Business Development & Distribution Director

Copperpoint Insurance Company

214d • $140,000 - $185,000 • Remote

About The Position

CopperPoint has an exciting opportunity for a fully remote Business Development and Distribution Director in the East Bay/Sacramento/San Francisco area. This role is responsible for identifying and managing high-performing distribution partners to drive both strategic and tactical initiatives that support CopperPoint's revenue and financial goals. As the “Face of CopperPoint,” this leader will strengthen partner relationships, resolve challenges, and seize opportunities that enhance loyalty and maximize ROI across our distribution channels.

Requirements

• BS/BA college degree in business administration, finance or marketing
• Minimum of 3 years of insurance industry experience with increasing responsibilities
• In depth understanding of insurance sales, marketing, and underwriting
• Strong insurance, business and financial acumen
• Strong organizational, communication & presentation skills
• Ability to effectively influence internal and external stakeholders
• Ability to collaborate with cross-functional teams
• Demonstrated ability to effectively build relationships with agents and brokers
• Demonstrated ability to manage multiple projects simultaneously
• Analyze complex administrative or business problems, evaluate alternatives, and make appropriate recommendations
• Models' self-leadership that encourages open, honest dialogue and leverages diverse strengths of self and others
• Communicates in a clear, relevant and timely manner that promotes common understanding and engages stakeholders
• Creates and manages synergistic relationships to achieve shared business objectives
• Analyzes complex BDD problems and assesses decision impacts to determine and communicate appropriate solutions
• Identifies and embraces opportunities to deliver competitive products and customer service
• Executes effectively with clearly defined vision and measures of success

Responsibilities

• Establish strategic business development initiatives
• Present business opportunities and business cases to the senior leadership team as required
• Identify, generate, and close sales and new business opportunities
• Contribute to the execution of the marketing strategy and business development plans
• Coordinate, prepare, and present proposals and business plans that target newly recognized business opportunities
• Participate in external and internal business events, road shows, and seminars, as required by management
• Lead Agency engagement activities; regularly meeting with, communicate strategies and goals, while identifying opportunities with each assigned Agency in their distribution channel
• Build strategic relationships to drive new business, profitability and other business objectives
• Conduct producer meetings that are agenda driven, addressing existing deliverables and commitments (company and producer), review existing pipeline and identify new opportunities
• Monitor production and quality of assigned Agency partners
• Manage Partnership Plans, Profit Sharing & Financial incentives to maximize growth and profit of the portfolio
• Collaborate across the enterprise
• Prospect and prequalify new producers and agencies to determine working relationship
• Assist in pre-qualifying accounts to be submitted to underwriting and follow-up with brokers for additional information and guidance, as needed
• Partner with brokers as needed in the development and delivery of sales proposals and presentations for new and renewal business
• Provide subject matter expertise during client business reviews; ensure services align with client needs and expectations
• Utilize Salesforce to look for available initiatives
• Assist Leaders with external agency development training engagement activities

Benefits

• Medical, dental, vision insurance
• Short-term disability and long-term disability insurance
• Life insurance
• Health savings account
• Flexible spending account
• 401k plan with generous matching contributions
• Paid Time Off (PTO) accrual of 0.0846 hours per paid hour, totaling 22 days a year
• 10 paid holidays throughout the calendar year
• Tuition reimbursement and other education benefits
• 12 hours of paid volunteer time annually
• Corporate matching for employee contributions to charities up to $500 per year
• Business casual dress

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree