EPIC Insurance Brokers & Consultants · 19 hours ago
Director of Marketing Strategy and Planning
Atlanta, GA
Full-time
Hybrid
Senior Level, Lead/Staff, Director/Executive
$140K/yr - $200K/yr
12+ years expEPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, seeking a Director of Marketing Strategy & Planning to lead a new Strategic Marketing function. This role involves building and leading a marketing team, aligning marketing strategies with business goals, and driving measurable growth across the firm.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Responsibilities
Define and operationalize the Strategic Marketing function—its role, purpose, frameworks, and processes for planning and prioritization
Lead, mentor, and develop a team of Strategic Marketing Managers (AEs) responsible for marketing strategy across EPIC’s specialty businesses and key business teams
Establish clear connections between corporate brand and communications, and marketing teams embedded within the specialty and key business teams when they exist, to ensure consistent positioning and execution
Champion a culture of planning discipline, measurement, and continuous improvement within the Marketing organization
Partner with Specialty, Regional, and Business Leaders to understand growth goals, target segments, and client needs—and ensure marketing strategies support them
Translate EPIC’s enterprise strategy and “big bets” into actionable annual and multi-year marketing plans for each specialty
Facilitate integrated planning sessions that connect corporate, specialty, and regional marketing initiatives under a shared set of goals, budgets, and KPIs
Ensure specialty and business unit marketing plans reinforce EPIC’s unified brand architecture while highlighting the unique strengths and differentiators of each business
Develop and manage dashboards and reporting frameworks that link marketing activity to awareness, engagement, pipeline, and revenue impact
Introduce standardized performance metrics, ROI models, and continuous improvement processes across specialties
Partner with Sales, Finance and Analytics teams to ensure closed-loop measurement and data-informed optimization of marketing programs
Serve as the strategic connector between business units and the broader Marketing Organization—including Brand, Communications, Digital, and Creative teams
Build strong partnerships with Sales, Operations, and Corporate Support teams to align on growth priorities and enable joint accountability for outcomes
Drive internal education, engagement, and storytelling to increase visibility and understanding of EPIC’s specialty capabilities across the enterprise
Qualification
Required
12+ years of progressive B2B experience in insurance, financial services, or professional services
Proven success leading strategy, planning, or go-to-market functions tied directly to business outcomes
Experience translating enterprise strategy into actionable marketing plans that drive growth and visibility
Exceptional leadership and communication skills, with the ability to influence and align across a complex, matrixed organization
Experience managing and developing high-performing teams
Analytical, structured, and data-driven—able to build clarity, focus, and accountability around marketing impact
Forward-thinking, collaborative, and comfortable leading through change in a fast-paced environment
Preferred
Understanding of integrated marketing, segmentation, demand generation, and performance measurement
Benefits
Generous Paid Time off
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
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 & Regional Director, Employee Benefits (Sacramento)
Recent News
Business Journals
2022-08-25
2022-01-21
Company data provided by crunchbase