Business Development Specialist
Indexed description
About TrueNorth Companies
Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For twenty years, TrueNorth has met our clients' needs by providing innovative strategies and a personal connection to those we serve. Our integrated platform of risk management, employee benefits and personal financial strategies creates a multifaceted approach to address today's ever-changing complexities. Come join our amazing team!
What TrueNorth Offers
TrueNorth offers a lineup of excellent benefits to all full-time employees, including:
- Annual Bonus
- Medical, Dental, Vision
- 401k with Company Contributions
- Responsible Time Off (PTO)
- 11 Paid Holidays
- Company-paid Life and Disability Coverage
- Paid Volunteer Time Off
- Donation Match Program
- Tuition Reimbursement
- Employee Assistance Program (EAP)
- Wellness Program with Financial Incentives/Discounts
- Hybrid Work Schedule
- Support inbound sales calls, speaking with prospects and existing clients about quotes, policy changes, and binding support
- Consult callers on voluntary products and services available to them and refer to other potential solutions
- Maintain a positive attitude, even when dealing with difficult customers
- Maintain quality customer service with clients daily by providing consistent, timely and accurate service
- Assist in the execution of marketing material to available prospective clients
- Increase industry and job knowledge as measured by attendance at continuing education, attaining or updating designations, and participation in other agency training offerings
- Independently onboard and utilize an onboarding process for any new clients with unique scenarios
- Participate and co-facilitate in prospect, client, and market visits
- Accountable for ensuring follow-up on any delegated phone and email support for clients is responded to within 24 hours
- Coordinate the creation and execution of service agreements
- Use time management and organizational skills to ensure projects are completed on time and with appropriate content and organization
- Develop insurance quotes, make sales presentations, and close sales
- Record all activities in CRM to support the sales process
- Leverage technology to actively engage clients and prospects
- Develop and qualify leads to drive additional sales opportunities through networking and other lead-generation opportunities
- Perform other duties as assigned
- High school diploma or GED required; two or four-year degree preferred
- One year of sales experience is required
- Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
- P&C insurance license is preferred or obtained within 30 days of employment. L/H/A within 90 days of employment.
- An in-depth knowledge of insurance brokerage business is strongly desired
- We offer a competitive compensation structure, including a base salary in addition to commission/bonus potential.
- Demonstrates a high level of accuracy and attention to detail in all work.
- Collaborates effectively with team members and stakeholders to achieve shared goals.
- Handles sensitive and confidential information with professionalism and discretion.
- Adapts quickly to changing priorities and business needs.
- Maintains focus and organization in a fast-paced environment.
- Effectively manages multiple tasks and competing priorities.
- Builds and maintains strong relationships with internal and external partners.
- Takes ownership of achieving results and meeting deadlines.
- Works independently with a high degree of self-motivation and initiative.
- Demonstrates a strong work ethic and commitment to quality outcomes.
TrueNorth is honored to be recognized by the Corridor Business Journal as one of the Coolest Places to Work!
Click here to view a video about TrueNorth's Core Values & what they mean to us.
TrueNorth makes all employment-related decisions on the basis of qualifications, merit, and business need, and does not discriminate against any applicant on the basis of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws.
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