Business Development Specialist

Responsibilities

• Support new business growth while also providing client service support
• Partner with Producers and Practice Leaders to identify prospects, coordinate outreach, support proposal development, and help move opportunities through the sales pipeline
• Maintain accurate client information, assist with onboarding and renewal-related coordination, organize documentation, and track service deliverables
• Assist Producers and Practice Leaders with identifying, researching, and organizing prospective client opportunities within targeted industries, markets, and regions
• Maintain accurate prospect, pipeline, and opportunity information in CRM and other internal systems
• Prepare and coordinate sales materials, presentations, proposals, pre-meeting briefs, and follow-up correspondence for prospective clients
• Support the development of Request for Proposal (RFP) responses, finalist meeting materials, stewardship examples, and other business development resources
• Coordinate internal meetings, prospect meetings, and related follow-up items to support timely sales activity
• Provide administrative support for producer-led seminars, webinars, and educational events
• Assist with tracking seminar and webinar participation, documenting prospect engagement, and coordinating post-event follow-up
• Track key business development activities, deadlines, and next steps
• Assist with market, industry, and competitor research to support prospecting strategy and client-facing discussions
• Provide responsive support to Producers, leaders, and team members
• Coordinate administrative aspects of new client onboarding
• Assist with preparation, organization, and maintenance of client files and other service-related records as needed
• Support the service team with scheduling, agendas, follow-up notes, deliverable tracking, and communication related to client service meetings and workflows
• Enter, update, and maintain accurate client information in CRM and other internal systems
• Support regional growth initiatives, cross-sell opportunities, referral tracking, and other sales enablement projects as assigned

• High school diploma required; college degree preferred
• Must have a high level of interpersonal skills to handle sensitive and confidential situations
• General knowledge of Employee Benefits products, services, terminology, and sales process
• Strong business development, sales support, research, and organizational skills
• Knowledge of Microsoft Office programs, including Outlook, Word, PowerPoint, Teams, and Excel
• Ability to learn and effectively use CRM, agency management systems, proposal platforms, and other internal technology tools
• Ability to coordinate administrative client service activities, maintain accurate records, and support timely communication between service teams, carriers, vendors, and clients
• Strong attention to detail, follow-through, and time management abilities
• Strong ability to multi-task, prioritize work, and meet deadlines in a fast-paced environment
• Ability to work effectively and efficiently both with and without direct supervision
• Strong interpersonal communication skills, both written and oral
• Customer service-oriented approach with the ability to build rapport and maintain professional relationships
• Ability to handle sensitive and confidential information with tact, diplomacy, and discretion