LOCATION: Hybrid, Dublin, OH
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:
Come join Vanbridge, an EPIC company and its Life & Executive Benefits platform to continue our lead in the insurance and risk advisory consultation space. EPIC Insurance Brokers & Consultants along with our family of companies has revenues approaching $2 Billion. We are proud to consistently be a best place to work with unmatched camaraderie. Today, we are a unique and innovative risk management, executive and employee benefits insurance brokerage and consulting firm with offices and leadership across the country. EPIC Insurance Brokers & Consultants, has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, benefits, unique specialty program insurance and private client services.
We believe the success of our model is a direct result of providing an exceptional client experience. In today’s challenging environment it is essential our clients have a risk advisory team with experience not only in the technical nuances of their profession but professionals that have navigated through market cycles and think beyond traditional solutions. One of our firm’s key competitive advantages is our ability to provide integrated insurance solutions centered around business, individual, financial and investment advisory needs.
The Opportunity:
We are excited to offer an exceptional opportunity for an experienced case manager within our Life Insurance platform. This professional will advise our clients through the process. Our clients include RIAs, BD’s, P&C and Employee Benefit professionals, CPA and Law Firms, private equity firms, high and ultra-high-net-worth individuals and corporations all counting on us to provide best in class solutions and experience within the insurance space.
The case manager maintains primary ownership of cases during the submission, placement and underwriting process which requires engaging in frequent communication and coordination between agents, carriers, and internal resources, such the underwriting department, case designers, etc.. Responsible for setting the advisors or clients’ expectations appropriately and providing world-class customer service experience based on our clients’ expectations throughout the service and underwriting process.
This position is a role in strategy and execution, including development, positioning and creativity. As a successful team member, you will be responsible for assisting in developing strategies, planning and coordinating efforts, communicating plans to those involved, and building awareness and positioning.
What to expect:
Our licensed in-house case managers are proactive and available for all our clients to review and submit applications, and negotiate with the insurance carriers to obtain the best possible offers. Your day will be spent following up on cases, speaking with underwriters, problem-solving and trouble-shooting, and communicating back to our clients. You must be well-organized and have an exceptional ability to multi¬task. Strong computer and time management skills as well as dedication to detail are crucial to your success with our firm.
Because of the dynamics in the insurance industry, you must be able to learn new concepts quickly, enjoy communicating and thrive meeting and exceeding goals. You must also feel comfortable receiving feedback on your work and coaching from the management team. Our firm has become one of the largest, attaining a top spot amongst all insurance brokerage firms in the US across risk consulting/insurance brokerage services. Opportunity to grow and learn are in abundance and we look forward to adding you to our team of professionals!
Position Responsibilities
• Manage the application process from submission through policy placement.
• Order and review underwriting requirements including Attending Physician Statements (APS), Paramed Exams, supplemental forms and other medical requirements as required.
• Evaluate medical history with the underwriting team, financial information and negotiate potential carrier approval.
• Conducts daily follow-up with carriers on all outstanding underwriting requirements
• Organizes and prioritizes the workload to ensure the case is processed, issued and placed in a timely manner while maintaining frequent communication with the client.
• Utilize internal AMS to document work activity and communication on all assigned cases
• Responsible for reviewing issued insurance policy for accuracy before sending it to the client.
• Follows up with agents on policy delivery requirements, including application amendments, health statements, insurance premium, etc. to ensure the policy is placed within the specified timeframe
• Taking initiative to review other-than-applied-for policies to determine best placement or alternatives
• Demonstrate a solid and consistent technical proficiency of underwriting guidelines to ensure cases are closed in a timely and efficient manner
• Maintains an in-depth technical knowledge of medical underwriting practices, and current brokerage processes in order to help our clients process business in the most efficient manner.
• Support key external and internal clients
• Compliance: Ensure all recommendations and transactions comply with regulatory requirements and company policies.
• Proactively work with and respond to clients professionally.
Desired Skills and Experience Requirements
• Minimum 3+ years experience in life insurance services.
• Bachelor's Degree or equivalent work experience
• Experience with Agency Integrator, and ipipeline preferred
• Self-starter with ability to multi-task and prioritize
• Strong attention to detail and accuracy
• Excellent interpersonal and communication skills
• Adept at excelling in a fast-paced environment with changing business priorities and technological needs
• Comprehensive understanding of the life insurance industry and individual life products.
• Ability to maintain a high level of confidentiality
• Enthusiastic and positive approach to problem-solving and client service
• Must be able to innovative, pro-actively manage time and follow through to complete tasks
• Proven experience working in client support, relationship management within the financial services industry
• Advanced computer skills and proficiency in Microsoft Office products and CRM
• Highly organized and project management skills required; ability to shift and reorganize in order to accommodate change
• Ability to portray confidence, persuasiveness, and credibility over the phone, in virtual meetings and potentially in person.
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.
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