Business Development & Client Relations Specialist

Job Summary

Job Responsibilities

Business Development
Support the General Manager:

• Execute strategic marketing and business development plans.
• Drive premium income and brokerage commission targets.
• Identify and pursue new business opportunities aligned with company objectives.
• Conduct market research on industry trends, competitors, and opportunities.
• Prepare and deliver business proposals, presentations, and negotiations.

Client Relationship Management

• Collaborate across departments to ensure operational efficiency.
• Understand client needs and provide tailored solutions.
• Address client concerns promptly to maintain satisfaction.
• Conduct client visits and regular business reviews.
• Track, measure, and report business development activities.
• Represent the company at networking events, trade shows, and conferences.
• Maintain accurate records of client interactions, proposals, and agreements.
• Manage client portfolios to ensure retention and incremental growth.
• Assist with tender preparation for new business acquisition.
• Ensure courteous, proactive, and accurate customer interactions.
• Oversee timely preparation and distribution of client documents.
• Support management of accounts receivables in compliance with payment schedules and regulations.

Risk Placement

• Collaborate with clients to design insurance and risk management programs within budget.
• Analyze plan performance, negotiate renewals, and recommend improvements.
• Ensure all material information is obtained and conveyed to insurers.
• Maintain ethical standards and positive relationships with insurers.
• Secure fair and equitable rates from insurers.
• Ensure all documentation meets company quality standards.

Other Responsibilities

• Maintain confidentiality of company information.
• Uphold professional conduct and protect company reputation.
• Foster respectful relationships with employees for a healthy work environment.
• Verify accuracy and authorization of transactions.
• Stay updated on insurance knowledge, industry laws, and developments.

Job Requirements

• Bachelor’s degree in Business Administration, Marketing, Insurance, or related field.
• Professional insurance certifications (e.g., CPCU, CIC, ARM, CLU, CISR, FLMI) would be an asset.
• 6-10 years’ experience in sales and marketing, ideally in General Insurance.
• Driver’s license and clean driving record.
• Excellent communication and interpersonal skills.
• Strong analytical skills with the ability to interpret market data and trends.

Interested and qualified candidates can submit their resumes to christel@evecaribbean.com or contact +592 734-5269.