Geared toward insurance professionals comfortable with lead generation and client engagement in a remote US-based setting, with a focus on building relationships and cross-selling within a collaborative brokerage environment.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from EPIC Brokers via Greenhouse
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 across the U.S., our local market knowledge and industry expertise support our clients' regional and global needs. We have grown rapidly since our founding, and we continue to see success thanks to our hard-working, growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. Do these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
LOCATION: US Remote-based
JOB OVERVIEW:
EPIC Insurance Brokers is looking for a driven and dynamic Commercial Lines Producer to join the growing team within our Small Business unit (Main Street). In this Inside Sales role, you will be responsible for prospecting, quoting, and closing new business opportunities that help small businesses secure the coverage they need to thrive. This is an ideal opportunity for a motivated insurance professional who excels in a fast-paced, client-focused environment.
EPIC offers:
- A robust lead generation program(s)
- Uncapped referral opportunities: cultivate relationships with over 500 Personal Lines & Large Account Producers within EPIC
- Access to a diverse client book for cross-selling
- The backing of a top-tier brokerage with strong market presence
- 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 an adequate pipeline of prospects to achieve sales targets
- Develop cross-selling strategies for existing client books
- Proficiency in providing quote comparison reviews and articulating coverage differences
- Utilize and maintain EPIC’s CRM and Agency Management System within the 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
WHAT YOU’LL BRING:
- Client focus & understanding of Client engagement
- A sales-driven mentality
- A proven track record of insurance sales success
- Broad product and market knowledge
- A proactive mindset and readiness to hit the ground running
- A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates
If you are passionate about helping businesses succeed and want to be part of a high-performing team, we encourage your candidacy:
- 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
Training & Onboarding
EPIC provides high-quality training & onboarding from day one. In addition, we offer ongoing sales training and coaching to ensure your success.
COMPENSATION:
Target base salary for this role is $70,000.00 - $80,000.00 plus commissions and incentives with significant upside. The actual base pay offered will be determined based on your experience, skills, training, certifications, and education.
WHY EPIC:
EPIC has over 60 offices and 3,000 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: EPIC Careers - EPIC Insurance Brokers & Consultants.
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.
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