Business Development Specialist

About the role

The Employee Benefits Business Development Specialist supports new business growth while also providing client service support. This position partners with Producers and Practice Leaders to identify prospects, coordinate outreach, support proposal development, and help move opportunities through the sales pipeline. This position also supports the service team and client service workflow by maintaining accurate client information, assisting with onboarding and renewal-related coordination, organizing documentation, and tracking service deliverables. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Essential Duties and Responsibilities Business Development Support 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. Key Competencies 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 effect

Additional Information

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

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