Business Development Manager – Insurance Services

Office Beacon LLC; Florida; On-site; USD 120,000 - 180,000; Full time

Job summary

Office Beacon LLC is seeking a results-driven Business Development Manager to generate new business in the U.S. insurance market. This hunter role targets agencies, carriers, wholesalers, and TPAs, requiring up to 75% domestic travel and full ownership of the sales cycle from outreach to close.

The ideal candidate will excel at building strategic partnerships, presenting to leadership, and growing long-term client partnerships while working independently across a large geographic territory.

Qualifications

• Proven experience in business development or outside sales.
• Hunter-style sales focus on acquiring new clients and growing accounts.
• Experience with independent agencies, carriers, wholesalers, brokers or TPAs.
• Strong prospecting, networking, presentation, negotiation and closing skills.

Responsibilities

• Identify and secure new clients within the U.S. insurance sector across agencies, carriers, wholesalers, brokers, TPAs, and health organizations.
• Maintain a robust pipeline of qualified opportunities and update CRM.
• Plan and attend insurance conferences, trade shows, and industry events.
• Deliver in-person presentations, webinars and lunch-and-learn sessions.
• Manage full sales cycle from outreach to proposal, negotiation and closing.
• Collaborate with Marketing, Operations and leadership to onboard clients smoothly.
• Oversee ongoing client relationships through onboarding, service, retention and growth.

Skills

Hunter sales

Prospecting

Networking

Presentations

Negotiation

Closing

Industry events

Independent work

CRM familiarity

Sales forecasting

Tools

CRM systems

Job description

Description

Our client is an established company in the offshore talent and operational support space, with more than 25 years of success serving the U.S. insurance market. They are seeking a highly motivated, results-driven Business Development Manager to generate new business across the insurance ecosystem. This is a true hunter role for an experienced sales professional who excels at opening doors, developing new markets, building strategic relationships, and converting opportunities into long-term client partnerships. The BDM will target independent agencies, brokerages, carriers, MGAs/MGUs, wholesalers, TPAs, and health insurance organisations seeking offshore talent and operational support. The successful candidate is energetic, credible and highly self-directed. They are equally effective making outbound calls, presenting to agency leadership, networking at trade shows, leading webinars and closing complex business opportunities. This position requires domestic travel up to 75% of the time and the candidate must reside in and be legally authorised to work in the United States.

Requirements

Required

• Proven experience in business development, outside sales, partnership development or a related revenue-generating role
• Demonstrated success in a hunter-style sales role focused on acquiring new clients while cultivating existing relationships for retention, cross-selling and account growth
• Working knowledge and experience with or selling to independent insurance agencies, carriers, wholesalers, brokers, TPAs or health insurance organisations
• Strong prospecting, networking, presentation, negotiation and closing skills
• Experience representing an organisation at trade shows, conferences and professional events
• Ability to create and deliver effective in-person presentations, webinars and lunch-and-learn sessions
• Strong event-planning, organisational and follow-through capabilities
• Comfortable working independently and managing a large geographic territory
• Must reside in and be legally authorised to work in the United States, with the ability and willingness to travel domestically up to 75% of the time Preferred
• Active Property and Casualty insurance licence
• Existing relationships within the insurance agency, carrier, brokerage, wholesale, TPA or health insurance markets
• Experience with insurance-related professional services, staffing solutions, technology, outsourcing or operational support
• Familiarity with AI and SaaS technologies, or a demonstrated willingness and confidence to learn and adopt emerging tools
• Familiarity with CRM systems, pipeline reporting, sales forecasting and performance metrics
• Experience developing strategic partnerships, referral relationships or association-based sales channels

Responsibilities

• Identify, prospect and secure new clients within the U.S. insurance industry across agencies, carriers, wholesalers, brokers, TPAs and health insurance organisations
• Develop and maintain a strong, well-documented pipeline of qualified new-business opportunities
• Research and pursue new markets, distribution channels and strategic partnership opportunities
• Plan, coordinate and attend insurance conferences, trade shows, networking events and industry functions
• Conduct in-person and virtual presentations, lunch-and-learn sessions and educational webinars
• Manage the complete sales cycle from initial outreach through proposal, negotiation and closing
• Collaborate with Marketing, Operations, Implementation and executive leadership to ensure seamless client onboarding
• Own the client relationship from initial engagement through onboarding, ongoing service, retention and account growth
• Maintain accurate and timely pipeline, prospect and activity data in the CRM
• Consistently meet or exceed established activity, pipeline, conversion and revenue targets
• Monitor industry developments, competitive activity, market trends and emerging client needs

Core Focus Areas

New Business Development

• Identify, prospect and secure new clients within the U.S. insurance industry
• Develop and maintain a strong pipeline of qualified new-business opportunities
• Build relationships with independent agencies, carriers, wholesalers, brokers, TPAs and health insurance organisations
• Research and pursue new markets, distribution channels and strategic partnership opportunities

Event and Market Representation

• Plan, coordinate and attend insurance conferences, trade shows, networking events and industry functions
• Conduct in-person and virtual lunch-and-learn presentations for prospective clients and partners
• Develop and host educational webinars and other lead-generation events
• Conduct presentations and clearly communicate the company's services, capabilities and value proposition

Sales Cycle and Client Onboarding

• Manage the complete sales cycle from initial outreach and discovery through proposal, negotiation and closing
• Collaborate across Marketing, Operations, Implementation and executive leadership to ensure a seamless transition from sale to onboarding
• Own the ongoing client relationship from initial engagement through onboarding and continued service, ensuring satisfaction, retention and account growth

CRM and Pipeline Management

• Maintain accurate and timely prospect, pipeline, activity and forecasting information in the CRM
• Consistently meet or exceed established activity, pipeline, conversion and revenue goals
• Monitor industry developments, competitive activity, market trends and emerging client needs