Business Development Associate

About the Role

CBIZ, Inc. is a leading professional services advisor to middle-market businesses nationwide. CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth.

Key Responsibilities

• Prospect and develop new business opportunities within the healthcare sector, including physician groups, ambulatory surgery centers, medical practices, assisted living facilities, long-term care organizations, and other healthcare providers.
• Conduct proactive outreach through calls, emails, networking, referrals, industry events, and digital platforms to identify and engage prospective clients.
• Research healthcare organizations, decision-makers, market trends, and competitive opportunities to build and maintain a strong sales pipeline.
• Schedule introductory meetings and discovery conversations for Producers and healthcare specialty advisors.
• Collaborate with Producers, Account Executives, and Risk Advisors to develop customized medical malpractice and healthcare risk management solutions for prospective clients.
• Build and maintain relationships with healthcare administrators, physicians, practice managers, executive leadership teams, and industry partners.
• Follow developments in the healthcare and insurance industries, including medical professional liability trends, regulatory changes, emerging risks, and carrier market conditions.
• Identify opportunities to cross-sell additional insurance and risk management services, including property & casualty, cyber liability, management liability, and employee benefits solutions.
• Provide market intelligence and competitive insights gathered through interactions with clients, prospects, referral partners, carrier representatives, and industry contacts.
• Accurately maintain prospect activity, pipeline progression, and sales opportunities within the firm's CRM system.
• Support the execution of marketing campaigns, client events, educational seminars, and healthcare-focused business development initiatives.
• Participate in industry associations, networking organizations, and conferences to enhance market visibility and generate qualified leads.
• Assist in the development and execution of territory and target account strategies designed to achieve new business growth objectives.
• Additional responsibilities as assigned.

Requirements & Tech Stack

• High School Diploma or GED required.
• Less than 3 years of proven business development experience.
• Must maintain current required licenses and certifications relevant to field of expertise.
• Demonstrate the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
• Proficient use of applicable technology.
• Ability to work in a team environment as well as independently.
• Ability to analyze and prioritize multiple responsibilities.
• Proven track record of meeting sales targets.
• Results driven and customer focused.
• Must be able to travel based on client and business need.
• Experience using Salesforce, HubSpot, Microsoft Dynamics, or other CRM platforms preferred.

Qualifications

• Bachelor's degree in Business, Marketing, Healthcare Administration, Communications, Risk Management, or a related field preferred.
• 1-3+ years of business development, sales, healthcare marketing, insurance, or client-facing experience preferred.
• Demonstrated interest in healthcare, risk management, medical malpractice insurance, or professional liability insurance.
• Strong prospecting, networking, lead generation, and relationship-building skills.
• Excellent verbal and written communication skills with the ability to communicate effectively with healthcare executives and providers.
• Ability to manage multiple priorities while maintaining strong attention to detail and follow-through.
• Self-motivated with a consultative sales approach and a strong desire to build a career in healthcare insurance and risk management.

Licenses & Professional Designations

• Active Property & Casualty Insurance License or ability to obtain within a designated timeframe.