The Field Business Development Representative is accountable for the daily management and business relationship between the Company and a specific group of independent agents. The area of coverage is Massachusetts. Responsibilities include appointing new independent agencies, establishing and managing agent’s annual business plans against the Company’s strategic business goals, implementing and monitoring various sales programs, and training all levels within the agency regarding specific rating and service functions. The Business Development representative serves as the liaison between all the functional departments within the Company and our agents, thereby maintaining the relationship between Company and Agent.
Essential Functions and Responsibilities
- Accountable for developing production goals and commitments for each agent based on their individual action plan.
- Accountable to document, manage and monitor production results against budgeted production goals both individually by agent and for the marketing territory, communicate results to agents and modify agent behavior to achieve production goals.
- Develop, implement, and monitor sales programs and campaigns within each agency.
- Review the profile of each agent’s book of business against the Company’s overall book to develop individual action plans for improvement.
- Establish and manage a defined follow up plan to monitor results.
- Prepare territory reviews.
- Implement target market information to agents both with respect to preferred acquisition sources and risk characteristics.
- Identify and communicate service problems to the appropriate internal staff, address and resolve the issue and communicate the resolution to the agent.
- Visit 3-4 Agents daily to provide all the servicing needs for each assigned agent.
- Develop and maintain a thorough and in-depth knowledge of all company products, guidelines, and procedures to provide training for rollover, new business submissions, and company philosophy.
- Maintain an understanding of the regulatory issues regarding Massachusetts auto & home insurance.
- Gather current competitive and marketing information on our competitors, communicate changes to the internal staff, and analyze and interpret these changes and their possible impact to the company.
- Prospect new agents based on our current appointment goals.
- Analyze and prepare the profiles of agents interested in appointments.
- Communicate decisions back to the prospect.
- Proven sales skills. Must have the ability to close or complete the sale.
- Effective communication skills both orally and written. Ability to perform presentations in a large group or work one-on-one at all levels.
- Strong interpersonal skills. Ability to manage change and conflict.
- Ability to work independently, away from the office. Must be focused and self-motivated.
Qualifications and Education
- 3+ Years of Field Sales/Marketing experience working with Independent Agents required.
- Bachelor's degree (B. A.) from a four-year college or university and/or a minimum of 5 years of overall Insurance experience required.
- Strong Personal Lines product knowledge preferred
- CIC or CPCU designations a plus
- Reside in the Massachusetts area
- Must have valid driver’s license and favorable driving record.
Perks and Benefits:
- 4 weeks accrued paid time off + 9 paid national holidays per year
- Free onsite gym at our Boston Location
- Tuition Reimbursement
- Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision)
- Robust health and wellness program and fitness reimbursements
- Auto and home insurance discounts
- Matching gift opportunities
- Annual 401(k) Employer Contribution (up to 7.5% of your base salary)
- Various Paid Family leave options including Paid Parental Leave
- Resources to promote Professional Development (LinkedIn Learning and licensure assistance)
- Convenient location directly across from South Station and Pre-Tax Commuter Benefits
About the Company
The Plymouth Rock Company and its affiliated group of companies write and manage over $2.2 billion in personal and commercial auto and homeowner’s insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 2,000 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of “A-/Excellent”.
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