Brianna (Breezy) Lavis
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Brianna (Breezy) Lavis Email & Phone Number

Marketing and New Business Support Coordinator at EPIC Insurance Brokers & Consultants
Location: Anacortes, Washington, United States 15 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Role
Marketing and New Business Support Coordinator
Location
Anacortes, Washington, United States
Company size

Who is Brianna (Breezy) Lavis? Overview

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Quick answer

Brianna (Breezy) Lavis is listed as Marketing and New Business Support Coordinator at EPIC Insurance Brokers & Consultants, a with 1315 employees, based in Anacortes, Washington, United States. AeroLeads shows a matched LinkedIn profile for Brianna (Breezy) Lavis.

Brianna (Breezy) Lavis previously worked as Marketing & New Business Support Coordinator at Epic Insurance Brokers & Consultants and Marketing Consultant at Castle Funds. Brianna (Breezy) Lavis holds Bachelor Of Science - Bs, Business Administration, Emphasis In Marketing, Minor In Sociology from University Of Colorado Boulder.

Company email context

Email format at EPIC Insurance Brokers & Consultants

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EPIC Insurance Brokers & Consultants

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Profile bio

About Brianna (Breezy) Lavis

Detail-oriented and versatile business professional with experience helping people achieve their goals and adapt to changing circumstances. Experience in real estate, marketing, and recruiting. Received Award of Excellence in Real Estate for customer service, involvement and delivering results. Possessed with positive energy and excellent interpersonal skills.

Current workplace

Brianna (Breezy) Lavis's current company

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EPIC Insurance Brokers & Consultants
Epic Insurance Brokers & Consultants
Marketing and New Business Support Coordinator
san francisco, california, united states
Website
Employees
1315
AeroLeads page
15 roles

Brianna (Breezy) Lavis work experience

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Marketing & New Business Support Coordinator

- Create, coordinate responses and complete all Request For Proposals (RFP’s).- Create and maintain standardization of prospect presentations & communication materials.- Create Flipbooks upon request.- Provide benchmarking material upon request.- Pull various communication pieces from ZyWave that would benefit the Producers and AccountTeams with sales efforts.- Research, organize and maintain Benchmarking & Industry Reports and electronic files.- Coordinate mass mailing pieces via electronic campaigns and USPS mail as needed.- Serve as the back up to the small group analyst for new business.- Assist the marketing unit with preparing Health Connect quotes during the busy season.- Assist analysts with maintaining system and filing of document within the guidelines of EPIC.- Assist the Group Operations Assistant, Supervisor of Client Service with creating and maintainingStandard Operating Procedures (SOP) documents.- Complete and track all carrier appointments and renewals and act as the carrier contact for theLafayette department.- Process Producer expense reports as needed.

Marketing Consultant

- Create and maintain 5 monthly marketing reports on fund performance. - Develop and send email campaigns both monthly and on as-needed basis. - Update website design and content regularly.- Manage and post on company’s social media platforms, LinkedIn and Twitter.

Commissions Specialist

- Gathered commission statements.- Reconciled carrier statements to payments received.- Resolved commission issues with carriers.- Provided carrier statements to 3rd party for processing agency management system.- Recorded cash receipts in agency management system and reconciled to commission statements.

May 2023 - Feb 2024

Realtor

Anacortes, Washington, United States

- Developed own personal branding and marketing campaign for client acquisition and retention. - Manage transactions from initiation to closure. - Recipient of NPSAR Excellence Award 2021 & 2022.

Apr 2022 - Jul 2023

Realtor

Anacortes, Washington, United States

- Generated clients through prospecting.- Hosted weekly open houses.- REMAX Executive Award 2021.

Jul 2021 - Apr 2022

Goal Specialist

Jacksonville, Florida, United States

- Worked with approximately 400 users at a time to set weekly goals.- Utilized strong communication skills to hold users accountable, offered assistance when needed, and helped guide them towards their health goals.- Member of Interviewing Guild- constructed and implemented an interview schedule to meet hiring needs.

Feb 2020 - Jul 2021

Coach And Sales Associate

Pensacola, Florida, United States

- Led up to 24 people through group fitness classes. - Ran the social media accounts and planned marketing events to promote the business.

May 2019 - Feb 2020

Research Associate

Caldwell Partners

San Francisco, California, United States

- Performed initial research of potential candidates for executive talent positions.- Supported the preparation of administrative documents and materials for executive presentations.- Utilized Hoovers, LinkedIn Recruiter, and company database.- Assisted with scheduling, travel planning, and any other administrative tasks required to enable the business to run as efficiently as possible.

Sep 2018 - Apr 2019

Marketing Intern

Boulder, Colorado, United States

- Prepared materials, including press releases and white papers, for owner. - Worked on website development and optimization.- In charge of social media campaign.- Promoted products and engagement via social media.

Sep 2017 - Sep 2018

Sales Intern

Boulder, Colorado, United States

- Assisted senior sales representative by preparing appropriate materials and out- briefs for meetings.- Demonstrated high outreach activity levels, nearly 655 calls over 12 weeks, to potential new clients.- Gained experience using Outreach customer relationship management program for email campaigns to insert new clients and accounts.

May 2017 - Sep 2017

Sorority President

Boulder, Colorado, United States

- Responsible for Executive Board and 300 members.- Ran weekly meetings and helped manage the sorority budget. - Organized and ran charity events to benefit various foundations. - In charge of Recruitment with over 1500 applicants.- Recipient of the 2016 Outstanding Chapter President Award.

Nov 2015 - Nov 2016

Assistant To The Director Of Membership

Littleton, Colorado, United States

- Implemented new member integration tactics.- Planned and executed New Member Mixer along with other events throughout the summer.- Performed competitive marketing analysis on other wedding venues.

Apr 2016 - Aug 2016

Director Of Homecoming

Boulder, Colorado, United States

- Planned and implemented all activities, including the parade, for week-long Homecoming event for the University.- Developed Social Media Schedule to promote event.- Coordinated with professors, vendors, and students for events.

Jun 2015 - Jun 2016

Tennis Coach

Littleton, Colorado, United States

- Taught ages 4-12 tennis.- Developed conditioning portion to practice.- Assisted with various events such as Camp Columbine and Tennis with the Stars.

Apr 2012 - Sep 2015
Team & coworkers

Colleagues at EPIC Insurance Brokers & Consultants

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1 education record

Brianna (Breezy) Lavis education

FAQ

Frequently asked questions about Brianna (Breezy) Lavis

Quick answers generated from the profile data available on this page.

What company does Brianna (Breezy) Lavis work for?

Brianna (Breezy) Lavis works for EPIC Insurance Brokers & Consultants.

What is Brianna (Breezy) Lavis's role at EPIC Insurance Brokers & Consultants?

Brianna (Breezy) Lavis is listed as Marketing and New Business Support Coordinator at EPIC Insurance Brokers & Consultants.

Where is Brianna (Breezy) Lavis based?

Brianna (Breezy) Lavis is based in Anacortes, Washington, United States while working with EPIC Insurance Brokers & Consultants.

What companies has Brianna (Breezy) Lavis worked for?

Brianna (Breezy) Lavis has worked for Epic Insurance Brokers & Consultants, Castle Funds, Windermere Real Estate, Team Kelli Lang Re/Max Gateway, and Noom.

Who are Brianna (Breezy) Lavis's colleagues at EPIC Insurance Brokers & Consultants?

Brianna (Breezy) Lavis's colleagues at EPIC Insurance Brokers & Consultants include Melinda Tupper, Harry Jones, Katie Pendleton, Kristen Lovett, and Deborah Pinell.

How can I contact Brianna (Breezy) Lavis?

You can use AeroLeads to view verified contact signals for Brianna (Breezy) Lavis at EPIC Insurance Brokers & Consultants, including work email, phone, and LinkedIn data when available.

What schools did Brianna (Breezy) Lavis attend?

Brianna (Breezy) Lavis holds Bachelor Of Science - Bs, Business Administration, Emphasis In Marketing, Minor In Sociology from University Of Colorado Boulder.

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