Business, Free News Articles, Insurance

EPIC Adds William Schoenbach as Managing Principal

HARTFORD, Conn. -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that William Schoenbach is joining its growing Financial Services business.

Schoenbach brings a wealth of knowledge to his role, where he will focus on providing risk management and transactional risk services in the financial services sector. This includes family offices, private equity firms, hedge funds, business development companies, venture capitalists, special purpose acquisition companies, REITS, and centers of influence in the mergers and acquisition space. His experience in the Alternative Asset Management industry will bring added value to EPIC and its clients. Additionally, Schoenbach will originate and manage key relationships.

"We are thrilled that Bill is joining our Financial Services team. His deep understanding of our industry, combined with his focus on alternative asset managers and family offices, will be very additive to our business," said Philip Moyles, Chief Growth Officer and President of Financial Services. Schoenbach will report to Moyles, and joins as Managing Principal.

Schoenbach comes to EPIC from Aon in New York City where he held the position of Senior Vice President in its Financial Services practice. In this role, he focused on managing strategic relationships and driving new business growth in the financial services sector.

"The whole of EPIC will benefit from Bill's addition to the Financial Services team. We are excited to bring him onboard." said Tom O'Neil, President, EPIC Insurance Brokers & Consultants.

Schoenbach earned a Bachelor of Arts in Sociology from the University of Michigan. He is a co-founder of the Urban Scholar Society, an active Tutor and TutorMate, and Board Member at Kick4Life.

William Schoenbach
wschoenbach@vanbridge.com
Phone: 908.591.6227

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/

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Awards and Honors, Business, Free News Articles, Insurance

Betsey Brewer of EPIC honored with Ramsden/Sullivan Memorial Award from the Independent Insurance Brokers and Agents of California

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Betsey L. Brewer, CPCU was honored recently with the distinguished Ramsden/Sullivan Memorial Award. This award was bestowed upon Brewer for her long history of service and support in the insurance industry and the community.

Brewer is a principal with EPIC Insurance Brokers & Consultants Pasadena, California office. She has made significant impact in the industry during her career including serving in various capacities on a number of associations. She is a founding board member of the Board of University of Southern California (USC) Risk Management Advisory Council. Brewer is an advocate and promoter of insurance and risk management education.

Brewer is a past president of the National CPCU Society. In addition to her service in the insurance community, she is active with the Girl Scouts of Greater Los Angeles. She has been honored by her peers with the Rie Sharp Insurance Person of the Year (1998) and with the CPCU Society Leadership Recognition Award (1999).

The Ramsden/Sullivan award is the most prestigious award given annually by the Independent Insurance Agents and Brokers of California. This honor is only given to one person each year who has exemplified the highest caliber of service to the Independent Agency System, the insurance industry and the community. In her over 30 years of service and active participation in the industry Brewer embodies all of the traits to achieve this high honor.

Scott Davis, President of EPIC's National Specialty Practice., said, "We are fortunate to have someone of Betsey's caliber as a member or our organization and community. She has and will continue to make her mark and elevate us all. Congratulations on receiving this honor."

About EPIC Insurance Brokers & Consultants

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 2,600 team members operating from more than 70 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $730 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

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*Photo Caption: Betsey Brewer of EPIC honored with Ramsden/Sullivan Memorial Award.

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Business, Free News Articles, Insurance

EPIC Insurance Brokers Further Expands Southwest Operations into Arizona

PHOENIX, Ariz. -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the expansion of their operations in the Southwest with the hiring of Client Manager Luke Aschermann, Property & Casualty Claims Manager Norma Brehm, and Principal/Senior Client Advocate Belinda Lopes. All join EPIC from Willis Towers Watson.

The new EPIC Phoenix team forms the firm's foundation in yet another key regional market, under the leadership of KJ Wagner, EPIC Managing Principal and Director of the Southwest Region, where they will focus on the needs of both middle market, and large, complex accounts.

"We are thrilled to continue the growth of our Southwest operations into Arizona with the additions of Luke, Norma, and Belinda," said KJ Wagner. "They are all well respected industry professionals who will provide a strong foundation as we rapidly build our EPIC presence in this important market. Stay tuned for more exciting announcements!"

In the Southwest, EPIC now has offices in Austin, TX; Dallas, TX; Houston, TX; and Phoenix, AZ in addition to nearly 80 other locations across the country.

Luke Aschermann can be reached at luke.aschermann@epicbrokers.com or 602-622-0360

Norma Brehm can be reached at norma.brehm@epicbrokers.com or 469-270-6773

Belinda Lopes can be reached at Belinda.lopes@epicbrokers.com or 623-826-0161

About EPIC

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,800 team members operating from 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $575 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com.

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Business, Free News Articles, Insurance

EPIC Insurance Brokers Adds John Sames in the Northeast US

PEARL RIVER, N.Y. -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced that John Sames has joined the firm's Northeast Region leadership team in the new position of Director of Operations and Sales. Sames will be based in EPIC's Pearl River, N.Y. office and report to Tom O'Neil, Northeast Region President.

Sames' primary responsibilities will be to support organic revenue growth within the former Capacity Group of Companies (acquired by EPIC in March 2017), by developing, implementing and managing a number of key operating and new business development initiatives.

Prior to joining EPIC, Sames served as a regional leader for Marsh & McLennan Agency. His 30 years of insurance industry experience also include leadership roles within Aon's Financial Service Group, as well as at USI Insurance Services where he provided operations and sales leadership in a variety of roles.

"We are excited to add John's knowledge, operations and sales leadership experience, and support to the entire Capacity/EPIC team to further emphasize the depth of EPIC's commitment to the success of our clients, our team members and other business partners across the Northeast Region," said Tom O'Neil.

John Sames can be reached at john.sames@epicbrokers.com or 201-661-2384

About EPIC Insurance Brokers & Consultants:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,800 team members operating from 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $575 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/

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Advertising and Marketing, Business, Free News Articles, Insurance

Sam Elliott Joins EPIC as Executive VP of Business Development and National Sales and Marketing Leader

AUSTIN, Texas -- EPIC Insurance Brokers and Consultants, the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today that insurance brokerage industry veteran Sam Elliott has joined the firm to lead EPIC's new business development efforts nationally.

Elliott will be based in Austin, Texas, where he currently resides, and report directly to Peter Garvey, CEO of EPIC Insurance Brokers and Consultants.

Across a career spanning nearly 40 years, Elliott has held management and executive leadership position at both regional and national brokerage firms, including Jardine Insurance Brokers, Alexander & Alexander Insurance Brokers, ABD Insurance & Financial Services and, most recently, Wells Fargo Insurance Services.

At Wells Elliott served as Executive Vice President and Regional Managing Director, where he was responsible for managing and overseeing all of Wells Fargo's insurance operations in the Western U.S. including Texas, New Mexico, Oklahoma, Colorado, Nevada, Arizona, Utah, Idaho, California, Oregon, Washington, Alaska and Hawaii.

Operations included risk management services, property-casualty brokerage, employee benefits consulting, management liability, and claims and risk control services. Elliot's responsibilities included financial performance, sales leadership, recruiting and training, service excellence, mergers & acquisitions, and quality assurance.

Said Peter Garvey, "We are fortunate and excited to add a seasoned, successful leader and professional of Sam's caliber. He has a track record of significant accomplishment at every organization he has been a part of and a reputation for providing exceptional service; strong client advocacy, creative and cost-effective risk management consulting solutions; and for driving strong organic growth. We have every belief and confidence that he will achieve similar results as part of EPIC."

Added Sam Elliott, "This is a very exciting time to be joining EPIC, particularly in a national business development leadership role. Pete Garvey and the EPIC Executive Team are keenly focused on further enhancing the rate of EPIC's organic growth, which already outpaces most other US retail brokers. With the strategic and financial support of Oakhill Capital Partners, we see this as highly achievable, and expect to again double revenues over the next 3-5 years."

Sam Elliott can be reached at:
Email: sam.elliott@EPICbrokers.com
Cell Phone: (310) 993-1428.

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit http://www.epicbrokers.com/.

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