Business Development Representative

Pennsylvania Lumbermens Mutual Insurance Company

Position: Business Development Representative

Territory: Virginia/West Virginia/Maryland/Delaware

Department: Field Operations

Reports To: Vice President, Field Operations

Position Summary: The Business Development Representative (BDR) serves as a direct access point to PLM within designated states for assigned territories and plays a critical role in delivering on PLM’s purpose as a mutual insurer, which is to put customers first. The BDR provides regular in-person contact with prospects, clients, and brokers. The role includes marketing, loss control, and production/field underwriting for property and casualty insurance within the wood, wood manufacturing, and building material niche. The BDR is responsible for collaborating directly with all team members both internally and externally to ensure that objectives, reports, and metrics align directly with PLM’s goals and overall expectations to include profitable growth.

Essential Functions and Responsibilities:

1. Identify, target, and examine profitability for attainable opportunities in the marketplace. Solicit and develop new accounts.

2. Evaluate new business opportunities and potential future relationships.

3. Survey client and potential client sites as part of loss control and value add services.

4. Develop and cultivate current client relationships to maintain the PLM book of business.

5. As a production underwriter, review coverage and programs and counsel clients and brokers to ensure that coverage is maintained appropriately

6. Exercise underwriting and pricing authority in the soliciting and servicing of accounts.

7. Participate in various trade association meetings and conventions.

8. Stay up to date on the local insurance and wood industry environments and trends to best serve clients.

9. Organize, plan for, and conduct multiple customer appointments daily/weekly.

10. Develop and prepare multiple proprietary reports and create various records for each appointment.

11. Demonstrate the ability to collaborate and build relationships with internal and external stakeholders to motivate, influence, and inspire others to meet and exceed goals.

12. Execute company strategy to meet and exceed goals.

Knowledge and Skills:

1. Bachelor’s degree - preferred, High school diploma - required.

2. Prior background in insurance and marketing - essential, especially regarding obtaining Property & Casualty licenses required for specific states within the assigned territory.

3. Certification of successful completion of insurance studies, i.e., CPCU, CIC, AU, General Insurance, etc. - preferred.

4. Computer literacy. Ability to navigate multiple devices, i.e., laptops, phones, etc.

5. Microsoft Office literacy with demonstrated ability to utilize and navigate.

6. Ability to deal effectively with a variety of different personalities.

7. Team player.

8. Ability to negotiate.

9. Excellent organizational skills. Ability to manage time efficiently.

10. Willingness to work irregular hours as the position requires.

11. Ability to travel and stay overnight; up to 60% travel.

12. Valid driver’s license and clean MVR.

Physical Requirements:

1. Ability to hear.

2. Ability to speak clearly.

3. Ability to sit for extended periods of time.

4. Ability to drive.

5. Ability to perform field surveys, mapping, and plan work. Including the ability to walk, stand, climb stairs, etc.

Job Type: Full-time

Pay: $80,000.00 - $105,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Paid training
• Tuition reimbursement
• Vision insurance
• Work from home

Supplemental Pay:

• Bonus opportunities
• Yearly bonus

Experience:

• Commercial Insurance: 3 years (Preferred)
• Property & Casualty Insurance: 3 years (Preferred)

Work Location: On the road

Salary : $80,000 - $105,000