[Remote] Business Development Specialist
Note: The job is a remote job and is open to candidates in USA. EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, and they are seeking a Business Development Specialist to support new business growth and client service. This role involves partnering with Producers and Practice Leaders to identify prospects, coordinate outreach, and manage client information throughout the sales pipeline.
Responsibilities
- 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
Skills
- High school diploma required
- Must have a high level of interpersonal skills to handle sensitive and confidential situations
- 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
- Valid driver's license required
- College degree preferred
- 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
Benefits
- Bonuses
- Comprehensive benefits package
- 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.
- EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
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