Business Development Specialist I

TrueNorth Companies • Cedar Rapids, IA

2d • Hybrid

About The Position

TrueNorth’s Transportation division is seeking a Business Development Specialist II to join our team in Cedar Rapids! In this role, you’ll focus on transactional sales by engaging prospective clients through a high volume of outbound calls, delivering tailored solutions, onboarding new clients, and leveraging your organizational and sales skills to drive growth and ensure client success. TrueNorth uses our core values of Exceptionalism, Collaboration and Resourcefulness to enthusiastically serve our clients, colleagues and communities. Our ideal candidates are hungry, humble and smart! About TrueNorth Companies: Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For twenty years, TrueNorth has met our clients' needs by providing innovative strategies and a personal connection to those we serve. Our integrated platform of risk management, employee benefits and personal financial strategies creates a multifaceted approach to address today's ever-changing complexities. Come join our amazing team!

Requirements

• High school diploma or GED required
• One year of sales experience is required
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions

Nice To Haves

• two or four-year degree preferred
• P&C insurance license is preferred or obtained within 30 days of employment. L/H/A within 90 days of employment.
• An in-depth knowledge of insurance brokerage business is strongly desired

Responsibilities

• Place outbound calls to prospective clients
• Consult callers on voluntary products and services available to them and refer to other potential solutions
• Maintain a positive attitude, even when dealing with difficult customers
• Maintain quality customer service with clients daily by providing consistent, timely and accurate service
• Assist in the execution of marketing material to available prospective clients
• Increase industry and job knowledge as measured by attendance at continuing education, attaining or updating designations, and participation in other agency training offerings
• Independently onboard and utilize an onboarding process for any new clients with unique scenarios
• Participate and co-facilitate in prospect, client, and market visits
• Accountable for ensuring follow-up on any delegated phone and email support for clients is responded to within 24 hours
• Coordinate the creation and execution of service agreements
• Use time management and organizational skills to ensure projects are completed on time and with appropriate content and organization
• Develop insurance quotes, make sales presentations, and close sales
• Record all activities in CRM to support the sales process
• Leverage technology to actively engage clients and prospects
• Develop and qualify leads to drive additional sales opportunities through cold-calling, networking, and other lead-generation opportunities
• Perform other duties as assigned

Benefits

• Annual Bonus
• Medical, Dental, Vision
• 401k with Company Contributions
• Responsible Time Off (PTO)
• 11 Paid Holidays
• Company-paid Life and Disability Coverage
• Paid Volunteer Time Off
• Donation Match Program
• Tuition Reimbursement
• Employee Assistance Program (EAP)
• Wellness Program with Financial Incentives/Discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED