Business Development Specialist

Role Overview

• Follow up with each lead, advise on and then quote the appropriate coverage, and complete the sale of the appropriate policies.
• Handle all customer inbound, digital binding requests, and related customer follow-ups in a timely fashion.
• Outbound dialing will be required to contact warm leads.
• Assist Customers with the policy purchase process, verifying all the policy information prior to binding, processing payments, assisting customers with the DocuSign process, and obtaining any additional items to complete the binding process.
• Learn underwriting appetites for multiple insurance carriers and attend training to master various insurance carrier quoting portals.
• Maintain current knowledge of our guidelines and procedures through provided training, materials, and educational resources.
• Responsible for keeping P&C license and continuing education up to date and within good standing.

Requirements

• Highschool Diploma or GED
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of accuracy and attention to detail
• 6 months to a year – in a sales position
• Commercial Insurance Sales Experience (preferred)

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.