SEARCH

Showing 98 results found

EPIC Welcomes Bri Grill

Grill Joins the Northeast Region as Principal EPIC is excited to announce that Bri Grill has joined the firm as Principal within its growing Northeast region. In her position within EPIC, Bri is responsible for new business development and will bring nearly a decade of experience to EPIC’s auto dealer practice. Throughout her career, Bri has worked within the franchise automotive, franchise truck, and franchise equipment dealer space. “Bri brings a wealth of experience and knowledge to support our clients and prospective clients in the trucking and auto dealer industries. We are excited to have Bri as a part …

https://www.epicbrokers.com/insights/epic-welcomes-bri-grill/

Workers' Compensation - New Laws, New Requirements

… Mr. Geyer became a Partner in 2001 and 2007, Mr. Geyer became the Managing Partner of the Sacramento office. In December 2014, Mr. Geyer moved to the Oakland office to begin transitioning into the firm’s Managing Partner role, which he still holds today. Mr. Geyer has devoted his entire career to defending the interests of employers, insurers, and third-party administrators in state workers’ compensation matters, §132a claims, and Serious and Willful Misconduct claims. Seeta Ambati, San Jose Office Managing Partner Seeta Ambati is the Managing Partner of the San Jose office. She initially joined LFLM in 2001 as …

https://www.epicbrokers.com/insights/workers-compensation-new-laws-requirements/

Warren Ables Joins EPIC

… marketing, and communications, Ables is known for his ability to distill complicated concepts into easily understood information. This allows him to work side-by-side with clients in navigating the ever-increasingly complex employee benefits marketplace. Ables joins EPIC from USI Insurance, serving as an employee benefits consultant. Throughout his career, he has served as an advisor to the leaders of many firms, a role in which he is highly comfortable and adept. Ables successfully followed his passion, transferring his business development skills from the sports marketing industry to employee benefits. “Warren is a fantastic addition to the Texas Employee …

https://www.epicbrokers.com/insights/warren-ables-joins-epic/

EPIC Welcomes Kerry Connor

Connor Joins as National Voluntary Benefits Practice Leader EPIC is thrilled to announce that Kerry Connor has joined EPIC to lead its National Voluntary Benefits Practice. With over 20 years of experience in the voluntary benefits space, Connor will utilize her subject matter expertise to support EPIC account teams and clients with the design, funding, and delivery of the full spectrum of voluntary benefit offerings. She will be based in the Philadelphia area. Early in her career, Connor’s aspirations focused on the voluntary benefits area. Her first step was the ownership of an enrollment firm, which served the brokerage …

https://www.epicbrokers.com/insights/epic-welcomes-kerry-connor/

Training & Awareness

Impact Risk Partners / Training & Awareness Open lines of communication help bring people together. We collaborate with you to create custom training and awareness connection points to engage your staff throughout their career with you. We deeply value the integrity of your company culture and strive to ensure your communications align with your business goals. Connect with Impact Our five-part Cultural Success Model drives long-lasting behavioral shifts. Working together, we develop customized training programs and help you manage the communications process. We continuously monitor, measure, and adapt the strategy to maximize effectiveness and target areas that have a lasting …

https://www.epicbrokers.com/products/impact/training-awareness/

John J. Patterson Joins Vanbridge, EPIC’s Financial Services Division

… Head of U.S. Financial Lines Claims at a leading transactional risk MGU. He also served as senior claims counsel at two large insurance carriers, where he managed D&O, E&O, and transactional risk claims on behalf of private equity, hedge fund and venture capital policyholders. Earlier in his career, Patterson was an attorney representing a leading insurance carrier in all phases of D&O, E&O, and financial institution claims and associated coverage litigation. He is currently admitted in New York and Connecticut. Patterson will be based out of Vanbridge’s New York office. “We are excited to …

https://www.epicbrokers.com/insights/john-patterson-joins-vanbridge/

EPIC Welcomes Graham V. Bayly

Graham V. Bayly Joins Midwest Region and Financial Services Division Bayly’s experience in Private Equity and M&A Space to Uniquely Position EPIC EPIC is excited to announce Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division. Bayly joins EPIC with nearly 20 years of industry experience in the Private Equity and M&A space. During his career, he has represented business owners, management teams, and private equity firms. He has also provided transaction-facilitating insurance products for investment bankers, lawyers, and deal professionals. Bayly has …

https://www.epicbrokers.com/insights/epic-welcomes-graham-bayly/

Professional Wellbeing Should be the New Normal

… feet if they don’t feel their firm is taking this issue seriously. With the current spotlight on work-life balance, firms have a great opportunity to reset this now, helping them to retain great talent and clients alike. CONTRIBUTORS Zina Saeed is a professional liability professional with an insurance career spanning 20 years. She has a legal background with extensive experience in domestic and UK claims handling, underwriting, and brokering placements for Top 100 accounting firms. Roberta Benson is a partner and owner of the Benson Firm in Austin, Texas. With experience in a broad range of insurance coverage …

https://www.epicbrokers.com/insights/professional-wellbeing-should-be-the-new-normal/