Business Development Associate | Property & Casualty

#LI-KW1 #LI-Office

Essential Functions and Primary Duties

• Prospect and develop new business opportunities within the healthcare sector, including physician groups, ambulatory surgery centers, medical practices, assisted living facilities, long-term care organizations, and other healthcare providers.

• Conduct proactive outreach through calls, emails, networking, referrals, industry events, and digital platforms to identify and engage prospective clients.

• Research healthcare organizations, decision-makers, market trends, and competitive opportunities to build and maintain a strong sales pipeline.

• Schedule introductory meetings and discovery conversations for Producers and healthcare specialty advisors.

• Collaborate with Producers, Account Executives, and Risk Advisors to develop customized medical malpractice and healthcare risk management solutions for prospective clients.

• Build and maintain relationships with healthcare administrators, physicians, practice managers, executive leadership teams, and industry partners.

• Follow developments in the healthcare and insurance industries, including medical professional liability trends, regulatory changes, emerging risks, and carrier market conditions.

• Identify opportunities to cross-sell additional insurance and risk management services, including property & casualty, cyber liability, management liability, and employee benefits solutions.

• Provide market intelligence and competitive insights gathered through interactions with clients, prospects, referral partners, carrier representatives, and industry contacts.

• Accurately maintain prospect activity, pipeline progression, and sales opportunities within the firm's CRM system.

• Support the execution of marketing campaigns, client events, educational seminars, and healthcare-focused business development initiatives.

• Participate in industry associations, networking organizations, and conferences to enhance market visibility and generate qualified leads.

• Assist in the development and execution of territory and target account strategies designed to achieve new business growth objectives.

• Additional responsibilities as assigned.

Preferred Qualifications

• Bachelor's degree in Business, Marketing, Healthcare Administration, Communications, Risk Management, or a related field preferred.

• 1-3+ years of business development, sales, healthcare marketing, insurance, or client-facing experience preferred.

• Demonstrated interest in healthcare, risk management, medical malpractice insurance, or professional liability insurance.

• Strong prospecting, networking, lead generation, and relationship-building skills.

• Excellent verbal and written communication skills with the ability to communicate effectively with healthcare executives and providers.

• Ability to manage multiple priorities while maintaining strong attention to detail and follow-through.

• Experience using Salesforce, HubSpot, Microsoft Dynamics, or other CRM platforms preferred.

• Self-motivated with a consultative sales approach and a strong desire to build a career in healthcare insurance and risk management.

• Licenses & Professional Designations Preferred

• Active Property & Casualty Insurance License or ability to obtain within a designated timeframe.

Minimum Qualifications

• High School Diploma or GED required
• Less than 3 years of proven business development experience  
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrate the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Ability to analyze and prioritize multiple responsibilities
• Proven track record of meeting sales targets
• Results driven and customer focused
• Must be able to travel based on client and business need