Business Development Coordinator

Job Title: Business Development Coordinator

Department: Sales

Reports To: Robert Czerwinski, Head of Worksite

Location: Hybrid

Job Type: Full Time

Commitment to Core Values

At Illinois Mutual, our culture is built around our four core values. These values shape how we operate and define our expectations of each team member’s contributions:

• Be honest, reliable and respectful
• Think of other first
• Work together to create results
• Stand out with personal, caring service

Job Summary

The Business Development Coordinator is responsible for driving growth in our Worksite insurance product line by acquiring and nurturing relationships with agents, agencies and clients, with a focus on cross-selling, upselling, and everboarding. This individual proactively seeks to recruit and onboard new agents via outbound calls and by following up on potential leads. To provide additional value to the agent and client experience, the business development coordinator oversees the overall sales process and maintains client relationships through communicating directly with agents, agencies, clients, and potential policyowners , across different platforms, to assess needs and make follow-up contacts to see if those needs have changed. This individual possesses comprehensive product knowledge that enables matching clients with the right products. The Business Development Coordinator performs product presentations to assist with training and developing agents. This position reports directly to the Head of Worksite Sales.

Primary Responsibilities

Grow New and Existing Sales

• Work closely with Head of Worksite Sales to help recruit and onboard new agents and clients through recruiting and sales activities, outbound calls and emails, and other inbound recruiting leads.
• Enhance new and existing relationships with Illinois Mutual’s Agents, Agencies, and clients.
• Stay current on company products and services.
• Maintain an accurate and updated database of client information.

Onboarding New Clients

• Take inbound calls/emails from new/existing Agents, run proposals/RFPs, and proactively convert that potential business to sales in new and/or existing accounts.
• Manage assigned accounts efficiently to provide solutions for existing and new business.
• Act as a liaison between the various departments (e.g., underwriting; policy service; agent contracting and commissions; IT) involved with the Worksite benefit plans.
• Conduct quarterly meetings with agents and clients to review any needs or cross-selling opportunities.
• Host employee presentations, administration procedures, training, web site training, benefit management, reporting and analysis.
• Troubleshoot, identify, and improve internal processes with various Illinois Mutual’s departments to help enhance the agent or case experience.

Anticipated Salary: $50,000 - $55,000

Benefit Overview: We strive for our employees to feel appreciated and supported, both professionally and personally. Our comprehensive benefit and discount package that meets a variety of needs is one way we demonstrate this. Some of our most admired benefits include:

• Compressed 4 1/2-day work week (Half-Day Fridays)
• No monthly premium cost for employee medical, life and disability insurance coverage
• Paid time-off accrual, including annual rollover; and paid holidays
• Competitive 401(k) plan with immediate vesting on Company contributions
• Discounted on-site employee cafeteria
• On-site exercise facility and company-provided exercise time
• Tuition reimbursement and training incentives
• Access to voluntary dental and vision insurance coverage

Qualifications

• Bachelor’s degree required.
• Employee benefits sales experience, including worksite product expertise and historical advising of agents as to when and where products should be added to new or existing accounts, strongly preferred.
• Must be able to obtain a life and health producer license if requested.
• A basic understanding of individual life and disability income product lines desired.
• Strong communication skills including active listening and empathy
• Strong organizational and time management skills including follow-up discipline
• Detailed oriented and capable of multi-tasking
• Strategic and critical thinking skills
• Ability to conduct themselves with professionalism and integrity
• Ability and willingness to take initiative and work with little supervision; goal-oriented
• Ability to build relationships with existing and new business
• Problem-solving and analytical skills
• Adaptive to change
• Ability to utilize professional persuasion and influence
• Ability to work and interact with honesty and respect in a team environment
• Familiarity with Microsoft 365 and Salesforce
• Willing and able to travel

Required Competencies

• Accountability (2)
• Continuous Learning (1)
• Customer Focus (3)
• Integrity (2)
• Organizational Awareness (1)
• Teamwork (1)

This job description is intended to provide a general overview of the position and does not include every detail of the role. Responsibilities and expectations may be subject to change based on Company needs.

Illinois Mutual is an equal opportunity employer.