Business Development Coordinator - Insurance experience

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\:

Lead Generation\:

Client Relationship Management\:

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