Tag Archives: Employee Benefit Adviser

Suzannah Gill of EPIC to Present on Millennial Brokers at Employee Benefit Adviser’s Workplace Benefits

ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Benefits Strategy Consultant Suzannah Gill will present at the Employee Benefit Adviser's Workplace Benefits Renaissance on March 1, 2018 at 10 a.m. at the Borgata Hotel Casino and Spa in Atlantic City, N.J.

Gill will present on a panel on "How Millennial Brokers are Reshaping the Business" alongside John Sbrocco, healthcare strategist and principal at Questige. The panel will be moderated by Employee Benefit Adviser's Editor-in-Chief and Conference Chair Elizabeth Galentine.

Workplace Benefits Renaissance provides attendees the opportunity to learn the latest trends and proven strategies from a peer-led program that includes some of the industry's top producers. Attendees will also make new connections with a valuable network and bring back innovative, actionable ideas that can be applied to their own practice. The event leverages its vast networks and expertise of Employee Benefit Adviser, Employee Benefit News and the Workplace Benefits Association, to bring an unparalleled learning opportunity.

Click here to see the full agenda: https://www.employeebenefitadviser.com/conference/renaissance-2018/agenda

About Suzannah Gill, benefits strategy consultant:

As part of EPIC's employee benefits consulting team in Atlanta, benefits strategy consultant Suzannah Gill brings a broad spectrum of experience to EPIC. She was previously a senior associate and benefits consultant for a large Atlanta benefits consulting firm with a focus on strategic management and business development. Prior to that, Gill provided strategic benefits expertise to her clients as an ERISA attorney at a prominent Atlanta law firm, representing clients in both Employee Benefits and Executive Compensation matters.

Gill is a responsive and results-oriented benefits advisor, helping her clients understand and navigate the complexities of employee benefits, so they can focus on managing and growing their businesses. Additionally, her skill set further expands EPIC's legal expertise in employee benefits.

She earned a Bachelor of Science in Management with Marketing Certification, highest honor, from Georgia Tech and a Juris Doctor, cum laude, from the University of Georgia School of Law.

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 1,400 team members operating from 50 offices across the U.S., providing Property and 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 U.S. Backed 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/.

EPIC Insurance Brokers and Consultants ('EPIC'), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Benefits Strategy Consultant Suzannah Gill will present at the Employee Benefit Adviser's Workplace Benefits Renaissance on March 1, 2018 at 10 a.m. at the Borgata Hotel Casino and Spa in Atlantic City, N.J.

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

EPIC Insurance’s Suzannah Gill Named a 2018 Rising Star in Advising by Employee Benefit Adviser

ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Benefits Strategy Consultant Suzannah Gill has been recognized as a 2018 Rising Star in Advising by Employee Benefit Adviser.

The 2018 Rising Stars in Advising, chosen by Employee Benefit Adviser's editorial team after a nationwide search, are compassionate leaders who practice what they preach. This year's group of standout advisers, ages 35 and younger, are taking charge of the employee benefit supply chain with a determination to reduce costs and improve client outcomes.

Although she was the firm's youngest producer when she joined EPIC, Gill quickly became known as a company and industry thought leader. She draws upon her background as an ERISA attorney to deliver unique expertise as a consultant, with a keen focus on driving down employers' costs and ensuring that their interests are aligned by offering to work on a fee basis. Gill's clients benefit from enhanced employee offerings, reduced costs, and increased EBITDA.

"We are pleased and proud that Suzannah has been named a 2018 Rising Star in Advising," said John Hahn, CEO of EPIC. "This well-deserved recognition is a reflection of her hard work and dedication to providing EPIC clients with the highest level of service excellence. Suzannah is a tremendous asset to our team and a stand-out, consultant, leader and adviser."

Click here the full list of Rising Stars: https://www.employeebenefitadviser.com/list/employee-benefit-advisers-2018-rising-stars-in-advising.

About Suzannah Gill, benefits strategy consultant:

As part of EPIC's employee benefits consulting team in Atlanta, Benefits Strategy Consultant Suzannah Gill brings a broad spectrum of experience to EPIC. She was previously a senior associate and benefits consultant for a large Atlanta benefits consulting firm with a focus on strategic management and business development. Prior to that, Gill provided strategic benefits expertise to her clients as an ERISA attorney at a prominent Atlanta law firm, representing clients in both Employee Benefits and Executive Compensation matters.

Gill is a responsive and results-oriented benefits advisor, helping her clients understand and navigate the complexities of employee benefits, so they can focus on managing and growing their businesses. Additionally, her skill set further expands EPIC's legal expertise in employee benefits.

Gill earned a Bachelor of Science in Management with Marketing Certification, highest honor, from Georgia Tech and a Juris Doctor, cum laude, from the University of Georgia School of Law.

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 1,400 team members operating from 50 offices across the U.S., providing Property and 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 U.S. Backed 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/.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Benefits Strategy Consultant Suzannah Gill has been recognized as a 2018 Rising Star in Advising by Employee Benefit Adviser.

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

Two EPIC Insurance Consultants Recognized Among the 30 Most Influential Women in Benefit Advising

MAHWAH, N.J. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Susan L. Combs and Senior Vice President Suzanne McGarey have been recognized among Employee Benefit Adviser's "2017 Most Influential Women in Benefit Advising."

The 2017 Most Influential Women in Benefit Advising list highlights national benefits consulting leaders who stood out in a large field of highly qualified nominees for both personal and professional reasons.

Susan L. Combs, Principal of The Capacity Group - an EPIC Company, served as the youngest president of Women in Insurance and Financial Services (WIFS) in the group's 81 year history. A strong advocate of bringing more women into the benefits advising field, Combs was instrumental in establishing WIFS's national mentorship program.

Suzanne McGarey, senior vice president of Ascende - a Division of EPIC, has helped to lead Ascende's health and welfare team for more than a decade, working to differentiate the company through industry specific benefits benchmarking surveys and other business intelligence initiatives, as well as defining best practice in compliance advisory services.

"We are pleased and proud that these extraordinary EPIC women have been recognized among the 2017 Most Influential Women in Benefit Advising," said John Hahn, CEO of EPIC. "To have two of our consultants included in this small, elite group nationally is a wonderful accomplishment, which speaks to the character and ability of both the women and men who choose to make EPIC their business home."

See the full list of the 2017 Most Influential Women in Benefits Advising here: https://www.employeebenefitadviser.com/slideshow/ebas-2017-most-influential-women-in-benefit-advising

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 1,000 team members operating from 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 approaching $300 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country.

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

MULTIMEDIA:
* PHOTOS for Media:
(1) Send2Press.com/mediaboom/17-0628s2p-scombs-300dpi.jpg
Photo Caption: Susan L. Combs, Principal of The Capacity Group - an EPIC Company.

(2) Send2Press.com/mediaboom/17-0628s2p-mcgarey-300dpi.jpg
Photo Caption: Suzanne McGarey, senior vice president of Ascende - a Division of EPIC.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Susan L. Combs and Senior Vice President Suzanne McGarey have been recognized among Employee Benefit Adviser's "2017 Most Influential Women in Benefit Advising."

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

EPIC’s Rob Massa and Craig Schmidt Named ‘Top Benefit Advising Innovators’ by Employee Benefit Adviser

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Employee Benefit Adviser (EBA) named Director of Retirement Rob Massa and Senior Wellness Consultant Craig Schmidt as "Top Benefit Advising Innovators."

"We are honored that Rob and Craig have been recognized by EBA as advisers who are leading the way in benefits consulting," said John Hahn, CEO of EPIC. "Our clients will need to continue navigating largely uncharted waters as we enter into a new era of employee benefits and healthcare under a new President. Rob, Craig and all of our consultants across the country will continue providing the very highest level of service and expertise to our clients as benefits and healthcare continue to change and evolve."

Employee Benefit Adviser's 30 Top Benefit Advising Innovators includes men and women making significant contributions to the field of benefits consulting and advising and who are leading the way for the industry. Whether it be through focusing on transparency in insurance and healthcare, utilizing technology to improve care, education or bending the cost curve, they are people to watch in the years ahead.

A 25-year industry veteran, Massa created EPIC's investment advisory firm that has grown to $3 billion in AUM. Massa's goal is to let employers establish best practices for their plans, with a growing emphasis on financial wellness and fiduciary responsibility.

Within the past year at EPIC, Schmidt has built the company's employee benefits specialty wellness consulting practice, developing content for client-facing webinars, educated staff on wellness productivity planning and authored new material in EPIC's wellness playbook tool for internal account teams.

Both Massa and Schmidt were recognized by EBA earlier this year as 2016 Employee Benefit Advisors of the year, Massa in Retirement and Schmidt in Wellness.

To see the full list of Top Benefit Advising Innovators, go to:
http://www.employeebenefitadviser.com/slideshow/30-top-benefit-advising-innovators.

About Rob Massa, Director of Retirement, Ascende - an EPIC Company:

Rob Massa joined Ascende as the retirement practice leader in 2010, and in 2011, led the introduction of Ascende Wealth Advisers, Inc. He oversees a team of retirement professionals who work with clients and investment committees to help them develop meaningful retirement plan strategies, manage compliance requirements and fiduciary duties, educate employees and make informed decisions in plan operations. Prior to joining Ascende, he spent 10 years at MBM Advisors, Inc. as a vice president, principal and shareholder of the company. His entire career has been focused in the investment management and administration of qualified retirement plans through a diverse series of responsibilities, including investment advice, trust administration, recordkeeping, compliance testing, product management, legal, Financial Industry Regulatory Authority (FINRA) securities compliance and client consultation. Rob has a Bachelor of Arts degree in public administration and a minor in mathematics from the College of New Jersey. He is a licensed life/health representative, has passed the Series 7, 24, 63 and 65 securities exams, is a Chartered Financial Consultant (ChFC(r)), a Certified Employee Benefits Specialist (CEBS), an Accredited Investment Fiduciary (AIF(r)) and a Cash Balance Consultant (CBC). In addition, he taught employee benefits at St. Thomas University for the Certified Financial Planner(c) Program.

About Craig Schmidt, Senior Wellness Consultant, EPIC:

As a Wellness Consultant, Craig works with a team of other like-minded wellness professionals to create a healthier working environment for the members and clients EPIC serves. He has a strong background in Health Education, Health Promotion and in particularly a passion for work-site impacts health and wellness plays at any company. Craig strives to not only help our client members that have partnered with EPIC but he also works to be an example in his own daily life, with his co-workers and regular interactions with people.

Prior to joining the EPIC team, Craig worked in many roles within the worksite wellness field to help strengthen him for the position he current holds. He has been a health coach working with individuals 1-on-1, a Program Coordinator for a wellness service provider, and a Health Educator within a carrier disease management platform. Most recently, Craig took on an integral role in an innovative approach to combine workplace initiatives in wellness with carrier services to improve health care consumerism as a Wellness Liaison with WellPoint Inc. Craig was positioned on-site at Google Inc. to work directly with their Human Resources department and with their employees having daily in person interactions whenever needed. Craig's endeavor in his own health and wellness help strengthen his passion to be a leader in the field of wellness and health management and become a valued asset at EPIC as we continue to grow our presence as a worksite wellness innovator.

Craig earned his Bachelors of Science in Health Education and Promotion with an emphasis on Worksite Studies at East Carolina University in Greenville, North Carolina. He then continued his studies at the University of Colorado, Denver Anschutz Medical Campus where he completed his Certificate of Public Health Sciences.

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 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $200 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country.

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

MEDIA CONTACTS:
David Hock
650-295-4608
dave.hock@epicbrokers.com

Nicole Conley
650-422-3156
nicole.conley@taniscomm.com

IMAGES FOR MEDIA:
* Send2Press.com/mediaboom/16-1201s2p-massa-300dpi.jpg
* Send2Press.com/mediaboom/16-1201s2p-schmidt-300dpi.jpg

EPIC Insurance Brokers and Consultants ("EPIC"), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Employee Benefit Adviser (EBA) named Director of Retirement Rob Massa and Senior Wellness Consultant Craig Schmidt as "Top Benefit Advising Innovators."