Business Development Associate | Property & Casualty

CBIZ•Alpharetta, GA

About The Position

This role focuses on prospecting and developing new business opportunities within the healthcare sector. The Business Development Associate will be responsible for identifying and engaging prospective clients, researching market trends, and collaborating with internal teams to create tailored risk management solutions. The position also involves building relationships, staying informed about industry developments, and supporting marketing initiatives to drive new business growth.

Requirements

High School Diploma or GED required
Less than 3 years of proven business development experience
Must maintain current required licenses and certifications relevant to field of expertise
Demonstrate the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Ability to work in team environment as well as independently
Ability to analyze and prioritize multiple responsibilities
Proven track record of meeting sales targets
Results driven and customer focused
Must be able to travel based on client and business need

Nice To Haves

Bachelor's degree in Business, Marketing, Healthcare Administration, Communications, Risk Management, or a related field preferred.
1-3+ years of business development, sales, healthcare marketing, insurance, or client-facing experience preferred.
Demonstrated interest in healthcare, risk management, medical malpractice insurance, or professional liability insurance.
Strong prospecting, networking, lead generation, and relationship-building skills.
Excellent verbal and written communication skills with the ability to communicate effectively with healthcare executives and providers.
Ability to manage multiple priorities while maintaining strong attention to detail and follow-through.
Experience using Salesforce, HubSpot, Microsoft Dynamics, or other CRM platforms preferred.
Self-motivated with a consultative sales approach and a strong desire to build a career in healthcare insurance and risk management.
Active Property & Casualty Insurance License or ability to obtain within a designated timeframe.

Responsibilities

Prospect and develop new business opportunities within the healthcare sector, including physician groups, ambulatory surgery centers, medical practices, assisted living facilities, long-term care organizations, and other healthcare providers.
Conduct proactive outreach through calls, emails, networking, referrals, industry events, and digital platforms to identify and engage prospective clients.
Research healthcare organizations, decision-makers, market trends, and competitive opportunities to build and maintain a strong sales pipeline.
Schedule introductory meetings and discovery conversations for Producers and healthcare specialty advisors.
Collaborate with Producers, Account Executives, and Risk Advisors to develop customized medical malpractice and healthcare risk management solutions for prospective clients.
Build and maintain relationships with healthcare administrators, physicians, practice managers, executive leadership teams, and industry partners.
Follow developments in the healthcare and insurance industries, including medical professional liability trends, regulatory changes, emerging risks, and carrier market conditions.
Identify opportunities to cross-sell additional insurance and risk management services, including property & casualty, cyber liability, management liability, and employee benefits solutions.
Provide market intelligence and competitive insights gathered through interactions with clients, prospects, referral partners, carrier representatives, and industry contacts.
Accurately maintain prospect activity, pipeline progression, and sales opportunities within the firm's CRM system.
Support the execution of marketing campaigns, client events, educational seminars, and healthcare-focused business development initiatives.
Participate in industry associations, networking organizations, and conferences to enhance market visibility and generate qualified leads.
Assist in the development and execution of territory and target account strategies designed to achieve new business growth objectives.
Additional responsibilities as assigned.