Business Development Specialist

Bridge Specialty Group•Meridian, ID

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Business Development Specialist to join our growing team in Meridian, ID! The Business Development Specialist focuses on warm lead follow-ups via phone and email. In this role, the business development specialist makes recommendations on coverage based on information obtained via conversation with the prospective insurance buyer. The primary responsibilities are to follow up with each lead, advise on and then quote the appropriate coverage, and complete the sale of the appropriate policies. How You Will Contribute: Strong team player and ability to work independently to achieve individual, team, and company-based goals or objectives. Handle all customer inbound, digital binding requests, and related customer follow-ups in a timely fashion. Outbound dialing will be required to contact warm leads A focus on excellent customer service Friendly and prompt service with clients and business partners. Assist Customers with the policy purchase process, verifying all the policy information prior to binding, processing payments, assisting customers with the DocuSign process, and obtaining any additional items to complete the binding process. Learn underwriting appetites for multiple insurance carriers and attend training to master various insurance carrier quoting portals. Maintain current knowledge of our guidelines and procedures through provided training, materials, and educational resources. Responsible for keeping P&C license and continuing education up to date and within good standing.

Requirements

State Issued Property and Casualty Insurance License
Highschool Diploma or GED
Proficient with MS Office Suite
Exceptional telephone demeanor
Ability to maintain a high level of accuracy and attention to detail
6 months to a year – in a sales position

Nice To Haves

Commercial Insurance Sales Experience (preferred)

Responsibilities

Follow up with each lead
Advise on and then quote the appropriate coverage
Complete the sale of the appropriate policies
Handle all customer inbound, digital binding requests, and related customer follow-ups in a timely fashion
Outbound dialing will be required to contact warm leads
Assist Customers with the policy purchase process, verifying all the policy information prior to binding, processing payments, assisting customers with the DocuSign process, and obtaining any additional items to complete the binding process
Learn underwriting appetites for multiple insurance carriers and attend training to master various insurance carrier quoting portals
Maintain current knowledge of our guidelines and procedures through provided training, materials, and educational resources
Responsible for keeping P&C license and continuing education up to date and within good standing