EPIC Insurance Brokers & Consultants · 1 hour ago
Program Manager, Consortium Operations, Risk Management
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$180K/yr - $220K/yr
10+ years expEPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, seeking a Program Manager for Consortium Operations. This role is responsible for the operational execution and performance of group insurance programs, overseeing an interdisciplinary team and ensuring service delivery to Consortium Members.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Responsibilities
Exposure Gathering & Intake Operations (Prospect → Market Submission → Business Case)
Oversee exposure intake workflows for prospects and existing members, ensuring timely and accurate SOV and COPE data
Ensure standardized templates, documentation, and validation processes are applied consistently across all consortiums
Direct continuous refinement of intake standards to support modeling, underwriting, and analytics
Modeling & Analytics Execution (SOV modeling, premium allocations, rate matrix updates)
Oversee all modeling activities including catastrophe exposure modeling, expected loss modeling, allocation methodology, and actuarial framework
Govern annual updates of the rate matrix, cost models, allocation logic, and modeling inputs for new and existing assets
Ensure third‑party actuarial partners are integrated into annual reviews, premium allocation validation, and methodology audits
Oversee development and refinement of analytics dashboards and member‑level performance insights
Integrate claim trend analytics—especially for seasonal or cyclical environmental exposures—into modeling frameworks and annual rate/actuarial updates
Ensure catastrophe modeling inputs reflect historical and forecasted claim drivers tied to climate patterns, geography, and asset-type vulnerability
Market Submission, Quoting & Binding (End‑to‑end renewal workflow)
Govern the full annual renewal process—data preparation, submission assembly, marketing strategy, negotiations, and quote evaluation
Ensure underwriting governance, alignment with market expectations, and adherence to service standards
Oversee binding processes, documentation accuracy, and integration into internal systems and captives
Coordinate with Pegasus on governance checkpoints (Board approvals, voting documentation) without performing governance actions
Service Platform Oversight (COIs, Meetings, Deliverables, Member Communications)
Ensure timely issuance of Certificates of Insurance and adherence to defined SLA requirements
Oversee monthly and quarterly member meetings, stewardship cycles, and ongoing service deliverables
Ensure Pegasus manages governance documentation and meeting structures, while operational teams deliver reporting, analytics, and materials
Maintain consistent member experience across all consortium programs
Captive Governance Support & Oversight (Board, Subcommittees, Annual Meeting)
Provide oversight of EPIC Captive Management, ensuring it fulfills ownership of consortium governance infrastructure, documentation, and governance calendar management
Ensure captive governance activities are executed by the appropriate parties (captive manager, legal counsel, committees) in alignment with standards
Oversee alignment between operational execution and governance decisions (e.g., underwriting recommendations, capital decisions, audit outputs)
Participate in or support Board, finance committee, underwriting committee, and claims committee work as required
Oversee EPIC Captive Management’s role in maintaining governance-aligned templates and documentation, though operational validation remains with consortium operations
Loss Control & Engineering Oversight (Engineering process, inspections, recommendations)
Oversee engineering inspection strategy, frequency, prioritization, and output quality
Ensure loss control recommendations feed into underwriting, modeling, and member performance scorecards
Oversee CAT preparedness workflows, post‑loss evaluations, and coordination with engineering vendors
Govern vendor performance and escalate deficiencies through defined remediation channels
Claims Oversight (RMIS, claim handling, loss runs, reporting)
Govern claims handling workflow including intake, triage, communication standards, reserve management, and resolution quality
Oversee RMIS reporting, ensure data accuracy, and integrate claims intelligence into stewardship, analytics, and underwriting cycles
Oversee claim run reporting, quarterly claim reviews, and member‑level claim performance evaluation
Coordinate with EPIC Captive Management on governance reporting and committee‑level updates related to claims (without performing governance duties)
Oversea claim trend analytics, including identification and forecasting of patterns related to cyclical environmental perils, severe weather seasons, regional CAT exposures, and emerging loss drivers
Govern audit trails, documentation standards, and version control for all claims-related datasets to support downstream analytics, modeling, and governance reporting
Finance & Accounting (Revenue Cycle) (Invoicing, Collections, Reconciliation, Systems, Taxes)
Oversee premium invoicing, cash application, collections, and reconciliation
Ensure accurate monthly, quarterly, and annual financial reporting
Oversee E&S tax filings, surplus lines requirements, and any applicable FET obligations
Direct integration and oversight of financial systems (e.g., Sagitta, accounting platforms) to ensure accuracy and audit readiness
Ensure operational alignment with captive financial requirements, capital contributions, and reporting
Transactional Workflow Oversight (Acquisitions & Dispositions)
Oversee underwriting, modeling, pricing, and carrier engagement for mid‑term acquisitions and dispositions
Ensure SLA adherence—quote turnaround, endorsements, mid‑term adjustments, and pro rata allocations
Maintain audit trails, pricing logic documentation, and integration into member-level reporting
Program Tracking & Dashboard Governance (Revenue, carriers, captive, invoicing trackers)
Oversee all enterprise trackers, ensuring accuracy for: Premiums & invoicing, Carrier participation, Captive financials, Engineering and claims progress
Ensure trackers integrate into BI dashboards and stewardship reporting
Maintain robust oversight processes for data accuracy and audit integrity
Establish and maintain enterprise-wide quality controls for all operational, financial, underwriting, engineering, and claims datasets to ensure downstream processes operate with accurate, validated information
Act as the final data quality checkpoint for consortium-wide program trackers, stewarding documentation accuracy before integration into BI dashboards, stewardship reports, and governance submissions
Stewardship Management (Annual stewardship meeting, reporting, analytics)
Oversee the annual stewardship process including claims, loss control, underwriting, benchmarks, financial results, and strategic program updates
Govern the preparation, quality, and accuracy of meeting content and reporting
Partner with Pegasus to ensure governance materials meet governance documentation standards
Qualification
Required
10+ years leading insurance program operations, risk financing, captive operations, consortium programs, or complex risk structures
Deep technical expertise across underwriting, modeling, claims, loss control, finance/accounting, or captive governance
Proven experience leading multi-vendor ecosystems and cross-functional operational models
Strong executive communication skills with experience presenting to Boards, committees, and senior stakeholders
Demonstrated ability to build scalable operating platforms and replicate them across programs
Preferred
Experience working with or overseeing internal governance-support units (e.g., Captive Managements equivalents)
Familiarity with Origami, Archipelago, PowerBI, and insurance accounting systems (e.g., Sagitta)
Commercial real estate insurance experience
Relevant designations (ARM, CPCU, ARe, CRM)
Benefits
Generous Paid Time off
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, 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
Company
EPIC Insurance Brokers & Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
1001-5000 employees
H1B Sponsorship
EPIC Insurance Brokers & Consultants has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (3)
2022 (1)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP, Corporate Operations
Recent News
Business Journals
2022-08-25
2022-01-21
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