Crm Careers in cordova ∙ Page 1

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 spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:
We are seeking an energetic insurance Inside Sales- Small business production role to join our team. In this role you will be responsible for quoting and selling new business within our small business unit, called Main Street. All leads and referrals provided, no cold calling. We offer a pleasant work environment, supportive team environment, long term career growth potential, competitive salary, excellent benefits, and 401k.

LOCATION: Rancho Cordova,Ca, Hybid in office 1 day a week

WHAT YOU’LL DO:

• Actively engage and efficiently manage referrals to market, quote and bind small commercial business.
• Foster strong relationships with producers, clients, and underwriters.
• Utilize and maintain EPIC’s CRM system (Nexsure) to EPIC standards.
• Must adhere to all new business protocols, workflows, standards, and procedures.
• Utilize our comparative rating platform and carrier websites to quote and present new business opportunities to new clients. Use of wholesalers as needed.
• Attend all educational, training, and other sessions as directed by EPIC.
• Serve as a trusted advisor to our new business prospects.
• Ensure accurate record-keeping in compliance with EPIC guidelines.

WHAT YOU'LL BRING:

• High school diploma required; college degree preferred.
• Property & Casualty license required.
• Five years’ commercial experience in marketing, placement, service, or 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. Capability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Collaborative, optimistic, and positive mindset.

CHOOSE ONE & DELETE THE OTHER:

COMPENSATION: 

The national average salary for this role is $$75,000.00 - $80,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

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: https://www.epicbrokers.com/about/epic-careers/. 

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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