Business Development Representative
Core
Identify new business opportunities, generate qualified leads, and schedule meetings for Producers in Employee Benefits and Property & Casualty practices.
Role type
Business Development Representative (Sales)
Builds
Sales pipeline and qualified leads for insurance brokerage practices
Domain
Insurance brokerage (Employee Benefits & Property & Casualty)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
outbound prospecting, networking, needs analysis, CRM management, telephone communication, Microsoft Office Suite
Preferred skills
business development, sales, customer service, prospecting, lead generation, CRM systems, insurance industry experience
Responsibilities
Identify and develop new business opportunities through outbound prospecting and networking; Research prospective clients and conduct needs analyses; Build and maintain relationships with business owners and decision-makers; Schedule and coordinate meetings between qualified prospects and Producers; Partner with sales teams to develop targeted prospecting strategies; Facilitate sales calls and provide qualified lead information; Maintain accurate prospect and pipeline data in CRM systems; Represent the company at networking events and community engagements.
Seniority
Entry-level to Junior, self-starter