Business Development Manager

HUB International•Bozeman, MT

1d•$80,000 - $120,000•Onsite

About The Position

Proper Insurance is seeking a dedicated Business Development Manager for Broker Partnerships to own the activation, development, and ongoing management of their independent insurance agent channel. This is a newly created, foundational role based in Bozeman, MT, reporting directly to the Chief Sales Officer. The goal is to transform a base of over 1,200 appointed agencies and 200+ pending applications from dormant to actively producing, while also cultivating new broker relationships and leveraging strategic partnerships. The successful candidate will build, train, and support a national network of independent agents, establishing a repeatable broker engagement model. This role requires a motivated, relationship-driven professional to build something from the ground up in a specialized market.

Requirements

3+ years of experience in business development, broker relations, or agency management within the insurance industry.
Proven ability to manage a book of broker/agency relationships with measurable production outcomes.
Strong understanding of insurance distribution models (retail agents, MGAs, wholesalers).
Excellent communicator with the ability to train agents on complex products and position specialized coverage.
Self-directed and process-oriented—comfortable building systems and structure in an emerging channel.
Proficiency with CRM platforms (Salesforce, HubSpot, or similar) and strong organizational discipline for managing high-volume outreach and follow-up.
Property & Casualty Insurance License preferred. If not currently licensed, Proper will support obtaining your P&C license as part of onboarding.

Nice To Haves

Experience working with MGAs, program administrators, or specialty lines carriers.
Familiarity with the short-term rental market, hospitality insurance, or property/casualty products for real estate investors.
Existing relationships with independent agencies or regional broker networks.
Track record of building a broker channel from early stage to scaled production.
Prior experience working in insurance or similar field (understanding E&O requirements, licensing verification, compliance standards).
Demonstrated success reactivating dormant client/partner relationships or improving production from underperforming partners.
Background in training or enablement roles (creating training resources, delivering webinars, developing playbooks).
Comfort operating in a specialty/niche market vs. traditional P&C distribution.

Responsibilities

Process and vet pending broker appointment applications, including E&O coverage, licensing, book composition, and producer experience.
Execute appointment agreements and ensure compliance requirements are met.
Onboard newly appointed agencies with product training, quoting systems, and underwriting guidelines.
Reactivate and nurture relationships with existing appointed agencies, conducting regular business reviews to identify barriers and provide support.
Develop targeted outreach campaigns to reengage inactive agencies.
Build co-marketing materials, email campaigns, and educational resources.
Identify and prospect high-potential independent agencies and regional brokerages with exposure to STR property owners.
Leverage strategic relationships to access new broker networks and distribution channels.
Develop and execute outreach strategies for agencies in high-STR-concentration markets.
Coordinate with the CSO on activating partnership opportunities across the broader SPG network.
Deliver ongoing product training to new and existing appointed agencies via webinars, calls, and written resources.
Ensure agents understand Proper's unique value proposition and can effectively position coverage.
Provide agencies with underwriting guidance, objection handling, competitive positioning, and claims examples.
Develop standardized training materials and resources.
Monitor agency-level KPIs including gross written premium (GWP), close ratios, policy count, and renewal retention.
Identify top-performing agencies and replicate their success.
Flag underperforming agencies for additional support or potential termination.
Report monthly on partnership pipeline metrics, new appointments, reactivations, and channel revenue growth.
Maintain accurate records in CRM of all agency interactions, training sessions, and performance data.
Manage inbound broker-referred leads and ensure proper routing.
Track lead-to-close conversion by agency.
Coordinate with sales operations to ensure broker-sourced business is properly attributed and compensated.