Durst Kerridge

Business Development Rep

• New Partner Acquisition — Own the end-to-end BD process for net-new bank and credit union partners — prospecting, outreach, discovery, proposal, and close; primary focus on Tier 2 and Tier 3 banks and mid-size credit unions
• Pipeline Management — Build and manage a disciplined BD pipeline in Salesforce; maintain accurate forecasting, activity tracking, and stage progression; report weekly pipeline status to CGSO
• RFP Leadership — Lead FM's response to formal RFPs from prospective FI partners; project-manage the response process including coordination with product, marketing, compliance, and legal
• Partner Onboarding Handoff — Own the transition from signed agreement to operational launch — working with Brokerage Operations and Channel Marketing to ensure partners activate quickly and successfully
• Market Intelligence — Track competitive landscape, FI insurance program trends, and bank/CU regulatory developments; bring market insight back to the CGSO and product teams to inform strategy
• Carrier Relationship Support — Alongside the Brokerage Leader, maintain working relationships with key carrier partners — especially where carrier relationships influence partner acquisition strategy or product availability
• Tier 2/3 Bank Strategy — Execute FM's strategic pivot toward Tier 2 and Tier 3 banks — developing a target list, activation playbook, and prospect engagement model for this segment

VP, Business Development – P&C Growth

Broker

• The New Business Broker serves as Franklin Madison's subject matter expert for the personal lines quoting, placement, and implementation experience.
• This role is responsible for working with newly acquired clients after the sale to ensure a seamless onboarding experience, successful policy placement, and optimization of the end-to-end quoting process.
• This role combines licensed insurance expertise, operational execution, and process improvement.
• The New Business Broker will leverage Franklin Madison's multi-carrier quoting platform to obtain and evaluate coverage options, place business with carrier partners, and drive continuous improvements to workflows, technology integrations, and customer experiences.
• This position serves as the bridge between sales, operations, technology, carrier partners, and clients—ensuring that every new customer is successfully implemented, quoted efficiently, and placed with the appropriate carrier while helping shape the future state of Franklin Madison's Personal Lines distribution model.

New Business Broker – P&C

Manager

• Lead, coach, and develop a team of Client Delivery Managers
• Establish clear performance expectations and provide ongoing feedback
• Monitor workload and allocate resources effectively
• Foster a culture of accountability and collaboration
• Oversee execution of marketing campaigns from strategy through delivery
• Ensure accuracy of timelines, proofs, data, and production specifications
• Provide guidance on complex campaigns and resolve escalations
• Drive consistent and scalable execution processes
• Serve as escalation point for client delivery challenges
• Support client communication and expectation management
• Build client confidence through strong execution
• Enhance overall client experience
• Standardize workflows and best practices
• Identify inefficiencies and implement improvements
• Drive cross-functional alignment
• Support new tools and technologies adoption
• Maintain visibility into campaign status and risks
• Monitor performance and report metrics
• Ensure alignment with scope and timelines
• Capture learnings for continuous improvement