Insurance Business Development Manager

3 weeks ago


Billings, Montana, United States Streeter Brothers Insurance, Inc. Full time

We are one of the top independent insurance agencies in the area, with a reputation built on integrity over the last 100 years.

Overview

We strive to provide first-class service among our clients, partners, and communities, focusing on building long-lasting relationships and positive community involvement. Our inclusive culture supports employees to thrive and do their best work.

About This Role

This Account Manager position performs a wide range of duties across planning, education, research, and analysis for both existing and prospective clients. Using exceptional communication skills and work ethic, you will apply critical thinking skills, work independently, and anticipate agency needs and client questions.

You will cultivate strong relationships with clients and carriers, respond to correspondences and requests in a timely manner, research and present answers to client questions, maintain knowledge on carrier products, and analyze exposures to develop renewal specs.

Your Responsibilities
  1. Cultivate strong relationships with - and serve as the main point of contact for your portfolio of clients and carriers.
  2. Respond to clients, insurance carriers, sales team, and supervisors' correspondences and requests in a timely, effective, and professional manner.
  3. Research and present answers to client questions about their policies and coverage.
  4. Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes in order to make effective recommendations to clients.
  5. Analyze and compare current exposures to develop renewal or new business specs for marketing.
  6. Process and submit new and renewal clients for marketing and placement, review and summarize quotes for competitiveness and accuracy, and negotiate rates when appropriate.
  7. Prepare proposals with the help of the sales team for client presentations.
  8. Process and check policies, endorsements, endorsement requests, and audits for accuracy.
  9. Prepare and manage timetables, summaries, and/or schedules for the entire book of business with regard to coverage, renewals, deliverables, and marketing strategy.
What We Offer

We offer a competitive compensation package based on experience, plus commissions, allowing for excellent growth opportunities.

Our benefits include:

  • Competitive salary: $65,000 - $85,000 per year
  • Work-life balance and employee well-being
  • A supportive, diverse, people-first culture and mindset
  • A voice at the table to create constructive change and work on purposeful products
  • Time dedicated to professional development
  • Simply 401K - match up to 3%
  • Health Insurance
  • PTO
  • Paid holidays plus your birthday
About You

You're a self-starter and an independent learner who enjoys mastering new skills quickly. With very little supervision, you anticipate needs, take action, and create efficiencies. You're organized, know the art of building relationships, and have impeccable communication skills.



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