Provide day-to-day coaching and guidance to team members to support performance, growth goals, and skill development
Assist with onboarding, ongoing training, and contributing to a high-performance culture in coordination with the Growth Manager
Help implement LOB-specific growth strategies by coordinating team efforts, tracking performance metrics, and escalating issues or opportunities to the Manager as needed
Support client advisors in identifying and nurturing new business opportunities
Maintain regular touchpoints with key clients to assist in retention and identify upselling or cross-selling opportunities
Monitor trends and competitive activity in a specific line of business, share insights with leadership, and support initiatives aimed at expanding services or market reach
Collaborate with team members to prepare accurate and timely submission materials for new and renewing accounts, ensuring documentation is complete and aligned with operational standards
Liaise between the Growth Manager and internal teams—sales, marketing, placement, and operations—to ensure aligned execution of strategies and streamlined communication
Promote the use of technology and internal tools to enhance workflow efficiency, ensure adoption of best practices, and support ongoing process improvement efforts
Requirements
Bachelor’s degree in business administration or related field is preferred
Must currently hold an active insurance license
Minimum of 3 years of progressive experience in the insurance and/or financial services industries
Proven experience in managing and supporting teams, implementing process improvements, and driving operational excellence
Experience supporting business development lifecycle
Self-motivating and has the ability to motivate others to achieve and excel in a fast-paced, dynamic environment
Excellent business and people decision-making skills and problem-solving abilities
Model positive energy and handle stress in the face of challenges, deadlines, and aggressive financial commitments
Excellent leadership and coaching ability
Deep understanding of markets, clients, and competitors
Adept at cultivating and growing productive, long-term customer relationships.
Benefits
Competitive compensation
Generous vacation policy
Paid holidays, and paid sick time
Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
Company-paid Short-Term and Long-Term Disability Insurance
Company-paid Group Life insurance
Company-paid Employee Assistance Program (EAP) and Calm App subscription
Employee-paid Pet Insurance and optional supplemental insurance coverage
Vested 401(k) with company match and financial wellness programs
Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
Paid maternity leave, paid paternity leave, and fertility benefits
Career growth and learning opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business developmentperformance metricsprocess improvementsoperational excellenceteam managementcoachingonboardingtrainingclient retentionupselling
Soft skills
self-motivatingmotivational skillsdecision-makingproblem-solvingleadershipcoaching abilitystress managementcommunicationcollaborationrelationship building