Business Development Specialist

Benefits and culture

EPIC Brokers offers a supportive, growth‑oriented environment in Seattle with a strong emphasis on collaboration and employee well‑being. The company promotes a 50/50 culture between producers and the rest of the business, fostering teamwork and inclusion. In addition to competitive compensation, you’ll find a wide range of benefits designed to support your family, health, and financial security.

• Paid time off and holidays: 22 PTO days per year for hourly non‑exempt employees, plus 12 company‑observed paid holidays and 4 early‑close days
• Paid parental leave, pregnancy disability and bonding leave
• Donor leave for organ and bone marrow donations
• Employee referral program with a $1,500 bonus per hired referral
• Recognition programs and awards, plus opportunities for trips
• Employee Resource Groups, including Women's Coalition and EPIC Veterans Group
• Mentorship, tuition reimbursement, and leadership development
• Pet insurance, identity theft and fraud protection, and legal planning
• Family planning, menopause and midlife support
• Retirement savings with 401(k) matching
• Comprehensive medical, dental, and vision coverage
• Wellness programs and employee assistance resources
• Dedication to a 50/50 work culture with collaboration and inclusivity
• Donation Connection, Employee Assistance Fund, and People First Foundation

Responsibilities

• Assist Producers and Practice Leaders in spotting and organizing prospective client opportunities across targeted industries, markets, and regions
• Keep CRM and internal systems updated with current prospect, pipeline, and opportunity data
• Prepare and coordinate sales materials, presentations, proposals, pre‑meeting briefs, and client follow‑ups
• Support the development of RFP responses, finalist materials, stewardship examples, and other BD resources
• Schedule and coordinate internal and prospect meetings and track follow‑ups to maintain momentum
• Provide administrative support for producer led seminars, webinars, and educational events, including logistics and attendee management
• Track seminar and webinar participation, document prospect engagement, and coordinate post‑event follow‑ups
• Monitor key BD activities, deadlines, and next steps to advance opportunities through the sales process
• Assist with market, industry, and competitor research to inform prospecting strategies
• Deliver responsive support to Producers, leaders, and team members to ensure a professional prospect experience
• Coordinate onboarding activities for new clients, gather information, organize implementation materials, and manage handoffs between sales and service teams
• Assist with client files, carrier/vendor documentation, meeting materials, renewal items, and related service records
• Support the service team with scheduling, agendas, follow‑up notes, deliverable tracking, and client service workflows
• Enter and maintain accurate client information in CRM and internal systems
• Support regional growth initiatives, cross‑sell opportunities, referrals tracking, and other sales enablement projects

Requirements

• High school diploma required; a college degree is preferred
• Strong interpersonal skills to handle sensitive and confidential situations
• Washington Life, Disability health, and Travel licenses are preferred or willing to obtain within 60 days of hire
• Professional designations such as CEBS, BGA, PHR, or CLU are preferred
• Valid driver’s license is required

Education and Experience

High school diploma is required; college degree preferred. Excellent interpersonal skills to manage sensitive situations are essential.

Certificates, Licenses, and Registrations

• Washington Life, Disability health, Travel licenses preferred or willingness to obtain within 60 days of hire
• Professional designations such as CEBS, BGA, PHR, or CLU preferred

Technologies

Proficiency with Microsoft Outlook, Word, PowerPoint, Teams, and Excel

Compensation

The hourly wage ranges from $34.87 to $41.03, based on experience and skills. The standard workweek is 37.5 hours. Compensation may include bonuses and a comprehensive benefits package. Final pay is determined by factors such as experience, education, certifications, and market data.

Physical Demands

The physical demands align with typical office roles. Reasonable accommodations are available to enable performance of essential duties if needed.