Full-Time

Life, Absence & Disability Consultant

Life, Disability','And Absence

Posted on 5/8/2026

EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants

1,001-5,000 employees

Insurance brokerage providing risk management

No salary listed

Austin, TX, USA

In Person

Category
Consulting (1)
Required Skills
Financial analysis
Human Resources Information System (HRIS)
Risk Management
Data Analysis
Excel/Numbers/Sheets
Requirements
  • 5+ years of experience within Life, Absence & Disability (LAD), supporting large group life, disability, and absence/leave programs (carrier, consulting, and/or brokerage)
  • Strong knowledge of federal and state leave and disability regulations, with the ability to translate requirements into operational guidance
  • Working knowledge of integrations across carriers/TPAs and client systems (payroll, HRIS, benefits administration, leave platforms)
  • Strong project management skills (scope, timelines, risk management, quality execution)
  • Experience supporting RFPs, vendor evaluation/selection, and contract considerations
  • Strong client service and communication skills, including presenting to senior stakeholders
  • Ability to translate complex or technical concepts into clear, actionable insights
  • Highly collaborative, proactive, and detail-oriented
  • Advanced proficiency in Microsoft Excel, PowerPoint, and Teams
  • Bachelor’s degree or equivalent experience
  • Advanced degree and/or industry designations are a plus
  • Resident State Life & Health license required (or must be obtained within 90 days of hire)
Responsibilities
  • Support client engagements across group disability, absence management, and life insurance programs, including strategy development, work planning, and execution
  • Partner with account leaders and client teams to provide analysis, options, and actionable recommendations
  • Communicate effectively with HR/Benefits stakeholders and vendor partners
  • Plan and facilitate client meetings, including executive-level presentations and readouts
  • Develop clear, persuasive client-facing materials
  • Research and translate industry trends, benchmarks, emerging solutions, and vendor capabilities into tailored strategies
  • Conduct benchmarking, financial, and experience analyses across life, leave, disability, and time away programs
  • Interpret findings and present data-driven recommendations
  • Support end-to-end RFP and implementation strategy for insured products and ASO/software services, including: Market approach; Evaluation framework; Finalist selection; Contracting support; Implementation tracking
  • Support vendor governance and performance management, including: Issue identification; Escalation management; Continuous improvement initiatives
  • Maintain and enhance vendor intelligence (capabilities, performance insights, market scans)
  • Provide consultative guidance on local, state, and federal legislative and regulatory requirements
  • Assist clients in operationalizing compliance and coordinating with vendors
  • Review carrier agreements, policy documents, and service terms to ensure alignment with benefit design and client intent
  • Support resolution of claims and service issues across client, vendor, and internal teams
  • Manage multiple concurrent client initiatives and annual deliverables
  • Establish timelines, assign resources, and manage risks to ensure high-quality, on-time outcomes
  • Oversee development and delivery of LAD communications (e.g., enrollment materials, leave program updates)
  • Develop client deliverables and internal practice collateral
  • Contribute to thought leadership, training, and best practices within the LAD practice
  • Support development and maintenance of standardized tools (e.g., RFP templates, benchmarking reports, cost models)
  • Provide specialized consulting support in areas such as: Vendor procurement strategy; Paid family and company leave programs; Statutory program design/review; Life with Long-Term Care programs
Desired Qualifications
  • Advanced degree and/or industry designations are a plus
EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants

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EPIC Insurance Brokers & Consultants provides risk management and insurance solutions for many industries. It offers commercial insurance, employee benefits, and specialty programs with personalized service to help clients identify and manage risks. Revenue comes from policy commissions, service fees, fiduciary fund investments, and premium financing. The goal is to offer high-quality, transparent service, build long-term client relationships, and expand across the country.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

San Francisco, California

Founded

2007

Simplify Jobs

Simplify's Take

What believers are saying

  • Bond Exchange acquisition expands surety practice into construction and renewables.
  • Miranda Rodriguez appointed February 2026 to lead national real estate program development.
  • Price Insurance acquisition strengthens Chicago high-net-worth private client expertise.

What critics are saying

  • AssuredPartners dispute exposes EPIC to talent poaching in St. Louis employee benefits.
  • Rapid acquisitions of five firms in 18 months trigger integration failures and client loss.
  • Surety bond demand collapses from 2027 construction slowdown post-Bond Exchange buy.

What makes EPIC Insurance Brokers & Consultants unique

  • EPIC delivers personalized risk management across diverse industries with specialty programs.
  • EPIC generates revenue from commissions, fees, premium financing, and fiduciary investments.
  • EPIC emphasizes transparent service and long-term client relationships over transactional brokerage.

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Benefits

401(k) Company Match

Flexible Work Hours

Unlimited Paid Time Off

Paid Vacation

Health Insurance

Dental Insurance

Vision Insurance

Pet Insurance

Cancer Insurance

Wellness Program

Professional Development Budget

Company News

Insurance Journal
Feb 24th, 2026
People Moves: Rodriguez To Lead EPIC National Real Estate; AXA XL Names Carnazza Head of Construction Property, Americas; Wischmeyer Joins Marsh's Digital Infrastructure Practice

People moves: Rodriguez to lead EPIC National Real Estate; AXA XL Names Carnazza Head of Construction Property, Americas; Wischmeyer Joins Marsh's Digital Infrastructure Practice. February 24, 2026 EPIC Names Rodriguez National Real Estate Program Development Leader EPIC Insurance Brokers & Consultants, headquartered in San Francisco, California, appointed Miranda Rodriguez to the newly created role of program development leader within its national real estate practice. Rodriguez will focus on structuring and expanding EPIC's real estate presence, overseeing initiatives spanning program design, strategic partnerships and operational infrastructure. Based in Charlotte, North Carolina, Rodriguez has over 15 years of industry experience in real estate risk management and program development. Before joining EPIC, Rodriguez led specialization for Willis Tower Watson's residential segment within its real estate industry vertical. She earlier served as global real estate risk manager for Brookfield Asset Management. AXA XL appoints Carnazza Head of Construction Property, Americas AXA XL, headquartered in Stamford, Connecticut, appointed Greg Carnazza as head of construction property in its Americas region. Based in Atlanta, Carnazza joins AXA XL from AIG, where he most recently served as head of underwriting, U.S. Builders Risk. His career spans over a decade in property and construction risk management. Carnazza oversees the development and execution of AXA XL's construction property strategies across the Americas, focusing on innovative risk transfer solutions, strengthening client relationships, and enhancing underwriting capabilities. Wischmeyer Joins Marsh's Digital Infrastructure Practice as Senior Advisor Marsh, headquartered in New York City, hired Dereck Wischmeyer as senior advisor within its global digital infrastructure industry practice. Wischmeyer leads Marsh's contract strategy across leases, customer agreements, vendor contracts, and partnerships. He has over 12 years of specialized legal and commercial expertise in the digital infrastructure and data center ecosystem, having served most recently as general counsel for Ark Data Centers. Before that, he served as executive vice president and general counsel of Everstream Solutions, where he led risk management, acquisitions, integrations, and refinancing. He also held legal roles with Crown Castle and Lightower Networks. Was this article valuable? Interested in construction? Get automatic alerts for this topic.

Decatur Daily Democrat
Jan 21st, 2026
EPIC Insurance Brokers acquires The Bond Exchange to expand national surety practice

EPIC Insurance Brokers & Consultants has acquired The Bond Exchange, a Mission Viejo, California-based surety bond agency, to expand its national surety practice. The acquisition brings decades of surety underwriting and brokerage experience to EPIC's platform. Founded in 1999, The Bond Exchange serves clients across construction, mining, real estate, renewable energy, technology and private equity sectors. Led by CEO Yung Mullick, President James W. Moilanen and Executive Vice President Austin Neff, the firm will enhance EPIC's ability to support large, complex accounts and sophisticated surety programmes. The deal reflects growing demand for surety services as clients navigate an increasingly complex economic and geopolitical landscape. The acquisition strengthens EPIC's national surety capabilities with added scale, technical expertise and market relationships across key industries.

Business Wire
Oct 29th, 2025
EPIC Insurance Brokers & Consultants’ Expands Private Client Practice in Chicago with Price Insurance Acquisition

EPIC expands Midwest footprint with fourth-generation family-owned firm, strengthening Private Client practice for HNW families and businesses

Insurance Journal
Oct 28th, 2025
EPIC Acquires Illinois' Price Insurance

EPIC acquires Illinois' Price Insurance. EPIC Insurance Brokers & Consultants announced it is expanding its Chicago and Midwest footprint with the acquisition of Price Insurance, a fourth-generation, family-owned agency based in Lake Forest, Illinois. The addition enhances EPIC's Private Client practice by bringing Price's deep expertise in serving high-net-worth individuals, families and businesses across the Chicago area. Since 1937, Price Insurance has been a trusted provider for Chicago's affluent North Shore clients, offering comprehensive coverage across home, business, auto, life, health and more. Rooted in the North Shore community, Price Insurance joins EPIC to gain the scale, resources and specialized capabilities of a leading national brokerage - enhancing its ability to deliver comprehensive, customized solutions across traditional and emerging risks - while maintaining the personalized, community-focused service that has defined its legacy. This transaction follows EPIC's recent acquisitions of Phillips Bros. Insurance Agency and Chartwell Insurance, positioning Chicago and the Midwest as a growing hub for the firm's Private Client specialty, which provides expertise in high-net-worth insurance solutions across personal and commercial property & casualty, fine art, collectibles and more.

Health & Protection
Jun 5th, 2025
Epic Insurance Brokers appoints Chris Keith as president of mid-Atlantic region

San Francisco-based Epic Insurance Brokers has appointed Christopher Keith as president of its mid-Atlantic region.