Business Development Associate - Property & Casualty (radius Insurance Group)

Primary Duties

• 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
• Velocit: Consistently meet/exceed quote prep turnaround times

Requirements

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