Strategic Business Development Specialist — Insurance Growth

Carolina Casualty (a Berkley Company); Jacksonville (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Wellness program

Paid time off

401(k) and Profit-Sharing plans

Job summary

Carolina Casualty (a Berkley Company) is seeking a Business Development Specialist to drive profitable growth through strategic marketing, relationship management, and cross-functional collaboration. You will analyze market data, support underwriting collaboration, and engage with customers, agents, and brokers to identify opportunities and expand distribution.

The role emphasizes developing marketing initiatives across channels and representing the company at industry events to strengthen

Qualifications

• Bachelor’s Degree
• Insurance Designations preferred
• 5+ years of experience working in Property Casualty or Commercial Lines
• BD/Sales experience is required
• Established broker and retailer relationships preferred
• Demonstrated history of generating significant new business growth and expanding distribution networks
• Experience utilizing CRM platforms, sales analytics tools, and AI driven technologies to support business development strategies
• Advanced proficiency in Microsoft Excel and business intelligence tools
• Ability to thrive in both independent and highly collaborative environments

Responsibilities

• Collaborate with underwriting teams to gather information, evaluate opportunities, and support account renewal and pricing strategies.
• Build and maintain relationships with existing customers, agents, brokers, and prospective clients to support profitable growth objectives.
• Assist in analyzing business portfolios, market opportunities, and production results to identify growth and profitability trends.
• Promote additional products, coverages, and programs to existing customers and distribution partners to increase retention and premium growth.
• Support the onboarding, transfer, and ongoing management of agency, broker, and customer relationships.
• Prepare reports and presentations that provide insights into business performance, market conditions, and growth opportunities.
• Partner with cross-functional teams to support strategic business development and marketing initiatives.
• Represent the organization at industry events, networking functions, trade shows, and customer meetings to strengthen relationships and promote company offerings.
• Conduct market research and networking activities to identify industry trends, customer needs, and competitive opportunities.
• Create and distribute marketing content, including newsletters, promotional materials, website content, social media posts, and business communications.
• Develop and execute marketing initiatives across multiple channels, including digital, print, email, and social media.
• Monitor and analyze marketing performance metrics, including prospect activity, hit ratios, retention results, and new business production.

Skills

BD/Sales experience

Relationship management

Networking

Communication skills

Education

Bachelor’s Degree

Insurance designations preferred

Tools

CRM platforms

Sales analytics tools

AI driven technologies

Microsoft Excel

Business intelligence tools

Job description

Carolina Casualty (a Berkley Company) is seeking a Business Development Specialist to drive profitable growth through strategic marketing, relationship management, and cross-functional collaboration. You will analyze market data, support underwriting collaboration, and engage with customers, agents, and brokers to identify opportunities and expand distribution.

The role emphasizes developing marketing initiatives across channels and representing the company at industry events to strengthen