Producer

EPIC BrokersCalifornia, CA
Hybrid

About The Position

EPIC Insurance Brokers & Consultants is a unique and innovative national 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. EPIC has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. We provide our producers with collaborating local and national resources with an innovative approach to support sales efforts. EPIC is also a data-driven organization which powers our firm and enables our clients to meet emerging challenges, capture opportunities and win the marketplace.

Requirements

  • A licensed professional with 5+ years of experience in insurance brokerage sales or related business to business sales, including calling on senior executives and a track record of financial success.
  • Strong understanding of specific specialty – i.e. Property & Casualty, Employee Benefits, Risk Management, Private Client, or other specific insurance vertical.
  • Must be personable and highly motivated to grow personal success.
  • Executive presence with superior written and verbal communication and presentation skills.
  • Strong COI with visibility within your specific market.
  • A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
  • Goal oriented with excellent listening skills with strong customer focus.

Responsibilities

  • Driving new business and managing existing client revenue retention and growth based upon assigned book of prospects and clients.
  • Successfully develop and deploy sales and marketing strategies with clients and prospects.
  • Manage overall client relationship; Drive consistent and predictable profitability, client satisfaction and organic growth.
  • Demonstrate technical knowledge necessary to communicate our solutions effectively.
  • Achieve new business sales goals on an annualized basis based on our target market of companies.
  • Demonstrate proficiency in the discovery process (sales due diligence) and conceptual presentation promoting EPIC’s competitive differentiation and specific solutions customized for each prospect.
  • Collaborate with leaders in selecting appropriate teams to effectively conduct prospect sales presentations including subject matter experts and account management staff tailored to each opportunity.
  • Demonstrate the ability to identify and overcome sales obstacles on a prospect-specific basis.
  • Strategic thinking and innovation based on knowledge of the market, carriers, and products, including understanding important technical/financial issues.
  • Create positive synergy and pursue cross-selling opportunities with other EPIC practices to enhance prospect and client relationships across the company.
  • Work collaboratively with support teams both locally and nationally.

Benefits

  • Medical, dental, vision and pharmacy plans
  • Wellness programs that support healthy lifestyles
  • Life and disability insurance
  • Cancer services
  • Commuter 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
  • Paid parental leave
  • Pregnancy disability and bonding leave
  • 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
  • Mentorship Program
  • Tuition Reimbursement Program
  • Leadership Development
  • Pet Insurance
  • Identity Theft & Fraud Protection Coverage
  • Legal Planning
  • Family Planning
  • Menopause & Midlife Support
  • 401(k) matching
  • Wellness & employee assistance programs
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