Summary
The Business Development Associate is responsible for maintaining high quality, accurate, and timely flow of information into and through the agency information management system. They also provide document creation and data entry services.
Essential Functions
- Participate in the organization, assembly, and marketing of new business submissions.
- Oversee all aspects of workflow associated with new business, including: assembly and marketing of new business submissions, collection of new business quotations, creation of sales proposals, and preparation and organization of binding paperwork.
- Initiate and receive communication to and from prospects and companies, comply with requests and/or refer to the Account Executive(s) as necessary.
- Track and record new business opportunities for internal analysis.
- Help with renewal processing as directed by the Account Manager.
- Participate in document creation and automation in The Agency Manager (TAM).
- Perform other duties as requested.
Attributes of a Successful Applicant
- Outstanding communication skills (verbal and written) and the ability to understand and interpret abstract information. Self-starter who is imaginative and creative.
- Knowledge of rating procedures, coverage and industry operations desirable.
- Strong computer skills with an emphasis in MS Office, including Word, Excel and Outlook and experience using integrated database program such as The Agency Manager (TAM).
- Ability to work in fast-paced, multiple tasking environment.
- Property and Casualty License desirable.
- College education or equivalent insurance experience.
- Minimum two years experience in similar position is desirable.

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