Jesse W.
Experienced sales enablement executive; building organizations by leveraging technology, CRM, marketing, and data analytics to improve engagement across the enterprise.
- Role
- Vice President, Crm and Sales Success at EPIC Insurance Brokers & Consultants
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Jesse W.
Headquartered in San Francisco, EPIC Insurance Brokers and Consultants has a nationwide presence with a depth of industry expertise across key lines of insurance, including commercial property and casualty, employee benefits, unique specialty program insurance, and private client services.Since its founding in 2007, EPIC has grown revenue from $12 million to an estimated run rate of $300 million through both organic growth and strategic acquisitions. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.EPIC currently ranks among the top 10 retail insurance brokers in the United States and is one of the top 20 brokers in the world, as well as being a fixture on the insurance industry’s ‘Best Places to Work’ lists. Our ownership structure includes one of the leading private equity firms in the world, Oak Hill Capital Partners, management, and as of today, over 140 employee-owners of the company.
Experience
Vice President, Crm and Sales Success
EPIC Insurance Brokers & Consultants
Mar 2018 — Present · San Francisco, CA, US
EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a “Best Place to Work” in multiple regions and as a “Best Place to Work in the Insurance Industry” nationally.EPIC now has more than 1,400 team members operating from 50 offices across the U.S, providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than clients. With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit
Education
Monte Vista Christian High School
High School Diploma, Accounting and Finance
1990 — 1996
W. P. Carey School of Business – Arizona State University
Bachelor of Science, Finance
1996 — 2000
Skills
- Analysis
- Leadership
- Employee Benefits
- Management
- Program Management
- Commercial Insurance
- Negotiation
- Sales
- Email Marketing
- Microsoft Excel
- Real Estate
- Strategic Project Management
- Online Advertising
- Risk Management
- Property & Casualty Insurance
- Health Insurance
- Business Analysis
- Project Management
- Business Requirements
- Underwriting
- Business Analytics
- Insurance
- Salesforce.com Administration
- Marketing Strategy
- Employment Practices Liability
- Account Management
- Financial Risk
- Strategic Planning
- Training
- Marketing
- Salesforce.com
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