Business Development Coordinator - Insurance experience

Your Responsibilities

The Business Development Coordinator provides essential support to Producer ‘s in identifying, pursuing, and securing new business opportunities. researching prospects, generating meeting opportunities, and nurturing contacts so that the producer can close more deals.

Market Research:

• Conduct market research to identify potential clients, industries, and trends.
• Gather information on competitors and market conditions to support business development strategies.
  
  

Lead Generation:

• Assist in identifying and qualifying potential leads through various channels, including online research and networking events.
  
  

Client Relationship Management:

• Coordinate prospect meeting details.
• Support the development and maintenance of client relationships by coordinating communication and follow-up activities.
  
  

Assist in the preparation of client engagement materials and presentations

Producer Partnership & Execution and partner closely with a Producer to support and execute against a growing and complex book of business

• Act as a right-hand partner by helping prioritize, organize, and manage day-to-day workflows and key initiatives
• Translate strategic goals into actionable plans, timelines, and deliverables
• Ensure deadlines, client commitments, and internal deliverables are consistently met
• Proactively identify risks, gaps, and opportunities to improve execution and service delivery
  
  

Project Management & Coordination

• Own and track timelines across multiple client-facing and internal projects simultaneously
• Coordinate work across Account Managers, Analysts, and other internal stakeholders to drive projects forward
• Maintain visibility into open items, next steps, and dependencies; ensure timely follow-up
• Support special projects, including client events, internal initiatives, and cross-functional efforts
• Facilitate internal alignment through regular check-ins, status updates, and action-item tracking
  
  

Client & Business Support

• Support preparation and coordination for key client meetings, renewals, and deliverables
• Assist with development and organization of presentations, materials, and meeting agendas
• Help manage client communications, follow-ups, and internal escalation as needed
• Leverage project management and CRM tools (e.g., Salesforce) to track progress, tasks, and key touchpoints
• Stay current on internal tools, templates, and processes that drive efficiency and consistency
  
  

Process Improvement & Operations

• Continuously evaluate and refine workflows to improve efficiency and reduce friction
• Support internal reporting, tracking, and planning efforts as needed
• Contribute to team-wide initiatives, best practices, and operational improvements
  
  

Qualifications

• 3–7 years of experience in project management, operations, consulting support, or a similar professional services environment
• Experience in employee benefits, insurance, consulting, or related professional services preferred
• Strong organizational and prioritization skills with the ability to manage competing demands
• Ability to operate independently while partnering closely with a senior stakeholder
• Strong communication skills with the ability to build trust and credibility across teams
• Detail-oriented with strong problem-solving and follow-through capabilities
• Comfortable managing ambiguity and adapting priorities in a fast-paced environment
• Proficiency in Microsoft Office (Excel, PowerPoint, Outlook); experience with CRM or project management tools a plus
• Comfortable leveraging AI-enabled tools (e.g., Microsoft Copilot and future AI technologies) to improve efficiency, organization, and quality of work, including drafting, summarization, analysis, and workflow optimization
  
  

AI Proficiency Required: Intermediate: candidates should be able to:

• Effectively use generative AI tools for research, analysis, communication, and workflow optimization.
• Validate AI-generated outputs for accuracy and appropriateness.
• Apply sound judgment regarding data privacy, security, and regulatory requirements.
• Identify opportunities to improve team effectiveness through responsible use of AI.
  
  

Why This Role Matters

• Thi Business Development Coordinator role is highly impactful—supporting Producers, clients, and internal teams alike. By bringing structure, discipline, and proactive coordination to complex workflows, the Project Manager enables stronger client experiences, more consistent execution, and scalable growth for the business.