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EPIC Careers

… EPIC EPIC Insurance Brokers and Consultants has a nationwide presence with a depth of industry expertise across key lines of insurance, including commercial property and casualty, employee benefits, unique specialty program insurance, and private client services. EPICness There are essential characteristics of our shared values, beliefs, and culture that make up EPICness. Each should be nurtured, respected and protected as a basis for our decisions, advice, and actions in all that we do. Locations Headquartered in New York City, our company has locations and employees nationwide. Our local market knowledge and industry expertise helps support our clients regional and …

https://www.epicbrokers.com/about/epic-careers/

About EPIC

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. Connect with Sales Corporate Headquarters 1140 Avenue of the Americas 8th Floor New York, NY 10036 United States Press & Media Inquiries For press and media inquiries for our business. Contact Us News & Press Releases View press releases and …

https://www.epicbrokers.com/about/

EPIC Acquires Book of Business of Brokers Insurance Mart, Inc.

… BIM is led by owner and principal Mitch Carter, who will remain with EPIC in a consulting capacity to assist with the transition of current BIM clients into EPIC’s Personal Insurance/Private Client Services operations. Said Mitch Carter, “BIM has proudly and successfully served the needs of our California clients for 45 years. In making this transition it was extremely important to find a partner who shares our client-focused beliefs and values and a commitment to service excellence.  EPIC is just such a partner, and our clients will only benefit from their ‘people first’ philosophy and access to …

https://www.epicbrokers.com/insights/epic-acquires-book-of-business-of-brokers-insurance-mart-inc/

Challenges in the High Limit Disability Market

… But in the interim, it’s vitally important buyers are aware of the shifting ground by closely analyzing renewal pricing, changes in terms and new alternatives and entrants into this vital insurance marketplace. We provide holistic employee benefits and risk management consulting at EPIC. We’ve developed products for industries, private clients, and other high earners with teams specializing in law firms, entertainment and sports and more. Reach out to your account executive today! EPIC offers these opinions for general information only. EPIC does not intend this material to be, nor may any person receiving this information construe or rely …

https://www.epicbrokers.com/insights/challenges-high-limit-disability-market/

Galway Insurance Holdings Secures Majority Interest from Harvest Partners

… small commercial and private clients.” John Jennings, co-founder and CEO of JenCap, said, “This is exactly why we joined the Galway platform; the business dynamics of the holding company are extremely attractive for investors and will allow us to pursue our aggressive growth goals, while building out further specialty expertise and depth across our platform for our twelve thousand retail clients.” Jay Wilkins, COO and Partner of Harvest, said, “John, Steve and John have built an exceptional business with the support of Oak Hill and Carlyle that we look forward to continue aggressively growing” with Steve Carlson, Partner …

https://www.epicbrokers.com/insights/galway-insurance-holdings-secures-majority-interest-from-harvest-partners/

New Cybersecurity Rules for Registered Investment Advisors

… implement broad-based cybersecurity risk management programs. The Proposed RIA Rules contain four broad categories of cybersecurity requirements for firms that are registered or are required to be registered with the SEC: Risk Assessments & Policies/Procedures: The Proposed RIA Rules would require firms to conduct cybersecurity risk assessments, document such assessments in writing, and develop and implement policies and procedures that are reasonably designed to address identified cybersecurity risks; Reporting: Report significant cybersecurity incidents affecting the adviser or its fund or private fund clients to the SEC within 48 hours; Disclosure: Publicly disclose (in brochures and registration statements) cybersecurity risks

https://www.epicbrokers.com/insights/registered-investment-advisors-new-cybersecurity-rules/

Kristine Mendez Joins EPIC

Mendez Bolsters National Commitment to Surety Practice EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kristine Mendez has joined the firm. She will be based in Newport Beach, CA. Mendez is an experienced surety broker working with both contract and commercial clients, in the private and public sector, with revenues that range from $30MM – $2.5B.  She is also an experienced subject matter expert in placing and managing Subcontractor Default Insurance (SDI). Mendez joins EPIC from AON, where she was a director. In this role, she was responsible for …

https://www.epicbrokers.com/insights/kristine-mendez-joins-epic/

Private Equity and Auditor Independence

… and total accountability to our clients. We are honored to have built long-term relationships with clients ranging in size from top national firms to large regional and local firms throughout the United States. In working with clients across the full spectrum of service offerings, specialty niches, and overall risk profiles, we gain valuable insights into claim trends, regulatory requirements and best practices we share with decision-makers. Moreover, this knowledge allows us to build enhanced policy wordings, program structures and risk management to achieve the best overall results for our clients. DOWNLOADABLE RESOURCES Private Equity and Auditor Independence (PDF)

https://www.epicbrokers.com/insights/private-equity-auditor-independence/