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Commercial Insurance, Business Development Associate

Job Description - Commercial Insurance, Business Development Associate


Are you looking to launch a rewarding career in sales and business development?


Hardenbergh Insurance Group is seeking a motivated, coachable, and results-oriented Business Development Associate (Sales Trainee) to join our growing team.


This role is designed for individuals who are interested in building a long-term career in insurance sales and commercial risk management. As a Business Development Associate, you'll focus on generating new business opportunities, developing prospecting skills, and learning the fundamentals of becoming a successful commercial producer. Through structured training, mentorship, and hands-on experience, you'll build the foundation needed to advance into an Associate Producer role.


What You'll Do:


Prospecting & Lead Generation



  • Conduct outbound prospecting through phone calls, email campaigns, and digital outreach

  • Work from assigned target lists, lead sources, and industry-focused prospecting initiatives

  • Generate qualified discovery meetings for the Business Development team

  • Maintain consistent follow-up and prospect engagement activities

  • Build and manage a pipeline of prospective clients


Opportunity Qualification



  • Apply agency-defined qualification standards to identify viable opportunities

  • Evaluate prospects based on industry fit, revenue profile, decision-maker access, and business needs

  • Confirm scheduled meetings and maintain strong appointment hold rates

  • Gather preliminary information to help prepare producers for discovery conversations


Sales Process & Pipeline Management



  • Maintain accurate and current information within the CRM system

  • Track prospect activity, conversations, meeting outcomes, and next steps

  • Participate in weekly pipeline and activity review meetings

  • Follow established sales processes and stage progression guidelines

  • Support data integrity and reporting requirements


Professional Development



  • Actively participate in the USLI 50/50 Program

  • Complete required training, licensing, and development milestones

  • Shadow producer and client meetings to build industry knowledge and sales acumen

  • Participate in role-playing, coaching sessions, and skill-development exercises

  • Continuously develop sales, prospecting, and relationship-building capabilities


What Success Looks Like:


Activity & Performance Metrics



  • Consistently generate qualified meetings for the Business Development team

  • Maintain strong appointment hold rates and prospect engagement

  • Demonstrate continuous improvement in prospecting and qualifying opportunities

  • Maintain accurate CRM records and documentation

  • Show ongoing growth toward Associate Producer readiness


Professional Behaviors



  • Strong coachability and willingness to learn

  • Consistent preparation and follow-through

  • Positive attitude and resilience in a sales environment

  • Excellent organizational and time management skills

  • Commitment to personal and professional development


Qualifications:



  • Bachelor's degree preferred, or equivalent combination of education and experience

  • Prior sales, customer service, business development, or internship experience preferred

  • Strong written and verbal communication skills

  • Comfortable initiating conversations and building relationships with new prospects

  • Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)

  • Strong organizational skills and attention to detail

  • Ability to work independently while thriving in a team-based environment

  • Demonstrated desire to pursue a career in sales, business development, or insurance


Why This Role?



  • Structured career path into commercial insurance sales

  • Hands-on training and mentorship from experienced producers

  • Opportunity to participate in industry-leading development programs

  • Exposure to business owners, executives, and diverse industries

  • Collaborative team environment focused on growth and development

  • Clear performance expectations and advancement opportunities


Compensation & Benefits


*Remote on Fridays 


Target Salary: $50,000- $55,000 base salary, plus incentive compensation


Benefits



  • Medical

  • Dental

  • Vision

  • Life Insurance

  • Retirement Plan

  • Paid Time Off

  • Professional Development & Licensing Support

  • Producer Development Program Participation


 


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