Business Development Coordinator

JOB SUMMARY

The Business Development Coordinator performs a wide range of administrative, analytical, and coordination support activities to facilitate the efficient operation of the Case Design function within the Business Development department of the organization. This position requires the ability to work in an environment with a high degree of confidentiality and to exhibit professionalism, integrity, honesty, discretion, attention to detail, and sound judgment.

Primary duties include providing case design and coordination support to the Case Designers and the Sales Team, preparing and maintaining case illustrations and proposal materials, managing case documentation and workflow tracking, supporting quality control and compliance readiness, and assisting with process improvement initiatives related to case design and proposal development.

SUMMARY OF ESSENTIAL JOB FUNCTIONS

Job duties include, but are not limited to:

Case Design & Illustration Support

• Assist in preparing basic to intermediate case illustrations for new and/or existing executive benefit and retirement plans (e.g., Section 162 Bonus, Split-Dollar, and 457(f) Deferred Compensation (commonly referred to as SERPs).
• Populate and maintain case design templates, proposal decks, and internal worksheets.
• Support the Case Designers in the maintenance and/or development of new or existing workbooks that improve the efficiency of the Case Design process and the department overall (e.g., updates to the Design Summary workbooks and development of commission reconciliation workbooks).
• Populate and maintain Fixed Rate tracking system and all Index Strategy Option Summaries.
• Run in-force illustrations using approved carrier and internal tools, as well as presentation supplements; all under the guidance of team members.
• Perform initial quality checks to ensure accuracy, consistency, and completeness.

Coordination & Workflow Management

• Track case requests, deadlines, and revisions to ensure timely turnaround.
• Coordinate effort between Sales, Case Designers, Case Managers, and Account Managers.
• Maintain organized electronic case files and documentation.
• Assist with updates to case design libraries, templates, and process documentation.

Learning & Development

• Build working knowledge of plan structures, terminology, and compliance basics.
• Participate in internal training sessions and shadow case designers.
• Ask thoughtful questions and apply feedback to improve design accuracy and efficiency.
• Support process improvement efforts within the case design function.

Client & Team Support

• Prepare supporting materials for client meetings as requested.
• Respond to internal inquiries related to case status or basic design questions.
• Maintain professionalism and confidentiality with sensitive client information.

General Support

• Provide administrative and coordination support to the Senior Vice President as needed.
• Assist with special projects and perform other duties as assigned by your supervisor.

REQUIRED QUALIFICATIONS

Bachelor’s degree in finance, business, or related field, or commensurate experience with 1 to 3 years of administrative, operations, compliance, or office support experience. Experience in executive benefits concepts is preferred. Knowledge of life insurance is a plus.

REQUIRED ABILITIES

• Strong organization and time management skills
• Effective written and verbal communication skills
• Detail-oriented, accurate, and able to multitask and prioritize assignments
• Able to work in a fast-paced environment and adapt to changing conditions
• Professional demeanor, team player, and strong interpersonal skills
• Ability to handle confidential and sensitive information with discretion
• Experience with Microsoft applications, including Outlook, Excel, PowerPoint, Teams
• Experience with Salesforce