EPIC Adds Three to Staff

EPIC (Edgewood Partners Insurance Center), a California-based retail property, casualty and employee benefits insurance brokerage, has added North Bay insurance professionals Wade Gordon and Jennifer Heliotes in the company’s newest Petaluma, Calif., branch office. Both have deep ties to the North Bay community and broad experience in commercial property/casualty insurance and risk management. The company also has added Erik Matson as principal, strategic development. He will be based in New Jersey and report directly to EPIC president and co-founder, John Hahn.

Gordon joins EPIC as senior account executive. His responsibilities will center on designing, marketing, implementing and managing the insurance programs for a group of EPIC’s largest North Bay clients.

Previously, Gordon spent seven years at Wells Fargo Insurance (formerly ABD Insurance and Financial Services), where he led a team responsible for ensuring the satisfaction of wine industry, technology, nonprofit, manufacturing, geothermal and legal services clients. He has more than 26 years of insurance industry experience.

Heliotes is an account manager, responsible for the day-to-day management and administration of insurance programs and the delivery of client service excellence. She also joins the company from Wells Fargo Insurance/ABD where she was responsible for managing the programs in the Petaluma office, including clients in the life science, construction, medical and financial services sectors.

Matson’s strategic development responsibilities will initially center on PowerGuard Specialty Insurance Services – a managing general agent and Lloyd’s cover holder specializing in the design and underwriting of insurance and risk management solutions for wind, solar and other alternative energy companies. PowerGuard is a separate operating entity and was developed and launched by John Hahn in conjunction with PowerGuard’s managing principal, Mike McMullen and the firm’s alternative energy and specialty program divisions.

Matson was most recently an executive with the world’s largest reinsurance company in its primary specialty insurance organization. He was responsible for developing specialty insurance MGA partnerships with insurance and reinsurance companies and related alternative risk entities. He has been a contributing editor for Industry Week and been the author/co-author of more than 10 published articles. His global experience spans five continents and more than 35 countries.

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