Demo

Insurance Business Development Specialist

ThinkingAhead Executive Search
Lynnwood, WA Full Time
POSTED ON 3/19/2025
AVAILABLE BEFORE 4/17/2025

Our Mission

We're a leading insurance agency committed to excellence and integrity. Our team thrives on building long-lasting relationships with clients, fostering positive societal impact, and creating an inclusive culture where everyone can grow and succeed.

About the Role

This is a unique opportunity to join our dynamic team as a Client Relationship Manager (CRM) Executive. In this role, you'll be responsible for managing and servicing an active and growing book of business. Your primary focus will be on groups with 20-100 employees, particularly those in the technology/tech start-up sector.

  • Build strong relationships with clients and provide consultation on their individual challenges.
  • Coordinate with brokers to ensure a seamless experience.
  • Develop and maintain professional relationships with insurance companies and teammates.

Your Key Responsibilities

You'll be tasked with:

  • Managing and servicing an active and growing book of business.
  • Building strong relationships with clients and providing consultation on their individual challenges.
  • Coordinating with brokers to ensure a first-class experience.
  • Building and maintaining professional relationships with insurance companies and teammates.

What We Offer

As a valued member of our team, you'll enjoy a range of benefits, including:

  • Bonus opportunities.
  • Work-life balance and employee well-being initiatives.
  • 100% employer-paid benefits.
  • A 5% 401(k) match.
  • The chance to create constructive change and work on purposeful products.
  • Time dedicated to professional development.
  • Education expenses for professional certifications.
  • Growth opportunities within our organization.

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