Business Development Associate @ National Insurance Producer Registry | Jobright.ai
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National Insurance Producer Registry · 4 days ago

Business Development Associate

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Information Technology & Services
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Growth Opportunities

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Responsibilities

Assist the Business Development leadership team and Account Managers with administrative tasks, including preparing customer reports, managing schedules, and coordinating meetings.
Coordinate travel and expense reports for Business Development team.
Organize and distribute new customer inquiries to the appropriate Account Manager.
Assist with queue management, external and internal communications, distribution lists within NIPR CRM.
Monitors and maintains the Account Manager dashboards.
Track and finalize Request for Service documents to support Account Management
Acts as a contractual "middleman" between NIPR and customers. Ensures timely countersignature, scanning of contract and returning countersigned agreement to customer. Escalate red-lined agreements to management or NIPR General Counsel as needed.
Project Management, Coordinate and oversee business development projects from inception to completion, ensuring all milestones are met. Including the following:
Develop detailed project plans, including timelines, tasks, and resource allocation.
Serve as the primary point of contact for project stakeholders, providing regular updates and addressing any issues that arise.
Maintain comprehensive project documentation, including meeting minutes, progress reports, and final deliverables.
Reviews and maintains the Account Manager documentation and training materials.
Performs other duties as assigned.
Maintains professional and technical knowledge through workshops, publications, networking, etc.
Establish professional relationships with key NIPR and NAIC personnel.

Qualification

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CRMProject ManagementMicrosoft Office SuiteAccount Management SupportCustomer Service SkillsBusiness Decision-Making

Required

Bachelor's degree (B.A.) from a four-year college or university and/or equivalent work experience
Three to five years of experience in account management support
One or more years using a CRM.
Intermediate level of expertise in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
Must be highly motivated, results oriented, creative and possess strong business standards and integrity.
Outstanding communication and presentations skills. Ability to work effectively and present to members and individuals, including Executive Leadership team.
Sound business decision-making skills with the ability to understand the 'big picture' is essential.
Ability to follow-up with customers as needed via email, phone, video call or in person meetings.
Excellent customer services skills.
Expected to travel up to 25% in this role which includes traveling to new or existing customers, training, seminars, and trade shows.

Company

National Insurance Producer Registry

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Incorporated in October 1996, the National Insurance Producer Registry (NIPR) is a not‐for‐profit technology company that provides cost‐effective, streamlined and uniform licensing data and compliance services for insurance professionals.

Funding

Current Stage
Growth Stage

Leadership Team

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Karen Stakem Hornig
Chief Executive Officer
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Eric Saul
Chief Technology Officer
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Company data provided by crunchbase
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