Business Development Associate

4 weeks ago


Mansfield, Ohio, United States Radius Financial Group Full time
Job Summary

As a Business Development Associate at Radius Financial Group, you will play a key role in helping the Insurance Agency grow and thrive. Your primary responsibility will be to develop and implement strategies to generate new business opportunities through leads from our lending operation, an existing database of previous borrowers, and direct cultivation of external contacts.

Key Responsibilities

Prepare for and pass the Massachusetts Property & Casualty Agent exams
Contribute to the success of the New Business Development Team through assigned New Business Workflow tasks
Learn about all aspects of the Agency's operations to have a solid foundation for future roles

Business Development Associate

Serve as the dedicated point of engagement for prospective customers and internal referrers through the entire new business process up to the time of application
Engage prospective customers, maintain proactive communication on proposal status, address questions, gain commitment, and close the sale
Do preliminary UW/quoting as part of triage and gauging initial engagement buy-in on Refinance loans
Partner with Agency Underwriters and other staff to ensure maximal conversion of leads
Excel at information gathering, task and notes management, follow-up, and documentation
Pass along Commercial leads from personal lines customers who own businesses
Continuously enhance knowledge and skills to be a fully productive Property & Casualty Producer

Requirements

Strong attention to detail with the ability to work with a high degree of accuracy
Strong critical thinking and problem-solving skills
Ability to manage multiple projects and assignments in a timely manner
Excellent organizational and time management skills
Strong interpersonal skills (oral and written)
Ability to embrace change and work in a fast-paced environment

Acquisition of a Massachusetts Personal Lines or Property & Casualty insurance license is required.

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