Cover Whale

Using technology to make the world safer.

Production Business Relationship Manager – Lead

Full TimeRemoteTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

New York

Posted

8 days ago

Salary

$90K - $130K / year

Bachelor Degree2 yrs expEnglish

Job Description

• Drive "Conversion Excellence" by aggressively managing the mid-funnel pipeline to achieve target Indication-to-Bind conversion rates. • Maintain "Velocity & Momentum" by reducing the Average Days to Bind through the enforcement of urgency with partners. • Provide real-time visibility into deal status and clear next steps to prevent opportunities from decaying. • Act as the primary contact for agents post-indication, clearly communicating requirements, timelines, and expectations. • Educate partners on Cover Whale’s standards for a "bind-ready" submission to improve quality and reduce friction. • Hold agents accountable to timeline discipline to ensure high-velocity premium growth. • Validate submission completeness and confirm agent intent before moving deals to the next stage. • Disqualify non-viable or low-quality opportunities early to protect Underwriting capacity and resources. • Minimize "kickback" rates due to missing or incomplete data. • Maintain CRM accuracy across all managed deal stages (Indicated, Quoted, Pending Bind). • Provide weekly insights to leadership regarding pipeline aging and conversion trends. • Manage renewal retention strategies to achieve target retention conversion rates.

Job Requirements

  • Experience in the insurance or MGA sector, specifically within commercial auto, trucking, or logistics.
  • Minimum of 2 years of underwriting experience.
  • 2–4 years of experience in business development, sales operations, or high-volume account management.
  • Proven experience managing and optimizing a HubSpot-driven pipeline (fleet or high-volume environments strongly preferred).
  • Demonstrated ability to analyze conversion data, identify performance trends, and clearly articulate what drives higher close rates versus underperformance.
  • Strong analytical capabilities with hands-on experience using HubSpot, Excel, and/or Google Sheets to track KPIs and generate actionable pipeline insights.
  • Assertive & Decisive:** You move with urgency and hold firm on timelines without being abrasive.
  • Commercial Judgment:** You know when to push a deal forward, when to pause, and when to disqualify to protect company resources.
  • Radical Ownership:** You treat every indicated dollar as a personal responsibility to convert into bound premium.
  • Process-Oriented:** You leverage structure and discipline to accelerate outcomes — not create bureaucracy.
  • Analytical Mindset:** You rely on data to guide decisions, optimize performance, and continuously improve results.

Benefits

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k) match up to 4%
  • Wellness benefits, including EAP, Gym Reimbursement, etc.
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Paid Family Leave (Maternity, Paternity)
  • Tuition Assistance
  • Professional Training & Development

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