Business Development Coordinator - Wellesley, MA
2 days ago
Job description
Location: Wellesley or Worcester, MA (Hybrid)
The Business Development Coordinator (BDC) is a frontline growth role that supports the Risk Advisor (Producer) team across Commercial Insurance, Personal Insurance, and Employee Benefits by driving pipeline activity, improving sales execution, and ensuring discipline throughout the sales process. This role is responsible for prospect research, lead qualification, sales coordination, and CRM integrity, with a strong emphasis on consistency, follow-through, and conversion.
The BDC acts as a force multiplier for Producers—freeing them to focus on high-value selling activities while ensuring opportunities move efficiently through the pipeline using Deland, Gibson's GRIP (Gibson Risk Improvement Planning) sales process.
This position is ideal for someone early in their commercial insurance career who is competitive, organized, data-driven, and motivated to grow into a producer or senior business development role over time.
Sales & Pipeline Support
- Own day-to-day management of the sales pipeline in Applied Epic, ensuring accuracy, timeliness, and complete documentation
- Qualify inbound and outbound opportunities based on agency ICPs and minimum account standards
- Support Producers with pre-meeting preparation, follow-up coordination, and next-step execution
- Track opportunity stages, probability, and expected revenue to support forecasting and reporting
- Conduct prospect research and targeted outreach to support Producer growth goals
- Assist in identifying and advancing new business opportunities across Commercial Insurance, Personal Insurance, and Employee Benefits
- Identify and flag cross-sell and rounding opportunities within new and existing accounts
- Support COI (Centers of Influence) initiatives through research, coordination, and follow-up
- Act as an internal champion of the GRIP sales process
- Ensure GRIP discovery, documentation, and deliverables are completed consistently
- Help reinforce sales discipline, timelines, and accountability across opportunities
- Produce regular pipeline, activity, and conversion reports for Sales Leadership
- Analyze prospecting and sales activity to identify trends, gaps, and improvement opportunities
- Maintain clean data standards within Applied Epic and related sales tools
- Assist with Producer presentations, proposals, and meeting logistics
- Coordinate internal handoffs between Sales, Marketing, Account Management, and Service teams
- Support targeted sales and marketing campaigns as needed
- Leverage agency-approved sales enablement and client-facing technologies to enhance the sales process and client experience
- Support Producers in the effective use of platforms such as MyDG, Indio, Mineral HR, and other third-party tools to drive engagement, data collection, and consultative value
- Ensure sales enablement tools are integrated into the GRIP process and consistently utilized throughout the sales lifecycle
- Assist with training reinforcement, adoption tracking, and best-practice usage of sales technology across the sales team
- Work in close partnership with the Brand Coordinator to ensure consistent brand standards, messaging, and presentation across all sales materials and client-facing communications
- Coordinate with Marketing and Brand teams as needed for proposals, presentations, campaigns, and sales initiatives
- Ensure sales materials align with agency brand guidelines while supporting the consultative sales process
- Act as a liaison between Sales and Marketing to support timely execution without owning social media, community involvement, or standalone marketing programs
- 1–3 years of experience in business development, sales support, or a client-facing role
- Interest in commercial insurance sales and risk advisory services
- Familiarity with P&C insurance products and regulations preferred
- Experience with CRM or AMS platforms; Applied Epic strongly preferred
- Proficiency in Microsoft Office (Outlook, Excel, PowerPoint)
- Massachusetts P&C License or willingness to obtain within a defined timeframe
- Bachelor's degree in Business, Marketing, Communications, or related field
- Highly organized with strong attention to detail
- Strong written and verbal communication skills
- Comfortable working with data, metrics, and sales reporting
- Self-starter with the ability to manage multiple priorities in a fast-paced environment
- Professional presence and ability to work effectively across all levels of the organization
- Coachable, curious, and motivated by growth and performance
WORK ENVIRONMENT: This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, tablets, phones, multi-function printers, and fax machines.
PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to talk and/or listen; frequently stand; walk; sit for extended periods of time; frequently use hands/fingers to handle/feel when operating a computer and other office equipment; reach with hands and arms.
CAREER PATH: This role is designed as a development position with a clear pathway into Producer, Senior Business Development, or Sales Leadership roles based on performance, licensing, and demonstrated sales competency.
Similar jobs
The Development Coordinator (DC) at Breakthrough T1D is integral in the day-to-day execution of fundraising event efforts to support our organizational strategy and mission. Their relationships with constituents and donors on behalf of Breakthrough T1D will ensure the expansion o ...
2 weeks ago
The role starts relationship first between our business and our clients. · ...
1 week ago
Support the Customer Learning & Development team's strategic goals around empowering internal and external customers in using Boston Dynamics' products. · Play a key role in supporting our learning management system (LMS) and developing online learner-centric programs and resourc ...
2 weeks ago
As a Learning Developer and Coordinator you'll support the Customer Learning & Development team's strategic goals around empowering internal and external customers in using Boston Dynamics products. · ...
2 weeks ago
As part of our dynamic Development team you will play a vital role in advancing our mission by ensuring every gift is processed accurately acknowledged thoughtfully and stewarded with care. · ...
1 month ago
Posting Description · DEVELOPMENT COORDINATOR, MIT Museum, assists in the solicitation and cultivation of prospects and the coordination of proposals, memberships, presentations, events, meetings, initiatives, and administrative projects; coordinates a range of fundraising projec ...
1 day ago
The Capital and Development Project Coordinator provides support for the Asset Management and Development groups. This role focuses on reporting, planning, documentation, task tracking, and administration. · ...
3 weeks ago
· Overview · The Capital and Development Project Coordinator provides support for the Asset Management and Development groups. This role focuses on reporting, planning, documentation, task tracking, and administration. The ideal candidate works independently and collaboratively, ...
1 day ago
The Capital and Development Project Coordinator provides support for the Asset Management and Development groups. This role focuses on reporting, planning, documentation, task tracking, and administration. · ...
3 weeks ago
The Coordinator supports fundraising success and learns about fundraising strategy at Harvard Hillel. · No less than 2 years of experience in a dynamic position in a non-profit organization. · Highly collaborative problem-solver with curiosity to engage across teams both inside a ...
1 month ago
The Development Coordinator is responsible for managing daily operations, · effective administration, · and clear communication for the major and leadership gift unit of · the External Relations department. · This position involves sitting, · standing, · and working at a computer ...
2 weeks ago
This is a full-time, temporary assignment for approximately three months providing high-level administrative support to gift officers in the Institutional Advancement Development team at Brandeis University. · ...
1 month ago
Brandeis University has an opportunity for a talented and motivated Temporary Senior Development Coordinator. · ...
6 days ago
Posting Description · DEVELOPMENT COORDINATOR, MIT Museum , assists in the solicitation and cultivation of prospects and the coordination of proposals, memberships, presentations, events, meetings, initiatives, and administrative projects; coordinates a range of fundraising proje ...
2 days ago
The Coordinator serves as a hub of information, pro-active project management, and administrative expertise for Harvard Hillel's fundraising and student-facing program teams. · The Coordinator works closely with Central Services to plan and implement activities shared between Dev ...
1 month ago
The Coordinator, Development & Program Operations serves as a hub of information, pro-active project management, and administrative expertise for Harvard Hillel's fundraising and student-facing program teams. · Support fundraising success and learn about fundraising strategy. · M ...
1 week ago
2Life Communities seeks a Fund Development Coordinator to be an integral member of a dynamic fundraising team. · Cultivate relationships with a portfolio of corporate and individual donors. · Oversee and execute the gift acknowledgment process. · ...
1 week ago
We are a mission-driven organization with a vision whereby all older adults have the opportunity to age in community – to live a full life of connection and purpose in a dynamic and supportive environment. · ...
1 week ago
Se busca un coordinador de desarrollo para ser miembro integral de una dinámica equipo de recaudación de fondos responsable del manejo del proyecto e la coordinación general para apoyar los objetivos del departamento Fund Development. Este es un puesto a tiempo completo. · ...
1 week ago
The Facility Staff Development Coordinator/Certified Infection Preventionist is responsible for managing the infection control program at Belmont Manor. The ideal candidate should have experience in education and training staff members on infection prevention practices. · Key res ...
3 weeks ago