Description
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:
• Serve as day-to-day client contact and manage claim issues and escalations
• Facilitate/lead ongoing weekly client calls
• Analyze client health & welfare plans utilizing competitive benchmarking, valuation modeling and market research and present findings to client
• Review, analyze & present to client RFP results
• Review and analyze historical open enrollment results & claims data for client
• Maintain/manage client activity per project plan & monitor client budget
• Create and submit stop loss RFPs
• Lead initial & quarterly client strategy meetings
• Attend all meetings and events for clients
• Maintain relationship day-to-day contact with carriers
• Participate in pre-renewal strategy meetings with internal teams
• Review carriers annual reports and schedule annual review meetings with carriers
• Develop and manage implementation plans
• Manage implementation biweekly calls
• Review implementation documents
• Manage open enrollment meetings as requested by client
• Create communication strategy for clients
• Create OE client materials as needed, or coordinate creation of materials with C&E team
• Review all documents (presentations, announcements, guides, website pages, etc.) related to OE and make updates as necessary
• Provide quality review on all client communications
• Provide technical review for client benefit administration portals• Create ad hoc reports for clients as needed
• Compile following data and provide to Execution team for report/document creation:
o Recast underwriting summary data
o Annual notice packet data
o 5500 data from carriers
o COBRA data
o PCORI data
o RFP data including census, claim info, insurance contracts & vendor data
• QA Analysts projects/work
• Present strategic initiatives to Consultant for consideration
• Perform special projects as assigned
WHAT YOU'LL BRING:
- High school diploma required, some college preferred.
- Must have working knowledge of a variety of Microsoft Office computer software applications to include Windows, Outlook, Word, PowerPoint, Publisher and Excel;
- Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands;
- Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy.
- Fluency in Spanish would be a plus.
- Must be able to work in the office 2-3 days per week.
COMPENSATION:
The national average salary for this role is $63,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide – and we're growing! It's a great time to join the team and be a part of this growth. We offer:
- Generous Paid Time off
- Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
- Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
- Generous employee referral bonus program of $1,500 per hired referral
- Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
- Employee Resource Groups: Women's Coalition, EPIC Veterans Group
- Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
- Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
- Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
- 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
- EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
- We're in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
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