Business Development

Business Development ManagerSenior Business Development ManagerDivision Business Development Manager National Transportation Business Development Manager

Summary of Authority and Responsibility
Has authority to work out procedural guidelines on accounts with approval from Division Business Development Manager. Must obtain approval on pricing proposal or agreements from Division Business Development Manager before offering to a client or prospective client.

Supervision
Direct reporting and management by the Division Business Development Manager on a daily basis.

Minimum Requirements
College bachelor’s degree or equivalent preferred. Industry related coursework helpful. Two years of related sales experience. Broad understanding of independent adjusting operations. Proven presentation, written, verbal and overall communication skills. Efficient in identifying opportunities to improve client relationships and accounts through consultative account planning and selling. Good understanding and ability to prepare and present formal and informal presentations. Proven leadership skills in working with senior level management. Proven success in driving annual sales volume which exceeds revenue goals. Overnight travel is required within sales territory. Independent work environment and must be able to plan, schedule, and implement time management required for position.

Location and Equipment
Inside and outside environment. Must be able to drive an automobile and travel by plane when necessary. Location is home based with possible exceptions to work from branch location.

Contact with Others
Actively meet and effectively communicate with District and Regional Operations Managers. Outside contact with clients and tradespersons is required.

Duties and Responsibilities

  • Responsible for new business development and client maintenance within assigned territory.
  • Prepare and present formal and informal presentations.
  • Engage in all forms of direct prospecting to create new opportunities within existing client base and potential client base.
  • Pro-active approach in bringing new ideas and solutions to clients.
  • Effectively work with District and Regional Operations Management in development of assigned territory.
  • Effectively work with District and Regional Operations Management to resolve client issues.
  • Effectively work with Business Development Manager in the planning, development, and implementation of the business development program.
  • Daily sales activities, including sales calls, marketing, events, conferences and tradeshows.
  • Complete Marketing call reports on a timely basis, provide a monthly marketing summary report to discuss sales calls made throughout the month to include potential opportunities, sales
  • successes both with existing client base and potential clients, etc.
  • Maintain accurate sales pipelines and diary with detailed follow-up business plan.
  • Develop a prospective client file for each prospect with potential future revenue streams.
  • Routinely attend industry related conventions, outings and events.
  • Visit all notable clients within sales territory every quarter.

As with all positions, this function will be performed by a qualified person. No forms of improper discrimination will be used as a job qualification.

Summary of Authority and Responsibility
Has authority to work out procedural guidelines on accounts with approval from Division Business Development Manager. Must obtain approval on pricing proposal or agreements from Division Business Development Manager before offering to a client or prospective client.

Supervision
Direct reporting and management by the Division Business Development Manager on a daily basis.

Minimum Requirements
College bachelor’s degree or equivalent preferred. Industry related coursework helpful. Five years of related sales experience. Broad understanding of independent adjusting operations. Proven presentation, written, verbal and overall communication skill. Efficient in identifying opportunities to improve client relationships and accounts through consultative account planning and selling. Good understanding and ability to prepare and present formal and informal presentations. Proven leadership skills in working with senior level management. Proven success in driving annual sales volume which exceeds revenue goals. Overnight travel is required within sales territory. Independent work environment and must be able to plan, schedule, and implement time management required for position.

Location and Equipment
Inside and outside environment. Must be able to drive an automobile and travel by plane when necessary. Location is home based with possible exceptions to work from branch location.

Contact with Others
Actively meet and effectively communicate with District and Regional Operations Managers. Outside contact with clients and tradespersons is required

Duties and Responsibilities

  • Sales
    • A sales leader on the team that is known for selling accounts of all sizes.
    • Has sold and retained several large accounts
    • Sells all lines of service (e.g. transportation, property, hotline, cargo, products liability, etc…)
    • Understands the sales process and excels in selling, proposing and presenting situations.
  • Account Retention
    • Has excellent rapport with clients
    • Consistently maintains and grows revenue base within territory.
    • Consistently maintains and grows claim volume within territory.
  • Leadership
    • Role model for others to follow
    • Demonstrates understanding of marketing team agenda
    • Executes company programs in exemplary fashion
    • Demonstrates clear understanding of company financial health, policies and commitment to company’s future.
    • Creates an environment of mutual respect and collaboration with all operations, administrative and Home office staff.
    • Demonstrates a thorough understanding of all CIA operations, divisions and services including all pricing models and their application.
    • Understands and positively executes company agenda.
    • Helps others succeed.
  • Independent Problem Solving
    • Works independently on proposals and presentations.
    • Independently resolves Customer relations issues.
    • Works in concert with IT, collections and operations.
    • Authors Customer Instructions with ease.
    • Creates workable new solutions for CIA and clients when needed.
  • Attitude
    • Positive “can-do” attitude toward everyone.
    • Assists peers in all requested endeavors.
    • Achieves personal goals.
  • Product / Industry knowledge
    • Demonstrates thorough knowledge of claim and sales processes.
    • Demonstrates thorough knowledge of industry and local market.

As with all positions, this function will be performed by a qualified person. No forms of improper discrimination will be used as a job qualification.

Summary of Authority and Responsibility
Has authority to work out procedural guidelines on accounts.

Supervision
Direct reporting and management by the President.

Minimum Requirements
College bachelor’s degree or equivalent preferred. Ten years of related sales experience. Understanding of independent adjusting operations with ten years of independent or company field adjusting experience preferred. Proven exceptional presentation, written, verbal and overall communication skill. Efficient in identifying opportunities to improve client relationships and accounts through consultative account planning and selling. Proven leadership skills in working with senior level management. Proven success in driving annual sales volume which exceeds revenue goals. Has to have people skills and favorable (likeable) personality to effectively handle marketing and business development duties.

Location and Equipment
Inside and outside environment. Inside contact with Branch, Regional, and Business Development Managers, and senior management. Outside contact with clients, procedures and tradespersons. Travel a must.

Duties and Responsibilities

  • Proven success in developing and driving annual sales volume which exceeds revenue goals.
  • Proven success in leadership opportunities that create and or strengthen client relationships through strategic account planning.
  • Routinely attend and represent Custard Insurance Adjusters on related conventions, outings and events.
  • Train, evaluate, direct, and supervise business development team.
  • Establish territories, goals, quotas and budget for business development teams.
  • Analyze strategic partner’s needs, sales volume potential and pricing schedules to meet company goals.
  • Responsible for new business development and customer service maintenance within assigned territory.
  • Maintain a Positive “can-do” attitude toward everyone and positively execute company agenda.

As with all positions, this function will be performed by a qualified person. No forms of improper discrimination will be used as a job qualification.

Summary of Authority and Responsibility
New business development and customer maintenance for all commercial transportation accounts.

Supervision
Direct reporting and management by the President.

Minimum Requirements
College bachelor’s degree or equivalent preferred. Ten years of related sales experience. Understanding of independent adjusting operations with ten years of independent or company field adjusting experience preferred. Proven exceptional presentation, written, verbal and overall communication skill. Efficient in identifying opportunities to improve client relationships and accounts through consultative account planning and selling. Proven leadership skills in working with senior level management. Proven success in driving annual sales volume which exceeds revenue goals. Must have people skills and favorable (likeable) personality to effectively handle marketing and business development duties.

Location and Equipment
Inside and outside environment. Inside contact with Branch, Regional, and Business Development Managers, and senior management. Outside contact with clients, procedures and tradespersons. Travel a must.

Duties and Responsibilities

  • Prepare and present formal and informal proposals
  • Identify and capitalize on revenue opportunities
  • Proven success in leadership opportunities that create and or strengthen client relationships through strategic account planning.
  • Engage direct prospects to create new opportunities within existing client base and the market.
  • Maintain a Positive “can-do” attitude toward everyone and positively execute company agenda.
  • Routinely attend and represent Custard Insurance Adjusters on related conventions, outings and events.