Business Development Officer

Summary: This role is central to Areté Insurance Brokers’ success, focusing on building trusted client relationships and delivering personalized insurance solutions. The professional will proactively engage prospects, conduct consultations, and recommend tailored policies based on individual needs. Ongoing client support includes policy reviews after life changes, accurate documentation, and clear communication of coverage details.

By staying compliant, informed, and collaborative, the individual helps drive sustainable growth, operational excellence, and broader market awareness. The position requires a client-first mindset, integrity, accountability, and a commitment to continuous improvement.

Responsibilities

Identify and connect with potential clients through targeted outreach and relationship-building. Conduct consultations via phone and in-person to assess insurance needs and explore options. Recommend customized insurance policies aligned with each client’s unique situation. Present approved policies with clear explanations of benefits, risks, and terms.

Review and update policies for existing clients following major life events. Complete client applications, generate quotes, maintain accurate records, and prepare reports. Stay informed on industry trends, market shifts, and regulatory changes. Foster strong relationships with internal teams and external partners. Communicate effectively to achieve shared goals and resolve issues quickly.

Demonstrate accountability and responsible use of time, tools, and resources. Ensure all work meets brokerage standards, budget guidelines, and regulatory requirements. Verify the accuracy and quality of policies, reports, training materials, and marketing content. Support team collaboration and professional development within Areté Insurance Brokers.

Contribute to national initiatives that promote insurance literacy and adoption. Perform other duties as assigned.