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Business Development & Distribution Director

Business Development & Distribution Director

CopperPoint Insurance CompaniesWalnut Creek, CA, US
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Business Development & Distribution Director

CopperPoint has an exciting opportunity for a fully remote Business Development and Distribution Director in the East Bay / Sacramento / San Francisco area. This role is responsible for identifying and managing high-performing distribution partners to drive both strategic and tactical initiatives that support CopperPoint's revenue and financial goals. As the "Face of CopperPoint," this leader will strengthen partner relationships, resolve challenges, and seize opportunities that enhance loyalty and maximize ROI across our distribution channels.

Job Responsibilities :

  • Establish strategic business development initiatives
  • Present business opportunities and business cases to the senior leadership team as required
  • Identify, generate, and close sales and new business opportunities
  • Contribute to the execution of the marketing strategy and business development plans
  • Coordinate, prepare, and present proposals and business plans that target newly recognized business opportunities
  • Participate in external and internal business events, road shows, and seminars, as required by management
  • Leads Agency engagement activities; regularly meeting with, communicate strategies and goals, while identifying opportunities with each assigned Agency in their distribution channel
  • Builds strategic relationships to drive new business, profitability and other business objectives
  • Conducts producer meetings that are agenda driven, addressing existing deliverables and commitments (company and producer), review existing pipeline and identify new opportunities
  • Monitors production and quality of assigned Agency partners
  • Manages Partnership Plans, Profit Sharing & Financial incentives to maximize growth and profit of the portfolio
  • Collaborates across the enterprise
  • Prospects and prequalifies new producers and agencies to determine working relationship
  • Attains a thorough knowledge of the geographic territory assigned about production sources, competitor activity, and economic and geographic peculiarities
  • Assist in pre-qualifying accounts to be submitted to underwriting and follow-up with brokers for additional information and guidance, as needed
  • Partner with brokers as needed in the development and delivery of sales proposals and presentations for new and renewal business. Provide subject matter expertise during client business reviews; ensure services align with client needs and expectations
  • Utilize Salesforce to look for available initiatives
  • Assist Leaders with external agency development training engagement activities

Qualifications / Competencies :

  • BS / BA college degree. The knowledge and skill levels acquired through undergraduate level studies especially in the areas of business administration, finance or marketing and minimum of 3 years of insurance industry experience with increasing responsibilities
  • In depth understanding of insurance sales, marketing, and underwriting
  • Strong insurance, business and financial acumen
  • Strong organizational, communication & presentation skills
  • Ability to effectively influence internal and external stakeholders
  • Ability to collaborate with cross-functional teams
  • Demonstrated ability to effectively build relationships with agents and brokers
  • Demonstrated ability to manage multiple projects simultaneously
  • Analyzes complex administrative or business problems, evaluate alternatives, and make appropriate recommendations
  • Models self-leadership that encourages open, honest dialogue and leverages diverse strengths of self and others
  • Communicates in a clear, relevant and timely manner that promotes common understanding and engages stakeholders
  • Creates and manages synergistic relationships to achieve shared business objectives
  • Analyzes complex BDD problems and assesses decision impacts to determine and communicate appropriate solutions
  • Identifies and embraces opportunities to deliver competitive products and customer service
  • Executes effectively with clearly defined vision and measures of success
  • Benefits :

  • Employees and their families are eligible to participate in CopperPoint Insurance Companies benefit plans including medical, dental, vision, short-term disability, long-term disability, life insurance, a health savings account, a flexible spending account, and a 401k plan
  • We provide some benefits at no cost to the employee (Basic Life Insurance and AD&D at two times an employee's annual salary, Short- and Long-term Disability coverage, and Employee Assistant Plan)
  • Employees will accrue 0.0846 hours of Paid Time Off (PTO) per paid hour, which may total 22 days a year. In addition, employees will also receive 10 paid holidays throughout the calendar year
  • Salary Range :

  • $140,000.00 - $185,000.00 annually
  • Compensation may vary depending on skills, experience, education, and geographical location
  • In addition to base salary, compensation may include an annual discretionary bonus
  • Founded in 1925, CopperPoint Insurance Companies is a leading provider of workers' compensation and commercial insurance solutions. With an expanded Line of insurance products and a growing ten-state footprint in the western United States, CopperPoint embodies stability for policyholders in Alaska, Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Utah, and Washington. CopperPoint Mutual Insurance Holding Company is the corporate parent of Arizona-based CopperPoint Insurance Companies, Alaska National Insurance Company, and other CopperPoint Insurance Entities.

    CopperPoint's culture of compassion extends to the community through employee volunteerism, corporate matching, Board service, program sponsorships, and in-kind contributions. We empower employees by providing 12 hours of paid volunteer time annually and matching their personal contributions to the charities of their choice up to $500 per year.

    CopperPoint offers a competitive compensation package and comprehensive benefits package including major medical, dental, and vision, and a wide range of competitive benefits programs, generous matching contributions to your 401(k) plan, generous paid time off, tuition reimbursement, and other education benefits and business casual dress. CopperPoint is an equal employment opportunity employer. All qualified applicants will receive consideration without regard to race, color, sex, religion, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, marital status, ancestry or citizenship status, genetic information, pregnancy status or any other characteristic protected by state, federal or local law. CopperPoint maintains a drug-free workplace.

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    Director Development • Walnut Creek, CA, US

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