Business Development Specialist

Essential Duties and Responsibilities Business Development Support: - Assist Producers and Practice Leaders with identifying, researching, and organizing prospective client opportunities within targeted industries, markets, and regions. - Maintain accurate and current prospect, pipeline, and opportunity information in CRM and other internal systems. - Prepare and coordinate sales materials, presentations, proposals, pre-meeting briefs, and follow-up correspondence for prospective clients. - Support the development of Request for Proposal (RFP) responses, finalist meeting materials, stewardship examples, and other business development resources. - Coordinate internal meetings, prospect meetings, and related follow-up items to support timely sales activity. - Provide administrative support for producer-led seminars, webinars, and educational events, including coordinating schedules, invitations, attendee lists, materials, logistics, and follow-up activities. - Assist with tracking seminar and webinar participation, documenting prospect engagement, and coordinating post-event follow-up to support producer outreach and business development efforts. - Track key business development activities, deadlines, and next steps to help ensure opportunities continue progressing through the sales process. - Assist with market, industry, and competitor research to support prospecting strategy and client-facing discussions. - Provide responsive support to Producers, leaders, and team members to help deliver a professional and consistent prospect experience. Client Service Support: - Coordinate administrative aspects of new client onboarding, including gathering required information, organizing implementation materials, tracking timelines, and supporting handoffs between sales and service teams. - Assist with preparation, organization, and maintenance of client files, carrier/vendor documentation, meeting materials, renewal support items, and other service-related records as needed. - Support the service team with scheduling, agendas, follow-up notes, deliverable tracking, and communication related to client service meetings and workflows. - Enter, update, and maintain accurate client information in CRM and other internal systems. - Support regional growth initiatives, cross-sell opportunities, referral tracking, and other sales enablement projects as assigned. Key Competencies: - General knowledge of Employee Benefits products, services, terminology, and sales process. - Strong business development, sales support, research, and organizational skills. - Knowledge of Microsoft Office programs, including Outlook, Word, PowerPoint, Teams, and Excel. - Ability to learn and effectively use CRM, agency management systems, proposal platforms, and other internal technology tools. - Ability to coordinate administrative client service activities, maintain accurate records, and support timely communication between service teams, carriers, vendors, and clients. - Strong attention to detail, follow-through, and time management abilities. - Strong ability to multi-task, prioritize work, and meet deadlines in a fast-paced environment. - Ability to work effectively and efficiently both with and without direct supervision. - Strong interpersonal communication skills, both written and oral. - Customer service-oriented approach with the ability to build rapport and maintain professional relationships. - Ability to handle sensitive and confidential information with tact, diplomacy, and discretion. Education and Experience: - High school diploma required; college degree preferred. - Must have a high level of interpersonal skills to handle sensitive and confidential situations. Certificates, Licenses, and Registrations: - Washington Life, Disability (health), Travel license, preferred or willing to obtain within 60 days of hire date. - Professional designations such as CEBS, BGA, PHR, or CLU preferred. - Valid driver’s license required.