EPIC Insurance Brokers & Consultants · 3 days ago
New Business Marketing Specialist- Small Commercial Insurance Lines
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Responsibilities
Act quickly to respond to client referrals to quote and bind small commercial business
Utilize and maintain EPIC’s CRM system (Nexsure) to EPIC standards
Must adhere to all new business protocols, workflows, standards and procedures
Using our comparative rating platform or carrier websites quote and present new business opportunities to new clients, use of wholesalers as needed
Attend all educational, training and other sessions as directed by EPIC
Become client advisor to our new business prospects
Maintain accurate records according to EPIC guidelines
Qualification
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Required
High school diploma required; college degree preferred.
Property & Casualty license required
Five years commercial experience in marketing, placement, service or sales
Full knowledge of Commercial Property & Casualty lines of coverage and services.
Display strong financial background and understanding of financial underwriting concepts as well as analytical knowledge related to Property Casualty.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Preferred
College degree preferred.
Benefits
401K matching
Generous Time Off Policy
Flexible Work Options
Medical
Dental
Vision
Pet Insurance
Cancer Insurance
Wellness Programs
Employee Award Programs (Trips!)
Company
EPIC Insurance Brokers & Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired· by Oak Hill Capital Partners
2007-01-01Seed· Undisclosed
Leadership Team
Recent News
Business Journals
2022-08-25
2022-01-21
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