Teams at EPIC Insurance Brokers & Consultants

Supports insurance client account servicing by processing certificates, policies, endorsements, applications, renewals, invoices, audits, and related documentation. Maintains accurate records in the agency management system, prepares proposals and reports, obtains quotes and loss information, communicates with clients and business partners, and manages competing priorities. The role includes structured insurance operations training and mentorship, with a California Property and Casualty license required within 90 days.

Provide day-to-day workers' compensation risk management and claim oversight for clients, advising on cost reduction, compliance, medical treatment, litigation strategy, vendor oversight, claim entry and review, data analysis, and in-person client meetings to improve long-term WC program performance.