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. EPIC provides 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.

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:

Our Impact - Training & Awareness team develops custom training & awareness programs for EPIC clients across the United States and Canada. These customized training programs focus on topics related to loss prevention, safety and risk control. The Training & Awareness Project Manager is responsible for managing the development and launch of these trainings in partnership with the clients (who are mostly in the retail industry), from strategy through execution. Once implemented, the Project Manager continuously monitors, measures, and adapts the strategy to maximize effectiveness, and targets areas that have a lasting effect on the client's culture.

 

WHAT WE’RE LOOKING FOR:

• CONTRACTOR CANDIDATES: This is a full-time contractor 1099 role open to United States and Canadian citizens. The contract duration will likely be for 1 year (12 months) starting 1/1/2025, or possibly sooner.
• REQUIRED: Project management and/or training development experience. The training development this role provides includes (but is not limited to), creating custom training materials (including organizing and managing live on-site video shoots), creating custom campaigns and programs for clients, and regularly visiting and maintaining relationships with the clients to monitor and measure effectiveness of training strategies.
• Candidates who are motivated self-starters and self-disciplined - this role has a lot of autonomy to coordinate work schedule and tasks, but ideal candidates will be highly organized and able to manage their time, projects, and responses to clients in a prompt and professional manner at all times. STRONG project management and organization skills are a MUST HAVE.
• Preferred but not required: PMP Certification
• Travel & Location: When not traveling to client sites, this role will work from home. Frequency and duration of travel varies.

 

WHAT YOU’LL DO:

The Project Manager is responsible for managing the development and delivery of client projects including; project and resource planning, scheduling of work, execution coordination, success measurement and ongoing support. The Project Manager works closely with the client and the internal project teams to ensure objectives are being met on time and within budget. A detailed list of job duties include (but are not limited to):

• In partnership with the account lead, act as the primary project contact for the client after the sale is secured to facilitate the delivery of programs and services on schedule and within budget.
• Monitor costs and project timelines. Ensure that program delivery dates are met without incurring additional costs.
• Coordinate internal team of resources, establish interim deadlines and monitor progress.
• Prepare and maintain project plans through project management software.
• Document and summarize internal and client meetings.
• Contribute to and validate proofing and quality assurance to ensure materials meet client and Managing Director expectations before being delivered to the client.
• Manage the internal and external proofing process expeditiously.
• Seek out opportunities for process improvement.
• Plan, schedule and work with external vendors (print, interactive, video, photo, incentives, etc.) on ongoing projects.
• Contribute ideas to our program materials and projects.
• Contribute to presentations in meetings with clients as required.
• Plan, organize and execute on-site video and/or photo shoots, including sourcing talent, materials/props, wardrobe and organizing the client to ensure all parties are prepared.
• Attend meetings, on location in Canada and the U.S. Travel is required for the role and is intermittent, but can be up to monthly for short durations.
• Develop shipping and packaging information as required. Liaise with vendor warehouse to ensure project needs are clearly communicated. Ensure quality control of deliverables leaving the warehouse.
• Lead and facilitate the project debriefing meetings ensuring that project requirements are being addressed.
• Hold regular status meetings with internal and external resources and clients to ensure project alignment and progress.
• Maintain Project Health Reports on a regular basis, and present findings to team.
• Facilitate Post Program Review of projects and champion and potential solutions to problems with Managing Directors.
• Establish, standardize, maintain and refine Project Management processes as required.

 

WHAT YOU’LL BRING:

• Strong interest in instructional or communication strategies. Experience in training and communications a plus.
• Must work well in a team-oriented environment as well as independently.
• Experience working with multiple media sources (e.g. video, eLearning, print)
• Must work creatively and analytically in a problem-solving environment.
• Demonstrated advanced written and verbal communications skills.
• Detail oriented and strong organizational skills.
• Excellent communications (verbal & written).
• Results oriented. Able to multi-task, manage and set priorities.
• Proven problem-solving ability and sound judgment.
• Strong sense of urgency and is quick to respond to emergency situations.
• Ability to coordinate and manage on-going activity on a number of projects simultaneously.
• Ability to work and thrive in a fast-paced environment under tight deadlines.
• Maintains professional demeanor at all times.
• Proficient in MS Office with strong emphasis on Word, Excel, & PowerPoint.
• Ability to travel to clients in North America, and potentially globally.

Education & Experience:

• Bachelor’s degree, or equivalent, in relevant discipline preferred.
• PMP Certification preferred.
• 3-4 years related experience.

 

COMPENSATION:

The national average salary for this role is $55,000.00 - $65,000.00 in base compensation, and exclusive of any bonuses. 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 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
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Work-life balance, especially with our standard work weeks being 37.5 hours not 40 hours
• Generous employee referral bonus program of $2,500 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
• Professional growth & development: Mentor Program, Tuition Reimbursement Program
• Unique insurance, such as Pet Insurance and Cancer Insurance
• Additional benefits include (but are not limited to): 401(k) matching, flexible work options, medical insurance, dental insurance, vision insurance, and wellness programs
• We’re a top 10 privately held insurance brokerage
• We’ve consistently been voted “Best place to work” in the insurance industry since 2009

 

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. 

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