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Company: EPIC
Location: Boca Raton, FL
Career Level: Mid-Senior Level
Industries: Banking, Insurance, Financial Services

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!

 WHAT YOU'LL DO:

  • Serve as primary expert resource and first point of contact for clients
  • Perform research/analysis and handle of wide variety of client questions on coverage/eligibility and government reporting compliance
  • Prepares endorsements per client requests
  • Analyze relevant client data for new and renewal business including census/experience data, contractual requirements for insurance, etc
  • Conduct market comparisons by analyzing insurance rates and renewal information
  • Obtain quotes and make recommendations to clients regarding coverage and exclusions
  • Negotiate premium and commission rates on behalf of clients for best alternatives
  • Provides marketing and new business development support to producers, including preparing presentations and proposals and participating in meetings with prospective clients
  • Conducts marketing and new business development for employee's book of business
  • Preparation of applications for presentation to carriers (or marketing manager on large clients), including analysis of coverages
  • Assist with input and maintenance of Agency Management System
  • Maintain up-to-date proposals, workflow logs, update on agency management system, manuals or other required documentation and records
  • Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
  • Collect missing information from Producer/Account Manager Team along with loss information requests (includes follow-up with appropriate parties
  • Delegates office administrative work to appropriate staff and oversees said tasks

SUPERVISORY RESPONSIBILITIES:

  • May assist in supervising Assistant Account Manager and/or Administrative Assistant position(s)

KEY COMPETENCIES:

  • Advanced knowledge of carrier websites for application detail input
  • 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
  • Advanced 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 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
  • Project a professional image in action and appearance
  • Must have high level of interpersonal skills to handle sensitive and confidential situations

WHAT YOU'LL BRING:

  • College degree or equivalent experience required
  • 3-5 years' experience in mid-size insurance brokerage or carrier
  • 3-5 years' experience working in retail commercial P&C agency
  • Current Georgia Property and Casualty License required
  • Valid Driver License required

 

LOCATION: Duluth, GA or Boca Raton, FL

 

COMPENSATION:

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. 

 

#LI-SG1

#Hybrid

 

 


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