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Registered Nurse Advocate, Proactive Care Management

November 15, 2025

Come join our team! 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. Headquartered in San Francisco 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. 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! JOB OVERVIEW: As the Registered Nurse/Clinical Case Manager, our clinical team is proactive in seeking outcomes, consistent reach out and assurances and communications with all plan members advancing to case management, disease management and utilization management. Working with other client teams and outsourced plan partners that participate in our weekly or monthly clinical inventory reviews, our partners are provided accurate and updated clinical estimates, a brief HIPAA PHI protected general diagnosis and future cost estimates as the condition evolves. Maintaining clinical inventories by client, as Clinical Case Manager our clinical team must be proactive in seeking better outcomes, consistent reach out protocol and assurances and communications with all plan members advancing to Case Management, Disease Management or Utilization Management. LOCATION: WHAT YOU'LL DO: <ul><li>Obtain transitional care disclosures (TOC)Request that a transitional care HIPAA PHI release is provided to the transitional care member</li><li>Provide a complete verbal and written communication to the transitional care plan member as to our role in providing clinical oversight and partnership with the current plan of treatment and all their providers</li><li>Request appropriate information of all current treating providers</li><li>Provide all current providers a copy of the BAA and PHI release</li><li>Request all current and historical medical records, test results and x-rays from current providers</li><li>Complete an evaluation of the plan members ongoing clinical diagnosis and course of current treatment</li><li>Schedule clinical team meetings to review diagnosis, providers and course of treatment</li><li>Evaluate for escalated Center of Excellence opportunity</li><li>Schedule calls with the primary physician, our medical director, and if required, an expert in the area of diagnosis to set levels of expectation and escalated care available within the plan management relationship</li><li>Communicate with plan members providing assurances that our in-depth clinical team will provide oversight and ensure the best transitional care</li><li>Provide accurate and updated clinical estimates, a brief HIPAA PHI protected general diagnosis and future cost estimates as the condition evolves</li></ul> WHAT YOU'LL BRING: <ul><li>Must be fluent in Spanish.</li><li>3-5 years of either case management or utilization management within the insurance industry. Inpatient experience will also be considered.</li><li>Experience within the self-funded arena is preferred.</li><li>Looking for a positive team player.</li><li>Collaborative, and effective communication.</li><li>Strong analytical, time management and multitasking skills.</li><li>Must be proficient in all Microsoft applications including Excel, PowerPoint, Word, and Outlook.</li></ul> COMPENSATION: The national average hourly rate for this role is $50.00 - $67.00 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. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: <ul><li>Generous Paid Time off<ul><li>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</li></ul></li><li>Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave</li><li>Generous employee referral bonus program of $1,500 per hired referral</li><li>Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)</li><li>Employee Resource Groups: Women's Coalition, EPIC Veterans Group</li><li>Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development</li><li>Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support</li><li>Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs</li><li>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!</li><li>EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation</li><li>We're in the top 10 of property/casualty agencies according to "Insurance Journal"</li></ul> To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 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. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. #LI-MS2 #LI-Remote

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...