West Coast Business Development Rep
Insurance Program Managers Group, Phoenix, Arizona, United States, 85003
Overview
The West Coast Business Development Rep is an insurance professional who will help IPMG expand its insurance products and services in the Western territory but focusing on AZ, CA, CO and NV. This individual is responsible for building relationships with new and existing retail agents to find opportunities to grow IPMG’s brokerage worker’s compensation business and to cross sell other IPMG products and services. Responsibilities also include developing relationships with independent agent customers, marketing, visiting agency force, exhibiting at trade shows and helping grow the revenue for this territory. Some reviewing and underwriting new business, managing new business for quality and profitability, working closely with brokers, underwriters, account managers and carriers on renewals and new accounts may be involved. This role operates remotely from the Phoenix, AZ area in a self-directed workflow as well as under direct administration from Brokerage Management.
Essential Functions Work independently to create new revenue for the Brokerage unit and develop new ideas to improve processes
Assist underwriters in writing new business and retaining renewals via pricing and commission negotiation
Utilize all available sources of information for underwriting purposes, including carrier websites’ rating tools, NCCI, WCIRB, state business websites, general internet navigation, etc.
Consistently meet corporate goals for individual and team production
Share unit and division goals of carrier volume and loss ratio levels to qualify for carriers’ contingency/profit sharing
Visit new and existing agents in the Western territory
Responsible for revenue goals and profitability in their territory
Generate new business leads
Identify missed opportunities with current agents where IPMG can help write more business.
Review, analyze, and price all types of WC business, both new and renewal
Educate agents on other insurance products and services provided by IPMG. This includes but not limited to TPA, Risk Management, and Benefits
Review retail agent’s profiles to identify other services that IPMG could offer to Maximize profit.
Maintain organization via data entry of emails, quotes, supplementals, and more
Assist others in the WC unit as needed, including other territories
Participate in carrier outings and state trade shows
Communicate promptly with producers and companies via phone and email
Follow proper workflow procedures including policies, endorsements, audits, cancellations, reinstatements, binding, invoicing, loss runs, risk modsheets, etc.
Nonessential Functions Additional tasks as requested by management.
Required Qualifications Experience in insurance, sales experience or a college degree
Extensive knowledge of all Microsoft Office Programs
Comfortable working in a high-volume, fast-paced production environment
Ability to work independently, prioritize, and multi-task
Resourceful, organized, self-directed approach
Desire to learn and grow within the insurance industry
Insurance Producer’s License for Casualty and Fire, or the ability to obtain licensure quickly
Preferred Qualifications Experience handling a WC book of business
An established network of agency connections in the Western region
Proficiency with an insurance policy management system (i.e. AIM) and Hubspot
Experience working remotely
Travel
This position will require traveling about 50% of your time to develop and grow the territory. Travel as needed in-state and out-of-state to visit agents, work trade shows/conventions, attend carrier functions, and visit IPMG offices. Overnight travel will be required as needed. A valid driver’s license is required.
Salary Range
$50,000 to $65,000. Pay will be based on experience. This position is eligible for the new business development rep bonus structure. The position is full-time, non-exempt.
Core Hours
8:00 a.m. to 5:00 p.m. Monday through Thursday. Then Friday 8:30 a.m. to 3 p.m. Occasional evening and weekend work may be required as essential -functions demand. This is hybrid position after being fully trained and would have 2 remote work from home days.
Company Benefits 20 days of PTO each year
12 Holidays, 2 floating days of your choice and YOUR BIRTHDAY off!
Medical, dental and vision coverage on day one of full-time employment
Telemedicine is free for you and your family (day one) if you are covered under our medical plan.
Flexible time off with an encouraged minimum time away to support a healthy work-life balance.
Life Insurance, Short term, and long-term disability on day one of full-time employment
Onsite fitness center and showers, in our St. Charles, IL HQ office
All About IPMG
May we suggest you review our website ahead of our contact at www.IPMG.com and check us out on LinkedIn too to see what we are up to lately. Our goal is to meet the real YOU! We want to learn what makes you tick and how you want to grow in your field. And we will share more about IPMG answer any of your questions. If we feel we have a match you will have a chat with our hiring manager to discuss the technical nature of the position to ensure you have the skills needed to be a success.
IPMG is committed to a diverse and inclusive workplace. IPMG is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, religion, or other legally protected status.
Candidates that are selected and hired will need to submit to substance, credit, and criminal background screenings, and computer literacy testing.
IPMG is an Equal Opportunity Employer—M/F/D/V
#J-18808-Ljbffr
The West Coast Business Development Rep is an insurance professional who will help IPMG expand its insurance products and services in the Western territory but focusing on AZ, CA, CO and NV. This individual is responsible for building relationships with new and existing retail agents to find opportunities to grow IPMG’s brokerage worker’s compensation business and to cross sell other IPMG products and services. Responsibilities also include developing relationships with independent agent customers, marketing, visiting agency force, exhibiting at trade shows and helping grow the revenue for this territory. Some reviewing and underwriting new business, managing new business for quality and profitability, working closely with brokers, underwriters, account managers and carriers on renewals and new accounts may be involved. This role operates remotely from the Phoenix, AZ area in a self-directed workflow as well as under direct administration from Brokerage Management.
Essential Functions Work independently to create new revenue for the Brokerage unit and develop new ideas to improve processes
Assist underwriters in writing new business and retaining renewals via pricing and commission negotiation
Utilize all available sources of information for underwriting purposes, including carrier websites’ rating tools, NCCI, WCIRB, state business websites, general internet navigation, etc.
Consistently meet corporate goals for individual and team production
Share unit and division goals of carrier volume and loss ratio levels to qualify for carriers’ contingency/profit sharing
Visit new and existing agents in the Western territory
Responsible for revenue goals and profitability in their territory
Generate new business leads
Identify missed opportunities with current agents where IPMG can help write more business.
Review, analyze, and price all types of WC business, both new and renewal
Educate agents on other insurance products and services provided by IPMG. This includes but not limited to TPA, Risk Management, and Benefits
Review retail agent’s profiles to identify other services that IPMG could offer to Maximize profit.
Maintain organization via data entry of emails, quotes, supplementals, and more
Assist others in the WC unit as needed, including other territories
Participate in carrier outings and state trade shows
Communicate promptly with producers and companies via phone and email
Follow proper workflow procedures including policies, endorsements, audits, cancellations, reinstatements, binding, invoicing, loss runs, risk modsheets, etc.
Nonessential Functions Additional tasks as requested by management.
Required Qualifications Experience in insurance, sales experience or a college degree
Extensive knowledge of all Microsoft Office Programs
Comfortable working in a high-volume, fast-paced production environment
Ability to work independently, prioritize, and multi-task
Resourceful, organized, self-directed approach
Desire to learn and grow within the insurance industry
Insurance Producer’s License for Casualty and Fire, or the ability to obtain licensure quickly
Preferred Qualifications Experience handling a WC book of business
An established network of agency connections in the Western region
Proficiency with an insurance policy management system (i.e. AIM) and Hubspot
Experience working remotely
Travel
This position will require traveling about 50% of your time to develop and grow the territory. Travel as needed in-state and out-of-state to visit agents, work trade shows/conventions, attend carrier functions, and visit IPMG offices. Overnight travel will be required as needed. A valid driver’s license is required.
Salary Range
$50,000 to $65,000. Pay will be based on experience. This position is eligible for the new business development rep bonus structure. The position is full-time, non-exempt.
Core Hours
8:00 a.m. to 5:00 p.m. Monday through Thursday. Then Friday 8:30 a.m. to 3 p.m. Occasional evening and weekend work may be required as essential -functions demand. This is hybrid position after being fully trained and would have 2 remote work from home days.
Company Benefits 20 days of PTO each year
12 Holidays, 2 floating days of your choice and YOUR BIRTHDAY off!
Medical, dental and vision coverage on day one of full-time employment
Telemedicine is free for you and your family (day one) if you are covered under our medical plan.
Flexible time off with an encouraged minimum time away to support a healthy work-life balance.
Life Insurance, Short term, and long-term disability on day one of full-time employment
Onsite fitness center and showers, in our St. Charles, IL HQ office
All About IPMG
May we suggest you review our website ahead of our contact at www.IPMG.com and check us out on LinkedIn too to see what we are up to lately. Our goal is to meet the real YOU! We want to learn what makes you tick and how you want to grow in your field. And we will share more about IPMG answer any of your questions. If we feel we have a match you will have a chat with our hiring manager to discuss the technical nature of the position to ensure you have the skills needed to be a success.
IPMG is committed to a diverse and inclusive workplace. IPMG is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, religion, or other legally protected status.
Candidates that are selected and hired will need to submit to substance, credit, and criminal background screenings, and computer literacy testing.
IPMG is an Equal Opportunity Employer—M/F/D/V
#J-18808-Ljbffr