Senior Business Development Manager

NBT Insurance Agency, LLC•Syracuse, NY

About The Position

The Senior Business Development Manager manages and directs sales and service support activities across distribution channels within an assigned sales territory or channel. The role develops and implements annual marketing strategies to grow personal and small business insurance revenue through organic growth, new customer acquisition, and cross-selling additional products and services to existing customers. The position builds and maintains relationships with banking and insurance partners and Premier Client Group customers, while collaborating with management to support coordination between the Personal and Small Commercial Insurance departments. It conducts sales activities aligned with marketing strategies and agency revenue targets, supports complete documentation for quoting and coverage placement, and identifies customer risks and appropriate insurance solutions. The role requires a high degree of travel. Applicants must be authorized to work for any U.S. employer. The company is unable to sponsor an employment visa at this time.

Requirements

  • Property & Casualty and/or Life, Accident and Health New York State Agent's license.
  • Bachelor's degree and 7 years of relevant work experience, or an equivalent combination of education and experience.
  • At least 5 years of insurance sales experience or education.
  • Valid driver's license.
  • In-depth understanding of business development in a retail environment.
  • Ability to develop, communicate, and implement marketing strategies that identify new leads and distribution methods.
  • Ability to perform effectively in a sales environment and understand sales demands and responsibilities.
  • Exemplary verbal and listening skills, professionalism, and ability to interact effectively with diverse individuals.
  • Ability to meet or exceed sales goals, follow through, and close sales.
  • Ability to collaborate and build positive relationships within the agency and with banking partners, carrier representatives, and customers.
  • Proficiency with Microsoft Office technology.
  • Strong knowledge of core carriers' products and services and ability to assess customer needs, risks, and exposures.

Nice To Haves

  • Professional insurance designation.
  • 7 years of insurance sales experience or education.

Responsibilities

  • Conduct sales activities aligned with Personal Lines and Small Commercial marketing strategies to meet or exceed agency revenue targets.
  • Collaborate with support staff to ensure documentation is complete for efficient carrier quoting and coverage placement.
  • Meet regularly with banking partners to foster relationships, identify insurance and banking opportunities, and improve the banking partner experience.
  • Collaborate with NBTI Sales and Account Executives to identify cross-sell opportunities and obtain customer introductions.
  • Support Premier Client Group customers by identifying coverage risks and solutions and serving as their advocate.
  • Coordinate with personnel providing general servicing to ensure customer expectations are met or exceeded.
  • Meet regularly with insurance carrier representatives to build relationships, review performance standings, and learn about new initiatives and products.
  • Perform other duties as assigned.

Benefits

  • At least 22 days of paid time off annually for full-time employees, prorated in the year of hire.
  • Six weeks of paid parental leave at 100% of salary.
  • Medical coverage, including employer HSA contributions for High Deductible Health Plan participants.
  • Dental and vision coverage.
  • Flexible spending accounts for healthcare and dependent care expenses.
  • Employer-paid short- and long-term disability coverage, with an option to purchase additional long-term coverage.
  • Employer-paid basic life insurance, with an option to purchase supplemental coverage.
  • Voluntary hospital, accident, and critical illness coverage.
  • 401(k) plan with employer matching, optional Roth 401(k), and a pension plan.
  • Adoption assistance.
  • Tuition reimbursement.
  • Employee Assistance Program.
  • Pet insurance.
  • Banking services benefits and financial planning assistance.
  • Wellness initiatives and flexible work arrangements.
  • Development programs and tools.
  • Competitive compensation and performance-based incentives.
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