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EPIC Welcomes Louis Oliver

… spent ten years covering the insurance space and later spent two years at William Blair. Louis is excited to join the dynamic team at EPIC. He looks forward to identifying other specialty distribution firms to join the platform. Louis was impressed with the firm’s niche specialty distribution capabilities, strong leadership team, and integrated approach to acquisitions, which are at the core of our values. He said, “When the opportunity arose to join the platform, I jumped at it.” With Louis’ expertise and passion for the insurance industry, EPIC is confident that his addition to the team will help drive …

https://www.epicbrokers.com/insights/epic-welcomes-louis-oliver/

So Now I Have Global Healthcare Benefits Considerations?

… components of your global benefits strategy to be competitive in your space and to lead as an employer of choice. Imagine being able to customize your benefits by level (e.g., senior leadership vs. all other team members), functional responsibility (e.g., engineers vs. call center reps) and culture. There are so many nuances when working with different cultures, and it’s your responsibility to understand them or, better yet, have a partner who does. Having in-country boots on the ground to work on your behalf is invaluable. You need a guide who knows what benefits are expected …

https://www.epicbrokers.com/insights/global-benefits-considerations/

Four EPIC Team Members Recognized at 2024 Power Brokers

… Kunney, President of Risk Management, National Specialty at EPIC. “We are delighted about the honor that they have received. Laura not only helps lead EPIC’s Global Programs, she is also a dedicated client leader and technical expert who takes a creative, interdisciplinary approach to problem-solving. Liz shines as a fierce client advocate, a creative deal structurer, as well as an excellent mentor and colleague with terrific leadership skills.” “There has never been a more demanding time to be a benefits consultant. Products are more complex in response to evolving technology and the diversity of workplace dynamics has been

https://www.epicbrokers.com/insights/epic-team-members-win-2024-power-brokers/

EPIC Welcomes Jim Romanelli

Romanelli brings three decades of insurance expertise and strategic vision to enhance EPIC’s leadership team and drive expansion. EPIC has added Jim Romanelli as Executive Vice President. Romanelli, who is based out of New York, will focus on growth in the Northeast region. With over three decades in the insurance industry, Romanelli has a proven history of driving innovative business development strategies. Before joining EPIC, he held senior roles at CNA and Chubb Group of Insurance Companies. “Jim’s extensive background in senior leadership roles with leading insurance carriers positions him exceptionally well for his role at EPIC. His …

https://www.epicbrokers.com/insights/epic-welcomes-jim-romanelli/

EPIC Welcomes Full-Time Employee Krystal Pearson

… in with Stephen Adkins about his experience with SkillBridge and Krystal, he added: EPIC wholeheartedly supports the Department of Defense SkillBridge Program, and our experience with Krystal has been exceptional. The program has allowed us to contribute to transitioning military members into civilian careers. An additional benefit has been enriching our team with diverse perspectives, leadership skills, and a strong work ethic cultivated through military service. EPIC’s participation underscores our commitment to supporting veterans and leveraging their talents to drive innovation and success within our organization. Welcome to the EPIC team, Krystal! Learn more about our DoD Skillbridge Program.

https://www.epicbrokers.com/insights/krystal-pearson-epic-teammate/

EPIC Invests in Enterprise Operations; Adds Chief Operating Officer

Positioning Firm’s Rapid Growth And Enabling Future Enhancements EPIC is investing in the next stages of growth with operational enhancements for the firm’s professionals and their clients, including elevating Adam Meyerowitz as Chief Operating Officer. EPIC’s executive leadership team continues to evolve as the firm expands while providing exceptional service and expertise to clients. Over the past five years, EPIC has grown from a $300 million company to over $1 billion, prompting the addition of a Chief Operating Officer to the executive team, reporting to EPIC’s President, Tom O’Neil. Meyerowitz will work closely with O …

https://www.epicbrokers.com/insights/epic-adds-chief-operating-officer/

EPIC Welcomes Chase Warren

… the talent pool is impressive. The most impactful stories come from those in our program; please enjoy Chase’s story, our second SkillBridger to join EPIC as a full-time employee. Chase Warren is a 20-year retired Air Force veteran. He began his journey as a firefighter, holding many leadership positions throughout his career. He spent the last four years of his military career working on his degree in Human Resources and helping others realize their dream of military service in his role as a Recruiter for the United States Air Force. Chase is now a Claims Assistant at …

https://www.epicbrokers.com/insights/epic-welcomes-chase-warren/

EPIC Welcomes Luke Anderson

Introducing Luke Anderson, a Valuable Addition to Our Private Client Practice. EPIC is excited to announce that Luke Anderson has joined the firm as Managing Principal, EPIC Private Client, Midwest Region. In his new role, Luke will be responsible for relationship development and enhancement of the dynamic private client business segment. Luke has a 15-year background in private client advisor and leadership roles. Prior to joining EPIC, he held the position of Director of Private Risk with a leading Midwest retail broker since 2017. Luke specializes in advising families and individuals, at the highest level, on their personal assets …

https://www.epicbrokers.com/insights/epic-welcomes-luke-anderson/