Business Development Associate, Indiana

Arlington/Roe & Co.; Indianapolis (IN); Hybrid; USD 40,000 - 55,000; Full time

Job summary

Arlington/Roe & Co. in Indianapolis, Indiana offers a 24-month training and development program provided by USLI (a Berkshire Hathaway company) to prepare participants for a career as an insurance professional.

Trainees focus on increasing submissions, quotes, and premium through web-based and telephone quoting systems for Arlington/Roe's agency customers in Indiana, with a path to a production role upon program completion.

Qualifications

• P&C licensed producer or commitment to obtain P&C License within 60 days.
• Pursue continuing education and insurance designations/licenses as outlined in the plan.

Responsibilities

• Conduct at least 20 meetings with customers (in person or via video) each week to demonstrate web and phone quoting capabilities and register new users to drive submissions.
• Weekly reporting of sales meetings and forecasting for upcoming weeks.
• Timely follow-up and ongoing communication with customers/prospects to identify opportunities.
• Systematic prospecting and arranging meetings with potential new customers, including those with untapped potential.
• Identify key agency contacts to ensure we work with the right people in each operation.
• Collaborate with USLI and Arlington/Roe teams to review web activity and address trends.
• Maintain active relationships with USLI Regional Sales Manager and Arlington/Roe sales contact to discuss strategy.

Skills

Communication

Organizational skills

Networking

Independent work

Adaptability

Coaching mindset

Education

College degree or equivalent business experience

Job description

Description

Arlington/Roe, a family-owned property/casualty wholesaler and managing general agency since 1964, has an outstanding opportunity for a Business Development Associate located in Indianapolis, Indiana.

Arlington/Roe has over 200 employees located predominately throughout the Midwest. We are a sales and customer service insurance organization that operates with the utmost integrity. A national leader in the wholesale/managing general agency arena, our company is respected and valued by the insurance agents we serve and insurance carriers we represent.

Summary Job Statement:

This role consists of a 24-month training and development program provided by USLI (United States Liability Insurance Company, a member of Berkshire Hathaway), designed to prepare participants for a successful career as an insurance professional. The focus of the training program will be increasing new submissions, quotes, and premium through the promotion of web-based and telephone quoting systems to Arlington/Roe's agency customers in Indiana. Upon successful completion of the two-year program, participants are expected to transition into a production role, applying the skills and industry knowledge developed throughout the training program.

Education:

College degree or equivalent business experience preferred but not required.

Qualifications:

• P&C licensed producer or commitment to obtain P&C License within 60 days.
• Candidates will be expected to pursue continuing education and insurance designations/licenses as outlined in the training and development plan. This will require self-study.
• Strong communication and organizational skills, networking and relationship ability and ability to work independently in a fast-paced environment.
• Remain flexible under the pressure of a heavy workload and critical deadlines.
• Open to coaching and continuous improvement.

Essential Functions:

Increasing new submissions, quotes and premium by performing the following:

• Conduct at least 20 meetings with customers (in person or via video) a week to demonstrate web and phone quoting capabilities and register new users in order to drive new business submissions in the door.
• Weekly reporting of sales meetings that occurred each week and the forecasting of meetings scheduled for the upcoming weeks.
• Timely follow up and continuous communication with customers/prospects to find out and take advantage of additional opportunities.
• Systematic prospecting and arranging meetings with potential new customers, and with customers that have not reached their potential.
• Identify and establish a relationship with the key contacts making sure we are doing business with the right people in each agency operation.
• Work with the USLI & Arlington/Roe team to review web activity to spot trends positive and negative and addressing these trends immediately.
• Establish an active relationship with both USLI Regional Sales Manager and Arlington/Roe main sales contact to regularly discuss strategy and tactics including sales issues, travel and follow up.
• Performs other duties as assigned.

The above statements are intended to describe the general nature and level of work being performed by the individual assigned to this position. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the position.

Travel:

This is not a work from home position. Candidates are expected to work at Arlington/Roe’s Indianapolis office. The job may require some overnight travel including some annual training conferences in Pennsylvania at USLI’s home office. Participants may travel locally to meet with agents and to attend agency networking events. They will be encouraged to participate in associations and conferences to further their network and understanding of the industry.

For more information about Arlington/Roe, please visit our website at www.arlingtonroe.com.

Arlington/Roe is an Equal Opportunity Employer.

Arlington/Roe participates in E-Verify.