IRVINE, Calif. /eNewsChannels/ — Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance brokerage, has added Kathleen “Kathy” Holmes as a senior account executive in its Employee Benefits Division. Kathy brings nearly 25 years of experience in the health insurance and employee benefits industry. She will be based in EPIC’s Irvine, Calif. branch office and report to Steve Vilas, Employee Benefits Division, Chief Operating Officer.
As a senior account executive at EPIC, Kathy’s responsibilities will include providing clients with strategic planning and program design support; ensuring the quality, timeliness and accuracy of all deliverables as well as developing employee benefit communication programs. She will also manage client service team resources and develop new business opportunities.
“Kathy’s analytical abilities, plan design expertise, proficiency in negotiation and strong relationship management skills make her an outstanding addition to our benefits consulting team and a top flight resource for our clients,” said EPIC co-founder, Dan Francis. “We are very pleased to have another professional of Kathy’s caliber elect to join EPIC.”
Prior to EPIC, Kathy was most recently vice president and Southern California Employee Benefits Division Manager at Andreini & Company in the South Coast Metro and Los Angeles division. Across her career Kathy has also held sales, customer service, benefits consulting and management positions at brokers Sander A. Kessler & Associates, Near North Insurance Brokerage and Keenan & Associates.
Kathy attended California State University – Long Beach where she earned a Bachelor of Science in Nursing. In addition, Kathy is a Certified Employee Benefits Specialist and has completed course work at the Health Insurance Association of America and the Insurance Institute of America. She is affiliated with the International Foundation of Employee Benefit Plans, the Employee Benefits Planning Association and the National Association of Health Underwriters.
Kathy Holmes can be reached at:
19000 MacArthur Blvd.
Irvine, CA 92612
Email: email@example.com .
About Edgewood Partners Insurance Center:
Founded in 2007, EPIC is a new and innovative California-based retail property & casualty and employee benefits insurance brokerage firm. The company provides a unique equity ownership opportunity and has created a values-based culture that attracts and retains top talent, fosters employee satisfaction and loyalty, and sustains a high level of customer service excellence.
The fastest growing brokerage in the state, EPIC now has nearly 300 team members operating from eight offices across California (Los Angeles, Orange, Irvine, Folsom, Petaluma, San Francisco, San Mateo and San Ramon) and in Baltimore, MD. With nearly $60 million in revenue, EPIC is the 42nd largest retail insurance brokers in the United States and is the 5th largest privately-held broker in California.
For more information please visit www.edgewoodins.com .
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