CBIZ
Business Development Associate | Property & Casualty
- Compensation
- Not disclosed
- Location
- Alpharetta, GA, United States
- Work setup
- Onsite
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- 3+ years
- Category
- Sales
- Posted
Skills
Must have
- High School Diploma or GED required
- Less than 3 years of proven business development experience
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrate the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Ability to work in team environment as well as independently
- Ability to analyze and prioritize multiple responsibilities
- Proven track record of meeting sales targets
- Results driven and customer focused
- Must be able to travel based on client and business need
Nice to have
- Bachelor's degree in Business, Marketing, Healthcare Administration, Communications, Risk Management, or a related field preferred.
- 1-3+ years of business development, sales, healthcare marketing, insurance, or client-facing experience preferred.
- Demonstrated interest in healthcare, risk management, medical malpractice insurance, or professional liability insurance.
- Strong prospecting, networking, lead generation, and relationship-building skills.
- Excellent verbal and written communication skills with the ability to communicate effectively with healthcare executives and providers.
- Ability to manage multiple priorities while maintaining strong attention to detail and follow-through.
- Experience using Salesforce, HubSpot, Microsoft Dynamics, or other CRM platforms preferred.
- Self-motivated with a consultative sales approach and a strong desire to build a career in healthcare insurance and risk management.
- Licenses & Professional Designations Preferred
- Active Property & Casualty Insurance License or ability to obtain within a designated timeframe.
Full description
#LI-KW1 #LI-Office
Essential Functions and Primary Duties
- Prospect and develop new business opportunities within the healthcare sector, including physician groups, ambulatory surgery centers, medical practices, assisted living facilities, long-term care organizations, and other healthcare providers.
- Conduct proactive outreach through calls, emails, networking, referrals, industry events, and digital platforms to identify and engage prospective clients.
- Research healthcare organizations, decision-makers, market trends, and competitive opportunities to build and maintain a strong sales pipeline.
- Schedule introductory meetings and discovery conversations for Producers and healthcare specialty advisors.
- Collaborate with Producers, Account Executives, and Risk Advisors to develop customized medical malpractice and healthcare risk management solutions for prospective clients.
- Build and maintain relationships with healthcare administrators, physicians, practice managers, executive leadership teams, and industry partners.
- Follow developments in the healthcare and insurance industries, including medical professional liability trends, regulatory changes, emerging risks, and carrier market conditions.
- Identify opportunities to cross-sell additional insurance and risk management services, including property & casualty, cyber liability, management liability, and employee benefits solutions.
- Provide market intelligence and competitive insights gathered through interactions with clients, prospects, referral partners, carrier representatives, and industry contacts.
- Accurately maintain prospect activity, pipeline progression, and sales opportunities within the firm's CRM system.
- Support the execution of marketing campaigns, client events, educational seminars, and healthcare-focused business development initiatives.
- Participate in industry associations, networking organizations, and conferences to enhance market visibility and generate qualified leads.
- Assist in the development and execution of territory and target account strategies designed to achieve new business growth objectives.
- Additional responsibilities as assigned.
Preferred Qualifications
- Bachelor's degree in Business, Marketing, Healthcare Administration, Communications, Risk Management, or a related field preferred.
- 1-3+ years of business development, sales, healthcare marketing, insurance, or client-facing experience preferred.
- Demonstrated interest in healthcare, risk management, medical malpractice insurance, or professional liability insurance.