Financial Analyst, Private Client Insurance
EPIC Brokers
About this role
A Financial Analyst at EPIC Insurance Brokers & Consultants supports the Personal Lines Practice by managing financial processes relating to client and carrier commissions, ensuring compliance and accuracy. The role involves analyzing compensation and commission data, preparing financial reports, and assisting with process improvements.
Skills
About EPIC Brokers
epicbrokers.comEPIC Insurance Brokers & Consultants is an innovative retail insurance brokerage and consulting firm that provides property & casualty and employee benefits solutions. They offer brokerage placement, risk management, benefits strategy and consulting, and claims advocacy to help organizations manage risk and control costs. Combining national market access with consultative advisory services, EPIC works with employers and businesses across industries to design benefits programs and insurance solutions tailored to client needs.
Recent company news
Courier & PressONI Risk Partners is now EPIC Insurance Midwest
Feb 7, 2021
Send2PressEPIC Insurance Brokers & Consultants Acquires Pharmaceutical Strategies Group
Feb 4, 2021
Business Alabama MagazineBusinesses benefit from the experience of an insurance agent
Sep 25, 2023
PR NewswireNanuwa named as Chief Marketing Officer
Jun 24, 2021
Risk & Insurance2019 Employee Benefits Power Broker Winners
Feb 25, 2019
About EPIC Brokers
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for EPIC Brokers.
Salary
$95k – $120k
per year