Business Development Representative

Jobtailor

Minnesota

On-site

USD 60,000 - 90,000

Full time

14 days+

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Job summary

Jobtailor in Minnesota is seeking an experienced Insurance Account Manager to lead sales, servicing, and underwriting for property and casualty accounts. You will manage broker relations, conduct loss-control site visits, and help expand the book of business while maintaining coverage adequacy in a dynamic market.

The role requires strong negotiation and organizational skills, travel readiness, and the ability to work irregular hours.

Qualifications

> Bachelor's degree preferred or equivalent experience
> High school diploma required
> Prior background in insurance and marketing essential, especially with regard to obtaining the Agents/Brokers Licenses required for the territory
> Certification of successful completion of insurance studies (CPCU, CIC, AU, General Insurance, etc.) preferred
> Computer literacy and ability to type reports
> Valid drivers license and clean MVR
> Ability to use camera equipment
> Ability to deal effectively with a variety of different personalities
> Ability to negotiate
> Excellent organizational skills
> Ability to manage time efficiently
> Willingness to work irregular hours as the position requires
> Ability to travel and stay overnight occasionally
> Ability to hear
> Ability to speak clearly
> Ability to sit for extended periods of time
> Ability to drive, and possession and maintenance of acceptable driving record
> Ability to perform field surveys, mapping and plan work. Including the ability to walk, stand, climb stairs, etc.

Responsibilities

Provide a first-line contact with accounts and brokers including sales, service and underwriting of property and casualty insurance
Solicit and develop new accounts, identifying core brokers and producing new core brokers a year
Service existing accounts in order to maintain current book of business
Exercise underwriting authority, including pricing authority in the soliciting and servicing of accounts
Inspect client sites as part of loss control services
Participate in various trade association meetings and conventions
Review coverages and programs and counsel insureds and brokers to ensure that insureds keep their coverage at proper value levels because of increases in property values due to inflation and other trends
Secure appointments and submit an itinerary Friday prior to travel identifying dates, names, phone numbers, reason and times of visits
Submit activity report with recommendation letters and follow up letters by the close of business Monday following the field week
Prepare and update inspection files, including plot plans, photographs and rate schedules
Submit Expense accounts by the 10th of the month following close of expense period
Complete various records and reports for home office utilization
Set up appointments to visit the Philadelphia office to strengthen relationships with Accounting, Claims, Underwriting, and Technical Services and for the purpose of completing appropriate paper work.

Skills

Insurance Sales

Underwriting Authority

Account Management

Negotiation Skills

CPCU Certification

Education

Bachelor’s degree preferred

Equivalent experience

Tools

Camera Equipment

Mapping Tools

Job description

Provide a first-line contact with accounts and brokers including sales, service and underwriting of property and casualty insurance
Solicit and develop new accounts, identifying core brokers and producing new core brokers a year
Service existing accounts in order to maintain current book of business
Exercise underwriting authority, including pricing authority in the soliciting and servicing of accounts
Inspect client sites as part of loss control services
Participate in various trade association meetings and conventions
Review coverages and programs and counsel insureds and brokers to ensure that insureds keep their coverage at proper value levels because of increases in property values due to inflation and other trends
Secure appointments and submit an itinerary Friday prior to travel identifying dates, names, phone numbers, reason and times of visits
Submit activity report with recommendation letters and follow up letters by the close of business Monday following the field week
Prepare and update inspection files, including plot plans, photographs and rate schedules
Submit Expense accounts by the 10th of the month following close of expense period
Complete various records and reports for home office utilization
Set up appointments to visit the Philadelphia office to strengthen relationships with Accounting, Claims, Underwriting, and Technical Services and for the purpose of completing appropriate paper work.

Requirements

Bachelors degree preferred or equivalent experience
High school diploma required
Prior background in insurance and marketing essential, especially with regard to obtaining the Agents/Brokers Licenses required for the territory
Certification of successful completion of insurance studies (CPCU, CIC, AU, General Insurance, etc.) preferred
Computer literacy and ability to type reports
Valid drivers license and clean MVR
Ability to use camera equipment
Ability to deal effectively with a variety of different personalities
Ability to negotiate
Excellent organizational skills
Ability to manage time efficiently
Willingness to work irregular hours as the position requires
Ability to travel and stay overnight occasionally
Ability to hear
Ability to speak clearly
Ability to sit for extended periods of time
Ability to drive, and possession and maintenance of acceptable driving record
Ability to perform field surveys, mapping and plan work. Including the ability to walk, stand, climb stairs, etc.

Core Competencies

Demonstrates expertise in property and casualty insurance sales, service, and underwriting, with strong skills in account management and client relationship building. Proficient in conducting field surveys and loss control inspections while maintaining compliance with insurance regulations.

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