Business Development & Distribution Director

CopperPoint has an exciting opportunity for a Business Development & Distribution Director. This strategic leadership role is responsible for driving profitable growth through the development and expansion of commercial insurance distribution channels across a multi-state territory. The Director actively identifies, cultivates, and secures new business opportunities by establishing and strengthening agency partnerships while expanding market presence. Working collaboratively with underwriting and other key stakeholders, this position leads the planning and execution of growth initiatives, gathers and prioritizes customer and market requirements, and ensures revenue, profitability, and customer satisfaction objectives are achieved.

• Establish strategic business development initiatives
• Ensure compliance with all business initiatives
• Present business opportunities and business cases to the senior leadership team as required
• Identify, generate, and close sales and new business opportunities
• Contribute to new product development
• Contribute to the execution of the marketing strategy and business development plans
• Provide leadership and training on new lines of business and services to management and staff
• Screen potential business deals by analyzing the market
• Coordinate, prepare, and present proposals and business plans that target newly recognized business opportunities
• Participate in internal and external business events, road shows, and seminars as required by management
• Lead agency engagement activities; regularly meeting with and communicating strategies and goals, while identifying opportunities with each assigned Agency in their distribution channel
• Build strategic relationships to drive new business, profitability and other business objectives
• Conduct producer meetings that are agenda driven, addressing existing deliverables and commitments (company and producer), reviewing existing pipeline and identifying new opportunities
• Educate assigned Agency Partners on the enterprise-wide portfolio, while implementing target strategies aligned with the Agency Business Model
• Monitor production and quality of assigned Agency partners
• Manage Partnership Plans and Profit Sharing & Financial incentives to maximize growth profit of the portfolio
• Collaborate with underwriting, claims and product development team to position products that align with strategic goals; act as a liaison between assigned agents/agencies/brokers and internal departments to ensure effective communication, timely issue resolution and to ensure assigned agents/agencies/brokers receive a strong sense of business partnership from the company
• Actively seek out new distribution channels by creating agency partnerships in new markets leading to expanded market penetration
• Prospect and prequalify new producers to determine working relationship
• Attain a thorough knowledge of the geographic territory assigned about production sources, competitor activity, and economic and geographic peculiarities
• Monitor, track and analyze the effectiveness of programs to support reporting, course corrections and decision making
• Assist in pre‑qualifying accounts to be submitted to underwriting and follow up with brokers for additional information and guidance, as needed
• Partner with brokers as needed in the development and delivery of sales proposals and presentations for new and renewal business. Provide subject matter expertise during client business reviews; ensure services align with client needs and expectations
• Utilize Salesforce to manage pipeline and to lead enterprise-wide activities, track and report progress results
• Assist Leaders with developing operational procedures, workflows and best practices for enterprise-wide execution
• Assist Leaders with internal staff development training initiatives
• Assist Leaders with external agency development training engagement activities

• BS/BA college degree. The knowledge and skill levels acquired through undergraduate level studies especially in the areas of business administration, finance or marketing and minimum of 3 years of insurance industry experience with increasing…