Associate Producer, Small Business

EPIC Insurance Brokers & Consultants

. Prospect, quote, and close new business opportunities for small businesses .

Posted 10/6/2026full-timeRemote • United StatesJuniorMid-Level💰 $21 - $26 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Commercial Lines marketing and placement, with a strong focus on client engagement and sales strategies. Proficient in utilizing CRM platforms and comparative rating tools to manage leads and achieve revenue targets.

Highest-signal resume keywords

Commercial Lines Marketing ExperienceProperty & Casualty LicenseCRM Platform ProficiencySales-Driven MentalityClient Engagement Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lead ManagementQuote ComparisonCross-Selling StrategiesSales Target AchievementCommercial Property & Casualty Knowledge

Soft Skills

Problem-SolvingCommunication SkillsClient FocusAdaptabilityProactive Mindset

Tools & Technologies

EPIC CRMAgency Management SystemComparative Rating Platform

Certifications & Qualifications

High School DiplomaProperty & Casualty License

Industry Keywords

Small Business SalesLead GenerationClient Trust BuildingSales Pipeline ManagementRevenue Generation

About the role

Key responsibilities & impact

Prospect, quote, and close new business opportunities for small businesses
Engage prospects through phone and email
Follow up responsively on all lead channels
Learn and manage leads within a CRM platform
Learn and successfully utilize a commercial lines comparative rating platform
Maintain an adequate prospect pipeline to achieve sales targets
Develop cross-selling strategies for existing client books
Provide quote comparison reviews and articulate coverage differences
Utilize and maintain EPIC’s CRM and Agency Management System within designed standards
Attend educational, training, and other sessions as directed by EPIC
Achieve an annual target of roughly $75,000 in new revenue

Requirements

What you’ll need

High school diploma required; college degree preferred
Property & Casualty license required; in-progress will be considered if completion date is prior to starting in role
Minimum one year of experience in Commercial Lines marketing or placement
Functional 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 where only limited standardization exists
Client focus and professional client engagement
Sales-driven mentality
Motivation to handle a high volume of leads
Adaptability and willingness to build new lead sources
Proactive mindset and readiness to hit the ground running
Consultative, positive, and resourceful approach to dealing with prospects, clients, and associates

Benefits

Comp & perks

Robust lead generation program(s): not cold calling!
Access to a diverse client book for cross-selling
The backing of a top-tier brokerage with strong market presence
High-quality training and onboarding from day one
Ongoing sales training and coaching
Generous paid time off: 22 PTO days starting out for hourly/non-exempt employees
12 company-observed paid holidays
4 early-close days
Paid parental leave
Pregnancy disability and bonding leave
Organ donor/bone marrow donor leave
$1,500 employee referral bonus per hired referral
Employee recognition programs, awards, and trips
Employee Resource Groups: Women’s Coalition and EPIC Veterans Group
Mentorship Program
Tuition Reimbursement Program
Leadership Development
Pet Insurance
Identity Theft & Fraud Protection Coverage
Legal Planning
Family Planning
Menopause & Midlife Support
401(k) matching
Medical insurance
Dental insurance
Vision insurance
Wellness and employee assistance programs
50/50 Work Culture supporting collaboration, teamwork, and an inclusive work environment
EPIC Gives Back charitable efforts, including Donation Connection, Employee Assistance Fund, and People First Foundation