Business Development Coordinator

Edgewoodpartnersinsurancecenter; Birmingham (AL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Generous PTO & holidays

Parental leave & family benefits

401(k) matching & retirement plans

Medical, dental, vision insurance

Job summary

EPIC Insurance Brokers & Consultants in Birmingham, AL, is seeking a Business Development Coordinator (BDC) to join our hybrid team. This role supports regional sales by serving as the expert on sales tools, processes, and enablement initiatives, and by driving technology adoption and producer productivity.

The BDC collaborates with sales leadership to deliver onboarding, training, and ongoing coaching, prioritizing high-value client engagement and efficiency.

Qualifications

• Bachelor's degree or equivalent professional experience in sales enablement, business development, sales operations, or a related field.
• Demonstrated experience working with CRM and sales enablement platforms.
• Strong analytical skills with the ability to interpret data and translate insights into action.
• Excellent communication and interpersonal skills, with the ability to influence and support senior producers and sales leaders.
• Proven ability to work independently, manage competing priorities, and exercise sound professional judgment.

Responsibilities

• Serve as a regional expert and primary point of contact for sales enablement tools, platforms, and processes (e.g., CRM, prospecting tools, digital sales rooms, enablement platforms).
• Provide hands-on support to producers, including executing complex or time-sensitive tasks within sales tools on their behalf when appropriate.
• Deliver onboarding, training, and ongoing coaching to producers to improve adoption, proficiency, and effective use of sales technology.
• Apply judgment to determine the most effective enablement approach based on producer needs, opportunity stage, and strategic priorities.

Skills

CRM proficiency

Analytical thinking

Communication skills

Independent worker

Sales enablement

Education

Bachelor's degree or equivalent

Tools

CRM platforms

Sales enablement tools

Job description

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 New York City and founded in 2007, our company has over 4,000 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!

JOB OVERVIEW:

The Business Development Coordinator (BDC) is a salaried, exempt professional role designed to increase producer effectiveness and accelerate revenue growth by providing advanced sales enablement support. Embedded within regional sales teams, the BDC serves as a subject-matter expert on sales tools, processes, and enablement initiatives.

This role exercises independent judgment, applies specialized knowledge, and partners closely with sales leadership to improve technology adoption, sales execution, and producer productivity.

Business Development Coordinators relieve producers of administrative and technical burdens, allowing producers to focus on high-value client and prospect engagement. The role requires discretion, analytical thinking, cross-functional collaboration, and the ability to prioritize work based on business impact rather than prescribed task lists or hours.

LOCATION: Hybrid - Birmingham, AL

WHAT YOU'LL DO:

A detailed list of job duties includes (but is not limited to):

• Serve as a regional expert and primary point of contact for sales enablement tools, platforms, and processes (e.g., CRM, prospecting tools, digital sales rooms, enablement platforms).
• Provide hands-on support to producers, including executing complex or time-sensitive tasks within sales tools on their behalf when appropriate.
• Deliver onboarding, training, and ongoing coaching to producers to improve adoption, proficiency, and effective use of sales technology.
• Apply judgment to determine the most effective enablement approach based on producer needs, opportunity stage, and strategic priorities.

Technology Adoption & Optimization:

• Drive adoption and optimization of sales tools by identifying barriers, developing targeted solutions, and reinforcing best practices.
• Analyze usage data and producer behavior to recommend improvements to workflows, training, or enablement strategies.
• Act as a feedback conduit between regional sales teams and central enablement, operations, and technology partners.
• Strategic Partnership & Continuous Improvement:
  • Partner with regional and national sales leadership to identify enablement gaps, productivity opportunities, and areas for process improvement.
  • Support strategic sales initiatives (e.g., account planning, pipeline development, RFP preparation, onboarding programs) through enablement expertise and execution.
  • Track, analyze, and report on key enablement metrics to demonstrate impact on productivity, engagement, and revenue outcomes.

Professional Judgment & Collaboration:

• Prioritize work independently based on business needs, producer impact, and strategic objectives rather than defined schedules or task counts.
• Collaborate cross-functionally with sales leadership, marketing, operations, and national enablement teams to ensure alignment and scalability.
• Maintain discretion and professionalism when handling sensitive sales data, producer performance insights, and strategic initiatives.

WHAT YOU'LL BRING:

Required Qualifications

• Bachelor’s degree or equivalent professional experience in sales enablement, business development, sales operations, or a related field.
• Demonstrated experience working with CRM and sales enablement platforms.
• Strong analytical skills with the ability to interpret data and translate insights into action.
• Excellent communication and interpersonal skills, with the ability to influence and support senior producers and sales leaders.
• Proven ability to work independently, manage competing priorities, and exercise sound professional judgment.

Preferred Qualifications

• Experience in a consultative sales environment or professional services organization.
• Background in training, coaching, or adult learning.
• Familiarity with account-based selling, pipeline management, and long sales cycles.
• Experience supporting enterprise or regional sales teams.

COMPENSATION:

Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:

EPIC has over 60 offices and 4,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:

• 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. It takes both production and service to be EPIC!
• EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We're in the top 10 of property/casualty agencies according to "Insurance Journal"

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms - whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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