Business Development Manager

Education and Experience

Bachelor's Degree or equivalent work experience

Minimum Five (5) years of sales experience preferred or equivalent education and experience

Two (2) years of experience in the Personal Lines and Small Commercial Property & Casualty Insurance industry preferred

Skills and Abilities

Understanding/knowledge of business development in a retail environment; ability to identify new leads and distribution methods; ability to perform effectively in a sales environment and understand sales demands and responsibilities

Possess exemplary verbal and listening skills and demonstrate a high level of professionalism; ability to effectively interact with diverse individuals

Ability to meet or exceed sales goals; must possess sharp sales skills, follow-through, and ability to close sales

Effective collaboration abilities to build and foster positive relationships at all levels within the agency, with banking partners, carrier representatives, and customers

Proficient in Microsoft Office technology knowledge and skills

Ability to gain a strong knowledge of core carriers' products and services; ability to perform needs assessment to identify customers' risks and exposures

Ability to effectively multitask and problem solve; ability to organize and prioritize work, have attention to detail and focus on quality

Unique Job Characteristics and Requirements
Valid NYS Property and Casualty license or attainment of license within 90 days of hireValid driver's licenseExtensive travel required

Tasks Performed

30% Conduct sales activities aligned with our marketing strategy that meets or exceeds agency revenue targets. Collaborate with support staff to ensure documentation is complete and to allow for efficient quoting and coverage placement with carriers.

25% Regularly meet with banking partners to foster positive relationships and for identifying insurance and banking opportunities. Facilitate improvements that enhance the banking partner's experience. Collaborate with Account and Sales Executives to identify cross-sell opportunities with their customers and to gain introductions.

25% Support Premier Client group customers by identifying coverage risks and solutions and by serving as their advocate. Collaborate with personnel involved in providing general servicing to ensure customer expectations are met or exceeded.

15% Participate in regularly-held meetings with insurance carrier representatives to foster strong relationships, to identify our performance standings, and to learn of new carrier initiatives and/or products.

5% Other duties as assigned.

Physical Requirements

Communicate effectively with internal and/or external customers

Stationary 50% of time

Move about within or between locations

Bend, Twist, Crouch, Squat

Move Objects to Maximum 10 lbs

Benefits for Full-Time Employees

Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.

Parental Leave: Six weeks of paid leave at 100% of your salary.

Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.

Dental and Vision Coverage: Ensuring your overall health and well-being.

Flexible Spending Accounts: For healthcare and dependent care expenses.

Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.

Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.

Voluntary Benefits: Including hospital, accident, and critical illness coverage.

Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

Adoption Assistance: Supporting your growing family.

Tuition Reimbursement: Invest in your education and career growth.

Employee Assistance Program (EAP): Access to support and resources.

Pet Insurance: For all your furry friends.

Financial and Banking Services: Various banking services benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week

Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.

Dental and Vision Coverage: Ensuring your overall health and well-being.

Voluntary Benefits: Including hospital, accident, and critical illness coverage.

Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees

Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future

Paid Sick and Safe Leave: For your health and safety.

Employee Assistance Program (EAP): Access to support and resources.

Financial and Banking Services: Various banking services benefits and financial planning assistance.

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