Business Development Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Proactively engage with tier 3, 4, and 5 agents to confirm the status of new client opportunities that have been submitted.

• Follow up on pending new business and renewal quotes as requested by BDMs.

• Evaluate potential quote opportunities from agents.

• Collect competitive intelligence on lost business and provide constructive feedback.

• Conduct proactive phone outreach to schedule appointments for in-person meetings on behalf of BDMs.

• Research high-potential prospect agencies to identify and appoint new ones, supporting growth in targeted regions.

• Collaborate with Marketing to supply resources for BDMs aimed at enhancing agent engagement.

• Assist BDMs in the preparation of monthly growth reports.

• Generate monthly reports on quoted, declined, and pending agencies for BDM review and follow-up.

• Stay updated on industry trends, competitive landscape, and product developments.

• Organize and confirm meetings between BDMs and agents.

• Support existing monoline watercraft policies by identifying opportunities to expand accounts.

• Assess the quality of quotes from newly appointed agents.

• Establish monthly touchpoints with the Commercial Lines team to uncover crossover opportunities with Personal Lines.

• Engage in ongoing training and professional development activities.

• Enhance sales techniques and performance through coaching and constructive feedback.

• Shadow BDMs during quarterly target visits once established in the role.

• Collaborate with leadership on PRMA chapter participation for networking and sales development.

⛳️ Requirements

• 2-3 years of experience in business development, sales, or agency management within the P&C insurance sector.

• Experience ideally in the high-net-worth segment.

• Strong understanding of personal lines insurance products and distribution channels.

• Demonstrated ability to establish and maintain trusted relationships with independent agents and brokers.

• Self-motivated and proactive.

• Excellent communication, presentation, and negotiation abilities.

• Comfortable working independently in a field-based role with regular travel.

• Bachelor's Degree in Business, Marketing, or a related field is preferred.

• Must pursue the CIPRA designation through PRMA.

🏝️ Benefits

• Flexible Spending Accounts & Health Savings Accounts, with contributions from the company.

• Company-paid comprehensive life and disability insurance plans.

• 24/7 access to Telehealth doctors.

• Virtual wellness screenings.

• Employee Assistance Programs.

• 401k retirement plan with Day 1 eligibility.

• 6% company match.

• 100% immediate vesting.

• 23 PTO days per year.

• 11 paid holidays.

• Ongoing training and professional development opportunities.

• Coaching and feedback.

• CIPRA designation through PRMA.

• Chapter involvement through PRMA for networking and sales development.