EPIC Insurance Brokers and Consultants

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced that Shelley Dawson, Jon Greenstein and John Gaffney have joined the firm in San Francisco. All will assume leadership roles in EPIC's rapidly growing Employer Services Platform (ESP) which provides a wide range of leading benefits consulting products and services to EPIC clients across the country.

Dawson joins as senior project director, in an expanded role with responsibility for managing the details and execution of all EPIC ESP initiatives. Prior to joining EPIC Dawson ran her own independent marketing, communications and project management consulting business.

Greenstein is now EPIC ESP's communications consultant, responsible for all internal and client-facing communications projects and services. He joins the firm from Aon Hewitt.

Gaffney, EPIC ESP's latest addition who joins from Sequoia Benefits, assumes the role of operations director and will lead ESP's business operations, growth strategies and service excellence initiatives.

"The addition of Shelley, Jon and John is an exciting way to expand and deepen ESP's leadership, as well as our team's premier client consulting capabilities," said Dana Liedel, Managing Principal of EPIC Employer Services.

Continued Chris Duncan, EPIC Chief Growth Officer and National Employee Benefits Consulting Practice Leader, "We are investing heavily in building an industry-leading Benefits Consulting Platform, delivering comprehensive services to our current and future clients and supporting the EPIC teams across the country who most directly serve them."

As one of the fastest growing private insurance brokerage and employee benefits consulting firms based in the U.S., EPIC has been on an aggressive growth trajectory, successfully competing against the largest, institutional brokers as well as smaller regional firms with a fast, flexible, client-focused business model.

Since The Carlyle Group became the firm's major investment partner in December 2013, EPIC has completed eight strategic acquisitions/purchases, adding more than 300 employees in 14 new locations across the United States.

Dawson, Greenstein and Gaffney can be contacted at:
Shelley Dawson: 415-356-4870;
LinkedIn: .

Jon Greenstein: 415-356-3995;
LinkedIn: .

John Gaffney: 415-356-3954;
LinkedIn: .

About EPIC Insurance Brokers and Consultants:

Headquartered in San Francisco, EPIC Insurance Brokers and Consultants has nationwide presence with a depth of industry expertise across key lines of insurance, including commercial property and casualty, employee benefits, unique specialty program insurance, and private client services. Since its founding in 2007, EPIC has grown revenue from $5 million to $160 million through both organic growth and strategic acquisitions, and remains a fixture on the insurance industry's "Best Places to Work" lists. Its strategic partners include private equity firms The Carlyle Group and Stone Point Capital. To learn more, visit

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