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Deland, Gibson Insurance Associates · 13 hours ago

Business Development Coordinator

Worcester, MA

Full-time

Hybrid

Entry Level

1+ years exp

Deland, Gibson Insurance Associates is seeking a Business Development Coordinator who will support the Risk Advisor team across various insurance domains. The role involves managing sales pipelines, conducting prospect research, and ensuring sales process excellence to drive growth and efficiency in sales activities.

Financial ServicesInsurance

Responsibilities

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

Qualification

CRM platformsApplied EpicCommercial insurance knowledgeMicrosoft OfficeSales support experienceData analysisProfessional presenceCommunication skillsOrganizational skillsSelf-starter