Executive Assistant

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:

The Executive Assistant provides support primarily to EPIC’s Executives out of our San Francisco office. A successful candidate will have previous C-level support experience in a fast-paced, entrepreneurial environment.

WHAT WE’RE LOOKING FOR:

• Candidates with strong communication skills – written and verbal – who really enjoy working with people and trying to anticipate clients’ (internal and external) needs.
• Someone with a high level of confidentiality, with the ability to handle high-profile matters and clients with discretion and sensitivity.
• Candidates who enjoy being a go-to and are adept at handling unique situations, asking thoughtful questions, and being critical thinkers and problem solvers.
• A time management and organizational guru! This role is responsible for a lot of scheduling and communications between internal and external clients. As unexpected or new needs arise, this role must be agile to pivot between tasks and priorities.
• Someone with strong professional technical skills, with the ability to work with clients of varying technical abilities.
• Location: Candidates must be willing and able to work in our San Francisco, CA office 4-5 days a week.

WHAT YOU’LL DO:

Responsibilities include managing calendars, coordinating travel internally and externally, event management, and preparing expense reports. To be successful in this role, you should be well-organized, have excellent time management skills and be able to act without guidance. You will contribute to the efficiency of our business by providing personalized and timely support to executive members. A detailed list of job duties include (but are not limited to):

• Experience working with high-level executives and managing highly sensitive, confidential information with complete discretion
• Exceptional ability to prioritize, streamline and monitor day-to-day transactions of a busy executive, monitor heavy and fluctuating calendar, high volume of calls, e-mails, and flow of communication
• May involve (or should expect to respond to) responding to urgent requests outside normal business hours.
• Ambassador for client relations / EPIC
• Coordinate internal and external meetings including but not limited to team meetings, full staff meetings, all hands meetings, off-site meetings, one-on-one meetings
• Excellent verbal and written communication skills; presents ideas clearly and concisely
• Effective listening skills, proactive, mindful
• Submit and reconcile expense reports for the RM President and other Practice Leaders.
• Coordinate domestic and international travel within EPIC’s travel policy. This may also involve coordinating complex travel arrangements for others within the practice, including clients.
• Team player capable of working in a way that reflects EPIC’s core values and principles of people first, innovation, respect, responsibility, adaptability, community, alignment, confidence, humility, and fun
• Liaise with executive / senior assistants to oversee requests and queries from senior managers
• Act as the point of contact for internal and external clients
• Attend mandatory internal training classes
• Lead special projects when requested
• Any other projects as assigned

PERSONAL AND ORGANIZATIONAL DEVELOPMENT:

• Set priorities and manage workflow for self to ensure all goals are met
• Interact with others effectively utilizing excellent communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
• Takes initiative and is discreet
• Project a professional image in action and appearance

WHAT YOU’LL BRING:

• Customer service-oriented with poise and professionalism
• Strong relationship management skills, ability to build a personal network throughout the company
• Advanced knowledge navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher, and Excel
• Strong attention to detail and time management skills
• Strong ability to multi-task and assign priorities
• Ability to work effectively and efficiently both with and without direct supervision
• Excellent problem-solving and decision-making skills
• Strong interpersonal communication skills, both written and oral

 EDUCATION and / or EXPERIENCE:

• College degree preferred
• Executive Assistant experience required, ideally C-level executive
• Insurance Brokerage experience highly desirable
• Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word, PowerPoint, and Outlook
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have a high level of interpersonal skills to manage sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy

COMPENSATION:

The national average salary for this role is $105,000.00 - $115,000.00 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
• Quarterly employee recognition program 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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