Business Development Coordinator
Date: Dec 20, 2024
Location: Dallas - Hybrid, TX, US
Company: McLarens Global
Established in 1932, McLarens is a premier independent global insurance services provider with a widespread global presence. Specialising in complex, commercial, and niche markets, the company offers comprehensive loss adjusting, claims, and risk management services, along with forensic technical services, auditing, and pre-risk surveying. McLarens' extensive global network allows for consistent service delivery to clients globally, while also providing localized expertise and responsive support. Our seasoned adjusters boast an average of over 20 years of experience, catering to various industries with expertise in Property, Casualty, Crisis Management, Natural Resources, Construction & Engineering, Agriculture, Aviation, Forensic Accounting, Investigation, Marine, FAJ & Specie, Global TPA Services, and Environmental consulting services.
The professionals at McLarens live by a set of shared values that guide their actions and behaviors:
EXCELLENCE – We aim for nothing less than the highest standards in everything we do.
TEAMWORK – We work best when we work together with clients, colleagues, and suppliers alike.
RESPECT – We are trusted to keep our promises, act with integrity, and treat people the right way.
KNOWLEDGE – We know our market better than anyone, but still, we never stop developing.
THOUGHT LEADERSHIP – We use inspired thinking and pioneering solutions to stay ahead in an ever-changing market.
ACCOUNTABILITY – We move with urgency to deliver on our commitments and drive for results, even amid ambiguity.
POSITION: Business Development Coordinator
Position Summary:
We are looking for a motivated and detail-oriented Business Development Coordinator to join our team. This nonexempt role focuses on outreach to potential new customers while supporting the overall business development process. The ideal candidate will have a foundational understanding of the insurance industry and excellent communication skills to engage with new prospects and build lasting relationships.
Key Responsibilities:
- Customer Outreach & Engagement:
- Initiate outreach to potential clients in the insurance industry through calls, emails, and social media, fostering relationships and presenting company products/services.
- Qualify leads, respond to inquiries, and schedule meetings or follow-ups for the business development team to discuss tailored solutions.
- Support initial customer contact by providing product and service information to prospective clients.
- Lead Generation & Market Research:
- Assist in identifying target audiences and generating new business opportunities through research into potential clients within the insurance sector.
- Monitor competitor activities and industry trends to support the development of outreach strategies.
- Sales Support:
- Help prepare client-facing materials, such as presentations, proposals, and follow-up communications.
- Manage lead data and activities in CRM systems to ensure accurate tracking of prospects and timely follow-ups.
- Support sales campaigns designed to attract new leads and convert them into potential clients.
- Client Relationship Management:
- Assist in tracking outreach activities, customer interactions, and lead conversion metrics to provide regular updates to the business development team
- Help coordinate webinars, virtual events, or other outreach initiatives to engage prospects and support lead conversion efforts.
- Administrative & Reporting Support:
- Support administrative tasks as needed, including coordinating meetings, preparing reports, and updating CRM records.
- Prepare and submit Weekly Report and GMT Submissions
- Actively maintains memberships in industry-specific organizations as applicable
- Manage Outlook Calendar/Teams invites and scheduling of events and meetings
- Collaborate with Marketing department on setting up social media content for LinkedIn/Website prior to day of event
- Utilizes and manages CRM tool to keep all client information up-to-date and all activities current
- Maintains and executes corporate reporting needs
- Attend BD Team meetings
- Logging/tracking expenses
- Oversee customer retention campaigns in the CRM system, analyzing and reporting results to leadership.
- Engage daily with customers and follow up with potential prospects.
- Participate in industry events to generate and pursue new client opportunities.
- Coordinate RFP responses and other client deliverables for new business prospects as needed
- Support the renewal process by gathering and providing relevant documents.
- Assist with loss-run requests as needed.
- Conference and event coordination.
Qualifications:
- Education: High School Diploma or equivalent required; Associate’s or Bachelor’s degree in Business, Marketing, Communications, or a related field preferred.
- Experience:
- 1+ year of experience in customer outreach, sales, or business development, ideally within the insurance industry or a similar field.
- Familiarity with insurance products, terminology, and industry dynamics is preferred but not required.
- Skills & Competencies:
- Excellent verbal and written communication skills, with the ability to connect with prospects and convey value propositions clearly.
- Strong organizational skills, with the ability to manage multiple tasks and meet deadlines.
- Proficient with CRM systems and basic office software (e.g., Microsoft Office Suite, Google Workspace).
- Detail-oriented and able to maintain accurate records and reports.
- Ability to work collaboratively in a team environment while also being self-motivated to take initiative.
- Proven track record in customer service and client retention.
- Proficiency in Microsoft Suite, virtual platforms, Canva, Constant Contact and CRM databases.
- Knowledge of commercial Property & Casualty (P&C) insurance principles a plus.
- Strong project management skills with the ability to manage multiple projects.
Additional Information:
- Work Environment: This is a remote position with potential travel for business events
- Compensation: TBD
- Overtime Eligibility: As a nonexempt role, this position is eligible for overtime pay based on hours worked beyond 40 hours per week.
If you are a self-driven individual with a passion for building relationships and a desire to grow in the business development field, we encourage you to apply and become a part of our dynamic team!
Our Company is an equal employment opportunity employer. The Company’s policy is not to discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender identity, genetic information, religion, national origin, age, disability, veteran status, or any other basis protected by applicable federal, state, or local laws. The Company also prohibits harassment of applicants or employees based on any of these protected categories.
Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth