West Coast Business Development Rep
About The Position
The West Coast Business Development Rep is an insurance professional who will help IPMG expand its insurance products and services in the Western territory but focusing on AZ, CA, CO and NV. This individual is responsible for building relationships with new and existing retail agents to find opportunities to grow IPMG’s brokerage worker’s compensation business and to cross sell other IPMG products and services. Responsibilities also include developing relationships with independent agent customers, marketing, visiting agency force, exhibiting at trade shows and helping grow the revenue for this territory. Some reviewing and underwriting new business, managing new business for quality and profitability, working closely with brokers, underwriters, account managers and carriers on renewals and new accounts may be involved. This role operates remotely from the Phoenix, AZ area in a self-directed workflow as well as under direct administration from Brokerage Management.
Requirements
- Experience in insurance, sales experience or a college degree
- Extensive knowledge of all Microsoft Office Programs
- Comfortable working in a high-volume, fast-paced production environment
- Strong data entry experience
- Ability to work independently, prioritize, and multi-task
- Resourceful, organized, self-directed approach
- Desire to learn and grow within the insurance industry
- Insurance Producer’s License for Casualty and Fire, or the ability to obtain licensure quickly
Nice To Haves
- Experience handling a WC book of business
- An established network of agency connections in the Western region
- Proficiency with an insurance policy management system (i.e. AIM) and Hubspot
- Experience working remotely
Responsibilities
- Work independently to create new revenue for the Brokerage unit and develop new ideas to improve processes
- Assist underwriters in writing new business and retaining renewals via pricing and commission negotiation
- Utilize all available sources of information for underwriting purposes, including carrier websites’ rating tools, NCCI, WCIRB, state business websites, general internet navigation, etc.
- Consistently meet corporate goals for individual and team production
- Share unit and division goals of carrier volume and loss ratio levels to qualify for carriers’ contingency/profit sharing
- Visit new and existing agents in the Western territory
- Responsible for revenue goals and profitability in their territory
- Generate new business leads
- Identify missed opportunities with current agents where IPMG can help write more business.
- Review, analyze, and price all types of WC business, both new and renewal
- Educate agents on other insurance products and services provided by IPMG. This includes but not limited to TPA, Risk Management, and Benefits
- Review retail agent’s profiles to identify other services that IPMG could offer to Maximize profit.
- Maintain organization via data entry of emails, quotes, supplementals, and more
- Assist others in the WC unit as needed, including other territories
- Participate in carrier outings and state trade shows
- Communicate promptly with producers and companies via phone and email
- Follow proper workflow procedures including policies, endorsements, audits, cancellations, reinstatements, binding, invoicing, loss runs, risk modsheets, etc.
Benefits
- 20 days of PTO each year
- 12 Holidays, 2 floating days of your choice and YOUR BIRTHDAY off!
- Medical, dental and vision coverage on day one of full-time employment
- Telemedicine is free for you and your family (day one) if you are covered under our medical plan.
- 401k match
- Professional development support
- Flexible time off with an encouraged minimum time away to support a healthy work-life balance.
- Life Insurance, Short term, and long-term disability on day one of full-time employment
- Onsite fitness center and showers, in our St. Charles, IL HQ office
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees
