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!
JOB OVERVIEW:
We are seeking a knowledgeable and engaging Captive Insurance Consultant to join our team with a specialized focus on educating clients about captive insurance structures, benefits, compliance, and strategic implementation. This role is ideal for someone who is passionate about demystifying complex insurance concepts and empowering clients through tailored educational programs, workshops, and one-on-one consultations.
LOCATION: Remote - ( Some travel required)
WHAT YOU'LL DO:
A detailed list of job duties includes (but is not limited to):
- Client Education & Training
o Develop and deliver customized educational content (presentations, webinars, workshops) on captive insurance concepts, structures, and regulatory requirements.
o Serve as a subject matter expert to guide clients through the captive formation and management process.
o Create and maintain educational materials, FAQs, and knowledge bases tailored to various client industries and experience levels. -
Consulting & Advisory
o Assess client needs and provide strategic recommendations on captive feasibility, design, and implementation.
o Collaborate with internal teams to ensure educational content aligns with current regulatory and market trends.
o Support clients in understanding financial models, risk retention strategies, and compliance obligations.
o Clearly differentiate between captive types, including single-parent, group and cell structures.
o Foster and maintain relationships with key vendors, including fronting insurers, audit and tax providers, domicile regulators.
• Thought Leadership
o Represent the company at industry conferences, webinars, and client events as an educational ambassador.
o Contribute to white papers, blog posts, and newsletters on captive insurance topics. -
Client Relationship Management
o Build and maintain strong relationships with clients by providing ongoing support and proactive communication.
o Gather feedback to continuously improve educational offerings and client engagement strategies.
WHAT YOU'LL BRING:
Qualifications:
• 5+ years of experience in captive insurance, risk management, or insurance consulting.
• Strong presentation and communication skills, with the ability to explain complex topics in a clear, engaging manner.
• Experience developing educational materials and delivering training to diverse audiences.
• Knowledge of regulatory frameworks and compliance requirements related to captive insurance.
• Proficiency in Microsoft Office Suite (Excel, Powerpoint, Word) and virtual presentation tools.
Preferred Attributes:
• Passion for client education and empowerment.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong analytical and problem-solving skills.
• Willingness to travel occasionally for client engagements and industry events.
The national average salary for this role is $125,000.00 - $200 000.00 in base pay and exclusive of any bonuses or benefits. 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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