EPIC Insurance Brokers & Consultants

HQ
San Francisco
Total Offices: 3
2,616 Total Employees
Year Founded: 2007

EPIC Insurance Brokers & Consultants Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers disability insurance

Offers supplemental life insurance

Offers dental insurance

Offers health insurance

Offers Health Savings Account (HSA)

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers dependent care

Provides family medical leave

Offers generous parental leave

Offers performance bonuses

Offers employee discounts

Career Growth + Development

Provides customized development tracks

Job training & conferences

Work-Life Balance + Wellbeing

Offers generous PTO

Provides paid sick days

Provides paid holidays

Offers an Employee Assistance Program (EAP)

Company Culture

Offers a remote work program

Insurance
Manages commercial Property and Casualty insurance client relationships, servicing policies, processing endorsements and certificates, preparing invoices and renewals, and advising clients on coverage. Partners with producers and carriers on marketing, submissions, pricing, negotiations, and program strategy. The role requires strong P&C expertise, client communication, analytical ability, multitasking, licensing, and knowledge of brokerage systems. It also supports complex construction and manufacturing accounts and may mentor colleagues.
Insurance
Manages commercial Property and Casualty insurance client relationships, servicing policies, processing endorsements and certificates, coordinating renewals, and supporting marketing and placement. Advises clients on coverage, negotiates terms and pricing with carriers, prepares proposals and submissions, evaluates exposures, and collaborates with producers and internal teams. The role also mentors colleagues, manages competing priorities, maintains accurate documentation, and travels occasionally to support client relationships.
19 Days AgoSaved
In-Office
94520, Concord, CA, USA
Insurance
Supports employee benefits clients and service teams by collecting data, preparing RFP and marketing materials, coordinating open enrollment communications and health fairs, maintaining client and internal systems, processing BORs, preparing invoices, and helping resolve billing and claims issues. The role requires strong organization, communication, multitasking, confidentiality, Microsoft Office proficiency, and benefits or insurance industry knowledge.