Senior Field Business Development Representative

Plymouth Rock AssuranceBoston, MA
$94,000 - $127,500

About The Position

The Senior Field Business Development Representative is responsible for the strategic oversight, growth, and performance management of a defined group of independent agents within Massachusetts. This role serves as a senior relationship owner, driving profitable growth, optimizing agency performance, and aligning field execution with the Company’s long-term strategic objectives. The Senior Representative acts as a trusted advisor to top-tier agency partners and a key liaison between field operations and internal leadership, ensuring alignment across underwriting, marketing, service, and product teams.

Requirements

  • 5+ years of Field Sales/Marketing experience working with Independent Agents required, with a demonstrated track record of high performance.
  • Bachelor’s degree required; advanced industry experience (7+ years) may be considered in lieu of degree.
  • Strong Personal Lines product expertise required.
  • Demonstrated ability to operate at both strategic and tactical levels.
  • Exceptional analytical, communication, and presentation skills, with experience engaging senior stakeholders.
  • Proven leadership capabilities, including influencing without authority and mentoring others.
  • Must reside in Massachusetts.
  • Valid driver’s license and favorable driving record required.

Nice To Haves

  • Professional designations such as CIC or CPCU strongly preferred.

Responsibilities

  • Accountable for developing and executing strategic production plans for each agency, aligned with enterprise growth and profitability objectives.
  • Lead the analysis, forecasting, and performance management of agency production, proactively identifying trends, risks, and opportunities; adjust strategies to ensure achievement of territory goals.
  • Drive territory-level strategy, including segmentation of agencies, prioritization of high-value partners, and optimization of resource allocation.
  • Develop, implement, and evaluate advanced sales programs and initiatives, ensuring measurable impact and scalability across the territory.
  • Serve as a senior advisor to agency leadership, providing consultative guidance on book management, growth strategies, and market positioning.
  • Conduct in-depth portfolio and profitability analysis of each agency’s book of business; design and execute targeted action plans to improve performance.
  • Establish and oversee robust follow-up and accountability frameworks to ensure sustained execution and results.
  • Lead and present comprehensive territory and executive-level reviews, delivering insights and strategic recommendations to internal stakeholders.
  • Translate and communicate target market strategy, including preferred risk profiles and acquisition channels, ensuring alignment with underwriting and product strategy.
  • Identify systemic service or operational issues, lead cross-functional resolution efforts, and drive continuous improvement initiatives.
  • Maintain a high-impact agency visitation strategy, prioritizing strategic engagements over transactional interactions.
  • Act as a subject matter expert on company products, underwriting guidelines, and market positioning; deliver advanced training and mentorship to agency partners.
  • Maintain deep expertise in Massachusetts auto and home insurance regulations and ensure agency compliance and best practices.
  • Monitor and analyze competitive intelligence and market trends, translating insights into actionable strategies for both field and internal teams.
  • Lead agency appointment strategy, including identifying, recruiting, and evaluating high-potential agency partners aligned with long-term company goals.
  • Conduct thorough due diligence and business case development for prospective agency appointments.
  • Demonstrate advanced sales and negotiation expertise, including the ability to influence, close, and expand complex agency relationships.
  • Mentor and support junior team members, sharing best practices and contributing to overall team capability development.
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