Business Development Representative, Senior
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Job Description
Remote insurance business development representative serving South Texas lumber and building-material businesses. Developing accounts, servicing brokers, underwriting risks, and conducting client-site loss-control inspections.
Responsibilities:
- Provide first-line contact with accounts and brokers, including sales, service, and underwriting of property and casualty insurance
- Solicit and develop new accounts
- Identify core brokers and produce new core brokers annually
- Service existing accounts to maintain the current book of business
- Exercise underwriting and pricing authority when soliciting and servicing accounts
- Inspect client sites as part of loss control services
- Participate in trade association meetings and conventions
- Review coverages and programs and counsel insureds and brokers on appropriate coverage values
- Secure appointments and submit travel itineraries before field travel
- Submit activity reports, recommendation letters, and follow-up letters after field weeks
- Prepare and update inspection files, including plot plans, photographs, and rate schedules
- Submit expense accounts by the 10th of the following month
- Complete records and reports for home office use
- Visit the Philadelphia office to strengthen relationships with Accounting, Claims, Underwriting, and Technical Services and complete paperwork
Requirements:
- Bachelor's degree preferred or equivalent experience
- High school diploma required
- Prior background in insurance and marketing essential
- Agents/Brokers Licenses required for the territory
- Certification of successful completion of insurance studies (CPCU, CIC, AU, General Insurance, etc.) preferred
- Computer literacy and ability to type reports
- Valid driver's license and clean MVR
- Ability to use camera equipment
- Ability to deal effectively with a variety of different personalities
- Ability to negotiate
- Excellent organizational skills
- Ability to manage time efficiently
- Willingness to work irregular hours
- Ability to travel and stay overnight occasionally
- Ability to hear and speak clearly
- Ability to sit for extended periods
- Ability to drive and maintain an acceptable driving record
- Ability to perform field surveys, mapping, and plan work, including walking, standing, and climbing stairs
Benefits:
- Medical, dental, vision, and life insurance coverage
- Tuition reimbursement
- 100% employer-paid job-related licensing, courses, and Institutes testing
- 401(k) with up to a 6% employer match
- Company-provided 401(k) bonus of an additional 3–5%
- Company-wide bonuses
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