Leadership Restructuring at EPIC Insurance Brokers Enhances Strategic Goals

EPIC Insurance Brokers & Consultants has announced a major leadership restructuring aimed at enhancing its executive team's capabilities and supporting ongoing growth and development.

These strategic appointments are significant as they align EPIC's organizational structure with its evolving business landscape. Over recent years, the firm has expanded its national footprint, strengthening specialty practices and entering new markets. The appointment of key executives is intended not only to foster collaboration but also to streamline operations across various regions and specialties. Steve Denton, CEO of EPIC, emphasized the importance of these changes, stating that the focus remains on simplifying access to the firm's offerings and preserving personalized service.

Key Leadership Changes

The newly appointed leadership includes Thomas O’Neil as vice chairman, focusing on managing regional business operations, AI initiatives, and technology. Phil Moyles and Gregg Bundschuh take on roles as co-presidents, with Moyles overseeing financial and employee benefits sectors and Bundschuh concentrating on organic growth and sales leadership. Frank Mammaro will serve as both CFO and COO, with additional responsibilities in mergers and acquisitions and corporate operations. Marc Kunney takes on the role of chief client officer, emphasizing client experience and relationship development, while Karen Beldy Torborg's responsibilities expand over regional operations. Louis Oliver will manage mergers and acquisitions as managing director.

Implications for the Insurance Industry

This restructuring reflects EPIC's commitment to attracting top talent and forming strategic partnerships, reinforcing its specialty capabilities, and broadening its national presence. By aligning executive roles with the firm's strategic goals, EPIC aims to address increasing scale and complexity, thereby facilitating enhanced decision-making and collaboration. This move underscores the firm’s dedication to delivering customized insurance solutions and its focus on risk management. As EPIC continues to evolve, the insurance sector will likely witness a shift in how large firms prioritize technology and client-centric approaches to maintain competitive advantage.

Role Executive Focus Area
Vice Chairman Thomas O’Neil Regional Operations
AI and Technology
Co-President Phil Moyles Financial and Employee Benefits
Co-President Gregg Bundschuh Organic Growth and Sales
CFO & COO Frank Mammaro M&A and Corporate Operations
Chief Client Officer Marc Kunney Client Experience
Managing Director – M&A Louis Oliver Mergers and Acquisitions

This strategic shift is positioned not only to bolster EPIC's operational efficiency but also to set a precedent for how insurance firms can leverage leadership changes to enhance service offerings and maintain competitiveness in a growing market.