Business Development/Client Relations Specialist

The Business Development & Client Relations Specialist is responsible for business development, identifying new market opportunities, building strategic partnerships, and ensuring long-term client satisfaction. This role combines sales leadership, relationship management, and strategic planning to achieve revenue goals and strengthen the company’s market presence. The Business Development & Client Relations Specialist will also provide client relations support to the company’s existing clients.

• Bachelor’s degree in Business Administration, Marketing, Insurance, or related field.

• Professional insurance certifications (e.g., CPCU, CIC, ARM, CLU, CISR, FLMI) would be an asset.

• 6-10 years’ experience in sales and marketing, ideally in General Insurance.

• Excellent communication and interpersonal skills.

• Strong analytical skills with the ability to interpret market data and trends.

Business Development
Support the General Manager:

• Execute strategic marketing and business development plans.

• Drive premium income and brokerage commission targets.

• Identify and pursue new business opportunities aligned with company objectives.

• Conduct market research on industry trends, competitors, and opportunities.

• Prepare and deliver business proposals, presentations, and negotiations.

Client Relationship Management:

• Collaborate across departments to ensure operational efficiency.

• Understand client needs and provide tailored solutions.

• Address client concerns promptly to maintain satisfaction.

• Conduct client visits and regular business reviews.

• Track, measure, and report business development activities.

• Represent the company at networking events, trade shows, and conferences.

• Maintain accurate records of client interactions, proposals, and agreements.

• Manage client portfolios to ensure retention and incremental growth.

• Assist with tender preparation for new business acquisition.

• Ensure courteous, proactive, and accurate customer interactions.

• Oversee timely preparation and distribution of client documents.

• Support management of accounts receivables in compliance with payment schedules and regulations.

Risk Placement:

• Collaborate with clients to design insurance and risk management programs within budget.

• Analyze plan performance, negotiate renewals, and recommend improvements.

• Ensure all material information is obtained and conveyed to insurers.

• Maintain ethical standards and positive relationships with insurers.

• Secure fair and equitable rates from insurers.

• Ensure all documentation meets company quality standards.

Other Responsibilities:

• Maintain confidentiality of company information.

• Uphold professional conduct and protect company reputation.

• Foster respectful relationships with employees for a healthy work environment.

• Verify accuracy and authorization of transactions.

• Stay updated on insurance knowledge, industry laws, and developments.