Cover Whale
Using technology to make the world safer.
Production Business Relationship Manager – Lead
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