Business Development Representative/Senior Business Development Representative upstate New York

Penn Lumbermens Mut Ins Co•Albany, NY

3d•$80,000 - $105,000

About The Position

Pennsylvania Lumbermens Mutual Insurance is hiring a Business Development Representative or Senior Business Development Representative for its Field Operations department. The territory covers Upstate New York, the Bronx, Connecticut, and Western Massachusetts. The role provides first-line contact with accounts and brokers and involves sales, service, and underwriting of property and casualty insurance. The position develops new accounts and broker relationships, services existing accounts, exercises underwriting and pricing authority, and performs client-site inspections as part of loss control services. It also includes reviewing insurance coverage and programs with insureds and brokers, attending trade association events, arranging and documenting field visits, maintaining inspection files, and preparing reports and expense accounts. The role reports to the Vice President, Field Operations. The annual salary range is $80,000–$105,000, plus company-wide bonuses. The final offer depends on relevant experience, qualifications, and job-related skills. Eligible employees receive medical, dental, vision, and life insurance coverage; tuition reimbursement; payment of job-related licensing, courses, and institute testing; and a 401(k) with up to a 6% employer match plus a company-provided 401(k) bonus of an additional 3–5%.

Requirements

High school diploma required; a bachelor's degree or equivalent experience is preferred.
Prior insurance and marketing background is essential, particularly experience relevant to obtaining the Agents/Brokers licenses required for the territory.
Computer literacy and ability to type reports.
Valid driver's license and clean motor vehicle record.
Ability to use camera equipment.
Ability to deal effectively with a variety of personalities.
Ability to negotiate.
Excellent organizational skills.
Ability to manage time efficiently.
Willingness to work irregular hours as required by the position.
Ability to travel and stay overnight occasionally.
Ability to hear and speak clearly.
Ability to sit for extended periods.
Ability to drive and maintain an acceptable driving record.
Ability to perform field surveys, mapping, and plan work, including walking, standing, and climbing stairs.

Nice To Haves

Bachelor's degree or equivalent experience.
Certification of successful completion of insurance studies, such as CPCU, CIC, AU, or General Insurance.

Responsibilities

Solicit and develop new accounts, identify core brokers, and produce new core brokers each year.
Service existing accounts to maintain the current book of business.
Exercise underwriting authority, including pricing authority, when soliciting and servicing accounts.
Inspect client sites as part of loss control services.
Participate in trade association meetings and conventions.
Review coverages and programs and counsel insureds and brokers to keep coverage at appropriate values in light of inflation and other trends.
Secure appointments and submit a travel itinerary by the Friday before travel, including visit dates, names, phone numbers, reasons, and times.
Submit activity reports, recommendation letters, and follow-up letters by close of business on the Monday following the field week.
Prepare and update inspection files, including plot plans, photographs, and rate schedules.
Submit expense accounts by the 10th of the month following the close of the expense period.
Complete records and reports for home office use.
Arrange visits to the Philadelphia office to strengthen relationships with Accounting, Claims, Underwriting, and Technical Services and complete appropriate paperwork.