Business, Free News Articles, Insurance

EPIC Welcomes Kerry Connor – Joins as National Voluntary Benefits Practice Leader

PHILADELPHIA, Pa. -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today 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 community and companies directly in the mid and large markets. The firm was sold after 15 years to a top 100 bank. Next, her expertise in this unique space was sought out by two leading cyber security companies where she served as top national director of sales at both. Most recently, while at Genomic Life, Connor partnered closely with consultants, enrollment firms, benefits administration providers and employers across all markets on the development and delivery of new and innovative genomic benefit programs.

"Kerry brings a great balance of direct sales experience as well as working collaboratively with the brokerage community. I have no doubt that her leadership will bring incredible value to our clients either directly or through their current EPIC advisors. Workforce changes have made customization of family benefits on an individual basis an essential service," commented Craig Hasday, President, National Employee Benefits Practice.

Connor holds a B.S. in Marketing from Drexel University.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,800 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more: https://www.epicbrokers.com/

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Business, Free News Articles, Insurance

EPIC Welcomes Jay Yarid – Adds to EPIC’s Employee Benefits Practice

DALLAS, Texas -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jay Yarid has joined the firm as Principal within its Employee Benefits Practice.

In his new position with EPIC, Yarid will focus on business development and client management by providing employee benefits consulting and strategy, including plan design and implementation, cost analysis and helping clients fulfill long-term goals for their employees and businesses. He will be based in Dallas.

Yarid is a seasoned producer with consultant and carrier experience that includes working with Aetna, a CVS Health Company, as vice president of national accounts. Prior to this role, he served as a principal within Mercer's North America Growth Practice. Yarid has worked with clients ranging from Fortune 500 to middle market companies across a wide range of industries. His background includes expertise in health and welfare products with a focus on medical, pharmacy, international, and behavioral health in addition to other benefit solutions.

"We are thrilled to have Jay join our Texas Employee Benefits Team," commented Nancy Webster, Executive Managing Principal, Texas Employee Benefits Practice Leader. "He brings enthusiasm and energy into every opportunity while delivering strategic health and welfare solutions to his clients."

"Continuing our expansion in Texas, across the West Region and throughout all of EPIC is exciting and we are pleased to have someone with Jay's talents and expertise join our team," said JoBeth Wells, President, Texas Territory.

Yarid earned a Bachelor of Business Administration degree from Southern Methodist University, and a ThM and PhD from Dallas Theological Seminary. He currently serves on the board for the Texas Business Hall of Fame, and the Associate Board for the SMU Cox School of Business. He formerly served on the DallasHR Board, the second largest Society for Human Resource Management chapter in the U.S.

Jay Yarid

jay.yarid@epicbrokers.com

Phone: 214.395.3544

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,800 team members operating from more than eighty offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more about EPIC at: https://www.epicbrokers.com/ .

Media Contact:

Betsy Van Alstyne | Betsy.vanalstyne@epicbrokers.com

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Business, Free News Articles, Insurance

EPIC Welcomes Natalia Greene, Esq.

ARLINGTON HEIGHTS, Ill. -- EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Natalia Greene, Esq., has joined the firm's Lemme division as Senior Vice President, Risk Management.

In her new role, Natalia will be responsible for risk management services and thought leadership; claims management and advocacy; as well as client service. She will be based in the Los Angeles area and will report to John Wynn, Managing Principal, Lemme, a division of EPIC.

Natalia joins Lemme from a California-based law firm where she was a litigation partner. For over 20 years she has represented national and regional firms, as well as small professional firms and sole practitioners. In her practice, Natalia concentrated on business litigation with an emphasis in accountants' liability cases, including matters involving the SEC, the PCAOB and other administrative agencies.

In addition to being a member of the State Bar of California, Natalia is a Certified Fraud Examiner (CFE) and currently is a board member of the Association of Southern California Defense Counsel (ASCDC). She has been an active professional presenter, including as a panelist for the AICPA and ASCDC, a presenter at regional accounting firm trainings, and a guest speaker at USC's Gould School of Law.

"We are thrilled for Natalia to join the Lemme division of EPIC. Her experience as a trusted advisor to sophisticated accounting firms and professionals will deliver immediate and direct value to our clients. Her commitment to client service and professional counsel aligns perfectly with our historic practices," said Wynn.

Learn more about Lemme, a division of EPIC, at: https://lemme.com/

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,800 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit: https://www.epicbrokers.com/.

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Business, Free News Articles, Insurance

EPIC Announces Strategic Hires in Northeast, Poises Firm for Regional Growth in Pennsylvania

HARRISBURG, Pa. -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has hired a team of producers to support regional expansion in Pennsylvania.

Joining the firm as principals are Pamela Barbush, Brian Floyd, David Schlosberg, and John Shingara. The team will be responsible for business development in employee benefits, as well as property and casualty lines at EPIC.

With over 12 years of experience, Schlosberg focuses on business development, most recently as vice president at an independent brokerage firm. He completed his MBA in 2020 and holds the insurance designations of CPCU and CIC. Barbush specializes in group casualty and single parent captives. She has over 40 years of experience, dedicating the past 22 years exclusively to captive insurance with mid to large commercial clients with a focus on the construction industry.

Floyd and Shingara both bring a background in employee benefits consulting. Floyd concentrates on mid and large group markets and is a healthcare consortium and self-funded expert. He holds the designation of Advanced Charter Benefits. Shingara is a Certified Employee Benefits Specialist. His experience includes captives, self-insurance, and other risk financing techniques.

Len Scioscia, EPIC Northeast Region President, commented, "We are pleased to welcome Pamela, Brian, David, and John to EPIC in their new roles. The team, to be based near Harrisburg in central Pennsylvania, will contribute to our buildout in Pennsylvania. We currently have a Pittsburgh office and are excited to expand further across the state."

About EPIC Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,800 team members operating from more than eighty offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit: https://www.epicbrokers.com/.

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Business, Free News Articles, Insurance

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

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division.

In his role within Vanbridge, Patterson will be dedicated to managing transactional and executive liability claims from notice to resolution, as well as advising throughout the broking process with respect to structuring of coverage, legal implications of agreement language, policy wording and diligence matters. Patterson's most recent role was that of Senior Vice President, 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 offer John's expertise and professionalism to our clients as we work together through all aspects of their transactional risk and executive liability placements," said Greylen Mardy, Managing Principal and Transactional Risk leader.

About Vanbridge, an EPIC Company:

Vanbridge is an insurance intermediary and program management firm that provides products and services at the intersection of the insurance, private equity, and hedge fund industries. Vanbridge focuses on alternative asset management, corporate and individual high net worth clients, solving risk related issues utilizing insurance and alternative capital. Vanbridge's unique structuring and plan design techniques support various client objectives including cost reductions and enhancements to investment strategies that strengthen long-term financial performance. https://www.vanbridge.com/.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. https://www.epicbrokers.com/.

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Business, Free News Articles, Insurance

EPIC Adds to Life and Executive Benefits Platform with Acquisition of Dixon Wells, Inc.

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants (EPIC) announced today that it has acquired Dixon Wells, Inc. (Dixon Wells) in a strategic move to expand EPIC's geographic footprint in the life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella. The transaction will broaden the reach of EPIC's current practice and provide Dixon Wells with an expanded suite of offerings and resources to accelerate growth and improve client service in an everchanging complex environment.

Dixon Wells partners with financial advisors on a national scale to help them grow their business by offering life, long-term care, disability, and annuity solutions for its clients to protect and transfer wealth. Dixon Wells brings teams and offices across the Southeast, Midwest and Mid-Atlantic with offices in six states. The current leadership team of Dixon Wells, including Bill Conwell, Robert Flack, Ray Hunt, and Dave Kopelcheck will remain a part of the leadership team as they join the EPIC organization.

"Our team is very excited about the opportunities ahead with Vanbridge and EPIC. Our mission has always been to provide an exceptional insurance experience to our financial advisors and agents through unparalleled service, leading products, and forward-thinking technology. By further collaborating with experts in specialty practices across EPIC and the Galway platform of companies, we will be able to bring even more resources to better serve our clients," said Conwell.

"We are excited about what the entire team from Dixon Wells means for the Life and Executive Benefits vertical. The experience they bring with navigating through market cycles will strengthen our ongoing efforts of exceptional client experience with sophisticated services for estate, personal, executive benefits, and business planning," said Mitchell K. Smith, President of EPIC Life and Executive Benefits and Managing Principal of Vanbridge.

About EPIC Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. EPIC is part of the Galway Holdings portfolio of companies, which also includes MAI Capital Management (wealth management), Jencap Group (wholesale insurance), and various other businesses (unique technology-first firms). Galway Holdings is committed to innovation and growth through expanded specialization, internal collaboration, leveraging of technology, and strategic investment. For more information, visit: https://www.epicbrokers.com/

About Dixon Wells:

Founded in 2009, the firm represents the union of five organizations with a total of more than 125 years combined experience. This depth of knowledge offers a unique blend of high tech and high touch, where long-term relationships are the key. Dixon Wells, Inc. is now one of the fastest growing brokerage general agencies in the country. For more information, visit: https://www.dixonwells.com/

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Business, Free News Articles, Insurance

Graham V. Bayly Joins EPIC’s Midwest Region and Financial Services Division

CHICAGO, Ill. -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that 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 a proven ability to bridge the M&A space, with considerable experience conducting pre-closing insurance due diligence, structuring transactional insurance products, developing post-closing insurance programs and budgets, and supporting post-closing representation of businesses. Bayly will be based in Chicago and New York while working with all of EPIC's national teams in the financial services space.

"The breadth of Graham's knowledge and his experience working in the Private Equity and M&A space makes him a tremendous asset to EPIC and will create value for our clients on day one. He has a proven track record of establishing long-term client relationships and the diversity of his experience is highly complementary to our existing team," said Adam Meyerowitz, President, Midwest and Southeast Region.

"Graham is joining us at an exciting time, and we're looking forward to drawing upon his significant expertise in the private equity space as we expand our footprint in the Midwest market and beyond. I expect him to play an integral role in the development of our growth strategy going forward," said Philip V. Moyles, Jr., President, Financial Services and Chief Growth Officer.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 3,100 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

More information: https://www.epicbrokers.com/

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Advertising and Marketing, Awards and Honors, Business, Free News Articles, Insurance

EPIC Marketing & Design Team Wins Communicator Awards

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that its marketing and design team has been recognized for multiple Communicator Awards for its work in 2021. The Communicator Awards are an international awards program recognizing big ideas in marketing and communications.

The team, led by Creative Director Nancy Phun and Chief Marketing Officer Sapana Nanuwa, has been recognized for two Awards of Excellence. The awards were made in the category of Campaign-Integrated Campaign for Marketing Effectiveness: "2021 Way to Wellness Campaign" and General-Insurance for Websites: "2020 Year in Review."

In addition, the team received an Award of Distinction in the category of Campaign-Business-to-Business for Integrated Campaign: "COVID-19 Awareness Campaign."

Winners were selected by the AIVA (Academy of Interactive & Visual Arts), an invitation-only group consisting of top-tier professionals from acclaimed media, communications, advertising, creative and marketing firms.

The EPIC marketing and design team has received previous recognition multiple times in the past, to include winning eight Communicator Awards during one year. The team is always looking for new, creative ways to engage its audience. And whether for internal or external purposes, the question the team always asks themselves relates to what will achieve the greatest engagement and keep people coming back for more.

"I am proud of our team and our collective achievements as highlighted by these awards. We continue to grow and evolve while delivering positive results for our team, our organization and our clients," commented Nanuwa.

These achievements come at a pivotal time in the organization's history as EPIC celebrates 15 years in business this summer. Expect additional announcements related to EPIC's growth and success in the future.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more: https://www.epicbrokers.com/

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Business, Entertainment, Free News Articles, Insurance

EPIC Welcomes Paul Lopez – Further Strengthens Entertainment & Sports Practice

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California.

Lopez will play an important role in the continued development of the firm's Entertainment & Sports business and brings nearly two decades of experience. He specializes in Film, Entertainment, Rental and Staging Houses, Exhibit companies and the overall Event Management industry, Special Event companies, the Sporting Goods industry and more. His approach includes a focus on education and training for his clients. Lopez was previously with The Liberty Company Insurance Brokers.

Lopez will report to Christine Sadofsky, Executive Managing Principal, Global Entertainment & Sports Leader, who commented, "Paul will be a tremendous asset to our Entertainment & Sports practice group. His dedication to the Entertainment industry and his commitment to clients resonates with our culture and team. Paul is dynamic in his approach and has many ideas on how we can continue to build the practice."

"EPIC continues to invest in the expansion of our Entertainment & Sports Practice, and Paul brings a depth of expertise that will be of immediate benefit to our clients and our team," said Scott Davis, President, National Specialty Practices at EPIC. "Our focus on specialization is the key to EPIC's growth and success and Paul will be an important contributor," continued Davis.

Lopez is active in the community, supporting many organizations including through his volunteer work at the Los Angeles Zoo and Botanical Gardens. He serves as an adjunct instructor at the University of San Diego, providing students with a high-level overview of risk management techniques and legal issues that might arise in the areas of contracts, torts, intellectual property rights and laws and regulations.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://www.epicbrokers.com/

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved.

Business, Free News Articles, Insurance

EPIC Welcomes Shelley Yim

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC's leadership to focus on continuing to grow the firm's footprint with large complex Risk Management clients along with helping lead EPIC's burgeoning Winery Practice. Shelley will also support EPIC's Diversity & Inclusion strategy in her role on the EPIC Inclusion Council, focusing on supporting clients with their inclusion objectives.

Shelley brings over thirty-five years of experience in the global risk and insurance segment. She most recently led Aon's West Region Middle Market brokerage teams while handling several large, complex multi-national clients in the West in several industry segments. While Shelley is known for her large client expertise, her focus on coaching, mentoring, and developing diverse teams has been her passion for the past decade.

Recently named as a 2021 Business Insurance Women to Watch award recipient, Shelley acknowledged the importance of coaches and mentors to help develop strong teams to grow our businesses for the future.

"We are extremely pleased to welcome Shelley to EPIC," said Steve Denton, EPIC CEO. "Her experience and industry-specific expertise align perfectly with our focus on delivering complex risk solutions with a deep understanding of our clients' businesses."

"We're fortunate to add Shelley to our team of experts," said Marc Kunney, EPIC's President, Risk Management and National Specialties. "Our clients will benefit instantly from her perspective and expertise, particularly in today's challenging and dynamic marketplace." Shelley will work from the firm's San Francisco office.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more: https://epicbrokers.com/

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved.