work with Wiz’s sales teams to identify top pipeline and ideal customer profile prospects and map to CSP sales and marketplace teams • Lead the strategy for account-based co-sell opportunities; present to CSP audiences our “better together” story (lead gen) on team calls and at CSP offices across targeted geos • Ongoing field enablement to the Wiz sales and field teams • Identify opportunities to partner closely with the technical teams to merge the strategy for both commercial and solution architect CSP teams • Work with our channel team to develop a triparty demand gen, field and transactional strategy (CPPO, MPO, MCPO) • Collaborate with cross-functional teams to create and implement various field marketing initiatives with CSPs, go-to-market strategies, and MDF/co-branded programs. • Identify, create and distribute vertical win-stories and use cases

• Cultivates and maintains strong relationships with partners in the BaaS services sector. • Communicates partner issues and ensures the partner executive teams are aware of the issues. • Serves as the primary operational day-to-day point of contact for partners inquiries, concerns, and service requests. • Provides customer-Focused delivery for Pathward’s partners. • Understands partners goals and develops tailored solutions to meet their needs. • Collaborates with cross functional teams to evaluate, design, and implement new programs and services. • Provides consultative support to partners throughout all phases of the implementation process. • Demonstrates subject matter expertise of program requirement document. • Champions partner needs and advocates for their success within the organization. • Proactively addresses any issues or challenges. • Collaborates with cross functional teams to review monitoring metrics for partners. • Consistently meets or exceeds SLA standards. • Manages complex partner portfolios.