Business Development Coordinator

JOB PURPOSE

The Relationship Development Associate is a hands-on role focused on the tactical execution of growth and retention initiatives. This role serves as a direct support engine for the relationship & business unit teams, ensuring the consistent delivery of marketing/sales, prospecting, research, engagement activities and event logistics.

CORE WORK RESPONSIBILITIES

Underwriting & Sales Support

• Underwriter Sales Empowerment: Act as a tactical partner to the underwriting staff by providing the specific marketing tools and sales materials needed to drive stronger agent relationships.
• Prospecting & Market Intelligence: Perform deep-dive research and compile prospecting data to assist underwriters in identifying new business opportunities within their specific territories.
• Actionable Follow-Up Systems: Implement standardized follow-up email templates and manage "action item" workflows to help underwriters maintain high-value touchpoints with their agents.
• Agent Relationship Events: Handle the coordination and on-site logistics for targeted agent events, creating environments that facilitate connection and community building.
• Marketing Campaigns: Set up and monitor marketing campaigns at the producer level to increase brand visibility and support acquisition goals.

Relationship & Retention Program Support

• Program Execution: Assist in the coordination and daily execution of proactive retention and relationship strategies, including personalized engagement campaigns and packaging, shipping, and delivery logistics for marketing materials, gift items, and event-related materials.
• Value-Driven Connection: Execute the logistics for in-person and virtual events and educational initiatives designed to increase brand advocacy and customer lifetime value.
• Community Management: Participate in digital discussions and facilitate community management across social channels to ensure a consistent brand voice.

Data Maintenance

• Utilize CRM tools to maintain accurate records, track agent engagement, and provide reporting on campaign performance.

QUALIFICATIONS

Required:

• 1–3 years of experience in marketing, customer success, or a sales support role.
• Proficiency in CRM software (e.g., Salesforce), email marketing platforms, and Microsoft Excel and PowerPoint.

COMPETENCIES

• Task Management Completes assigned tasks by organizing work, following established processes, and maintaining progress to support timely and accurate execution of marketing support activities.
• Resourceful Gathers required information, follows established guidelines to address routine issues, leverages learned knowledge and tools, and escalates non-routine questions or obstacles with possible solutions to appropriate team members.
• Content Development Assists in ideating, preparing, and updating marketing materials by organizing information, using standard business tools and a basic understanding of our products/services, audiences, and our business.
• Collaboration Supports team and partner activities by sharing information, responding to requests in a timely manner, and coordinating assigned tasks to help meet timelines and deliverables.
• Professionalism Maintains attention to detail, follows established procedures, and produces consistent, accurate work while responding appropriately to feedback and guidance.