What are the responsibilities and job description for the Business Development Specialist II position at True North Companies?

Job Description

Do you thrive in a fast-paced sales environment, enjoy connecting with people over the phone, and aspire to build a long-term career in sales? TrueNorth’s Transportation division is seeking a Business Development Specialist II to join our team in Cedar Rapids ! In this role, you’ll focus on transactional sales by engaging prospective clients through a high volume of inbound and outbound calls, delivering tailored solutions, onboarding new clients, and leveraging your organizational and sales skills to drive growth and ensure client success.

About TrueNorth Companies :

Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For twenty years, TrueNorth has met our clients' needs by providing innovative strategies and a personal connection to those we serve. Our integrated platform of risk management, employee benefits and personal financial strategies creates a multifaceted approach to address today's ever-changing complexities. Come join our amazing team!

What TrueNorth Offers :

TrueNorth offers a lineup of excellent benefits to all full-time employees, including :

Annual Bonus
Medical, Dental, Vision
401k with Company Contributions
Responsible Time Off (PTO)
11 Paid Holidays
Company-paid Life and Disability Coverage
Paid Volunteer Time Off
Donation Match Program
Tuition Reimbursement
Employee Assistance Program (EAP)
Wellness Program with Financial Incentives / Discounts
Hybrid Work Schedule

Essential Job Functions & Responsibilities :

Receive incoming calls from prospective clients

Place outbound calls to prospective clients

Consult callers on voluntary products and services available to them and refer to other potential solutions

Maintain a positive attitude, even when dealing with difficult customers

Maintain quality customer service with clients daily by providing consistent, timely and accurate service

Assist in the execution of marketing material to available prospective clients

Increase industry and job knowledge as measured by attendance at continuing education, attaining or updating designations, and participation in other agency training offerings

Independently onboard and utilize an onboarding process for any new clients with unique scenarios

Participate and co-facilitate in prospect, client, and market visits

Accountable for ensuring follow-up on any delegated phone and email support for clients is responded to within 24 hours

Coordinate the creation and execution of service agreements

Use time management and organizational skills to ensure projects are completed on time and with appropriate content and organization

Develop insurance quotes, make sales presentations, and close sales

Record all activities in CRM to support the sales process

Leverage technology to actively engage clients and prospects

Develop and qualify leads to drive additional sales opportunities through cold-calling, networking, and other lead-generation opportunities

Perform other duties as assigned

Education & Experience :

High school diploma or GED required; two or four-year degree preferred

One year of sales experience is required

Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions

P&C insurance license is preferred or obtained within 30 days of employment. L / H / A within 90 days of employment.

An in-depth knowledge of insurance brokerage business is strongly desired

We offer a competitive compensation structure, including a base salary in addition to commission / bonus potential.

Skills :

Accuracy

Attention to detail

Collaboration

Confidentiality

Flexibility

Focus

Multi-tasking

Relationship management

Results orientation

Self-motivation

Work ethic

Why TrueNorth?

We are a company focused on developing our people and growing the business. We offer a competitive benefit package, wellbeing programs and incentives, and a positive work culture.

TrueNorth is honored to be recognized by Inc 5000's as a Fastest Growing Company!

Click here to view a video about TrueNorth's Core Values & what they mean to us.

TrueNorth makes all employment-related decisions on the basis of qualifications, merit, and business need, and does not discriminate against any applicant on the basis of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws.

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