Business Development Specialist

EPIC Insurance Brokers & Consultants

Employee Benefits Business Development Specialist at EPIC Brokers supporting new business growth and client service coordination. Collaborating with Producers and Practice Leaders to manage prospects and proposals effectively.

Posted 6/30/2026full-timeSeattle • Washington • 🇺🇸 United StatesMid-LevelSenior💰 $38 - $41 per hourWebsite

About the role

Key responsibilities & impact

Support new business growth while also providing client service support
Partner with Producers and Practice Leaders to identify prospects, coordinate outreach, support proposal development, and help move opportunities through the sales pipeline
Maintain accurate client information, assist with onboarding and renewal-related coordination, organize documentation, and track service deliverables
Assist Producers and Practice Leaders with identifying, researching, and organizing prospective client opportunities within targeted industries, markets, and regions
Maintain accurate 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
Assist with tracking seminar and webinar participation, documenting prospect engagement, and coordinating post-event follow-up
Track key business development activities, deadlines, and next steps
Assist with market, industry, and competitor research to support prospecting strategy and client-facing discussions
Provide responsive support to Producers, leaders, and team members
Coordinate administrative aspects of new client onboarding
Assist with preparation, organization, and maintenance of client files 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.

Requirements

What you’ll need

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

Benefits

Comp & perks

Generous Paid Time off
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
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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Employee Benefits KnowledgeProposal DevelopmentMarket ResearchOrganizational SkillsDocumentation Management

Soft Skills

Attention to DetailTime ManagementMulti-taskingCustomer Service OrientationDiscretion