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EPIC Insurance Brokers & Consultants · 1 hour ago

Employee Benefits Marketing Specialist

Dallas, TX

Full-time

Hybrid

New Grad, Entry Level

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco. They are seeking a Marketing Specialist to manage the full lifecycle of marketing campaigns, support lead generation, and collaborate with sales teams to drive employee benefits growth.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Hiring Manager

Michael Spell

Responsibilities

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

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

Qualification

SalesforceEmail marketingB2B marketingLead generationAnalytical mindsetOrganizational skillsCommunication skillsAttention to detail

Required

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

Preferred

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

Benefits

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.

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

Company

EPIC Insurance Brokers & Consultants

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.

Founded in 2007