2 дня назад
Production Business Relationship Manager (Insurance)
61 200 - 85 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Production Business Relationship Manager (Insurance): Managing the post-indication lifecycle for commercial insurance opportunities to convert indicated and quoted deals into bound premium with an accent on agent enablement, pipeline velocity, and submission quality. Focus on enforcing timeline discipline, identifying bind-ready opportunities, protecting underwriting capacity, and using CRM data to improve conversion and renewal retention.
Location: Remote within the United States
Salary: $61,200–$85,000 per year, plus discretionary bonus and benefits.
Company
is an insurance and MGA company focused on growing commercial insurance distribution and premium conversion.
What you will do
- Manage the mid-funnel pipeline from indication and quotation through binding, improving conversion rates and reducing time to bind.
- Serve as the primary contact for agents after indication, communicating requirements, timelines, and next steps.
- Educate agents on bind-ready submission standards and enforce timeline discipline.
- Validate submission completeness and agent intent while disqualifying non-viable opportunities early.
- Maintain accurate CRM data across indicated, quoted, and pending-bind stages.
- Provide weekly pipeline-aging and conversion insights to leadership and manage renewal-retention strategies.
Requirements
- At least 2 years of experience in business development or sales operations.
- Experience in insurance or the MGA sector is highly preferred, particularly commercial auto, trucking, or logistics.
- Familiarity with underwriting.
- Assertive, decisive, process-oriented, and accountable approach to managing deal timelines.
- Commercial judgment to advance, pause, or disqualify opportunities based on quality and viability.
- Analytical skills and experience tracking KPIs with HubSpot, Excel, or Google Sheets.
Culture & Benefits
- Remote work within the United States.
- Annual discretionary bonus.
- Health, dental, and vision insurance.
- Company-paid life insurance, long-term disability coverage, and EAP.
- 401(k) company match of up to 4%.
- Paid time off and company holidays in a collaborative environment focused on learning and growth.
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