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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B SaaS sales and insurance underwriting, with a strong ability to engage senior stakeholders and drive pipeline growth through strategic outreach and account mapping. Proficient in utilizing CRM systems and managing remote work effectively.
Highest-signal resume keywords
B2B SaaS Sales ExperienceInsurance Underwriting KnowledgeCRM Systems ProficiencyCold-Calling ExperienceAccount Mapping Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
B2B SaaS SalesInsurance UnderwritingAccount MappingPipeline ManagementCold CallingCRM UsageOrganizational MappingSignal-Driven OutreachDeal FeedbackTerritory Planning
Soft Skills
Strong Writing SkillsConfidenceResiliencePositivityPersistence
Industry Keywords
Insurance EcosystemPolicy Administration WorkflowsMGAUnderwriterBrokerClaims AdjusterSenior StakeholdersBuying SignalsRemote-First EnvironmentAccount-Based Marketing
About the role
Key responsibilities & impact- Partner with Sales Directors to open doors at named accounts across the insurance ecosystem
- Own the top of the funnel and drive pipeline for assigned accounts
- Connect with prospects by phone, email, and social using thoughtful, signal-driven outreach
- Tailor outreach to the needs and buying dynamics of large Carriers and MGAs
- Conduct regular account reviews, deal feedback, and territory planning with Sales Directors
- Map accounts, identify key decision makers, and coordinate outreach across buying centers with ABM partners
- Build expertise in insurance underwriting and explain how an AI-native platform differs from legacy policy administration workflows
- Have confident, credible conversations with VP-level underwriting stakeholders
- Complete structured onboarding and ongoing coaching
Requirements
What you’ll need- 1–2 years of B2B SaaS sales experience, including carrying a quota, working in a CRM, and making cold calls, OR experience in insurance as an Underwriter, Broker, or Claims Adjuster who is excited to move into tech
- Ability to build lists, find the right contacts, map organizations, and spot meaningful buying signals
- Strong writing skills
- Confidence making phone calls with senior insurance stakeholders, gatekeepers, and prospects
- Ability to manage time, set an agenda, and remain accountable in a remote-first environment
- Resilience, positivity, and persistence
- Experience with CRM systems
- Cold-calling experience
- Knowledge of insurance underwriting and policy administration workflows
Benefits
Comp & perks- Bonus
- Stock options
- Benefits
- Additional perks
- Structured onboarding
- Ongoing coaching
- Remote work arrangement
