Business Development Executive
Full-time
Roc360
We are seeking a proactive and driven Business Development Executive (Insurance) to strategically grow lender and originator referral network. In this role, you will be responsible for identifying new lending partners, cultivating high-value professional relationships, driving borrower submissions, and executing rigorous, programmatic follow-up with our existing portfolio of partners.
KEY RESPONSIBILITIES
Network Expansion & Outreach
- Identify and target key lenders, originators, brokers, and lending platforms serving the real estate investment sector.
- Conduct structured outbound prospecting utilizing phone, email, LinkedIn, warm referrals, and face-to-face networking.
- Coordinate and lead pitch meetings with prospective partners to present ElmSure’s specialty insurance solutions and demonstrate how our workflow eliminates friction and reduces insurance-related closing delays.
- Represent the company at local, regional, and industry networking events to continually generate fresh referral channels.
Relationship Management & Analytics
- Build, manage, and meticulously maintain a high-volume pipeline of potential and active referral partners within the CRM.
- Conduct comprehensive monthly performance reviews with active lenders and originators to track and analyze core operational metrics:
- Volume of borrower submissions received
- Insurance quotes successfully issued
- Total policies bound and activated
- Identification and analysis of missed opportunities
- Resolution of any ongoing service or processing bottlenecks
ElmSure is a specialty insurance agency serving real estate investors and lenders across fix & flip, ground-up construction, rental, bridge, DSCR, and related loan transactions.
Vacancy posted 1 day ago
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