Production Business Relationship Manager (Remote)

Cover Whale Insurance Solutions Inc.; Northern (KY); Hybrid; USD 61,000 - 85,000; Full time

Benefits offered by this job

Annual discretionary bonus

Health, dental & vision insurance

Company-paid life insurance

Long-term disability

401(k) match

Generous PTO & holidays

Job summary

Cover Whale is seeking a high-energy Production Business Relationship Manager to bridge post-indication activities and ensure every indicated opportunity becomes bound premium. You will own the mid-funnel lifecycle, coordinate with agents and underwriting, and provide weekly pipeline insights while maintaining CRM accuracy.

Lead with urgency, enforce timelines, and protect underwriting capacity by filtering to bind-ready deals.

Qualifications

• Experience in the insurance/MGA sector preferred, commercial auto/trucking/logistics is a plus.
• Familiarity with underwriting processes and requirements.
• At least 2 years in business development or sales operations.

Responsibilities

• Drive conversion velocity by managing the mid-funnel pipeline and target Indication-to-Bind rates.
• Maintain momentum by reducing Days to Bind and enforcing urgency with partners.
• Provide real-time deal status and clear next steps to prevent decay.
• Act as primary contact for agents post-indication and communicate timelines.
• Educate partners on bind-ready submissions to improve quality and reduce friction.
• Protect Underwriting capacity by disqualifying non-viable opportunities early.
• Maintain CRM accuracy across Indicated, Quoted, Pending Bind stages.
• Provide weekly pipeline insights to leadership and manage renewal retention.

Skills

Assertive & Decisive

Commercial Judgment

Radical Ownership

Process-Oriented

Analytical Mindset

Tools

HubSpot

Excel/Google Sheets

Job description

Cover Whale is seeking a high-energy, results-oriented Production Business Relationship Manager (PBRM) to serve as the critical operator in our distribution engine. While our Business Development Associates (BDAs) hunt for new business and our Business Development Managers (BDMs) architect portfolio strategy, the Production Business Relationship Manager is the bridge that ensures every indicated dollar has a path to binding.

The mission of this role is to maximize the conversion of indicated and quoted opportunities into bound premium by proactively managing the post-indication lifecycle. You will be the single point of accountability for agents post-indication, eliminating friction, enforcing timeline discipline, and protecting Underwriting bandwidth by ensuring only "bind-ready" deals are moving forward.

Conversion & Velocity Management:

• Drive "Conversion Excellence" by aggressively managing the mid-funnel pipeline to achieve target Indication-to-Bind conversion rates.
• Maintain "Velocity & Momentum" by reducing the Average Days to Bind through the enforcement of urgency with partners.
• Provide real-time visibility into deal status and clear next steps to prevent opportunities from decaying.

Agent Enablement & Accountability:

• Act as the primary contact for agents post-indication, clearly communicating requirements, timelines, and expectations.
• Educate partners on Cover Whale’s standards for a "bind-ready" submission to improve quality and reduce friction.
• Hold agents accountable to timeline discipline to ensure high-velocity premium growth.

Underwriting Support & Protection:

• Validate submission completeness and confirm agent intent before moving deals to the next stage.
• Disqualify non-viable or low-quality opportunities early to protect Underwriting capacity and resources.
• Minimize "kickback" rates due to missing or incomplete data.

Data Discipline & Insights:

• Maintain CRM accuracy across all managed deal stages (Indicated, Quoted, Pending Bind).
• Provide weekly insights to leadership regarding pipeline aging and conversion trends.
• Manage renewal retention strategies to achieve target retention conversion rates.

Requirements:

• Experience in the insurance or MGA sector is highly preferred, specifically in commercial auto/trucking/logistics
• Familiarity with underwriting
• At least 2 years of experience in business development or sales operations

Must-Have Skills/Abilities:

• Assertive & Decisive: You move quickly and take a firm stand on timelines without being abrasive.
• Commercial Judgment: You know when to push a deal, when to pause, and when to disqualify to protect company resources.
• Radical Ownership: You treat every indicated dollar as a personal responsibility to convert into bound premium.
• Process-Oriented: You use structure and discipline to accelerate outcomes rather than introducing bureaucracy.
• Analytical Mindset: You are comfortable using data (HubSpot, Excel/Google Sheets) to track KPIs and provide pipeline insights

At Cover Whale, we believe in transparent and equitable compensation practices. The expected base pay for this role has a range of $61,200.00 - $85000 per year. Final base pay is determined based on several factors, including geographical location, skills and experience. Base pay is only part of our total compensation package, which also includes:

• Annual discretionary bonus
• Comprehensive and affordable health, dental, and vision insurance
• Company-paid life insurance, long-term disability, and EAP
• 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