Business Development Assistant

Description

The Business Development (BD) Assistant supports US-based BD managers in driving growth and revenue for Milliman's Property & Casualty and Life consulting practices. This new role meets rising demand for BD support and will collaborate with stakeholders across all levels to implement BD and marketing plans. The BD team is part of the MarCom department whose overall goal is to set marketing standards at Milliman through meetings support, email marketing, CRM management, website development, media relations, creative services, and business development.

What You Will Do: 

Proposal and Pitch Support: 

• Support the team with the creation of content for client meetings and pitches
• Update and improve proposal content
• Conduct client, industry, and competitor research
• Maintain the proposal resource center

BD Operations: 

• Maintain firmwide library of client-facing content
• Support the team with tracking leads and business development opportunities
• Update internal SharePoint sites as required
• Manage BD / vendor invoices on behalf of the team
• Be the team’s Wrike superuser

Client Data: 

• Support the management of client data within Dynamics CRM to ensure it is accurate and up to date
• Create reports with data available in Dynamics
• Analyze data and make recommendations on follow-up marketing/business development activity

This is not an exhaustive list, and responsibilities will vary to align with business needs.

The Team:

 US team 

• Director (NY) – overall team strategy and leadership with oversight of BD for Life and P&C globally.
• Manager (PA) – primarily supports on US activities with a focus on P&C. Assistant reports to this role.
• Manager (MA) – primarily supports on US activities with a focus on Life.

UK team

• Manager (UK) – leads European activity.
• Executive (UK) – supports the UK-based manager on European activity.

What We Are Looking For:  

Professional qualifications: 

• Experience at a professional services firm required
• Degree, certification, or equivalent experience in marketing or a related field
• 0–2 years of experience in business development, marketing, or a related field
• Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook

Personal qualifications: 

• Excellent communication and organizational skills, ability to speak up
• Strong work ethic, works smarter not harder
• Research and analytical skills
• Attention to detail and proofreading skills
• Cultural awareness with the ability to collaborate with stakeholders in multiple countries
• Ability to establish trust with key stakeholders
• Ability to manage multiple tasks, work with several people simultaneously and meet deadlines
• Willing to learn

Who We Are:

 Independent for over 75 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world’s most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation.  

Milliman invests in skills training and career development and gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERG’s) are employee-led communities that influence policy decisions, develop future leaders, and amplify the voices of their constituents. We encourage our employees to give back to their varied professions, including leadership in professional organizations. Please visit our web site (https://www.milliman.com/en/social-impact) to learn more about Milliman’s commitments to our people, diversity and inclusion, social impact and sustainability.  

Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance.

Location: 

Milliman acc