Northeast Sales Analyst

LOCATION: Hybrid, NYC or Melville, NY 

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 SUMMARY
The Business Analyst (BA) will be part of a team that will work with Northeast Leaders and Producers to drive industry leading growth and business development in the Region.   

RESPONSIBILITIES
•    The Business Analyst will be responsible for creating automated, insightful reports and analyses that reveal key trends, optimizes sales revenue  performance, and drives growth strategy decision making. 
•    You'll evaluate processes, use advanced statistical methods, and develop models to unlock business opportunities and boost sales and retention
•    Partnering with cross-functional teams, you'll shape data transformation initiatives, streamline reporting processes, and deliver impactful presentations to leadership
•    Assist with maintenance of Client and Prospect data in marketing & sales database in Salesforce such as contacts, company information, survey participation, and notes
•    Leverage sales/marketing analytics to optimize coaching and campaigns, improve overall sales performance and the success of sales operations
•    Build presentations and content for leadership and client meetings 
•    Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
•    Periodically provide training on systems like Salesforce, sharing content with sales leaders and producers. 
•     Assist with input and maintenance of Salesforce.

EDUATION AND EXPERIENCE REQUIREMENTS
•    Bachelor’s Degree
•    Major or minor Coursework that shows interest in any of the following: Analytics, Finance, Mathematics, Economics or Computer Science 
•    Current Broker Insurance License or willingness to obtain one  
•    3 plus years’ experience working in role that requires significant analytical skills, business acumen and interpersonal skills,  
•    Support of the sales process and business development
•    Insurance Industry experience a plus
•    Highly skilled in the Microsoft Office suite of products; particularly Excel and PowerPoint
•    Advanced understanding of how to extract, analyze and transform raw data into compelling presentations for Senior Managers. 
•    Project management experience a plus
•    Prefer Advanced Salesforce or other CRM skills 
•    Working knowledge of Property Casualty and Employee Benefits coverages and products 
•    Travel Required

SKILLS AND ABILITIES
•    Excellent written/verbal communication skills including communicating complex financial information 
•    Strong attention to detail and time management abilities
•    Strong ability to multi-task and assign priority
•    Ability to work effectively and efficiently without direct supervision
•    Ability to work effectively and efficiently in a team environment as well as independently
•    Project a professional image in action and appearance
•    Must have high level of interpersonal skills to handle sensitive and confidential situations.
•    Able to effectively interface with internal and external customers 
•    High level of accountability and flexibility
•    High-touch client orientation
•    Open and willing to receive and give constructive critique

Special Requirements
•    Flexible to work outside normal working hours
•    Communicate effectively with Senior Leaders and Clients

COMPENSATION: 

The national average salary for this role is $125 000.00 - $150 000.00 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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