About the Business Development Assistant role

The Business Development Assistant role focuses on expanding the company’s reach, fostering partnerships, and driving growth opportunities through strategic decision-making and relationship management.

Duties and Responsibilities

• Identify and acquire potential Agency Leaders (AL). The AL’s will lead a team of sales  agents, ensuring they meet sales targets, and provide them with training and support.
• Effectively gather information from potential Insurance Agents (IA) and Agency Leaders.
• Facilitate the onboarding process for Insurance agencies and Agency Leaders onto the app.
• Strategically maintain and enhance business relationships with branches.
• Contribute to decision-making processes regarding investment allocation among branches.
• Assist in monitoring and evaluating AL and branch performance and recommend necessary action.
• Undertake administrative tasks of the Business Development (BD) department to ensure smooth operations of the department.

Note:

This job description outlines primary responsibilities and reflects the proactive approach expected from team members. Additional duties may be assigned as required to meet organizational needs.

Requirements for the role

• A bachelor’s degree in business, finance, insurance, marketing, or a related field is preferred.
• Possess a minimum of 1 year of experience in any position at an insurance company or Brokerage/agency.
• Demonstrate a strong passion for enhancing customer experience.
• Exhibit enthusiasm for collaborative efforts in improving the application.
• A solid understanding of the insurance industry, including different types of insurance products, coverage options, and basic principles of risk management.
• Previous experience in customer service, account management, or a related field is preferred. Experience in the insurance industry is necessary.
• Strong communication skills, both written and verbal, are crucial. The ability to analyze and solve problems efficiently.
• A customer-centric mindset with a genuine commitment to providing excellent service.
• Strong organizational skills to manage client portfolios, track communications, and ensure that policy renewals and other deadlines are met.
• Familiarity with customer relationship management (CRM) software and other relevant tools used in the insurance industry.
• Awareness and understanding of insurance regulations and compliance requirements to ensure that all interactions and policies adhere to legal standards.
• The ability to adapt to changes in the insurance landscape, including policy updates, industry trends, and regulatory changes.