EPIC Insurance Brokers & Consultants · 14 hours ago
Northeast Business Analyst
40 Marcus Drive 3rd Floor, Melville, NY 11747
Full-time
Onsite
Mid Level
$125K/yr - $150K/yr
3+ years expEPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco with over 3,000 employees nationwide. The Business Analyst will work with Northeast Leaders and Producers to drive growth and business development by creating automated reports, evaluating processes, and partnering with cross-functional teams.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
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
Qualification
Required
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
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
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
Flexible to work outside normal working hours
Communicate effectively with Senior Leaders and Clients
Preferred
Insurance Industry experience a plus
Project management experience a plus
Prefer Advanced Salesforce or other CRM skills
Working knowledge of Property Casualty and Employee Benefits coverages and products
Benefits
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.
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.
1001-5000 employees
H1B Sponsorship
EPIC Insurance Brokers & Consultants has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (3)
2022 (1)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP & Regional Director, Employee Benefits (Sacramento)
Recent News
Business Journals
2022-08-25
2022-01-21
Company data provided by crunchbase