Business Development Representative, Senior

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

📋 Description

• Serve as the primary point of contact for accounts and brokers, covering sales, service, and underwriting of property and casualty insurance.

• Actively seek and cultivate new accounts.

• Identify and establish core brokers, generating a new set of core brokers each year.

• Manage existing accounts to sustain the current portfolio of business.

• Utilize underwriting and pricing authority when engaging with and servicing accounts.

• Conduct inspections of client locations as part of loss control services.

• Attend trade association meetings and conventions.

• Evaluate coverages and programs, advising insureds and brokers on suitable coverage values.

• Arrange appointments and submit travel itineraries prior to field travel.

• Provide activity reports, recommendation letters, and follow-up letters following field work weeks.

• Create and maintain inspection files, which include plot plans, photographs, and rate schedules.

• Submit expense accounts by the 10th of the subsequent month.

• Complete records and reports for use by the home office.

• Visit the Philadelphia office to enhance relationships with Accounting, Claims, Underwriting, and Technical Services, while also completing necessary paperwork.

⛳️ Requirements

• Bachelor's degree preferred, or equivalent experience.

• High school diploma is mandatory.

• Previous experience in insurance and marketing is crucial.

• Agents/Brokers Licenses are required for the designated territory.

• Certification demonstrating successful completion of insurance studies (CPCU, CIC, AU, General Insurance, etc.) is preferred.

• Proficiency in computer use and ability to type reports.

• Possession of a valid driver's license and a clean motor vehicle record (MVR).

• Capability to operate camera equipment.

• Competence in effectively interacting with a diverse range of personalities.

• Strong negotiation skills.

• Exceptional organizational abilities.

• Efficient time management skills.

• Willingness to work irregular hours as needed.

• Ability to travel and occasionally stay overnight.

• Proficient in hearing and speaking clearly.

• Capacity to sit for long periods.

• Ability to drive and maintain a satisfactory driving record.

• Capability to conduct field surveys, mapping, and planning work, which includes walking, standing, and climbing stairs.

🏝️ Benefits

• Coverage for medical, dental, vision, and life insurance.

• Tuition reimbursement program.

• Complete employer-funded job-related licensing, courses, and Institutes testing.

• 401(k) plan with an employer match of up to 6%.

• Additional company-funded 401(k) bonus ranging from 3–5%.

• Company-wide bonuses available.