Senior New Business Development

Role Overview

• Develop marketing and target strategies to identify high net worth personal lines clients in conjunction with leading private client advisors in the Northeast Region
• Work with new and existing centers of influence to build trust and provide strategic advice for their personal insurance and risk management needs
• Receive new client opportunities; initiate and complete quoting process
• Conduct thorough coverage analysis to identify client exposures and recommend appropriate coverage structures
• Prepare and submit applications to carriers, ensuring accuracy and completeness
• Negotiate favorable terms, conditions, and pricing with carrier underwriters
• Develop and present coverage recommendations and options to clients in collaboration with Risk Advisors
• Bind coverage upon client approval and ensure timely policy issuance
• Manage multiple new business submissions simultaneously in a deadline-driven environment
• Execute comprehensive onboarding process for new clients, ensuring all documentation is complete
• Coordinate welcome communications and introduction to ongoing service team
• Ensure accurate and complete data entry into agency management systems
• Prepare comprehensive transition documentation for handoff to Account Executives
• Conduct warm handoff meetings to ensure seamless client transition to service team
• Maintain strong working relationships with carrier underwriters at target markets
• Stay current on carrier appetites, guidelines, and underwriting requirements
• Collaborate closely with Risk Advisors to understand client needs and ensure appropriate coverage placement
• Partner with Account Executives to ensure smooth transitions and ongoing client satisfaction
• Participate in team meetings and contribute to process improvement initiatives

Requirements

• Minimum 5 years of personal lines experience in a similar role with an insurance agency or brokerage working with national carriers
• A valid Property & Casualty insurance broker’s license
• Bachelor’s degree preferred
• Proven experience with new business placement through carriers such as Chubb, AIG, PURE, and Travelers
• Experience with PL Rater and/or agency management systems such as EPIC or TAM
• Self-driven, results-oriented professional with a passion for sales, relationship building, and business development
• Exceptional business acumen with the ability to grasp broad strategic concepts and tactical operational considerations
• Excellent written and verbal communication skills with the ability to deliver polished sales presentations, both prepared and impromptu
• Strong organizational and time management skills with a proven ability to manage multiple priorities in a deadline-driven environment
• Persuasive and engaging communicator who is empathetic, diplomatic, and follows through on commitments
• Independent thinker capable of making sound decisions, while also collaborating effectively within a team

Benefits

• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan
• Life and Disability Plans
• Long-Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Flexible Work Arrangements
• Dress for Your Day Policy
• Comprehensive Onboarding and Continuing Education