Business Development Associate, South West Region (Remote)

Cover Whale; Texas; Remote; USD 61,000 - 91,000; Full time

Benefits offered by this job

Annual discretionary bonus

Health, dental, and vision insurance

401(k) company match up to 4%

Paid time off and company holidays

Job summary

Cover Whale is expanding regional coverage and seeks a Business Development Associate to grow a portfolio of partner relationships across the U.S. with Pacific Time remote hours and occasional early-morning meetings.

You will collaborate with underwriting, marketing, and development teams to drive distribution, onboard new partners, and monitor performance against KPIs, while representing the company in partner meetings and field events.

Qualifications

• 3+ years in insurance or MGA sector.
• Experience onboarding and guiding new customers.
• Strong communication and presentation to executives.
• Ability to manage a diverse partner portfolio with prioritization.

Responsibilities

• Collaborate with underwriting, marketing, and development to drive distribution and premium generation.
• Oversee a portfolio of partners, fostering relationships and performance.
• Provide pipeline support by researching target markets and potential partners.
• Represent Cover Whale in meetings with distribution partners.
• Identify and execute opportunities to engage with current partners.
• Establish, track, and report on KPIs while aiming to meet or exceed goals.
• Assist in continuous improvement of business development, partner management, and onboarding processes.
• Strengthen Cover Whale's brand presence among partners and prospects through outreach.
• Support event and field presence across the region, including logistics for retail-focused engagements.
• Monitor partner performance trends and flag opportunities or risks.

Skills

Phone & video skills

Multitasking

Interpersonal skills

Executive communication

Tools

CRM (Salesforce)

Video conferencing

Job description

Cover Whale is expanding regionally, and we are looking to add an additional Business Development Associate located in one of the following states: Arizona, New Mexico, Texas, Oklahoma, Nevada, Utah, Colorado, Washington, Idaho, Oregon, or California, working remotely onPacific Time hours, with occasional early-morning meetings as business needs require.

This role involves managing smaller, established partners as well as newly onboarded partners, ensuring their successful integration and growth. The Associate will also develop strategies for these partner cohorts and provide key insights into portfolio composition and performance during quarterly reviews.

What will you do?

• Collaborate with underwriting, marketing, and development teams to develop, manage, and drive distribution and partner premium generation
• Oversee a portfolio of emerging and lower-volume partners, with accountability for fostering relationships, identifying growth potential, and ensuring consistent performance
• Provide pipeline support by researching target markets, potential partners, and competitive intelligence
• Represent Cover Whale in meetings with distribution partners
• Identify and execute opportunities to further engage with current partners
• Establish, track, and report on KPIs while routinely meeting or exceeding goals
• Assist in the continuous improvement of business development, partner management, and onboarding processes
• Strengthen Cover Whale's brand presence among current trading partners and prospects through consistent outreach
• Support event and field presence efforts within the assigned region, including preparing partner materials and assisting with logistics for retail-focused engagements
• Monitor partner performance trends and flag opportunities or risks to the Business Development Manager or appropriate leader
• Maintain CRM accuracy by promptly updating partner interactions, notes, and performance data
• Perform other duties as assigned

Requirements

• At least 3+ years in the insurance or MGA sector is highly desired
• Experience in onboarding and guiding new customers to realize and repeat value.
• Strong phone and video skills, maintaining professionalism under pressure.
• Ability to manage a portfolio with strong prioritization and multitasking.
• Exceptional interpersonal skills, able to discuss technical and business topics seamlessly.
• Proven in communicating, presenting, and influencing at all organizational levels, including executives

Benefits

At Cover Whale, we believe in transparent and equitable compensation practices. The expected base pay for this role has a range of $61000 to $91000. Final base pay is determined based on several factors, including skills, experience, and is aligned to state-specific zones. Base pay is only part of our total compensation package, which also includes:

• Annual discretionary bonus opportunity
• Comprehensive health, dental, and vision insurance
• 401(k) company match up to 4 %
• Generous paid time off and company holidays.

Cover Whale works to maintain the best possible environment for our employees, where individuals can learn and grow with the company. We strive to provide a collaborative environment where each person feels encouraged to contribute to their processes, decisions, planning, and culture.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.