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.

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

• 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.