Life Insurance Transfer Coordinator New 225 NE Mizner Boulevard Suite 675, Boca Raton, FL 33432

Job Overview M&A Support Specialist (Life Insurance Book Transfer Specialist) Key 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 Review and manage carrier-specific requirements, including: Transfer rules and restrictions Vesting and commission ownership Product availability and eligibility under different distribution channels and contracts 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 DTCC feeds and data Coordinate with Vanbridge and BD/RIA Partner operations teams to ensure continuity of: DTCC feeds Commissions if applicable Revenue reporting and reconciliation Identify gaps in licensing, appointments, or carrier relationships during integration – 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 Required Experience & Expertise Insurance Distribution Knowledge 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 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 Transfer of commissions Commissions & Compensation Working knowledge of: Commission structures (upfront, trails, renewals) Vesting rules and ownership rights Transferability of commissions Industry Knowledge Broad understanding of the insurance marketplace, including: Wholesale (IMOs, BGAs, FMOs) channels Familiarity with fixed life, fixed annuity, and variable life & annuity products Preferred / Additional Skills (Highly Valuable) 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 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 Compensation The national average salary for this role is $60,000.00 - $80,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Benefits 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, 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 Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include 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. It takes both production and service to be EPIC! 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" Equal Employment Opportunity Statement 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. Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 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. #J-18808-Ljbffr EPIC Insurance Brokers & Consultants