Insurance Business Development Coordinator

ReSource Pro Operational Solutions Philippines Inc.

Mandaluyong

On-site

PHP 335,000 - 502,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

ReSource Pro is seeking a Business Development Support to provide proactive administrative, operational, and client-facing support to Client Executives, Producers, and Agency Leadership. This role combines executive assistance, insurance submission management, CRM administration, pipeline reporting, and marketing coordination to improve efficiency and accelerate new business opportunities.

You will liaise with producers, clients, carriers, and internal teams, ensure accurate documentation,

Qualifications

Bachelor's degree in Business Administration, Operations Management, Engineering, or related field.
2–4 years supporting client services, agency leadership, or insurance operations.
Experience with EPIC Agency Management System.
Experience supporting executives in an administrative or executive assistant capacity.
Experience handling commercial insurance submissions and ACORD forms.
Salesforce CRM experience required.
Strong calendar management and communication skills.

Responsibilities

Provide proactive administrative, operational, and business development support to Client Executives, Producers, and Agency Leadership.
Coordinate client, prospect, stewardship, and internal strategy meetings, including scheduling, agenda preparation, note-taking, and follow-up on action items.
Manage executive calendars, inboxes, and administrative activities, ensuring meeting priorities and communications are effectively handled.
Organize travel arrangements, conference logistics, trade show participation, and other executive support functions.
Maintain accurate and up-to-date records in Salesforce and EPIC, including accounts, opportunities, activities, and client interactions.
Monitor pipeline, WIP, submissions, and production reports to support business development efforts.
Track key sales and operational metrics, including submissions, hit ratios, bound premium, and other performance indicators.
Ensure data integrity, process compliance, KPI reporting, and continuous improvement of CRM and reporting practices.
Coordinate executive expense reports, travel arrangements, site visits, and other administrative requirements.
Facilitate internal communications and collaboration among Operations, Finance, Marketing, Service Delivery, and other departments.
Prepare and distribute meeting confirmations, status updates, acknowledgments, and operational reports.
Support onboarding activities and assist with special projects, process improvements, and business initiatives as assigned.
Manage and schedule content across social media platforms to support agency branding and engagement efforts.
Develop and maintain a marketing content calendar featuring agency achievements, carrier updates, industry insights, client success stories, and team accomplishments.
Support business development initiatives by maintaining marketing lists, monitoring shared inboxes, and coordinating prospect-related activities.
Partner with leadership to identify and promote marketing opportunities arising from client meetings, conferences, industry events, and successful placements.