Business Development Coordinator - Insurance experience

· 3–7 years of experience in project management, operations, consulting support, or a similar professional services environment

· Experience in employee benefits, insurance, consulting, or related professional services preferred

· Strong organizational and prioritization skills with the ability to manage competing demands

· Ability to operate independently while partnering closely with a senior stakeholder

· Strong communication skills with the ability to build trust and credibility across teams

· Detail-oriented with strong problem-solving and follow-through capabilities

· Comfortable managing ambiguity and adapting priorities in a fast-paced environment

· Proficiency in Microsoft Office (Excel, PowerPoint, Outlook); experience with CRM or project management tools a plus

· Comfortable leveraging AI-enabled tools (e.g., Microsoft Copilot and future AI technologies) to improve efficiency, organization, and quality of work, including drafting, summarization, analysis, and workflow optimization

AI Proficiency Required: Intermediate: candidates should be able to:

• Effectively use generative AI tools for research, analysis, communication, and workflow optimization.
• Validate AI-generated outputs for accuracy and appropriateness.
• Apply sound judgment regarding data privacy, security, and regulatory requirements.
• Identify opportunities to improve team effectiveness through responsible use of AI.

Why This Role Matters

- Thi Business Development Coordinator role is highly impactful—supporting Producers, clients, and internal teams alike. By bringing structure, discipline, and proactive coordination to complex workflows, the Project Manager enables stronger client experiences, more consistent execution, and scalable growth for the business.