Marketing Specialist

Join to apply for the Employee Benefits Marketing Specialist role at EPIC Insurance Brokers & Consultants
. Location: Dallas, TX (Hybrid).

Position Details:

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Human Resources
• Industry: Insurance

EPIC is seeking an ambitious and detail-oriented Marketing Specialist to accelerate our national employee benefits growth. This role combines strategic B2B marketing execution with hands‑on campaign coordination and inside sales support, requiring precision, marketing technology skills, and a drive to advance marketing expertise. You’ll manage the full lifecycle of marketing campaigns—from setup and execution in Salesforce to lead scoring and performance tracking—maintaining data integrity and operational excellence for sales success.

• 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.

• 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.

• 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…