Business Development Specialist

About the role

This is a hybrid role based in California, Oregon, or Washington, requiring at least three days a week in the office. You will engage with all types of Business Development Team partners, including retail insurance agencies, wholesalers, MGUs, MGAs, and aggregators. You will oversee a significant portfolio of potential accounts, ensuring consistent agency management activity. Utilizing your existing network and research insights, you will engage with accounts in a specific region or industry and support senior colleagues across various stages of the deal process.

Responsibilities

• Develop the assigned territory through all existing and prospective Business Development Team channels.
• Manage the existing client base in the region to support organic growth through new business generation and renewal retention, prospecting, and developing new relationships.
• Frequent travel to visit new, existing, and prospective clients in the territory, working closely with underwriting and Business Development Team management to ensure superior service for clients and their insureds.
• Strategic planning for your territory’s growth and expansion, new product development, and other production-oriented activities.
• Serve as a client advocate and consultative advisor on the company’s products and services, as well as the marketplace at large.
• Collaborate with underwriting staff to jointly develop relationships.
• Engage with partners at industry events and become a valuable resource for the assigned territory.

Requirements

• Holds a bachelor’s degree or equivalent education and work experience.
• 1+ years of insurance industry experience in professional liability (PL) or commercial lines, with direct experience working with external brokers, clients, or partners.
• Demonstrated experience in broker-facing marketing and sales activities (relationship building, outreach, proposal/support, and account development).
• Excellent communication, time management, and teamwork skills, with a consistent drive for results.
• Proven track record of achieving desired outcomes.
• Holds appropriate licenses or has the ability to obtain them within a short time frame.
• Willingness to travel up to 50% of the time within the assigned territory and attend industry events.

Qualifications

• Experience as a wholesale broker.
• Experience in retail insurance.
• Proven experience in managing and growing a book of business in the property and casualty insurance sector.
• Familiarity with working alongside underwriters.

Benefits

• Professional development opportunities, interesting work, and supportive leaders.
• Vibrant and inclusive culture with talented colleagues.
• Career opportunities, benefits, and rewards to enhance well-being, including health and welfare benefits, tuition assistance, 401K savings, retirement programs, and employee assistance programs.

Pay

The applicable base salary range for this role is $71,700 to $152,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.