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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in outbound prospecting and business development within the insurance sector, with a strong focus on engaging decision-makers and managing client relationships. Proficient in utilizing CRM platforms to track pipeline data and metrics while executing strategic outreach initiatives.
Highest-signal resume keywords
Outbound ProspectingInsurance Services SalesCRM Platforms (HubSpot, Salesforce)Workers' Compensation KnowledgeLead Qualification (BANT)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business DevelopmentLead GenerationPipeline ManagementCold CallingEmail CampaignsDiscovery MeetingsSales StrategyClient ResearchMeeting CoordinationActivity Metrics Tracking
Soft Skills
Strong CommunicationPresentation SkillsRelationship BuildingSelf-MotivatedOrganizational Skills
Tools & Technologies
SalesforceHubSpot
Industry Keywords
Insurance LifecycleCommercial LinesBPO ServicesInsurance OperationsDecision-Makers Engagement
About the role
Key responsibilities & impact- Drive new business by identifying, researching, and engaging insurance decision-makers
- Build qualified pipeline through strategic outreach, lead qualification, and industry event participation
- Book discovery meetings for the Head of Sales
- Identify and research prospective clients across insurance, MGA, carrier, brokerage, and PEO markets
- Conduct outbound prospecting via cold calling, email campaigns, LinkedIn, and other lead generation activities
- Engage decision-makers to uncover opportunities related to underwriting, policy administration, workers' compensation, claims processing, and insurance operations
- Conduct initial discovery conversations and qualify opportunities using BANT
- Schedule and coordinate qualified meetings with detailed handoff notes and prospect insights
- Represent the company at industry conferences, trade shows, and networking events
- Execute pre-event outreach, coordinate on-site meetings, and manage post-event follow-up
- Maintain accurate prospect and pipeline data in Salesforce or HubSpot
- Track and report weekly activity metrics, pipeline development, and meeting generation results
- Collaborate with sales leadership to refine outreach strategies and target account initiatives
Requirements
What you’ll need- 3–5 years of business development, SDR, or sales experience with a strong emphasis on outbound prospecting and hunting
- Experience selling insurance services, insurance operations solutions, BPO services, or related offerings
- Working knowledge of the insurance lifecycle, particularly Workers' Compensation and Commercial Lines
- Proven ability to engage and build credibility with senior insurance executives and decision-makers
- Strong communication, presentation, and relationship-building skills
- Self-motivated, organized, results-oriented, and able to work independently in a remote environment
- Comfortable attending industry events and initiating conversations with prospective clients
- Experience with CRM platforms, preferably HubSpot or Salesforce
Benefits
Comp & perks- 100% remote work environment
- Significant visibility and career growth potential within the sales organization
- Exposure to major industry conferences and networking events
- Entrepreneurial environment where contributions directly impact company growth
- Competitive compensation with performance-based earning potential