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#LI-SK1 #LI-Hybrid The Business Development Representative (BDR) is responsible for identifying, developing, and cultivating new business opportunities for the Property & Casualty practice. The BDR will focus on defined industries and target accounts, using research, proactive prospecting, networking, centers of influence, industry involvement, and targeted campaigns to build relationships with prospective clients and create a qualified new business pipeline. This role is designed for a motivated business development professional who wants to build a career in commercial insurance and risk management. The BDR will work closely with experienced Producers and industry specialists while developing the sales, industry, insurance, and relationship-management capabilities necessary to take on increasing responsibility within the P&C sales organization. Essential Functions and Primary Duties
Prospect and develop new business opportunities within targeted industries, including Construction, Real Estate, Manufacturing & Distribution, Food & Beverage, and Nonprofit organizations. Conduct proactive outreach through calls, emails, in-person prospecting, networking, referrals, industry events, centers of influence, and digital platforms to identify and engage qualified prospects. Research target organizations, key decision-makers, industry trends, business issues, and competitive opportunities to build and maintain a qualified new business pipeline. Schedule and participate in introductory meetings and discovery conversations with prospects, P&C Producers, and industry specialists. Build and maintain relationships with prospective clients, business owners, executives, industry decision-makers, centers of influence, referral partners, and other sources of new business opportunities. Develop working knowledge of targeted industries and the Property & Casualty insurance marketplace, including coverage trends, emerging risks, regulatory developments, and carrier market conditions. Identify opportunities to introduce the broader capabilities of CBIZ, including Employee Benefits, Retirement & Investment Solutions, Human Capital Management, and other relevant advisory services. Provide market intelligence and competitive insights gathered through interactions with prospects, clients, referral partners, carrier representatives, and industry contacts. Accurately and consistently maintain prospecting activity, pipeline progression, opportunities, next steps, and required sales information within the firm's CRM system. Support and execute targeted prospecting campaigns, industry events, educational programs, and micro-niche business development initiatives. Participate in industry associations, networking organizations, trade groups, conferences, and other industry activities to build market presence, develop relationships, and generate qualified opportunities. Assist in developing and executing territory, industry, and target-account strategies designed to achieve new business growth objectives. Collaborate with Producers, marketing, industry specialists, and other internal resources to develop prospecting strategies and advance qualified opportunities through the sales process. Develop the sales, industry, insurance, and relationship-management capabilities necessary for continued advancement within the P&C sales organization. Additional responsibilities as assigned.
Preferred Qualifications
Bachelor's degree in Business, Marketing, Communications, Risk Management, Finance, or a related field preferred. 1-3 years of B2B sales, business development, prospecting, marketing, insurance, or client-facing experience preferred. Demonstrated interest in commercial insurance, business development, and one or more of the firm's targeted industries. Strong prospecting, networking, lead-generation, research, and relationship-building skills. Excellent verbal and written communication skills with the ability to engage professionally with business owners, executives, financial leaders, and other decision-makers. Strong curiosity and willingness to learn about a prospect's business, industry, operational risks, and business challenges. Ability to manage multiple prospects, campaigns, and priorities while demonstrating strong organization, attention to detail, and follow-through. Experience using Salesforce or another CRM and sales-prospecting technology preferred. Self-motivated, competitive, collaborative, and results-oriented with a strong desire to build a career in commercial insurance and risk management. Ability to learn complex business and insurance concepts and translate them into relevant business conversations.
Licenses & Professional Designations
Active Property & Casualty Insurance License preferred, or ability to obtain the required license within a designated timeframe after hire. Must maintain all licenses and certifications required for the position.
Career Development The BDR role is intended to provide meaningful experience across the early stages of the commercial insurance sales process, including prospecting, relationship development, discovery, industry specialization, pipeline management, and opportunity development. Successful BDRs will have the opportunity to take on increasing responsibility as they demonstrate the ability to independently develop relationships, create qualified opportunities, understand client business and risk issues, and consistently execute the firm's sales process. Career progression will be based on demonstrated performance, development of the required competencies, licensing, business needs, and readiness for expanded sales responsibilities. Minimum Qualifications
- High School Diploma or GED required
- Less than 3 years of proven business development experience
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrate the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Ability to work in team environment as well as independently
- Ability to analyze and prioritize multiple responsibilities
- Proven track record of meeting sales targets
- Results driven and customer focused
- Must be able to travel based on client and business need
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
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