Business Development Associate | Property & Casualty
CBIZ · cbiz.com
AlpharettaOn-siteEntry level
The job in short
Property and casualty insurance business development.
SalesforceMarketingNetworkingInsurance
Details
- Found
- 23 d ago · posted 2026-08-07
- Location as listed
- Alpharetta, GA, United States
- Role
- Business Development
- Source
- The company’s own careers site
Full description
#LI-KW1 #LI-Office
Essential Functions and Primary Duties
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Prospect and develop new business opportunities within the healthcare sector, including physician groups, ambulatory surgery centers, medical practices, assisted living facilities, long-term care organizations, and other healthcare providers.
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Conduct proactive outreach through calls, emails, networking, referrals, industry events, and digital platforms to identify and engage prospective clients.
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Research healthcare organizations, decision-makers, market trends, and competitive opportunities to build and maintain a strong sales pipeline.
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Schedule introductory meetings and discovery conversations for Producers and healthcare specialty advisors.
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Collaborate with Producers, Account Executives, and Risk Advisors to develop customized medical malpractice and healthcare risk management solutions for prospective clients.
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Build and maintain relationships with healthcare administrators, physicians, practice managers, executive leadership teams, and industry partners.
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Follow developments in the healthcare and insurance industries, including medical professional liability trends, regulatory changes, emerging risks, and carrier market conditions.
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Identify opportunities to cross-sell additional insurance and risk management services, including property & casualty, cyber liability, management liability, and employee benefits solutions.
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Provide market intelligence and competitive insights gathered through interactions with clients, prospects, referral partners, carrier representatives, and industry contacts.
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Accurately maintain prospect activity, pipeline progression, and sales opportunities within the firm's CRM system.
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Support the execution of marketing campaigns, client events, educational seminars, and healthcare-focused business development initiatives.
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Participate in industry associations, networking organizations, and conferences to enhance market visibility and generate qualified leads.
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Assist in the development and execution of territory and target account strategies designed to achieve new business growth objectives.
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Additional responsibilities as assigned.
Preferred Qualifications
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Bachelor's degree in Business, Marketing, Healthcare Administration, Communications, Risk Management, or a related field preferred.
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1-3+ years of business development, sales, healthcare marketing, insurance, or client-facing experience preferred.
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Demonstrated interest in healthcare, risk management, medical malpractice insurance, or professional liability insurance.
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Strong prospecting, networking, lead generation, and relationship-building skills.
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Excellent verbal and written communication skills with the ability to communicate effectively with healthcare executives and providers.
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Ability to manage multiple priorities while maintaining strong attention to detail and follow-through.
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Experience using Salesforce, HubSpot, Microsoft Dynamics, or other CRM platforms preferred.
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Self-motivated with a consultative sales approach and a strong desire to build a career in healthcare insurance and risk management.
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Licenses & Professional Designations Preferred
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Active Property & Casualty Insurance License or ability to obtain within a designated timeframe.
Minimum Qualifications
• High School Diploma or GED required
• Less than 3 years of proven business development experience
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrate the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Ability to analyze and prioritize multiple responsibilities
• Proven track record of meeting sales targets
• Results driven and customer focused
• Must be able to travel based on client and business need
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