Insurance Business Development Representative - Insurance Agency - Base Salary to 75k/year - Philadelphia, PA

• Our client, a 13+ year independent agency headquartered in Lakewood, NJ, has a need for an Insurance Business Development Representative to join their team. They provide comprehensive insurance solutions & understand the insurance coverage needs of the real estate industry, hospitality, and healthcare fields.

Responsibilities:

• Identify and Qualify Leads in the Real Estate Insurance Market
• Research and target potential clients, including property managers, owners, and stakeholders in the real estate sector
• Use market data, online platforms, and industry directories to pinpoint high-potential leads.
• Conduct Cold Outreach via Phone, Email, and LinkedIn
• Create and execute personalized outreach campaigns to engage leads across multiple communication channels.
• Develop compelling messaging that highlights our client's value proposition, such as competitive pricing and comprehensive coverage.
• Track and optimize outreach efforts to improve conversion rates and secure meetings with decision-makers.
• Maintain Detailed Lead Records in monday.com CRM System
• Log all prospect interactions, including calls, emails, and follow-ups, to ensure up-to-date and accurate records.
• Utilize CRM tools to segment leads, track pipeline progress, and identify opportunities for re-engagement.
• Generate reports to provide insights into lead generation performance and areas for improvement.
• Collaborate with the New Business Team to Transition Leads into Clients
• Partner with account executives and underwriters to ensure a seamless handoff of qualified leads.
• Participate in team strategy sessions to align outreach efforts with broader sales goals.
• Share market insights and feedback from prospects to refine service offerings and enhance client acquisition strategies.

Qualifications:

• 3+ years in sales, lead generation, or a similar role, ideally in real estate or insurance.
• Proven ability to meet KPIs like lead conversions or revenue targets.
• Skilled in using CRM platforms (e.g., monday.com, Salesforce) to manage leads, track follow-ups, and optimize workflows.

Compensation:

• Base salary in the 65k - 75k/year range, plus commission on new & renewal business, quarterly bonuses, etc.
• In addition, the agency offers medical, dental, vision, 401k with match, PTO, Long Term/Short Term Disability, Paid Holidays, Jewish Paid Holidays, etc.

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