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Latest Jobs

02/19/2025  
SUMMARY Performs the underwriting function and provides exemplary customer service by performing the following duties.   ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. • Evaluates new business submissions for eligibility, rate - including determination of consent to rate, and proper classification. Initiates communication with agents regarding missing information, eligibility or rating concerns, etc. • Orders and reviews reports necessary for proper risk classification. • Assists in reviewing renewal policies with consent to rate or high value coverage for accuracy. Evaluating & determining if additional Consent to Rate is required, & and executing follow-up action as needed. May also include reviewing requests for reinstatement and relief in premium issues from our agency partners. • Assists in evaluating new business submissions for eligibility and proper classification. Initiates communication with agents regarding missing...
Frontline Insurance Lake Mary, FL, USA Full Time
02/19/2025  
SENIOR CLIENT MANGER- EMPLOYEE BENEFITS, PUBLIC SECTOR ACCOUNTS LOCATION: This role requires a hybrid work schedule out of one of our California office locations which include:  Rancho Cordova, Concord, Fresno, Lafayette, Los Angeles, Newport Beach, Ontario, Pasadena, San Francisco, San Leandro, San Mateo, and San Ramon SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Establish and maintain the primary, on-going benefits service relationship with client • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate...
EPIC Insurance Brokers & Consultants Rancho Cordova, CA, USA
02/19/2025  
SENIOR CLIENT MANGER- EMPLOYEE BENEFITS, PUBLIC SECTOR ACCOUNTS LOCATION: This role requires a hybrid work schedule out of one of our California office locations which include:  Rancho Cordova, Concord, Fresno, Lafayette, Los Angeles, Newport Beach, Ontario, Pasadena, San Francisco, San Leandro, San Mateo, and San Ramon SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Establish and maintain the primary, on-going benefits service relationship with client • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate...
EPIC Insurance Brokers & Consultants Pasadena, CA, USA
02/19/2025  
SENIOR CLIENT MANGER- EMPLOYEE BENEFITS, PUBLIC SECTOR ACCOUNTS LOCATION: This role requires a hybrid work schedule out of one of our California office locations which include:  Rancho Cordova, Concord, Fresno, Lafayette, Los Angeles, Newport Beach, Ontario, Pasadena, San Francisco, San Leandro, San Mateo, and San Ramon SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Establish and maintain the primary, on-going benefits service relationship with client • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate...
EPIC Insurance Brokers & Consultants Ontario, CA, USA
02/19/2025  
SENIOR CLIENT MANGER- EMPLOYEE BENEFITS, PUBLIC SECTOR ACCOUNTS LOCATION: This role requires a hybrid work schedule out of one of our California office locations which include:  Rancho Cordova, Concord, Fresno, Lafayette, Los Angeles, Newport Beach, Ontario, Pasadena, San Francisco, San Leandro, San Mateo, and San Ramon SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Establish and maintain the primary, on-going benefits service relationship with client • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate...
EPIC Insurance Brokers & Consultants Newport Beach, CA, USA
02/19/2025  
SENIOR CLIENT MANGER- EMPLOYEE BENEFITS, PUBLIC SECTOR ACCOUNTS LOCATION: This role requires a hybrid work schedule out of one of our California office locations which include:  Rancho Cordova, Concord, Fresno, Lafayette, Los Angeles, Newport Beach, Ontario, Pasadena, San Francisco, San Leandro, San Mateo, and San Ramon SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Establish and maintain the primary, on-going benefits service relationship with client • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate...
EPIC Insurance Brokers & Consultants Los Angeles, CA, USA
02/19/2025  
SENIOR CLIENT MANGER- EMPLOYEE BENEFITS, PUBLIC SECTOR ACCOUNTS LOCATION: This role requires a hybrid work schedule out of one of our California office locations which include:  Rancho Cordova, Concord, Fresno, Lafayette, Los Angeles, Newport Beach, Ontario, Pasadena, San Francisco, San Leandro, San Mateo, and San Ramon SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Establish and maintain the primary, on-going benefits service relationship with client • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate...
EPIC Insurance Brokers & Consultants Lafayette, CA, USA
02/19/2025  
SENIOR CLIENT MANGER- EMPLOYEE BENEFITS, PUBLIC SECTOR ACCOUNTS LOCATION: This role requires a hybrid work schedule out of one of our California office locations which include:  Rancho Cordova, Concord, Fresno, Lafayette, Los Angeles, Newport Beach, Ontario, Pasadena, San Francisco, San Leandro, San Mateo, and San Ramon SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Establish and maintain the primary, on-going benefits service relationship with client • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate...
EPIC Insurance Brokers & Consultants Fresno, CA, USA
02/19/2025  
Overview This position is responsible for assisting in all phases of client relationship management and retention strategies, with a focus on service and delivery of EPIC resources to our large account clients. EPIC is looking for a self-motivated, high energy and well-organized expert to join our team.  Location: This role requires a hybrid work schedule either out of our Newport Beach or LA office. Duties & Responsibilities Know our client’s business, goals, and objectives Work with our Client Advocate to develop risk management strategies that are key to the client’s business, goals, and objectives Work with the core service team to manage service delivery and ensure quality levels are met Manage and Maintain: Certificates of Insurance, Auto ID Cards, Posting Notices, Invoicing, Policy Management, Schedules of Insurance, Shared Drive and Shared Portals, Expiration Lists, Checklists Contract Review Coverage Knowledge and Technical Abilities:...
EPIC Insurance Brokers & Consultants Los Angeles, CA, USA
02/19/2025  
Overview This position is responsible for assisting in all phases of client relationship management and retention strategies, with a focus on service and delivery of EPIC resources to our large account clients. EPIC is looking for a self-motivated, high energy and well-organized expert to join our team.  Location: This role requires a hybrid work schedule either out of our Newport Beach or LA office. Duties & Responsibilities Know our client’s business, goals, and objectives Work with our Client Advocate to develop risk management strategies that are key to the client’s business, goals, and objectives Work with the core service team to manage service delivery and ensure quality levels are met Manage and Maintain: Certificates of Insurance, Auto ID Cards, Posting Notices, Invoicing, Policy Management, Schedules of Insurance, Shared Drive and Shared Portals, Expiration Lists, Checklists Contract Review Coverage Knowledge and Technical Abilities:...
EPIC Insurance Brokers & Consultants Newport Beach, CA, USA
02/19/2025  
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...
EPIC Insurance Brokers & Consultants San Ramon, CA, USA
02/19/2025  
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...
EPIC Insurance Brokers & Consultants Carmel, IN, USA
02/19/2025  
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...
EPIC Insurance Brokers & Consultants Chicago, IL, USA
02/19/2025  
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...
EPIC Insurance Brokers & Consultants Concord, CA, USA
02/19/2025  
Our Property & Casualty Brokers & Account Executives provide a high-quality service to our clients.  They work to ensure satisfaction by balancing the quality of service and speed of response.  In this role, the Broker: Markets renewals and new business. Evaluates existing coverages and makes recommendations as needed. Supports due diligence activities for existing and prospective clients. Rounds out accounts as opportunities arise. Maintains a committed relationship with the underwriting community, particularly in the M&A space would be a plus. Negotiates with underwriters to provide the best possible coverage and rates according to underwriting guidelines. Receives, reviews and forwards invoices, policies, endorsements, and other documents, as necessary. Markets specialized coverages as needed. Authorizes the release of Certificates of Insurance, Binders, and all post placement documentation.  Audits policies for compliance with internal...
EPIC Insurance Brokers & Consultants New York, NY, USA
02/19/2025  
Job Title:  SkillBridge Account Manager Company:  EPIC Brokers Location: Hybrid (Newport Beach, CA / Alpharetta, GA / Chicago, IL / Carmel, IN / New York, NY / Melville, NY) Duration:  Minimum 120-day/4-month training program Role Overview: As a SkillBridge Account Manager at EPIC Brokers, you will train for a pivotal role, focusing on learning and understanding Property and Casualty or Employee Benefits Insurance policies. This role is designed to help you transition from military service to a civilian career. You’ll gain expertise in business insurance policies, processes, and procedures to support current clients and contribute to expanding our book of business through cross-selling, marketing, and efficient client communication. Responsibilities: Manage Business Insurance Policies: Oversee the full book of Business Insurance policies. Monitor policy renewals and maintain an organized renewal schedule. Track open items and ensure timely...
EPIC Insurance Brokers & Consultants 1140 Avenue of the Americas 8th Floor, New York, NY 10036 · 11711 North Meridan St, 7th Fl, Carmel, IN 46032 · 311 South Wacker Dr Suite 3280, Chicago, IL 60606 · 3780 Mansell Road, Ste 370, Alpharetta, GA 30022 · 40 Marcus Drive 3rd Floor, Melville, N
02/19/2025  
JOB SUMMARY: Senior Account Managers provide high-quality service to our Clients and Account Executives.  They work to ensure satisfaction by balancing the quality of service and speed of response.  In this role, the Senior Account Manager will support Senior Executives in the administration of policies, coordination of billing/payment, processing applications and other administrative duties and projects as assigned. ESSENTIAL FUNCTIONS: This role is responsible for, but not limited to, the following job duties: Manage the activity for assigned accounts Manage the schedule of values for each assigned Client Create schedules of insurance and proposals Administer quarterly reporting and invoicing of locations added or removed from the schedule of values Endorsement processing Invoicing Tracking client account balances and working with the accounting department to ensure prompt payment is executed Set up new and renewal policies Maintain current...
EPIC Insurance Brokers & Consultants CO, USA
02/19/2025  
Come join us! 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...
EPIC Insurance Brokers & Consultants USA
02/19/2025  
VICE PRESIDENT- CLAIMS Location:  This role requires a hybrid work schedule out of any of our California offices. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Developing Objectives and Strategies – Establishing long-range objectives and specifying the strategies and actions to achieve them. • Making Decisions and Solving Problems – analyzing information and evaluating results to choose the best solution and solve problems. • Provide Consultation and Advice to Others – Providing guidance and expert advice to management or other groups on technical, systems or process-related topics • Resolving Conflicts and Negotiating with Others – Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others. • Communicating with Supervisors, Peers or Subordinates • Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources. Obtain information from individuals • Identifying...
EPIC Insurance Brokers & Consultants Newport Beach, CA, USA
02/19/2025  
VICE PRESIDENT- CLAIMS Location:  This role requires a hybrid work schedule out of any of our California offices. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Developing Objectives and Strategies – Establishing long-range objectives and specifying the strategies and actions to achieve them. • Making Decisions and Solving Problems – analyzing information and evaluating results to choose the best solution and solve problems. • Provide Consultation and Advice to Others – Providing guidance and expert advice to management or other groups on technical, systems or process-related topics • Resolving Conflicts and Negotiating with Others – Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others. • Communicating with Supervisors, Peers or Subordinates • Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources. Obtain information from individuals • Identifying...
EPIC Insurance Brokers & Consultants Rancho Cordova, CA, USA
02/19/2025  
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...
EPIC Insurance Brokers & Consultants USA
02/19/2025  
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...
EPIC Insurance Brokers & Consultants USA
02/19/2025  
Location: Hybrid, Chicago, IL or New York, NY Job Summary:   Support and/or lead the placement of professional liability insurance and ancillary management liability insurance products for large, complex professional service firms/companies; with a focus on large accounting and consulting firms with $50M in annual revenue and more. Work closely with account service team leaders to manage client renewal process, including the following tasks: o    Identify, analyze, and quantify risk exposures for clients/prospects and recommend appropriate insurance products and service requirements o    Create and submit renewal specifications to the marketplace and consult with clients in the development of underwriting materials for submission to markets o    Negotiate policy terms, conditions, premiums, and collateral with domestic markets, and work closely with international placement broker o    Create necessary client deliverables documents throughout renewal timeline process...
EPIC Insurance Brokers & Consultants New York, NY, USA
02/19/2025  
Location: Hybrid, Chicago, IL or New York, NY Job Summary:   Support and/or lead the placement of professional liability insurance and ancillary management liability insurance products for large, complex professional service firms/companies; with a focus on large accounting and consulting firms with $50M in annual revenue and more. Work closely with account service team leaders to manage client renewal process, including the following tasks: o    Identify, analyze, and quantify risk exposures for clients/prospects and recommend appropriate insurance products and service requirements o    Create and submit renewal specifications to the marketplace and consult with clients in the development of underwriting materials for submission to markets o    Negotiate policy terms, conditions, premiums, and collateral with domestic markets, and work closely with international placement broker o    Create necessary client deliverables documents throughout renewal timeline process...
EPIC Insurance Brokers & Consultants Chicago, IL, USA
02/19/2025  
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...
EPIC Insurance Brokers & Consultants USA
02/19/2025  
Summary:   The Insurance Support Associate completes administrative tasks and projects in support of the Premier Team. Critical Job Functions:  •    Perform administrative functions in support of the Premier Team which may include but are not limited to data entry, accessing carrier websites and processing changes, verifying renewal policies, and communications with third party vendors •    Follow protocol for department phone queues. •    Develop a strong working knowledge of carrier websites and utilize the sites to secure accurate and timely information for our clients and third parties  •    Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards. •    Follow all agency and department documentation procedures. •    Work as a team and contribute to the team effort by openly sharing insurance knowledge. •    Assume ownership of problems until the resolution is successfully accomplished. •...
EPIC Insurance Brokers & Consultants Carmel, IN, USA
02/19/2025  
Location: Melville, NY, Pearl River, NY or Jersey City, NY  Job Summary:  Insurance Payables / Premium Receivables Process timely premium payments to insurance carriers (via checks, ACH, Wire or online) to avoid notices of cancellation. Initiate Electronic Payments (ACH or Wire Transfers) to carriers through our preferred banking partner. Research and resolve payable discrepancies (premium, commission, billing etc.) with branch offices and/or insurance carriers. Research and respond to a high volume of inquiries (email & phone calls) timely and appropriately. Follow up for carrier invoices or statements through all the necessary channels. Apply or resolve return premium payments from insurance carriers. Depositing funds to bank Posting/allocating cash to client in agency management system Collaborate with third party administrators, such as ReSource Pro/Patra, on integrated workflows. Perform client account reconciliations as needed.  Answer...
EPIC Insurance Brokers & Consultants Melville, NY, USA
02/19/2025  
Position Title:        Casualty Broker –SVP/Principal Overview This position includes working closely with Global Client Executives, primarily focusing on client relations and service delivery to clients related to Risk Management Casualty and new business prospects. It also includes developing and mentoring less experienced casualty colleagues who support the senior Casualty broker on their book of business. This role is hybrid, with three days per week in the office. Duties & Responsibilities     •    Assist in all phases of client relationship management and retention strategies focusing on service and delivery of EPIC resources. •    Work closely with the Casualty account team members and the Global Client Executive to service clients, including the following tasks: -    Create and submit renewal specifications to the marketplace -    Negotiate policy terms, conditions, and premiums -    Present marketing results to clients -    Review quotes, binders, policies,...
EPIC Insurance Brokers & Consultants Atlanta, GA, USA
02/19/2025  
Summary:   The Premier Support Associate completes administrative tasks and projects in support of the Premier Team. Critical Job Functions:  •    Perform administrative functions in support of the Premier Team which may include but are not limited to data entry, accessing carrier websites and processing changes, verifying renewal policies, and communications with third party vendors •    Follow protocol for department phone queues. •    Develop a strong working knowledge of carrier websites and utilize the sites to secure accurate and timely information for our clients and third parties  •    Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards. •    Follow all agency and department documentation procedures. •    Work as a team and contribute to the team effort by openly sharing insurance knowledge. •    Assume ownership of problems until the resolution is successfully accomplished. •...
EPIC Insurance Brokers & Consultants Carmel, IN, USA
02/19/2025  
Location:        Hybrid role (2 days in office minimum), Concord, Fresno, Rancho Cordova, Pasadena or Ontario, CA                              As an Accounts Payable Analyst, your primary responsibility will be to process timely Agency Bill premium payments to our insurance carriers. This position requires strong analytical, written and verbal communication skills which will give you the tools necessary to successfully complete your tasks and lend support to your colleagues. Your pro-active nature, attention to detail, quality and proven organizational skills will provide the basis needed to initiate and work multiple priorities in a fast-paced environment.  You are committed to accuracy, excellent customer service, professionalism and going the extra mile. ESSENTIAL DUTIES AND RESPONSIBILITIES:  •    Process “timely” premium payments to insurance carriers (via checks, ACH or online) to avoid notices of cancellation. •    Initiate Electronic Payments (ACH or Wire...
EPIC Insurance Brokers & Consultants 3633 Inland Empire Boulevard Suite 640, Ontario, CA 91764 · 10877 White Rock Road Suite 300, Rancho Cordova, CA 95670 · 115 N El Mollino Avenue, Pasadena, CA 91101 · 1390 Willow Pass Road Suite 800, Concord, CA 94520 · 5250 North Palm Avenue Suite 22
02/19/2025  
Location: Hybrid Position, Flexible to work out of our NY and NJ office (East Hampton, Melville or Pearl River, NY, Carmel, IN, Mt. Laurel, NJ and  Paramus, NJ Offices. Summary: Handle every day financial transactions of the agency including but not limited to interactions with financial institutions, carriers, and agency personnel. ESSENTIAL DUTIES AND RESPONSIBILITIES:  Professional, service minded, detail oriented, good communication & time management skills. Self-starter, team player, analytic & problem-solving ability. Reliable and flexible Process timely premium payments to the carriers daily via ACH, wire and/or checks Record Insurance Payable transactions in the system accordingly.  Maintain transactional documents in ImageRight document storage system Process the Preliminary Invoice Register daily, print all client installment invoices and distribute them accordingly Review incoming client payments daily using Report Builder, schedule...
EPIC Insurance Brokers & Consultants Melville, NY, USA
02/19/2025  
Location: Hybrid, Melville or Jersey City offices are preferable (if NYC office, will need to go to Melville occasionally).  Position Overview:   The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times.  The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position. Responsibilities: Become a trusted advisor and provide exemplary service in all aspects to our Private Clients. Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team. Actively participate in thought leadership as EPIC grows and optimizes the private client practice Provide mentorship and leadership to Private Client Associates Develop cooperative and...
EPIC Insurance Brokers & Consultants Jersey City, NJ, USA
02/19/2025  
Location: Hybrid, Melville or Jersey City offices are preferable (if NYC office, will need to go to Melville occasionally).  Position Overview:   The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times.  The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position. Responsibilities: Become a trusted advisor and provide exemplary service in all aspects to our Private Clients. Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team. Actively participate in thought leadership as EPIC grows and optimizes the private client practice Provide mentorship and leadership to Private Client Associates Develop cooperative and...
EPIC Insurance Brokers & Consultants Melville, NY, USA
02/19/2025  
Position Overview:  The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times.  The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position. Responsibilities: Become a trusted advisor and provide exemplary service in all aspects to our Private Clients. Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team. Actively participate in thought leadership as EPIC grows and optimizes the private client practice Provide mentorship and leadership to Private Client Associates Develop cooperative and professional relationships with our carriers. Manage renewal activity from start to close. Deliver complete and accurate...
EPIC Insurance Brokers & Consultants CA, USA
02/19/2025  
Nationally recognized leader and one of the nation's fastest-growing full-service insurance brokerage groups. For over 25 years, we have assembled some of the world's top-rated providers of specialty insurance and financial services solutions. We support those solutions with unparalleled expertise from in-house specialists in discreet areas of insurance - from personal coverage to corporate portfolios, hospitality to hedge funds, real estate to retirement planning. We offer long-term career growth potential, a competitive salary, excellent benefits and 401k. We are seeking a thoughtful, well rounded Senior Property Broker to join our growing team. This position primarily acts as a lead broker for clients’ large/complex property insurance programs. This role is hybrid and our office is in New York. Responsibilities Lead the strategy, design, placement, and servicing of clients’ large/complex property risks. Work with clients and colleagues in the preparation of risk...
EPIC Insurance Brokers & Consultants New York, NY, USA
02/19/2025  
SENIOR CLIENT MANGER- EMPLOYEE BENEFITS, PUBLIC SECTOR ACCOUNTS LOCATION: This role requires a hybrid work schedule out of one of our California office locations which include:  Rancho Cordova, Concord, Fresno, Lafayette, Los Angeles, Newport Beach, Ontario, Pasadena, San Francisco, San Leandro, San Mateo, and San Ramon SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Establish and maintain the primary, on-going benefits service relationship with client • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate...
EPIC Insurance Brokers & Consultants Concord, CA, USA
02/19/2025  
SENIOR CLIENT MANGER- EMPLOYEE BENEFITS, PUBLIC SECTOR ACCOUNTS LOCATION: This role requires a hybrid work schedule out of one of our California office locations which include:  Rancho Cordova, Concord, Fresno, Lafayette, Los Angeles, Newport Beach, Ontario, Pasadena, San Francisco, San Leandro, San Mateo, and San Ramon SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Establish and maintain the primary, on-going benefits service relationship with client • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate...
EPIC Insurance Brokers & Consultants San Francisco, CA, USA
02/19/2025  
SENIOR CLIENT MANGER- EMPLOYEE BENEFITS, PUBLIC SECTOR ACCOUNTS LOCATION: This role requires a hybrid work schedule out of one of our California office locations which include:  Rancho Cordova, Concord, Fresno, Lafayette, Los Angeles, Newport Beach, Ontario, Pasadena, San Francisco, San Leandro, San Mateo, and San Ramon SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Establish and maintain the primary, on-going benefits service relationship with client • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate...
EPIC Insurance Brokers & Consultants San Ramon, CA, USA
02/19/2025  
SENIOR CLIENT MANGER- EMPLOYEE BENEFITS, PUBLIC SECTOR ACCOUNTS LOCATION: This role requires a hybrid work schedule out of one of our California office locations which include:  Rancho Cordova, Concord, Fresno, Lafayette, Los Angeles, Newport Beach, Ontario, Pasadena, San Francisco, San Leandro, San Mateo, and San Ramon SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Establish and maintain the primary, on-going benefits service relationship with client • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate...
EPIC Insurance Brokers & Consultants San Mateo, CA, USA
02/19/2025  
SENIOR CLIENT MANGER- EMPLOYEE BENEFITS, PUBLIC SECTOR ACCOUNTS LOCATION: This role requires a hybrid work schedule out of one of our California office locations which include:  Rancho Cordova, Concord, Fresno, Lafayette, Los Angeles, Newport Beach, Ontario, Pasadena, San Francisco, San Leandro, San Mateo, and San Ramon SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Establish and maintain the primary, on-going benefits service relationship with client • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate...
EPIC Insurance Brokers & Consultants CA, USA
02/19/2025  
Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined. We’ve been so successful, that now we’re looking to grow our team!   JOB OVERVIEW: We have a new book of business to support in the Seattle, WA area. We are hiring a Commercial Insurance Account Manager to service the book. The Account Manager will be the primary client...
EPIC Insurance Brokers & Consultants USA
02/19/2025  
Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined. We’ve been so successful, that now we’re looking to grow our team!   JOB OVERVIEW: The Account Specialist’s main responsibilities are to support the broker with providing top-notch client services. This role assists with producing client submissions, proposals,...
EPIC Insurance Brokers & Consultants Atlanta, GA, USA
02/19/2025  
Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined. We’ve been so successful, that now we’re looking to grow our team!   JOB OVERVIEW: The Associate Broker will be responsible for providing high-quality, white-glove service to our clients, and partnering with the lead broker and client executive to ensure the book of...
EPIC Insurance Brokers & Consultants Atlanta, GA, USA
02/19/2025  
Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined. We’ve been so successful, that now we’re looking to grow our team!   JOB OVERVIEW: We have a new book of business to support in the Seattle, WA area. We are hiring a Commercial Insurance Broker to support the book. The Broker’s main functions are to provide day-to-day...
EPIC Insurance Brokers & Consultants USA
02/19/2025  
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...
EPIC Insurance Brokers & Consultants USA
02/19/2025  
About Us Treloar & Heisel, an EPIC Company, specializes in providing insurance and financial services to dentists and medical professionals at every stage of their careers. Our commitment to excellence and personalized support sets us apart in the industry. Job Overview As a Data Entry Specialist, you’ll play a crucial role in our operations. Your attention to detail, multitasking abilities, and proficiency in Microsoft Office tools will contribute to our success. Pay Rate : $18.47/hour  Responsibilities Data Entry : Accurately input prospective client information into our database. Application Processing : Handle insurance applications using specialized software systems. Client Communication : Create and send professional email correspondence to clients. Medical Requirements : Coordinate and track scheduling for medical exams. Record Management : Monitor fulfillment of medical records orders. Follow-Up : Engage with clients and advisors to...
EPIC Insurance Brokers & Consultants New Castle, PA, USA
02/19/2025  
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...
EPIC Insurance Brokers & Consultants Birmingham, AL, USA
02/19/2025  
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...
EPIC Insurance Brokers & Consultants Concord, CA, USA
02/19/2025  
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...
EPIC Insurance Brokers & Consultants Birmingham, AL, USA
02/19/2025  
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...
EPIC Insurance Brokers & Consultants San Ramon, CA, USA