Job Details

100 Montgomery Street, Suite 2000, San Francisco, CA 94104-4348

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren't afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW

The Experienced Executive Assistant role will offer support primarily to EPIC's Executives out of our San Francisco office. A successful candidate will have previous C-level support experience in a fast-paced, entrepreneurial environment.

LOCATION

San Francisco, CA - Must be able to work in‑office 4‑5 days a week.

WHAT WE'RE LOOKING FOR

• REQUIRED: Candidates with at least 5+ years of experience supporting C-level executives.
• Strong communication skills – written and verbal – who enjoy working with people and anticipating clients' (internal and external) needs.
• High level of confidentiality, with the ability to handle high‑profile matters and clients with discretion and sensitivity.
• Enjoy being a go‑to and adept at handling unique situations, asking thoughtful questions, and being a critical thinker and problem solver.
• Time‑management and organizational guru! Responsible for scheduling and communications between internal and external clients; agile to pivot between tasks and priorities.
• Strong professional technical skills.

WHAT YOU'LL DO

• Managing calendars, coordinating travel internally and externally, event management, and preparing expense reports.
• Experience working with high‑level executives and managing highly sensitive, confidential information with discretion.
• Exceptional ability to prioritize, streamline, and monitor day‑to‑day transactions of a busy executive, handling high volume of calls, e‑mails, and communication flow.
• Respond to urgent requests outside normal business hours.
• Coordinate internal and external meetings including team meetings, staff meetings, all‑hands meetings, off‑site meetings, and one‑on‑one meetings.
• Excellent verbal and written communication skills; present ideas clearly and concisely.
• Submit and reconcile expense reports for the RM President and other Practice Leaders.
• Coordinate domestic and international travel within EPIC's travel policy; handle complex travel arrangements for clients.
• Team player reflecting EPIC's core values of people‑first, innovation, respect, responsibility, adaptability, community, alignment, confidence, humility, and fun.
• Liaise with executive/senior assistants to oversee requests and queries from senior managers.
• Act as the point of contact for internal and external clients.
• Attend mandatory internal training classes.
• Lead special projects when requested.
• Other projects as assigned.

PERSONAL AND ORGANIZATIONAL DEVELOPMENT

• Set priorities and manage workflow for self to ensure all goals are met.
• Interact with others effectively, using excellent communication skills.
• Takes initiative and is discreet.
• Project a professional image in action and appearance.

WHAT YOU'LL BRING

• Customer service‑oriented with poise and professionalism.
• Strong relationship management skills; ability to build a personal network throughout the company.
• Advanced knowledge navigating the Internet and various Microsoft Office programs (Windows, Outlook, Word, PowerPoint, Publisher, Excel).
• Strong attention to detail and time‑management skills.
• Strong ability to multi‑task and assign priorities.
• Work effectively and efficiently with or without direct supervision.
• Excellent problem‑solving and decision‑making skills.
• Strong interpersonal communication skills, both written and oral.

EDUCATION AND EXPERIENCE

• Executive Assistant experience required, ideally C‑level executive.
• Must have working knowledge of Microsoft Office (Excel, Word, PowerPoint, Outlook).
• Must be able to work in a fast‑paced environment, juggling multiple tasks.
• High level of interpersonal skills to manage sensitive and confidential situations; teamwork, responsiveness, poise, tact, diplomacy.

COMPENSATION

The national average salary for this role is $105,000.00–$115,000.00 in base pay, exclusive of bonuses or benefits. Base pay will be determined by experience, skills, training, and education, while considering internal equity and market data.

WHY EPIC

EPIC has over 60 offices and 3,000 employees nationwide – and we're growing! It's a great time to join the team and be part of this growth. We offer:

• Generous Paid Time Off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non‑exempt employees; 12 company‑observed paid holidays; 4 early‑close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Quarterly employee recognition program for demonstrating EPIC's values plus additional awards and travel
• Employee Resource Groups: Women's Coalition, EPIC Veterans Group
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include 401(k) matching, medical, dental, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We're in the top 10 of property/casualty agencies according to “Insurance Journal”

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients.

As set forth in EPIC Brokers's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.