What are the responsibilities and job description for the Employee Benefits Marketing Specialist position at EPIC Insurance Brokers & Consultants?
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
LOCATION: Dallas, TX (Hybrid)
What You’ll Do
EPIC is seeking an ambitious and detail-oriented Marketing Specialist to play an integral part in accelerating our national employee benefits growth. This role combines strategic B2B marketing execution with hands-on campaign coordination and inside sales support, requiring someone who thrives on precision, enjoys working with marketing technology, and is driven to advance their marketing skills. You'll be responsible for managing the full lifecycle of marketing campaigns—from setup and execution in Salesforce to lead scoring and performance tracking—while maintaining the data integrity and operational excellence that drives our sales success.
Marketing Operations
A rewarding opportunity for candidates with the following:
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:
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.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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
LOCATION: Dallas, TX (Hybrid)
What You’ll Do
EPIC is seeking an ambitious and detail-oriented Marketing Specialist to play an integral part in accelerating our national employee benefits growth. This role combines strategic B2B marketing execution with hands-on campaign coordination and inside sales support, requiring someone who thrives on precision, enjoys working with marketing technology, and is driven to advance their marketing skills. You'll be responsible for managing the full lifecycle of marketing campaigns—from setup and execution in Salesforce to lead scoring and performance tracking—while maintaining the data integrity and operational excellence that drives our sales success.
Marketing Operations
- Build and schedule email campaigns, ensuring accuracy in content, targeting, and timing.
- Set up and manage marketing campaigns in Salesforce, maintaining data integrity and proper campaign hierarchy.
- Coordinate marketing operations activities, including list management, segmentation, and campaign tracking.
- Monitor campaign performance metrics and prepare regular reports on key performance indicators.
- Maintain marketing databases with attention to data accuracy and completeness.
- Collaborate with sales and marketing teams to ensure seamless lead handoff and follow-up processes.
- Support the creation and distribution of marketing materials and content.
- Review and grade incoming prospects using established lead scoring criteria to ensure sales team focuses on highest-quality opportunities.
- Research and identify prospects using sales engagement platforms to build a robust sales pipeline.
- Craft personalized, targeted outreach to connect with potential clients, clearly articulating the value of EPIC's services and products.
- Meet daily activity responsibilities for individual lead qualification and outreach.
- Follow up on communications with prospects to secure calls and meetings for business development executives.
- Work closely with sales leaders in each region to create and follow up on local marketing efforts.
- Collaborate with sales and marketing teams to ensure seamless lead handoff and follow-up processes.
- Document key information in Salesforce to clearly communicate prospect profile, key contacts, and overall opportunity detail.
- Gather market intelligence and relay insights to leadership to improve offerings and communication for market needs.
A rewarding opportunity for candidates with the following:
- Exceptional attention to detail with a commitment to accuracy in all work.
- Strong organizational skills and ability to manage multiple projects simultaneously.
- Self-motivated with a genuine drive to learn and advance B2B marketing skills.
- Excellent written and verbal communication skills.
- Analytical mindset with ability to interpret campaign data and metrics.
- Bachelor's degree in Business, Marketing, or related field.
- Proficiency with Salesforce or similar CRM platforms (or strong willingness to learn).
- Experience with email marketing platforms and campaign management.
- Sales background and experience.
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:
- 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”
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.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.