Business Development Speciliast

Overview

The Business Development Support Specialist’s role is to facilitate Independent Agency (IA) processes, manage the IA database in Salesforce, and provide support to partner IAs ensuring proper systems set-up, responding to questions and requests, and maintaining relationships.

Essential Job Functions

• Coordinate and oversee the appointment, licensing, and onboarding process for IAs

• Provide training to all new IA’s in the areas including setting up Acceptance in their rater, navigating our application portal, how to deliver applications via DocuSign and from the portal, our underwriting guidelines, how to send trailing documents to underwriting and how to manage their existing customer with endorsements and payments.

• Day to Day partnering with the Business Development team and other leaders across the organization: Underwriting, Claims, Treasury, IT, Agency Operations, and other Sales channels.

• Provide IA support via phone and email to assist with writing new business and retaining policies by providing instruction on our E signature process, processing endorsements, and explaining the necessary documentation required.

• Ensure data integrity within the Salesforce database by ensuring agency specific information, i.e., banking information, commission rates, as well as other agency information is complete and accurate.

• Act as the subject matter expert for insurance products, processes, and underwriting guidelines.  Provide direction on inquiries, issues, and compliance matters.

• Review production and quality trends to identify outliers around high loss ratio, app to MVR ratio or other quality issues.  Look at production trends and identify issues that may need management involvement

• Conduct routine courtesy calls to IA to ensure company needs are met and satisfied.

• Document actions and communications with each IA in Salesforce

• Other duties as assigned

Desired Qualifications

• Strong understanding of Acceptance products and processes, as well as 3-5 years of experience working in the auto insurance industry

• Possess demonstrated industry knowledge to resolve complaints and issues as they arise from customers and team members.

• Excellent written and verbal communication skills with a professional acumen with tact and diplomacy

• Strong partnership skills

• Bilingual skill strongly preferred

• Be solution oriented and display independent decision making and accountability

• Strong attention to detail and accuracy

• Experience with Salesforce and DocuSign strongly preferred

• Advanced skills in MS office applications, project management, etc. 

Physical Demands

The physical demands described here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

As a Team Member at First Acceptance Insurance Company, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers.

We are looking for team members that engage – who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a “make It right” mindset, and focus their energies on solving problems. This means you’ll be supported by a team with all these qualities, too. If this sounds like the kind of team you’d like to join, we want to hear from you! ​

First Acceptance Insurance Company offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program.

WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.