Description Our client is an established company in the offshore talent and operational support space, with more than 25 years of success serving the U.S. insurance market. They are seeking a highly motivated, results-driven Business Development Manager to generate new business across the insurance ecosystem. This is a true hunter role for an experienced sales professional who excels at opening doors, developing new markets, building strategic relationships, and converting opportunities into long-term client partnerships. The BDM will target independent agencies, brokerages, carriers, MGAs/MGUs, wholesalers, TPAs, and health insurance organisations seeking offshore talent and operational support. The successful candidate is energetic, credible and highly self-directed. They are equally effective making outbound calls, presenting to agency leadership, networking at trade shows, leading webinars and closing complex business opportunities. This position requires domestic travel up to 75% of the time and the candidate must reside in and be legally authorised to work in the United States.
Requirements Required
Proven experience in business development, outside sales, partnership development or a related revenue-generating role
Demonstrated success in a hunter-style sales role focused on acquiring new clients while cultivating existing relationships for retention, cross-selling and account growth
Working knowledge and experience with or selling to independent insurance agencies, carriers, wholesalers, brokers, TPAs or health insurance organisations
Strong prospecting, networking, presentation, negotiation and closing skills
Experience representing an organisation at trade shows, conferences and professional events
Ability to create and deliver effective in-person presentations, webinars and lunch-and-learn sessions
Strong event-planning, organisational and follow-through capabilities
Comfortable working independently and managing a large geographic territory
Must reside in and be legally authorised to work in the United States, with the ability and willingness to travel domestically up to 75% of the time Preferred
Active Property and Casualty insurance licence
Existing relationships within the insurance agency, carrier, brokerage, wholesale, TPA or health insurance markets
Experience with insurance-related professional services, staffing solutions, technology, outsourcing or operational support
Familiarity with AI and SaaS technologies, or a demonstrated willingness and confidence to learn and adopt emerging tools
Familiarity with CRM systems, pipeline reporting, sales forecasting and performance metrics
Experience developing strategic partnerships, referral relationships or association-based sales channels
Responsibilities Identify, prospect and secure new clients within the U.S. insurance industry across agencies, carriers, wholesalers, brokers, TPAs and health insurance organisations
Develop and maintain a strong, well-documented pipeline of qualified new-business opportunities
Research and pursue new markets, distribution channels and strategic partnership opportunities
Plan, coordinate and attend insurance conferences, trade shows, networking events and industry functions
Conduct in-person and virtual presentations, lunch-and-learn sessions and educational webinars
Manage the complete sales cycle from initial outreach through proposal, negotiation and closing
Collaborate with Marketing, Operations, Implementation and executive leadership to ensure seamless client onboarding
Own the client relationship from initial engagement through onboarding, ongoing service, retention and account growth
Maintain accurate and timely pipeline, prospect and activity data in the CRM
Consistently meet or exceed established activity, pipeline, conversion and revenue targets
Monitor industry developments, competitive activity, market trends and emerging client needs
Core Focus Areas New Business Development Identify, prospect and secure new clients within the U.S. insurance industry
Develop and maintain a strong pipeline of qualified new-business opportunities
Build relationships with independent agencies, carriers, wholesalers, brokers, TPAs and health insurance organisations
Research and pursue new markets, distribution channels and strategic partnership opportunities
Event and Market Representation Plan, coordinate and attend insurance conferences, trade shows, networking events and industry functions
Conduct in-person and virtual lunch-and-learn presentations for prospective clients and partners
Develop and host educational webinars and other lead-generation events
Conduct presentations and clearly communicate the company's services, capabilities and value proposition
Sales Cycle and Client Onboarding Manage the complete sales cycle from initial outreach and discovery through proposal, negotiation and closing
Collaborate across Marketing, Operations, Implementation and executive leadership to ensure a seamless transition from sale to onboarding
Own the ongoing client relationship from initial engagement through onboarding and continued service, ensuring satisfaction, retention and account growth
CRM and Pipeline Management Maintain accurate and timely prospect, pipeline, activity and forecasting information in the CRM
Consistently meet or exceed established activity, pipeline, conversion and revenue goals
Monitor industry developments, competitive activity, market trends and emerging client needs
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Business Development Manager – Insurance Services
Office Beacon LLC · Tallahassee, FL, USA · Remote ·
- Job type:
- Full Time