Business Development Specialist

1 week ago

Vancouver, Canada Family Insurance Solutions Full time

**Job Type**Regular Full-Time
**Remote Type**Hybrid
**Location**Vancouver, Canada
**Posting Range**$55,800 - $102,800

**Love What You Do**
Family is part of Definity, a Canadian, multi-channel, property, and casualty insurance company whose success is founded on our family of companies’ long history of delivering a superior experience for those who count on us. We’re proud to help our customers, broker partners, employees, and communities adapt and thrive in a world of constant change. Our success in transforming into a digital leader in our industry is driven by a talented and engaged team with a passion for innovation and high performance.

Our ambition is to be one of Canada’s leading and most innovative P&C insurers. Come be a part of our journey, and love what you do.

Family offers flexible, hybrid work experience where employees work from the office and virtually depending on the type of work they are doing and who they are working with. Bring your true self and be a part of our journey. It’s better here.

**What can you expect in this role?**
Reporting to the Director, Business Development, the Business Development Specialist is a key sales support role within the Sales & Distribution team, acting as the primary point of contact for brokers and supporting Advisor(s), Business Development (BD). They are responsible for deploying Broker services and solutions and providing excellent customer service to support operational efficiency in order to create strategic growth opportunities across lines of business and drive Broker satisfaction.

They possess strong knowledge of Family's Personal Insurance lines of business. The incumbent supports the Business Development Advisor in managing Broker relationships to drive profitable GWP growth and collaborates with peers in BD, Regional UW Operations and Claims in his/her region to share market intelligence and deliver a consistent Broker experience which meets or exceeds Broker expectations and needs.

In addition, the Business Development Specialist is responsible for the functional system training and product training for both internal users and external broker partners. In order to meet this objective, the incumbent will identify system training needs, develop training guidelines and schedules, conduct broker focus groups and receive and facilitate feedback on Family’s system & Economical products.

**Responsibilities**

As Business Development Advisor, you will be responsible for:
**Broker training and development**:

- Training needs analysis, preparing annual training plans, creating and implementing new training (module) seminars for brokers and delivering effective Point of Sale (POS) & SME Pathway (CI) training seminars.
- Assist in the development of marketing campaigns and their results and compile competitor information to create reports outlining the differences across the market.
- Regular communication with brokers and customer service representatives on new product information or changes to existing products.

**Broker Planning**:

- Providing inputs to Business Development Advisors on Broker account plans, evaluating brokers, and developing and implementing an annual Broker service advisory plan.
- Collecting and escalating market intelligence in PI & CI and providing input to inform competitive analysis.

**Operational Expertise (Broker Service Advisory)**:

- Acts as regional SME for Broker and Family's broker-facing systems and technologies, helping build an understanding of these systems among Advisors, Business Development and other regional resources, as appropriate.
- Provides advisory and consultative services to Brokers on Family’s & Economical system functionality.
- Works with brokerage staff on-site to provide support and guidance to Brokers concerning relevant Family/ Economical systems and tools.
- Supports deployment of new services and offerings to Brokers.
- Provides support and input to the Director, Business Development on new services and offerings and continuous improvement opportunities for Family's services, Broker-facing tools, workflow/processes, systems, etc.
- Adheres to relevant guidelines; implements and monitors operational controls and risk protocols for the Brokers he/she supports, escalating issues where appropriate.

**Sales Management**:

- Works with the Business Development Advisor to manage the pipeline of opportunities for the Brokers.
- Develops and maintains strong relationships with key contacts within brokerage organizations, identifies opportunities (e.g., new business, portfolio transfers, etc.) primarily with regards to Personal Insurance & SME Commercial, and works with the Advisor, Business Development to report and pursue opportunities.
- Supports the development and implementation of sales pursuit plans, portfolio transfers, and new Broker Appointments in PI & CI.
- Develop feasible/profitable innovative solution(s) working together with the Broker, Advisor, BD, and Underwriters.

**Broker Exp

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