Business Development Specialist

EPIC Insurance Brokers & Consultants; Seattle (WA); On-site; USD 52,982 - 56,522; Full time

Benefits offered by this job

Generous Paid Time Off

Paid Parental Leave

Tuition Reimbursement

Pet Insurance

401(k) Matching

Job summary

EPIC Insurance Brokers & Consultants is seeking an Employee Benefits Business Development Specialist in Seattle, WA. This role supports business growth and client service, coordinating outreach, maintaining client information, and tracking service deliverables.

The ideal candidate will have strong business development skills, knowledge of Employee Benefits products, and proficiency in Microsoft Office. A high school diploma is required; a college degree is preferred, along with a willingness to obtain necessary licenses.

This position offers a competitive salary with hourly pay ranging from $38.46 to $41.03, based on experience and qualifications.

Qualifications

• Must have interpersonal skills to handle sensitive situations.
• Organizational skills to maintain accurate client records.
• Ability to handle confidential information with discretion.

Responsibilities

• Assist business development efforts to identify prospects.
• Maintain CRM with accurate pipeline information.
• Prepare sales presentations and proposals.
• Support the onboarding process of new clients.
• Track business development activities and deadlines.

Skills

Business development

Sales support

Organizational skills

Microsoft Office proficiency

CRM knowledge

Customer service

Education

High school diploma

College degree (preferred)

Tools

CRM Software

Microsoft Outlook

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

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 effectively and efficiently both with and without direct supervision;
• Strong interpersonal communication skills, both written and oral;
• Customer service‑oriented approach with the ability to build rapport and maintain professional relationships;
• Ability to handle sensitive and confidential information with tact, diplomacy, and discretion.

Education and Experience

• High school diploma required; college degree preferred;
• Must have a high level of interpersonal skills to handle sensitive and confidential situations.

Certificates, Licenses, and Registrations

• Washington Life, Disability (health), Travel license, preferred or willing to obtain within 60 days of hire date;
• Professional designations such as CEBS, BGA, PHR, or CLU preferred;
• Valid driver’s license required.

Physical Demands

The physical demands described here are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Compensation

The hourly pay range for this position is $38.46 - $41.03 per hour and standard workweeks are 37.5 hours. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

Actual 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.

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. 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”

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.