M&A Insurance Support Specialist

EPIC Brokers • Boca Raton, FL

1d • $60,000 - $80,000 • Hybrid

About The Position

EPIC Insurance Brokers & Компанияs is seeking a motivated M&A Support Specialist (Life Insurance Book Transfer Specialist) to join our growing team. This hybrid role, based in Boca Raton, FL, involves supporting mergers and acquisitions with a focus on insurance books of business. We are looking for individuals who align with our core values of Owner mindset, Inspire trust, Think big, and Drive results. EPIC is one of the fastest-growing firms in the insurance industry, with over 3,000 employees nationwide and a commitment to diversity and inclusion.

Requirements

• Deep understanding of BD-direct vs. IMO vs. hybrid distribution models.
• Experience with how distribution structure impacts contracts and appointments, commissions, product access and carrier alignment, and DTCC feeds and data.
• Strong familiarity with insurance carrier servicing rules.
• Experience handling book of business transfers, Agent-of-record changes, policy ownership and servicing rights, and transfer of commissions.
• Working knowledge of commission structures (upfront, trails, renewals), vesting rules and ownership rights, and transferability of commissions.
• Broad understanding of the insurance marketplace, including retail (advisor-facing) distribution and wholesale (IMOs, BGAs, FMOs) channels.
• Familiarity with fixed life, fixed annuity, and variable life & annuity products.
• Analytical thinker with strong attention to detail.
• Self-starter who identifies process gaps, proposes improvements, and drives execution.
• Ability to navigate ambiguity and complex transitions.
• Excellent communication and cross-functional coordination skills.
• Strong sense of ownership and accountability.
• Ability to identify risks and proactively solve problems.

Nice To Haves

• Experience supporting RIA and/or BD transitions or M&A integrations.
• Familiarity with DTCC commission feeds and data flows.
• Understanding of compliance and regulatory considerations (FINRA, SEC, state DOI).
• Experience with multi-carrier environments and national platforms.
• Strong project management skills (ability to manage multiple integrations simultaneously).
• Experience with revenue mapping and compensation reconciliation.

Responsibilities

• Support due diligence and integration efforts for BD/RIA partner mergers and acquisitions, with a focus on insurance books of business.
• Analyze existing advisor distribution models (BD, IMO, hybrid, etc.) and determine path for transition.
• Coordinate transitions of insurance books of business, including Agent of record (AOR) changes, Book of business transfers/block transfers, and Policy servicing ownership.
• Review and manage carrier-specific requirements, including transfer rules and restrictions, vesting and commission ownership, and product availability and eligibility.
• Work with the Vanbridge Licensing & Contracting Team to ensure appointments are in place for book of business transfers.
• Evaluate how distribution changes impact commission structures and payouts, trails and renewals, compensation grids, and DTCC feeds and data.
• Coordinate with Vanbridge and BD/RIA Partner operations teams to ensure continuity of DTCC feeds, commissions, and revenue reporting and reconciliation.
• Identify gaps in licensing, appointments, or carrier relationships during integration and work with the Vanbridge Licensing & Contracting team to resolve.
• Serve as liaison between advisors, carriers, BD/RIA Partners, and internal Vanbridge teams.
• Assist in developing standardized processes and playbooks for future M&A integrations.
• Provide guidance to BD/RIA partners on transition impacts and required actions.

Benefits

• Generous Paid Time off (Managed PTO for salaried/exempt employees; 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days)
• Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Employee referral bonus program ($1,500 per hired referral)
• Employee recognition programs
• Employee Resource Groups (Women’s Coalition, EPIC Veterans Group)
• Professional growth & development (Mentorship Program, Tuition Reimbursement Program, Leadership Development)
• Pet Insurance
• Identity Theft & Fraud Protection Coverage
• Legal Planning
• Family Planning
• Menopause & Midlife Support
• 401(k) matching
• Medical insurance
• Dental insurance
• Vision insurance
• Wellness & employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed