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Business Development Associate at NFP in Norwell, MA

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Description

Responsibilities:

  • Coordinate bi-weekly business development meetings - responsible for compiling and distributing meeting agenda and collateral
  • Prepare monthly sold and opportunity reports from Sales Force for all lines of coverage. Maintain BD producer dashboard.
  • Maintain and update Sales Force including:
    • Prospects for all Sales Executives
    • Active clients
    • Opportunities
  • Prepare presentations and reports as needed for internal and external meetings
  • Maintain BD team project plan
    • Track prospect and client meetings
    • Create an effective and consistent process for updating plan and keeping Managing Director aware of status of all clients/prospects
  • Provide administrative support to both Senior Director and Managing Director including:
    • RFP formatting and finalization for delivery
    • Preparation of expense reports
    • Coordinate social, training and sporting events for clients and prospects with Senior Director
    • Email and calendar management for Managing Director and Senior Director
    • Coordinate travel for business trips
  • Support Senior Director and Managing Director with various projects
  • Manage use of social media to promote NFP brand and support prospecting efforts

Skills

  • Project management
  • Strong written/oral communication
  • Ability to multi-task and prioritize
  • Strong organizational skills
  • Attention to detail
  • Ability to work independently and follow through with minimal direction
  • Demonstrates flexibility, has positive attitude and sense of humor
  • Self-starter; ability to think proactively and make process improvements when necessary

 

Requirements

  • 1 + year experience in insurance industry
  • BA/BS
  • Experience with Sales Force preferred
  • Strong in Microsoft Office including Excel, Word, Power Point and Outlook
  • Social Media - LinkedIn, Twitter, Facebook/Workplace, Instagram

Qualifications

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