Business Development Specialist
New
E
EPIC BrokersInsurance
Remote US BasedFull-TimeMiddle
Salary$34.87 -$41.03 per hour
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Job Details
- Required Skills
- Microsoft OfficeAccount ManagementMarket ResearchCRM
Requirements
- High school diploma required; college degree preferred.
- Strong understanding of Employee Benefits products, terminology, and sales processes.
- Proficiency in Microsoft Office suite (Outlook, Word, PowerPoint, Teams, Excel).
- Ability to learn and effectively use CRM and agency management software.
- Strong multi-tasking, prioritization, and time management skills.
- Strong interpersonal, written, and oral communication skills.
- Customer service-oriented approach with the ability to build rapport.
- Valid driver’s license.
- Washington Life and Disability/Health/Travel license preferred (or must obtain within 60 days of hire).
- Professional designations such as CEBS, BGA, PHR, or CLU are preferred.
Responsibilities
- Identify, research, and organize prospective client opportunities within targeted industries and markets.
- Maintain accurate prospect and pipeline information in CRM and internal systems.
- Prepare sales materials, proposals, and presentations for prospective clients.
- Coordinate sales activities, including internal meetings, webinars, and follow-up correspondence.
- Support the client service team with onboarding, renewal coordination, and documentation management.
- Track key business development activities and deliverables to ensure progress through the sales pipeline.
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