Business Development Coordinator

Deland, Gibson Insurance Associates•Worcester, MA

7h•Hybrid

About The Position

The Business Development Coordinator (BDC) is a frontline growth role that supports the Risk Advisor (Producer) team across Commercial Insurance, Personal Insurance, and Employee Benefits by driving pipeline activity, improving sales execution, and ensuring discipline throughout the sales process. This role is responsible for prospect research, lead qualification, sales coordination, and CRM integrity, with a strong emphasis on consistency, follow-through, and conversion. The BDC acts as a force multiplier for Producers—freeing them to focus on high-value selling activities while ensuring opportunities move efficiently through the pipeline using Deland, Gibson’s GRIP (Gibson Risk Improvement Planning) sales process. This position is ideal for someone early in their commercial insurance career who is competitive, organized, data-driven, and motivated to grow into a producer or senior business development role over time.

Requirements

1–3 years of experience in business development, sales support, or a client-facing role
Interest in commercial insurance sales and risk advisory services
Experience with CRM or AMS platforms; Applied Epic strongly preferred
Proficiency in Microsoft Office (Outlook, Excel, PowerPoint)
Massachusetts P&C License or willingness to obtain within a defined timeframe
Bachelor’s degree in Business, Marketing, Communications, or related field
Highly organized with strong attention to detail
Strong written and verbal communication skills
Comfortable working with data, metrics, and sales reporting
Self-starter with the ability to manage multiple priorities in a fast-paced environment
Professional presence and ability to work effectively across all levels of the organization
Coachable, curious, and motivated by growth and performance

Nice To Haves

Familiarity with P&C insurance products and regulations preferred

Responsibilities

Own day-to-day management of the sales pipeline in Applied Epic, ensuring accuracy, timeliness, and complete documentation
Qualify inbound and outbound opportunities based on agency ICPs and minimum account standards
Support Producers with pre-meeting preparation, follow-up coordination, and next-step execution
Track opportunity stages, probability, and expected revenue to support forecasting and reporting
Conduct prospect research and targeted outreach to support Producer growth goals
Assist in identifying and advancing new business opportunities across Commercial Insurance, Personal Insurance, and Employee Benefits
Identify and flag cross-sell and rounding opportunities within new and existing accounts
Support COI (Centers of Influence) initiatives through research, coordination, and follow-up
Act as an internal champion of the GRIP sales process
Ensure GRIP discovery, documentation, and deliverables are completed consistently
Help reinforce sales discipline, timelines, and accountability across opportunities
Produce regular pipeline, activity, and conversion reports for Sales Leadership
Analyze prospecting and sales activity to identify trends, gaps, and improvement opportunities
Maintain clean data standards within Applied Epic and related sales tools
Assist with Producer presentations, proposals, and meeting logistics
Coordinate internal handoffs between Sales, Marketing, Account Management, and Service teams
Support targeted sales and marketing campaigns as needed
Leverage agency-approved sales enablement and client-facing technologies to enhance the sales process and client experience
Support Producers in the effective use of platforms such as MyDG, Indio, Mineral HR, and other third-party tools to drive engagement, data collection, and consultative value
Ensure sales enablement tools are integrated into the GRIP process and consistently utilized throughout the sales lifecycle
Assist with training reinforcement, adoption tracking, and best-practice usage of sales technology across the sales team
Work in close partnership with the Brand Coordinator to ensure consistent brand standards, messaging, and presentation across all sales materials and client-facing communications
Coordinate with Marketing and Brand teams as needed for proposals, presentations, campaigns, and sales initiatives
Ensure sales materials align with agency brand guidelines while supporting the consultative sales process
Act as a liaison between Sales and Marketing to support timely execution without owning social media, community involvement, or standalone marketing programs