What are the responsibilities and job description for the Insurance Business Development Manager position at TGG?
About TGG:
TGG is a leading provider of insurance services in the property, commercial, and residential sectors. We are seeking a highly skilled Sales Specialist/Account Executive to join our growing team in Lake Forest, CA.
This is a full-time, long-term role that combines on-site work with remote opportunities. The successful candidate will inherit a substantial book of business and be responsible for expanding it through proactive business development efforts.
Key Responsibilities:
- Manage a $3 million portfolio encompassing various industries
- Spearhead business development initiatives for existing and potential clients
- Evaluate and ensure the accuracy of coverage details, premiums, and other key factors
- Foster effective communication between agents, underwriters, and clients
- Process cancellations and non-renewals in a timely manner
- Address service-related requests from internal teams, reinsurers, and clients
- Oversee certificate management, resolve queries, and provide quotations and binders
- Promote renewal activities and handle client accounting inquiries
- Provide guidance to staff to ensure high levels of client retention
- Maintain accurate data within the agency management system
- Develop proposals, follow up on signed forms, and process payments
- Forward claims to carriers
Necessary Qualifications:
- At least 5 years of experience in insurance sales
- Familiarity with AMS 360/Vertafore is a significant advantage
- P&C insurance license for California is required
- Proven ability to manage a multi-million-dollar portfolio
Benefits Package:
The compensation package includes a base salary of $75K-$90K, plus commission on any new business brought in, end of year bonus, comprehensive medical, dental, and vision benefits, 401k plan, paid time off, and sick days.
Salary : $75,000 - $90,000
