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Business Development Representative
Brown & Brown Insurance. Acquire new clients and support cross-sell, upsell, and retention campaigns .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client acquisition, relationship building, and sales strategy execution within a B2B environment. Proficient in utilizing CRM systems and marketing automation tools to enhance sales performance and customer engagement.
Highest-signal resume keywords
B2B Sales ExperienceCRM Systems ProficiencySales Strategy ExecutionCommunication SkillsInsurance Producer License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Target AchievementCross-Selling StrategiesUpselling TechniquesLead QualificationSales Data Analysis
Soft Skills
Interpersonal SkillsTelephone DemeanorRelationship BuildingConfidentiality MaintenanceConsultative Selling
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft PublisherMarketing Automation Tools
Certifications & Qualifications
Insurance Producer License
Industry Keywords
Client AcquisitionSales EnablementCustomer SuccessNetworking EventsMarket Trends
About the role
Key responsibilities & impact- Acquire new clients and support cross-sell, upsell, and retention campaigns
- Make warm and cold calls to new business prospects and set sales appointments
- Consultatively educate customers through inbound and outbound calls
- Establish broker, agency, and producer relationships through frequent contact
- Identify and qualify potential leads through research, networking, and outbound activities
- Align with Sales Enablement on targeted outreach campaigns and strategies
- Engage prospects through email, phone, and social media to understand needs and challenges
- Collaborate with partners on marketing initiatives, events, and referral programs
- Nurture potential client relationships with relevant content, product updates, and solutions
- Collaborate with Customer Success to ensure smooth client transitions and consistent value delivery
- Update CRM systems with accurate customer and prospect information
- Analyze sales data and metrics to improve strategies and forecast sales trends
- Support sales strategies and coordinate insurance broker office visits, meetings, and networking events
- Monitor industry trends, competitor offerings, and product developments
- Attend workshops, webinars, and training sessions to develop sales and growth marketing skills
Requirements
What you’ll need- Minimum education – Bachelor’s degree
- 1+ years of experience in a sales or growth marketing role, preferably in a B2B setting
- Proven track record of meeting or exceeding sales targets
- Proficient knowledge in Microsoft Windows environment, including Word, Excel, Power Point, and Publisher
- Able to create, edit, and merge letters, spreadsheets, labels, etc.
- Experience with CRM systems, marketing automation tools, and sales enablement technology
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
- Strong communication and interpersonal skills, with the ability to build genuine relationships
- Understanding of cross-selling, upselling, and retention strategies
- Willingness to obtain Insurance Producer license within 90 days of employment
Benefits
Comp & perks- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Paid Time Off
- Holidays
- Preferred Partner Discounts