Job Description

The Senior Field Business Development Representative is responsible for the strategic oversight, growth, and performance management of a defined group of independent agents within Massachusetts. This role serves as a senior relationship owner, driving profitable growth, optimizing agency performance, and aligning field execution with the Company’s long-term strategic objectives.

The Senior Representative acts as a trusted advisor to top-tier agency partners and a key liaison between field operations and internal leadership, ensuring alignment across underwriting, marketing, service, and product teams.

Responsibilities

• Accountable for developing and executing strategic production plans for each agency, aligned with enterprise growth and profitability objectives.
• Lead the analysis, forecasting, and performance management of agency production, proactively identifying trends, risks, and opportunities; adjust strategies to ensure achievement of territory goals.
• Drive territory-level strategy, including segmentation of agencies, prioritization of high-value partners, and optimization of resource allocation.
• Develop, implement, and evaluate advanced sales programs and initiatives, ensuring measurable impact and scalability across the territory.
• Serve as a senior advisor to agency leadership, providing consultative guidance on book management, growth strategies, and market positioning.
• Conduct in-depth portfolio and profitability analysis of each agency’s book of business; design and execute targeted action plans to improve performance.
• Establish and oversee robust follow-up and accountability frameworks to ensure sustained execution and results.
• Lead and present comprehensive territory and executive-level reviews, delivering insights and strategic recommendations to internal stakeholders.
• Translate and communicate target market strategy, including preferred risk profiles and acquisition channels, ensuring alignment with underwriting and product strategy.
• Identify systemic service or operational issues, lead cross-functional resolution efforts, and drive continuous improvement initiatives.
• Maintain a high-impact agency visitation strategy, prioritizing strategic engagements over transactional interactions.
• Act as a subject matter expert on company products, underwriting guidelines, and market positioning; deliver advanced training and mentorship to agency partners.
• Maintain deep expertise in Massachusetts auto and home insurance regulations and ensure agency compliance and best practices.
• Monitor and analyze competitive intelligence and market trends, translating insights into actionable strategies for both field and internal teams.
• Lead agency appointment strategy, including identifying, recruiting, and evaluating high-potential agency partners aligned with long-term company goals.
• Conduct thorough due diligence and business case development for prospective agency appointments.
• Demonstrate advanced sales and negotiation expertise, including the ability to influence, close, and expand complex agency relationships.
• Mentor and support junior team members, sharing best practices and contributing to overall team capability development.

Qualifications

• 5+ years of Field Sales/Marketing experience working with Independent Agents required, with a demonstrated track record of high performance.
• Bachelor’s degree required; advanced industry experience (7+ years) may be considered in lieu of degree.
• Strong Personal Lines product expertise required.
• Professional designations such as CIC or CPCU strongly preferred.
• Demonstrated ability to operate at both strategic and tactical levels.
• Exceptional analytical, communication, and presentation skills, with experience engaging senior stakeholders.
• Proven leadership capabilities, including influencing without authority and mentoring others.
• Must reside in Massachusetts.
• Valid driver’s license and favorable driving record required.

Perks and Benefits:

• 4 weeks accrued paid time off + 9 paid national holidays per year
• Free onsite gym at our Boston Location
• Tuition Reimbursement
• Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision)
• Robust health and wellness program and fitness reimbursements
• Auto and home insurance discounts
• Matching gift opportunities
• Annual 401(k) Employer Contribution (up to 7.5% of your base salary)
• Various Paid Family leave options including Paid Parental Leave
• Resources to promote Professional Development (LinkedIn Learning and licensure assistance)
• Convenient location directly across from South Station and Pre-Tax Commuter Benefits