Business Development Specialist

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!

Summary

The Employee Benefits Business Development Specialist supports new business growth while also providing client service support. This position partners with Producers and Practice Leaders to identify prospects, coordinate outreach, support proposal development, and help move opportunities through the sales pipeline. This position also supports the service team and client service workflow by maintaining accurate client information, assisting with onboarding and renewal-related coordination, organizing documentation, and tracking service deliverables.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Duties and Responsibilities

Business Development Support

Assist Producers and Practice Leaders with identifying, researching, and organizing prospective client opportunities within targeted industries, markets, and regions;

Maintain accurate and current prospect, pipeline, and opportunity information in CRM and other internal systems;

Prepare and coordinate sales materials, presentations, proposals, pre-meeting briefs, and follow-up correspondence for prospective clients;

Support the development of Request for Proposal (RFP) responses, finalist meeting materials, stewardship examples, and other business development resources;

Coordinate internal meetings, prospect meetings, and related follow-up items to support timely sales activity;

Provide administrative support for producer-led seminars, webinars, and educational events, including coordinating schedules, invitations, attendee lists, materials, logistics, and follow-up activities;

Assist with tracking seminar and webinar participation, documenting prospect engagement, and coordinating post-event follow-up to support producer outreach and business development efforts;

Track key business development activities, deadlines, and next steps to help ensure opportunities continue progressing through the sales process;

Assist with market, industry, and competitor research to support prospecting strategy and client-facing discussions;

Provide responsive support to Producers, leaders, and team members to help deliver a professional and consistent prospect experience;

Coordinate administrative aspects of new client onboarding, including gathering required information, organizing implementation materials, tracking timelines, and supporting handoffs between sales and service teams;

Assist with preparation, organization, and maintenance of client files, carrier/vendor documentation, meeting materials, renewal support items, and other service-related records as needed;

Support the service team with scheduling, agendas, follow-up notes, deliverable tracking, and communication related to client service meetings and workflows;

Enter, update, and maintain accurate client information in CRM and other internal systems;

Support regional growth initiatives, cross-sell opportunities, referral tracking, and other sales enablement projects as assigned.

Key Competencies

General knowledge of Employee Benefits products, services, terminology, and sales process;

Strong business development, sales support, research, and organizational skills;

Knowledge of Microsoft Office programs, including Outlook, Word, PowerPoint, Teams, and Excel;

Ability to learn and effectively use CRM, agency management systems, proposal platforms, and other internal technology tools;

Ability to coordinate administrative client service activities, maintain accurate records, and support timely communication between service teams, carriers, vendors, and clients;

Strong attention to detail, follow-through, and time management abilities;

Strong ability to multi-task, prioritize work, and meet deadlines in a fast-paced environment;

Ability to work effectively and efficiently both with and without direct supervision;

Strong interpersonal communication skills, both written and oral;

Customer service-oriented approach with the ability to build rapport and maintain professional relationships;

Ability to handle sensitive and confidential information with tact, diplomacy, and discretion.

Education and Experience

High school diploma required; college degree preferred;

Must have a high level of interpersonal skills to handle sensitive and confidential situations.

Certificates, Licenses, and Registrations

Washington Life, Disability (health), Travel license, preferred or willing to obtain within 60 days of hire date;

Professional designations such as CEBS, BGA, PHR, or CLU preferred.

Valid driver’s license required.

Physical Demands

The physical demands described here are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Compensation:

The hourly pay range for this position is $34.87 -$41.03  per hour and standard workweeks are 37.5 hours. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

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:

Generous Paid Time off

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

Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave

Generous employee referral bonus program of $1,500 per hired referral

Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)

Employee Resource Groups: Women’s Coalition, EPIC Veterans Group

Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development

Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

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!

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

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 . 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

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