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
Requirements
High school diploma required; college degree preferred
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
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
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