EPIC Insurance Brokers & Consultants · 19 hours ago
Main Street Producer
United States
Full-time
Remote
Mid Level
$70K/yr - $90K/yr
3+ years expEPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco. They are seeking a driven and dynamic Commercial Lines Producer to join their Small Business unit, responsible for prospecting, quoting, and closing new business opportunities for small businesses.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Responsibilities
High level of communication via phone & email to engage prospects
Responsive follow up on all lead channels
Ability to learn and manage leads within a CRM platform
Ability to learn and successfully utilize a commercial lines comparative rater
Foster strong relationships with referring producers, underwriters and other circles of influence
Maintain adequate pipeline of prospects to achieve sales target
Develop cross-selling strategies for existing client books
Proficiency providing quote comparison reviews and articulating coverage differences
Utilize and maintain EPIC’s CRM and Agency Management System within designed standards
Fluent in navigating different risk profiles in Standard & E&S markets
Attend all educational, training, and other sessions as directed by EPIC
Achieve Annual Target Revenue: roughly 150K in new revenue
Qualification
Required
Property & Casualty license required
Minimum three years of experience in Commercial Lines marketing, placement, service & sales
Full knowledge of Commercial Property & Casualty lines of coverage and services
Capacity to present, communicate and build trust with confidence and expertise
Ability to solve practical problems with diverse variables in situations where only limited standardization exists
Client focus & understanding of Client engagement
A sales driven mentality who thrives in engaging clients
A proven track record of insurance sales success
Broad product and market knowledge
A proactive mindset and readiness to hit the ground running
A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates
High level of communication via phone & email to engage prospects
Responsive follow up on all lead channels
Ability to learn and manage leads within a CRM platform
Ability to learn and successfully utilize a commercial lines comparative rater
Foster strong relationships with referring producers, underwriters and other circles of influence
Maintain adequate pipeline of prospects to achieve sales target
Develop cross-selling strategies for existing client books
Proficiency providing quote comparison reviews and articulating coverage differences
Utilize and maintain EPIC's CRM and Agency Management System within designed standards
Fluent in navigating different risk profiles in Standard & E&S markets
Attend all educational, training, and other sessions as directed by EPIC
Achieve Annual Target Revenue: roughly 150K in new revenue
Preferred
High school diploma required; college degree preferred
Benefits
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
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.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP, Corporate Operations
Recent News
Business Journals
2022-08-25
2022-01-21
Company data provided by crunchbase