Life Insurance Case Manager

 LOCATION: Hybrid, to any US Office (see locations on EPICbrokers.com)

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/insura