Sales Development Rep
Core
Provide strategic support to sales account executives in Local markets by identifying and prioritizing leads, managing pipelines, and preparing teams for client meetings.
Role type
Sales Development Representative (SDR)
Builds
Sales pipeline and client engagement strategies for Local markets
Domain
Health insurance / Managed care
Required skills
Lead identification, pipeline management, broker analytics, market insights reporting, proposal and renewal management, CRM updates, RFP questionnaire completion, Salesforce reporting
Preferred skills
Client/broker facing experience, RFP knowledge
Responsibilities
Identify and prioritize leads and accounts for sales teams through broker analytics and pipeline management; Utilize broker analytics and market insights reporting to prepare sales teams prior broker and client meetings; Strategically assist with proposal and renewal management including coordination with underwriting, renewal negotiations, identifying upsell/cross-sell opportunities and follow-up work; Update and review jeopardy and renewal reports to identify accounts that may go out to bid; Obtain and analyze competitive feedback on cases in jeopardy; Assist with CRM updates; Work RFP questionnaires; Create, execute and analyze Salesforce.com reports.