Service Leader, Real Estate Insurance Program
<p style="line-height: 1;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);"><strong>Location: </strong>Hybrid, NYC Midtown Office</span></p>
<p style="line-height: 1;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);">Come join our team!</span></p>
<p style="line-height: 1;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);">There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.</span></p>
<p style="line-height: 1;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);">Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. </span></p>
<p style="line-height: 1;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif; color: rgb(0, 0, 0);">Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!</span></p>
<p style="line-height: 1;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><strong>JOB OVERVIEW:</strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">We are seeking a highly driven and operationally minded Director of Service Delivery to lead the service function for the RealFoundations Network (RFN)—a premier insurance consortium platform serving sophisticated real estate organizations.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">This role is the engine behind RFN’s service delivery model, responsible for managing the workflows of the service team and ensuring seamless execution across all member-facing operations.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">You will oversee day-to-day performance, build scalable processes, and lead a high-performing team supporting renewals, invoicing, certificates, and overall member service.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><strong> </strong><strong>Own Service Delivery Execution</strong></span></p>
<ul>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Oversee all core service functions of the team:</span>
<ul>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Renewals & stewardship cycles</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Invoicing & premium financing</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Certificates & cancellations</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Member servicing and issue resolution</span></li>
</ul>
</li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Ensure consistent, high-quality delivery aligned to defined SLAs and service standards</span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><strong>Run Daily Operations</strong></span></p>
<ul>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Manage workflow, priorities, and service pipeline across the team</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Lead issue triage and escalation management to protect member experience</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Monitor coordinated handoffs between the service team and the modeling, finance, claims, governance, and systems teams</span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><strong>Drive Renewal & Member Lifecycle Success</strong></span></p>
<ul>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Partner with client executives to ensure strong renewal readiness and execution</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Maintain alignment across the full member lifecycle, from pre-renewal through renewal and post-renewal)</span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><strong>Oversee Financial Operations</strong></span></p>
<ul>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Ensure accuracy and timeliness of invoicing and premium financing coordination</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Monitor exceptions, reconciliations, and service cycle times</span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><strong>Build Scalable Operations</strong></span></p>
<ul>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Prepare service operations for onboarding additional consortium programs</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Develop and standardize processes, playbooks, and workflows</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Ensure operations are consistent, repeatable, and audit-ready</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Reduce key‑person dependency by institutionalizing workflows, controls, and documentation</span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><strong>Drive Continuous Improvement</strong></span></p>
<ul>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Partner with systems and data teams to improve reporting and automation</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Identify inefficiencies and lead initiatives to streamline operations</span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><strong>What Success Looks Like</strong></span></p>
<ul>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">A high-performing service team operating with strong ownership and accountability</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Consistent, on-time renewal execution with minimal service disruption</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: rgb(0, 0, 0);">Accurate, system‑generated invoicing and quarterly adjustments with reduced manual intervention</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;
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