Shari B.

Voluntary Products Specialist @EPIC Insurance Brokers & Consultants

Ontario, CA, US
MOBILE NUMBERS
+14•••••••26

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WORK HISTORY

Jun 2025 — Present

Voluntary Products Specialist @EPIC Insurance Brokers & Consultants

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Ontario, CA, US

As one of EPIC’s Voluntary Benefits Leaders, I drive the internal strategy behind our national voluntary benefits offering, from carrier negotiations and product design to producer enablement and client engagement.I collaborate across teams to build scalable, competitive solutions that enhance our value to clients, support producer success, and fuel growth. Whether it’s crafting go-to-market strategies, supporting client meetings, or leading book of business reviews, I’m focused on delivering results that matter — for our people, our partners and our clients.

EDUCATION

2003 — 2009

Cal State University Dominguez Hills

Bachelor of Science (B.S.), Business Administration-Human Resources

N/A

Azusa Pacific University

Master of Business Administration - MBA, Healthcare MGT

ABOUT SHARI B.

My motto, “We win when our clients win! Go to work and serve people!”With over 11 years in the insurance industry, I’ve learned that having a great benefits portfolio without education is like having a map but no directions—it’s not worth much. In 2013, I discovered the biggest missing piece in my employer’s benefits package: Voluntary Benefits. I didn’t know about them until after my autoimmune disease diagnosis and the medical debt that followed.Unfortunately, it was too late for me to benefit from those options when I needed them most. That personal experience, coupled with a lack of clarity, understanding, and education around insurance, motivated me to get licensed and deepen my expertise.Faced with unexpected medical bills and confusion, I realized how vital it is for individuals and businesses to truly understand their benefits options—and to make informed decisions from a place of knowledge.Today, I focus on educating and empowering others to take control of their benefits. I believe a comprehensive benefits portfolio—including Voluntary Benefits—can provide peace of mind, stability, and cash flow for families in ways that traditional medical insurance alone cannot.My WhyNo family should have to choose between critical at-home expenses or life-saving treatments. No business owner should face the dilemma of fulfilling orders or meeting payroll. I am dedicated to showing how the right benefits can make a real difference—bringing security, confidence, and peace of mind to everyone.Call me and let’s work together to protect, educate, and empower. Because when you serve people, everyone wins.

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