DUAL North America · 1 day ago
Business Development Coordinator
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Responsibilities
Provide Distribution Partners with Online Training, Group Webinars and Support
Assist Business Development Director with individual webinar training for Retail Brokers/Appulate clients with our online Flood WebRater system
User support for the online Flood WebRater system
Set up on-line Flood WebRater accounts with log in and password
Assist with DUAL Broker webinar meetings
Help schedule new customer and existing clients with online training
Email – invite- the prior to the event- and follow up with those that attended
Assist/Lead training sessions for DUAL Specialty Perils webinars
Assist with online rater training videos
Create and maintain PowerPoint Presentations, Audio and Video content for our webinars, and other presentations
Develop and deploy organic growth initiatives with other DUAL property silos
Manage Producer Appointment Process
Assist with Retail Brokers/Appulate client appointments
Request/Collect information needed for producer appointment
Add & Update producer information in IMS (names, address, accounting info, commission)
Setup up producer in IMS
Coordinate marketing leads, help support organic growth through cross-sell opportunities through the SalesForce.com platform
Setup DUAL Flood WebRater Users with passwords and links
Support Sales Force activity – input and ongoing management
Manage the inbound Specialty Perils / Flood marketing email inbox
Respond to general inquiries
Respond internally & externally to email requests
Reporting customer personal changes or organizational email changes
Manage the Flood Producer/Business Unit Reports (Microsoft Power BI)
Coordinate with Programs to deliver monthly activity/GWP reports
Coordinate and prepare production reports for broker visits and conferences
Coordinate monthly Top 50 Wholesale Flood producers reports
Coordinate monthly Top 50 Retail Brokers Flood producers reports
Coordinate & develop re-solicitation process for missed/quoted opportunities that were not taken-up
Assist Business Development Director with Sales and Producer Communication
Help schedule internal/external sales call campaigns
Assist with internal calls
Attend and assist with external personal sales calls
Follow up calls to inactive online Flood WebRater users
Conference and Convention Support
Attend and assist Business Development at all Flood related conferences
Help schedule conference meetings
Assist with event planning, lunches and dinners and marketing material
Other Areas of Focus & Support (based on skill carry over from current position where needed)
Work with divisional lead and capacity team with contract renewals, ensuring timely review and execution, collaborate with division head to assess current contract terms and determine if changes or renegotiations are needed
Work with underwriting team to provide support with program audits, to ensure compliance with contractual and regulatory requirements.
Collaborate with internal team members to gather and verify information requested by the carrier for their due diligence.
Qualification
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Required
5 Year Insurance Industry Experience
5 Year Customer Service Experience
IMS Systems Experience
Property & Casualty Insurance License
Proficiency in Microsoft Office Suite
Ability to follow policies and procedures
Complete assigned tasks correctly, on time and able to learn quickly
Self-motivated and demonstrate an attention to detail
Be able to work independently for extended periods
Excellent written and verbal communication skills as well as a general business understanding
Benefits
Medical
Dental
Vision
A wide variety of wellbeing offers
Competitive salary
Unlimited PTO
401k with company match
Paid volunteer days
Company
DUAL North America
DUAL North America offers commercial property, financial, and casualty services.
Funding
Current Stage
Late StageRecent News
Coverager - Insurance news and insights
2024-12-11
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2022-10-25
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