Business Development Representative, IA

 Posted 2 hours ago
     
 $55000 - $67000 per year
  
2-5 years experience
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AI Summary

The role focuses on driving agent growth by making outbound calls to independent agencies and managing the onboarding process. It involves conducting product training and business reviews to enhance agent engagement and product adoption.

The Opportunity

As Root continues to expand their footprint in the Independent Agent space, we are looking for a Business Development Representative to help fortify the success of our fast-paced agency channel. In this role, you will be working closely with the business development team and other key internal stakeholders to advance our agent growth strategy and enhance our agent experience. Additionally, you will work closely with our agency partners to support them as they rapidly grow their book with Root.


Salary Range: $55,000 - $67,000

Root is a “work where it works best” company. This means we will support you working in whatever location that works best for you across the US.


How You Will Make an Impact

  • Make outbound calls to independent agencies across the Root footprint with the goal of securing an appointment with them
  • Manage the onboarding process for each appointment application
  • Partner with the business to target key growth markets in the agency channel
  • Host regular product training for new and existing appointed agents
  • Conduct monthly/quarterly business reviews as needed with agency partners that drive new writings, premium and profit goals
  • Drive agent engagement through continued agent education and experience enhancements
  • Provide in-depth knowledge of Root’s underwriting and business appetite to agency partners
  • Collaborate with internal and external business partners to drive product adoption and improvements
  • Gather, classify, and analyze agent feedback for continuous improvements
  • Participate in the development, maintenance, and consistent application of standard processes across agency onboarding
  • Provide input for continuous development of department guidelines and best practices
  • Leverage analytical business functions, including engineering, analytics, and product teams, to identify trends and opportunities to achieve favorable results
  • Use independent discretion and judgment to consistently review business areas of opportunity
  • Recommend viable solutions and alternatives to identified opportunities


What You Will Need to Succeed

  • Professional experience with an insurance carrier or an agency
  • Thorough knowledge of insurance and the types of product offerings Root provides
  • Proven success in outbound call campaigns
  • Ability to build collaborative working relationships
  • Communicate and collaborate effectively in a matrixed environment
  • High sense of professionalism while remaining empathetic
  • Great attention to detail
  • Self-starter and ability to work independently and effectively prioritize work
  • Effective written and oral communication skills
  • Problem solver with a drive to “win”



As part of Root's interview process, we kindly ask that all candidates be on camera for virtual interviews. This helps us create a more personal and engaging experience for both you and our interviewers. Being on camera is a standard requirement for our process and part of how we assess fit and communication style, so we do require it to move forward with any applicant's candidacy. If you have any concerns, feel free to let us know once you are contacted. We’re happy to talk it through.

Please see our Privacy Notice available HERE for more information on how we process your personal data.

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