EPIC Job - 44259656 | CareerArc
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Company: EPIC
Location: SF, CA
Career Level: Mid-Senior Level
Industries: Banking, Insurance, Financial Services



This position supports Executive Brokers in the healthcare practice with a primary focus on client relations and service delivery to clients.  This role can be hybrid or remote, with a strong preference for the west coast time zone.

Duties & Responsibilities            

  • Assist in all phases of client relationship management and retention strategies focusing on service and delivery of EPIC resources.
  • Work closely with Senior Brokers and Executive Brokers 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, and endorsements for accuracy and transmit to clients
  • Develop productive business relationships with key insurance underwriters
  • Keep clients abreast of marketplace developments and innovations
  • Implement and maintain a quality service plan in all areas of client deliverables
  • Support and grow ongoing client relationships
  • Oversee the creation of certificates of insurance and auto-identification cards
  • Request invoices, ensure timely payment and remittance
  • Review contracts (including captive policy forms) and insurance requirements for clients and identify gaps in coverage, suitability, and errors
  • Assist with special projects and client requests
  • Coordinate the production of renewal strategy, renewal presentation, and stewardship reports
  • Assist Producers and Executive Brokers with prospect opportunities, including preparation of capabilities presentations, written RFP responses, and oral presentations
  • Understand and deploy Risk Consulting Services (Claims, Loss Control & Analytics)
  • Service clients' daily account needs
  • Perform other such duties as may be assigned by the company at its discretion from time to time

Knowledge, Skills, and Abilities

  • Comprehensive understanding of healthcare casualty, including: professional/general Liability; workers' compensation, automobile.
  • Experience placing reinsurance of captive insurance companies an added plus
  • Ability to learn new coverage lines including: terrorism, active assailant.
  • Superior organizational skills and close attention to detail
  • Strong problem-solving skills and a sense of urgency
  • Results-oriented with a substantial client service focus
  • Excellent written, verbal, and interpersonal communication skills with the ability to foster relationships with colleagues, clients, and insurance carrier underwriting/processing departments
  • Strong quantitative and analytical skills
  • Ability to work independently and consistently meet deadlines
  • Incidental travel required
  • Ability to prioritize and manage multiple projects/assignments and communicate with team members across various offices
  • Desire to work in a collaborative, team-oriented environment
  • Ability to translate insurance terms into easy-to-understand explanations for clients who are not familiar with the product lines involved
  • Strong negotiation and presentation skills

Credentials and Experience

  • Bachelor's Degree
  • Minimum of 7 years of client service experience within the insurance industry- preferably healthcare
  • Experience working with an agency management system such as Applied EPIC is a plus
  • Proficient in Microsoft Office Software (Word, Excel, PowerPoint, and Outlook)
  • Holds appropriate Broker's License(s)


  • 15th Largest Broker in US
  • Voted " Best Place to Work" in the Insurance Industry
  • Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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. An Equal Opportunity/Affirmative Action Employer.


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