Business Development Representative, IA

Root Insurance
$55,000 - $67,000Remote

About The Position

As Root continues to expand their footprint in the Independent Agent space, we are looking for a Business Development Representative to help fortify the success of our fast-paced agency channel. In this role, you will be working closely with the business development team and other key internal stakeholders to advance our agent growth strategy and enhance our agent experience. Additionally, you will work closely with our agency partners to support them as they rapidly grow their book with Root.

Requirements

  • Professional experience with an insurance carrier or an agency
  • Thorough knowledge of insurance and the types of product offerings Root provides
  • Proven success in outbound call campaigns
  • Ability to build collaborative working relationships
  • Communicate and collaborate effectively in a matrixed environment
  • High sense of professionalism while remaining empathetic
  • Great attention to detail
  • Self-starter and ability to work independently and effectively prioritize work
  • Effective written and oral communication skills
  • Problem solver with a drive to “win”

Responsibilities

  • Make outbound calls to independent agencies across the Root footprint with the goal of securing an appointment with them
  • Manage the onboarding process for each appointment application
  • Partner with the business to target key growth markets in the agency channel
  • Host regular product training for new and existing appointed agents
  • Conduct monthly/quarterly business reviews as needed with agency partners that drive new writings, premium and profit goals
  • Drive agent engagement through continued agent education and experience enhancements
  • Provide in-depth knowledge of Root’s underwriting and business appetite to agency partners
  • Collaborate with internal and external business partners to drive product adoption and improvements
  • Gather, classify, and analyze agent feedback for continuous improvements
  • Participate in the development, maintenance, and consistent application of standard processes across agency onboarding
  • Provide input for continuous development of department guidelines and best practices
  • Leverage analytical business functions, including engineering, analytics, and product teams, to identify trends and opportunities to achieve favorable results
  • Use independent discretion and judgment to consistently review business areas of opportunity
  • Recommend viable solutions and alternatives to identified opportunities
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