EB
Principal, Middle Market Employee Benefits
full-time•Sandy Springs•$140k - $160k
About this role
<p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong> Location: </strong>Hybrid, Needham (flex, 2 days)</span></p>
<p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong> Come join our team!</strong></span></p>
<p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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.</span></p>
<p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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. </span></p>
<p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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!</span></p>
<p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>JOB OVERVIEW:</strong></span></p>
<p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">A Principal provides high-quality service to our Clients and Producers. They work to ensure satisfaction by balancing the quality of service and speed of response. Additionally, they develop and maintain relationships with both client and carrier representatives. This individual will research, analyze, and evaluate medical, life, disability, and other benefit plans on behalf of clients. This role requires the employee to be the lead consultant and primary point of contact for clients. The expectation is that the advisor will work on large, complex accounts in the applicable segment (Middle Market) with some degree of supervision and approval from their supervisor. At this level, the Principal may have direct supervision of other, more junior team members and their work. They will support Producers in the soliciting of new business, and administration of current business, including renewals, processing applications, and other administrative duties and projects as assigned.</span></p>
<p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>ESSENTIAL FUNCTIONS: </strong></span><br><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">This role is responsible for, but not limited to, the following job duties:</span></p>
<ul>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Supervise the setup and renew all policies in the BenefitPoint system within 30 days </span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Supervise the maintenance of all required policy documents in the ImageRight system</span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Track all renewals and provide the renewal documents to the Producer </span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Review all renewals and when required, will spreadsheet the renewals with options to present to the client</span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Manage the day-to-day administrative tasks, such as enrollments, client and employee inquiries, billing and claims issues. </span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Research and respond to client, vendors, and Producer inquiries in a timely manner.</span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Prepare all documents for new business and renewals</span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Develop enrollment materials and presentations for on/off-site client meetings </span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Manage day-to-day inquiries from clients, vendors, and Producers.</span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Negotiates terms, conditions, coverage limits, and pricing with carriers and wholesalers. </span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Maintain a project plan to ensure client deliverables are completed on time. Delegate work to more junior team members when appropriate. </span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues </span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Anticipate client needs and identify the strategies to solve them. </span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Review request for proposals and insurance plan analyses, negotiate with carriers, and recommend renewal actions. Oversee implementations of new business. </span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Understand and articulate alternative funding strategies, self-funded reporting, and renewal projections. </span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Work to develop and execute client strategy plan and defined deliverables. </span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Oversee open enrollment process for clients, Review employee presentations and communication materials. </span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Conduct and present annual client compliance audits. </span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Keep clients apprised of industry trends and events, including all state and federal regulatory issues. Explain legislative guidelines including COBRA, HIPAA, ERISA, Section 125, and Health Care Reform to clients. Keep clients aware of updates as necessary. </span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs). </span></li>
</ul>
<p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>QUALIFICATIONS: </strong> </span></p>
<ul>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Minimum of 10 + years of progressive Employee Benefit insurance brokerage experience</span></li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Strong computer skills including Microsoft office suite, BeneiftPoint</span></li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Must be detail oriented.</span></li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Must have excellent Customer Service Focus, organizational and time management skills. </span></li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Must have leadership/ senior level skills </span></li>
</ul>
<p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>EDUCATIONAL & LICENSING REQUIREMENTS:</strong></span></p>
<ul>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Undergraduate Bachelor’s degree </span></li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Required: Life & Health License</span></li>
</ul>
<p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>COMPENSATION: </strong></span></p>
<p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">The national average salary for this role is $140 000.00 - $160 000.00 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.</span></p>
<p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>WHY EPIC: </strong></span></p>
<p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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:</span></p>
<ul>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Generous Paid Time off</span>
<ul>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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</span></li>
</ul>
</li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave</span></li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Generous employee referral bonus program of $1,500 per hired referral</span></li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)</span></li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Employee Resource Groups: Women’s Coalition, EPIC Veterans Group</span></li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development</span></li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support</span></li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs</span></li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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!</span></li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation</span></li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">We’re in the top 10 of property/casualty agencies according to “Insurance Journal”</span></li>
</ul>
<p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">To learn more about EPIC, visit our Careers Page: <a style="color: rgb(0, 0, 0);" href="https://www.epicbrokers.com/about/epic-careers/">https://www.epicbrokers.com/about/epic-careers/</a>. </span></p>
<p style="line-height: 1;"> </p>
<p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><em>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. </em></span></p>
<p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><em>California Applicants - View your privacy rights at: <a style="color: rgb(0, 0, 0);" href="https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf">https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf</a>. </em></span></p>
<p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><em>Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. </em></span></p>
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<p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">#LI-TM1</span></p>
<p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">#LI-Hybrid</span></p>
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<p> </p>
What you'll do
- The Principal is responsible for providing high-quality service to clients and producers, ensuring satisfaction through effective communication and relationship management. They will oversee the administration of benefit plans, manage renewals, and support the solicitation of new business.
About EPIC Brokers
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 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, employee benefits, unique specialty program insurance and private client services.
Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
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Frequently Asked Questions
What does EPIC Brokers pay for a Principal, Middle Market Employee Benefits?
EPIC Brokers offers a competitive compensation package for the Principal, Middle Market Employee Benefits role. The salary range is USD 140k - 160k per year. Apply through Clera to learn more about the full compensation details.
What does a Principal, Middle Market Employee Benefits do at EPIC Brokers?
As a Principal, Middle Market Employee Benefits at EPIC Brokers, you will: the Principal is responsible for providing high-quality service to clients and producers, ensuring satisfaction through effective communication and relationship management. They will oversee the administration of benefit plans, manage renewals, and support the solicitation of new business..
Is the Principal, Middle Market Employee Benefits position at EPIC Brokers remote?
The Principal, Middle Market Employee Benefits position at EPIC Brokers is based in Sandy Springs, Georgia, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Principal, Middle Market Employee Benefits position at EPIC Brokers?
You can apply for the Principal, Middle Market Employee Benefits position at EPIC Brokersdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.