Business Development Associate - Property & Casualty

Description

As a Business Development Associate you will be responsible to help grow and maintain our Insurance Agency. The role will focus primarily on developing and putting into practice the knowledge and skills to generate new business through leads from rfg’s lending operation, an existing database of several thousand previous radius borrowers, and direct cultivation of external contacts. Specific responsibilities may include but are not limited to:

Primary Duties.

NexGen Training Phase: 

• Prepare  for and pass the Massachusetts Property & Casualty Agent exams
• Contribute  to the success of the New Business Development Team through assigned New      Business Workflow tasks
• Learn about all aspects of the Agency’s operations in order to have a solid      foundation from which to advance professionally into future roles

Business Development Associate:

• Serve  as rig’s dedicated point of engagement for prospective customers and internal referrers through entire new business process up to time of application;
• Within documented workflow, engage prospective customers; maintain proactive communication on proposal status; address questions; gain commitment; and close the sale.
• Do preliminary UW/quoting as part of triage and gauging initial engagement buy-in on Refinance loans
• Partner with rig Agency Underwriters and other staff, to ensure maximal conversion of leads 
• Excel at information gathering, task and notes management, follow-up and  documentation;
• Pass along Commercial leads from personal lines customers who own businesses;
• Continuously enhance the knowledge and skills to be a fully productive Property & Casualty Producer

Secondary Duties (as required).

• Solicit HO and Auto New Business from previous rfg borrowers (e.g., Legacy Leads);
• Administrative, agency systems upkeep tasks

Impact Metrics.

• Translation of ITP leads and rfg Referrals into active HO Quotes: Minimum 100/mo
• New Business Production: Contribute to Total Agency Sales of Minimum 40 New Business Policies/wk
• Velocity: Consistently meet/exceed quote prep turnaround times

Requirements

- Strong attention to detail with the ability to work with a high degree of accuracy;

- Strong critical thinking and problem-solving skills;

- Ability to manage multiple projects and assignments in a timely manner;

- Excellent organizational and time management skills;

- Strong interpersonal skills (oral and written) skills;

- Ability to embrace change and work in a face-paced environment;

Requirements.

- Acquisition of Massachusetts Personal Lines or Property & Casualty insurance license is required.