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Tag Archives | Edgewood Partners Insurance Center

EPIC adds John Walsh as Executive Liability and Financial Lines Principal

SAN FRANCISCO, Calif., Oct, 21, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that John Walsh has joined the firm as their Principal of Executive Liability and Financial Lines insurance. Walsh brings more than 10 years of Financial Lines Broking, Placement, Underwriting, Business Development, Client Service, Operations and Claims Management experience to EPIC.

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EPIC adds Christopher Walker, Esq. as Director of Healthcare Compliance

SAN FRANCISCO, Calif., Oct. 15, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Christopher Walker, Esq. has joined the firm as Director of Healthcare Compliance and Associate General Counsel, Employee Benefits. Walker will be based in EPIC’s San Francisco headquarters and will report to Executive Vice President and General Counsel, Dan Crawford.

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EPIC Co-founder Dan Francis to Leave Firm

SAN FRANCISCO, Calif., Oct. 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Co-founder and Executive Chairman Dan Francis has elected to leave the firm effective November 1, 2014.

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EPIC adds Bill Cosgrove as Financial Institutions Practice Leader

SAN FRANCISCO, Calif., Oct. 13, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that William P. (Bill) Cosgrove has joined the firm as managing principal and Financial Institutions Practice leader. Cosgrove brings 28 years of insurance industry underwriting, production, marketing, client service, management and executive leadership experience to the firm.

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EPIC Names Insurance Veteran Peter Garvey as COO

SAN FRANCISCO, Calif., Oct. 9, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, today announced the appointment of insurance industry veteran Peter Garvey as Chief Operating Officer (COO), a newly created position reporting to CEO John Hahn. Bringing EPIC nearly 35 years of insurance brokerage strategic operations, mergers and acquisitions, and executive leadership experience, Garvey will be chartered with further accelerating EPIC’s growth momentum.

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EPIC adds Tiffany McClellan in Southern California

IRVINE, Calif., Sept 10, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Tiffany McClellan has joined the firm as Regional Director Employee Benefits. McClellan brings 16 years of experience in strategic market planning, sales organizational leadership, new product/service development and health and welfare plan consulting to the firm.

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EPIC adds retail team from JLT Towers Re

SAN FRANCISCO, Calif., Aug. 13, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationwide retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of the retail risk management and property/casualty team of JLT Towers Re. This strategic build-out of a team serving large, complex risk management accounts is a product of EPIC’s broadening alliance partnership and collaboration with JLT Towers Re. The agreement is effective August 11.

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EPIC Purchases Jenkins Insurance Services

SAN FRANCISCO, Calif., July 21, 2014 (SEN2PRESS NEWSWIRE) — The shareholders of Jenkins Insurance Services (Jenkins), a Leavitt Group agency, have sold 100 percent of their shares in Jenkins to EPIC (Edgewood Partners Insurance Center). The transaction, which closed on July 17, was retroactively effective July 1. Jenkins, with California offices in Concord, Sacramento, San Jose, Orange County, and in Reno, Nevada, employs 160 and has approximately $34 million of annual revenue.

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Andrea Levin joins EPIC as a Vice President in Petaluma

PETALUMA, Calif., July 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of Andrea Levin as a vice president in their Petaluma office. Levin brings 24 years of experience in the development and management of property and casualty insurance and risk management programs, working with a wide range of business and industry and specializing in financial institutions.

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EPIC Welcomes Principal Greg Dobson to San Ramon – Top 30 U.S. broker continues to build California presence

SAN RAMON, Calif., June 3, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, has added Greg Dobson as a principal in its employee benefits division. Dobson brings 30 years of employee benefits expertise to EPIC. He will be based in the company’s San Ramon office.

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EPIC expansion lands new Chief Growth Officer

SAN FRANCISCO, Calif., May 12, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Chris Duncan has joined the firm’s executive team as Chief Growth Officer (CGO). Duncan brings 26 years of experience in finance, risk management, security, mergers and acquisitions and executive leadership to the firm.

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EPIC names Michael Gonthier as new Chief Financial Officer

SAN FRANCISCO, Calif., April 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Gonthier has joined the firm as Chief Financial Officer. EPIC’s current CFO, Elaine Andrian, will now focus on merger and acquisition strategy and diligence as the firm continues to expand nationally.

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EPIC adds Senior Consultant Cheryl Doege in San Francisco

SAN FRANCISCO, Calif., March 3, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, has added Cheryl Doege as a senior consultant to their national employee benefits consulting practice. Doege brings 23 years of experience in human resources and benefits consulting to EPIC with specialties in benefit program design and funding strategies.

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EPIC adds Director of Account Executives Sean Leonard to its Southeast division, The McCart Group

DULUTH, Ga., Feb. 27, 2014 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Sean Leonard to the employee benefits consulting practice in their Southeast division, The McCart Group. Leonard brings more than 19 years of managerial experience in human resource and benefits, including 12 years spent in benefits consulting, insurance sales and client relationship management.

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EPIC’s Jim Gillette Honored as a 2014 Risk and Insurance Retail Industry Power Broker

SAN MATEO, Calif., Feb. 24, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationally expanding retail property, casualty and employee benefits insurance brokerage, announced today that Jim Gillette has been named as a 2014 Risk and Insurance Retail Industry Power Broker. In addition to Gillette, Kathleen Felderman, managing principal and the leader of EPIC’s national real estate practice, was also recognized as a 2014 Real Estate Industry Power Broker Finalist.

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EPIC adds Financial Institutions ‘Power Broker’ Jim Loughlin

SAN FRANCISCO, Calif., Feb. 11, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationally expanding retail property, casualty and employee benefits insurance brokerage, announced today that James R. Loughlin has joined the firm as Managing Principal, Risk Solutions. Loughlin joins EPIC as Managing Principal, Risk Solutions in New York.

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EPIC adds Risk Management Professional Don Atkinson to its Southeast Region, The McCart Group

DULUTH, Ga., Feb. 5, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center) a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Don Atkinson to the risk management consulting practice in their Southeast Region, The McCart Group. Atkinson brings 29 years of experience in risk management and insurance sales and client relationship management to The McCart Group.

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EPIC announces acquisition of Altus Specialty Group’s Program Business

BOSTON, Mass., Jan. 21, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center) a retail property, casualty insurance brokerage and employee benefits consultant, announced today it has acquired certain assets of program specialist Altus Specialty Group (ASG), namely the program book of business (ASG Programs). The acquisition of this business comes on the heels of EPIC’s November 2013 announcement of plans to pursue national expansion, backed by capital from The Carlyle Group and Stone Point Capital.

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EPIC adds North Bay Employee Benefits Professional Sama Hershey Davis

PETALUMA, Calif., Jan. 6, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, has added Sama Hershey Davis in their North Bay employee benefits consulting practice. Hershey Davis brings 15 years of experience in healthcare, benefits consulting, human resources, compliance, wellness and client relationship management to EPIC.

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EPIC awarded ‘2013 Healthiest Company in North Bay’ designation by North Bay Business Journal

PETALUMA, Calif., Dec. 4, 2013 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty and employee benefits insurance brokerage, announced today the North Bay Business Journal has recognized EPIC as a ‘2013 Healthiest Company in North Bay.’ The North Bay office of EPIC participates in a companywide wellness program, led by a volunteer committee that has garnered impressive results over the last four years.

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The Carlyle Group to Invest in Edgewood Partners Insurance Center to Support EPIC’s Expansion

SAN FRANCISCO, Calif., Nov. 14, 2013 (SEND2PRESS NEWSWIRE) — Edgewood Partners Insurance Center (EPIC), a leading retail insurance broker headquartered in California, announced today that funds managed by global alternative asset manager The Carlyle Group (Carlyle) have agreed to acquire a controlling equity stake in the company. Carlyle’s investment will enable EPIC to continue to execute its organic growth strategy and support strategic acquisitions of complementary insurance distribution platforms throughout the United States.

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EPIC’s Janice Stanger takes the stage at top 2013 Wellness Conference

COLUMBUS, Ohio, Nov. 12, 2013 (SEND2PRESS NEWSWIRE) — Janice Stanger, a leading wellness expert and benefits consultant for EPIC, a retail property, casualty and employee benefits insurance brokerage, was a featured guest speaker at the 2013 Fall Wellness Forum Conference. At the conference, held November 8, 9 and 10 in Columbus, Ohio, Stanger spoke on incorporating effective wellness programs into the workplace and on private healthcare exchanges.

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EPIC again recognized as one of Silicon Valley’s fastest growing private companies

SAN MATEO, Calif., Oct. 24, 2013 (SEND2PRESS NEWSWIRE) — In a recent article, Silicon Valley Business Journal highlighted the region’s fastest growing companies, proving that for innovators, there is always opportunity to grow. EPIC, a retail property, casualty and employee benefits insurance brokerage based in San Mateo, was one of 52 companies to receive this recognition. This is the fourth consecutive year that EPIC has made the Silicon Valley Business Journal’s Fastest Growing Private Companies list.

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EPIC honored as a ‘Best Place to Work in Insurance’ for the fourth year

SAN MATEO, Calif., Oct. 22, 2013 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty and employee benefits insurance brokerage, has been recognized for a fourth year as a ‘Best Place to Work in Insurance’ by Business Insurance Magazine and survey co-sponsor Best Companies Group.

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EPIC’s third video in healthcare series promotes wellness behaviors for positive health outcomes

SAN FRANCISCO, Calif., Aug. 13, 2013 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty and employee benefits insurance brokerage and consultancy, announced today their release of the third in a series of Healthcare Engagement Videos, ‘Wellness Behaviors.’ The video provides a simple, practical, easily understood view of the importance of nutrition, activity and rest in promoting overall health and happiness.

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EPIC adds Principal Dawn Jeffery in the Inland Empire

ONTARIO, Calif., Aug. 12, 2013 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty and employee benefits insurance brokerage, has added Dawn Jeffery as a property and casualty insurance producer in its Inland Empire division. Dawn brings 28 years of experience in risk management and commercial insurance program development and management to EPIC. Her industry expertise includes construction, transportation and non-profit clients.

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EPIC honored by Orange County Business Journal as a ‘Best Place to Work’

IRVINE, Calif., Aug. 7, 2013 (SEND2PRESS NEWSWIRE) — The Orange County Business Journal has announced that EPIC has been recognized as a ‘Best Place to Work’ in Orange County. EPIC is one of only 34 Orange County companies with 250 or more employees to receive this honor and is ranked 4th in the large company category.

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