Producer/Advisor

EPIC Insurance Brokers & Consultants; Boca Raton (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Wellness programs

Life and disability insurance

Job summary

A national insurance brokerage and consulting firm located in Boca Raton seeks an experienced Producer/Sales Executive to drive new business and manage client relationships. The role requires 5+ years of sales experience within the insurance sector, effective communication skills, and the ability to develop strategic sales initiatives. EPIC fosters a diverse work environment and offers a comprehensive suite of employee benefits, encouraging a culture that values innovation and teamwork.

Qualifications

• 5+ years of insurance brokerage sales experience or related B2B sales.
• Strong understanding of specific specialties in insurance.
• Superior written and verbal communication skills.
• Executive presence with superior written and verbal communication and presentation skills.
• Goal oriented with clear COI in your market.

Responsibilities

• Drive new business and manage existing client revenue retention.
• Develop sales and marketing strategies with clients and prospects.
• Achieve new business sales goals on an annualized basis.
• Achieve new business sales goals on an annualized basis for target market companies.
• Demonstrate discovery process and tailored presentations to showcase EPIC’s differentiation.
• Collaborate with leaders to assemble appropriate teams for prospect presentations.
• Identify and overcome sales obstacles on a prospect-specific basis.
• Think strategically about market, carriers, and products to address key issues.
• Pursue cross-selling opportunities to expand client relationships across EPIC.

Skills

Sales strategy development

Client relationship management

Technical knowledge in insurance

Negotiation skills

Cross-selling

Education

License in insurance brokerage

Tools

CRM software

Job description

Tenured first-class, white glove service teams

No territory restrictions

Robust national resources that are made available to you at any time

Fully integrated platform for ease of business, and no red tape

Supportive, collaborative leadership

Who We Are…

We are 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 Insurance Brokers & Consultants 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.

What We Need…

The Producer/Sales Executive is responsible for 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.

What an EPIC Producer means to us…

• A licensed professional with 5+ years of insurance brokerage sales experience or related business to business sales, including calling on senior executives, and a track record of financial success.
• Strong understanding of a 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.
• Goal oriented with a strong COI with visibility within your specific market.

EPIC offers a full suite of employee benefits so our team members can match the coverage they need to their individual circumstances. Not only do we provide options for medical, dental, vision and pharmacy plans, EPIC offers access to Wellness programs that support healthy lifestyles. From life and disability insurance — through cancer services and commuter benefits — EPIC is committed to helping our employees lead their best lives.

What differentiates us from the others - Our Values and Culture… #EPICNESS

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.