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EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results.
Insurance Program Manager
Location
Worldwide
Posted
84 days ago
Salary
$100K - $155K / year
Seniority
Lead
No structured requirement data.
Job Description
Insurance Program Manager
EPIC Brokers
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
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Insurance Agent with Training
Nungesser Region - Modern Woodmen of AmericaModern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
Benefits: - 401(k) - 401(k) matching - Company parties - Flexible schedule - Opportunity for advancement - Training & development Are you a former athlete or someone who has always had a relentless competitive spirit? Do you thrive on challenges and achieving greatness in your career and beyond? The Nungesser Region at Modern Woodmen of America is ready to add a new Insurance Agent (future Financial Representative once licensing is achieved) to our team. We are a dedicated group of driven, ambitious professionals, eager to impact people’s lives as we rapidly expand our offices across the region. At the Nungesser Region of Modern Woodmen of America, our mission is to make the MWA shield a symbol of trust, impact, and community across Georgia. With a strong culture built on tenure, mentorship, and fraternalism, we are dedicated to expanding our presence through brick-and-mortar offices, making us more accessible to our members. We seek driven career changers and experienced professionals with an entrepreneurial mindset—individuals ready to build a business for themselves, but never by themselves. Watch this short video to see how sharing meaningful moments—both personal and professional—can transform perspectives on a career in financial services with Modern Woodmen of America: https://youtu.be/-qWeFzHB-ck About Modern Woodmen: Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability. Check out the varying backgrounds of some of our local leaders: Danny Nungesser - Regional Director: - Personal Background: Devoted father of two girls and husband. Avid golfer and won a national amateur event at 25. Originally from Florida and went to school at UCF, now lives in Georgia. - Professional Journey: Was a general manager in casual dining before moving to become the general manager of a country club for 6 years. - Core Values: Values authenticity and seeks team members who have overcome challenges and demonstrate exceptional skill. Hospitality is in his DNA and is always looking for a way to better serve people. - Vision at Modern Woodmen: Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives. Kevin Callison - Managing Partner: - Personal Background: Married and lives in the McDonough area. Proud father of one daughter who lives in South Florida. An avid boating enthusiast who enjoys spending time on the water. Passionate Notre Dame fan. - Professional Journey: Spent over 20 years as a General Manager with Home Depot and Best Buy before transitioning to Modern Woodmen in April 2012. Made the career change to prioritize quality family time while continuing to make an impact in people’s lives. - Core Values: Values family, work-life balance, and the ability to help others build a secure future. Brings leadership experience and a strong customer service mindset to his role. Believes in fostering a supportive team environment where individuals can grow and thrive. Patrick Hanlon – Financial Representative: - Personal Background: Proud father of three young girls and enjoys coaching their little league teams in his free time. A highly social and well-connected member of the Newnan community. - Professional Journey: A career changer who previously worked as a helicopter paramedic in the medical field. He found a new purpose at Modern Woodmen since starting in July 2024 and has quickly excelled on the path to becoming a Managing Partner. - Core Values: Passionate about helping others take control of their futures and avoid feeling stuck in dead-end jobs. Believes in resilience, perseverance, and the power of meaningful relationships. Strives to make a positive impact on both individuals and his community. Tricia Bethel – Financial Representative: - Personal Background: A Newnan resident for 16 years, Tricia is a proud mom of two teenagers and an avid outdoor enthusiast who enjoys camping, hiking, and backpacking. She also serves as Scoutmaster of Coweta County’s first and largest all-female Boy Scout Troop, where her love for leadership and community shines. - Professional Journey: After 25 years in hospitality, Tricia brought her passion for service and connection to Modern Woodmen, where she’s spent the past three years helping others build stronger financial futures. She’s especially focused on empowering and educating women in wealth building. - Core Values: Tricia believes in service, leadership, and the power of education. She’s committed to making a lasting impact by helping clients—especially women—gain confidence and clarity in their financial lives. Role Responsibilities: - Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage. - Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly. - Networking: Build and maintain a network of client members through referrals, networking events, and community engagement. - Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills. - Target Achievement: Meet or exceed business development goals. Perks/Benefits: - Strong Income Opportunity. - Potential to earn client member leads. - Once you reach our qualification standards we will consider allocating resources to support you to recruit, train and develop your own team of talented professionals. - Exclusive training/development with the financial services professional supporting you. - An environment and culture of mutual support and growth. - Attainment of prestigious credentials and recognition. - Consistent opportunities for growing your income and character. - Strong benefits and retirement package. - Dental, health, and vision insurance - Flexible schedule - Life insurance - Professional development assistance - Referral program Qualifications: - Team-Oriented - Enthusiastic - Positive Attitude - Self-Starter - Community-Focused - Coachable - Athletic Background (bonus) - Military Background (bonus) - Goal-Driven - Willingness to Obtain State Insurance License - College Degree (preferred, not required) If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team. Flexible work from home options available.
Wealth Consultant with Military Background
Nungesser Region - Modern Woodmen of AmericaModern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
Benefits: - 401(k) - 401(k) matching - Company parties - Flexible schedule - Opportunity for advancement - Training & development Are you a military veteran ready to apply your leadership, discipline, and mission-first mindset to a new challenge? At the Nungesser Region - Modern Woodmen of America, we recognize the unique strengths veterans bring to the civilian workforce. We're seeking a Wealth Consultant who can channel their military experience—strategic thinking, adaptability, and resilience—into a rewarding career in financial services. Join our team of high-performing professionals as we continue to grow our impact and help clients build lasting financial security. About Modern Woodmen of America: Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability. The Backbone of Our Success, Our Local Leaders: Danny Nungesser - Regional Director: - Personal Background: Devoted father of two girls and husband. Avid golfer and won a national amateur event at 25. Originally from Florida and went to school at UCF, now lives in Georgia. - Professional Journey: Was a general manager in casual dining before moving to become the general manager of a country club for 6 years. - Core Values: Values authenticity and seeks team members who have overcome challenges and demonstrate exceptional skill. Hospitality is in his DNA and is always looking for a way to better serve people. - Vision at Modern Woodmen: Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives. Kevin Callison - Managing Partner: - Personal Background: Married and lives in the McDonough area. Proud father of one daughter who lives in South Florida. An avid boating enthusiast who enjoys spending time on the water. Passionate Notre Dame fan. - Professional Journey: Spent over 20 years as a General Manager with Home Depot and Best Buy before transitioning to Modern Woodmen in April 2012. Made the career change to prioritize quality family time while continuing to make an impact in people’s lives. - Core Values: Values family, work-life balance, and the ability to help others build a secure future. Brings leadership experience and a strong customer service mindset to his role. Believes in fostering a supportive team environment where individuals can grow and thrive. Patrick Hanlon – Financial Representative: - Personal Background: Proud father of three young girls and enjoys coaching their little league teams in his free time. A highly social and well-connected member of the Newnan community. - Professional Journey: A career changer who previously worked as a helicopter paramedic in the medical field. He found a new purpose at Modern Woodmen since starting in July 2024 and has quickly excelled on the path to becoming a Managing Partner. - Core Values: Passionate about helping others take control of their futures and avoid feeling stuck in dead-end jobs. Believes in resilience, perseverance, and the power of meaningful relationships. Strives to make a positive impact on both individuals and his community. Tricia Bethel – Financial Representative: - Personal Background: A Newnan resident for 16 years, Tricia is a proud mom of two teenagers and an avid outdoor enthusiast who enjoys camping, hiking, and backpacking. She also serves as Scoutmaster of Coweta County’s first and largest all-female Boy Scout Troop, where her love for leadership and community shines. - Professional Journey: After 25 years in hospitality, Tricia brought her passion for service and connection to Modern Woodmen, where she’s spent the past three years helping others build stronger financial futures. She’s especially focused on empowering and educating women in wealth building. - Core Values: Tricia believes in service, leadership, and the power of education. She’s committed to making a lasting impact by helping clients—especially women—gain confidence and clarity in their financial lives. Why Choose Modern Woodmen of America: - Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve. - Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader. - Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one. - Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same. - Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change. About the Role: We are looking for passionate and driven individuals to join our team as Financial Representatives in the Nungesser Region. In this role, you will: - Provide tailored financial solutions to meet the needs of our members - Build and maintain strong relationships within the community - Engage in community service and outreach programs - Support the growth and development of the local office under the guidance of our local team Perks/Benefits: - Starting income ranging from $97K to $192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher. - Resources aligned to support you to recruit, train and develop the team of talented professionals - Exclusive training/development with the financial services professional supporting you - An environment and culture of mutual support and growth - Attainment of prestigious credentials and recognition - Consistent opportunities for growing your income and character - Strong benefits and retirement package - Dental, health, and vision insurance - Flexible schedule - Life insurance - Professional development assistance - Referral program We have a willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth. Next Steps: If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us ease financial burdens for families and contribute to the growth and success of the Region. Flexible work from home options available.
Wealth Consultant with Military Background
Nungesser Region - Modern Woodmen of AmericaModern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
Benefits: - 401(k) - 401(k) matching - Company parties - Flexible schedule - Opportunity for advancement - Training & development Are you a military veteran ready to apply your leadership, discipline, and mission-first mindset to a new challenge? At the Nungesser Region - Modern Woodmen of America, we recognize the unique strengths veterans bring to the civilian workforce. We're seeking a Wealth Consultant who can channel their military experience—strategic thinking, adaptability, and resilience—into a rewarding career in financial services. Join our team of high-performing professionals as we continue to grow our impact and help clients build lasting financial security. About Modern Woodmen of America: Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability. The Backbone of Our Success, Our Local Leaders: Danny Nungesser - Regional Director: - Personal Background: Devoted father of two girls and husband. Avid golfer and won a national amateur event at 25. Originally from Florida and went to school at UCF, now lives in Georgia. - Professional Journey: Was a general manager in casual dining before moving to become the general manager of a country club for 6 years. - Core Values: Values authenticity and seeks team members who have overcome challenges and demonstrate exceptional skill. Hospitality is in his DNA and is always looking for a way to better serve people. - Vision at Modern Woodmen: Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives. Kevin Callison - Managing Partner: - Personal Background: Married and lives in the McDonough area. Proud father of one daughter who lives in South Florida. An avid boating enthusiast who enjoys spending time on the water. Passionate Notre Dame fan. - Professional Journey: Spent over 20 years as a General Manager with Home Depot and Best Buy before transitioning to Modern Woodmen in April 2012. Made the career change to prioritize quality family time while continuing to make an impact in people’s lives. - Core Values: Values family, work-life balance, and the ability to help others build a secure future. Brings leadership experience and a strong customer service mindset to his role. Believes in fostering a supportive team environment where individuals can grow and thrive. Patrick Hanlon – Financial Representative: - Personal Background: Proud father of three young girls and enjoys coaching their little league teams in his free time. A highly social and well-connected member of the Newnan community. - Professional Journey: A career changer who previously worked as a helicopter paramedic in the medical field. He found a new purpose at Modern Woodmen since starting in July 2024 and has quickly excelled on the path to becoming a Managing Partner. - Core Values: Passionate about helping others take control of their futures and avoid feeling stuck in dead-end jobs. Believes in resilience, perseverance, and the power of meaningful relationships. Strives to make a positive impact on both individuals and his community. Tricia Bethel – Financial Representative: - Personal Background: A Newnan resident for 16 years, Tricia is a proud mom of two teenagers and an avid outdoor enthusiast who enjoys camping, hiking, and backpacking. She also serves as Scoutmaster of Coweta County’s first and largest all-female Boy Scout Troop, where her love for leadership and community shines. - Professional Journey: After 25 years in hospitality, Tricia brought her passion for service and connection to Modern Woodmen, where she’s spent the past three years helping others build stronger financial futures. She’s especially focused on empowering and educating women in wealth building. - Core Values: Tricia believes in service, leadership, and the power of education. She’s committed to making a lasting impact by helping clients—especially women—gain confidence and clarity in their financial lives. Why Choose Modern Woodmen of America: - Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve. - Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader. - Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one. - Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same. - Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change. About the Role: We are looking for passionate and driven individuals to join our team as Financial Representatives in the Nungesser Region. In this role, you will: - Provide tailored financial solutions to meet the needs of our members - Build and maintain strong relationships within the community - Engage in community service and outreach programs - Support the growth and development of the local office under the guidance of our local team Perks/Benefits: - Starting income ranging from $97K to $192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher. - Resources aligned to support you to recruit, train and develop the team of talented professionals - Exclusive training/development with the financial services professional supporting you - An environment and culture of mutual support and growth - Attainment of prestigious credentials and recognition - Consistent opportunities for growing your income and character - Strong benefits and retirement package - Dental, health, and vision insurance - Flexible schedule - Life insurance - Professional development assistance - Referral program We have a willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth. Next Steps: If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us ease financial burdens for families and contribute to the growth and success of the Region. Flexible work from home options available.
