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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B sales within the personal or commercial insurance industry, focusing on revenue growth, customer retention, and strategic account management. Proficient in utilizing data analytics and CRM tools to drive sales performance and enhance client relationships.
Highest-signal resume keywords
B2B Sales ExperienceCustomer Relationship ManagementData-Driven SolutionsProject Management SkillsSalesforce/MyCRM Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Revenue ProjectionsSales Activities ManagementGap AnalysisForecastingAnalytical Skills
Soft Skills
Problem-Solving SkillsRelationship BuildingCommunication Skills
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointMicrosoft Word
Industry Keywords
Personal InsuranceCommercial InsuranceCustomer RetentionAccount ManagementLexisNexis Risk Solutions
About the role
Key responsibilities & impact- Meet or exceed monthly and annual revenue objectives while managing territory plans, revenue projections, and sales activities
- Identify and pursue revenue opportunities across assigned enterprise accounts, including subsidiaries and broader organizational structures
- Manage customer retention plans and activities to protect the existing revenue base
- Develop and execute strategic account and territory plans focused on retention, expansion, and new business growth
- Build strong relationships with key contacts and decision-makers within assigned accounts
- Identify incremental opportunities through gap analysis and understanding customer needs and business priorities
- Engage with customers through meetings, calls, and on-site visits to uncover opportunities and develop solutions
- Monitor revenue trends, identify sales opportunities, track account activity, and assess competitive threats
- Manage forecasting and pipeline activities within Salesforce/MyCRM
- Maintain knowledge of LexisNexis Risk Solutions products, pricing, processes, organizational structure, and competitor offerings
- Partner with sales support, technical, implementation, and other internal teams to meet customer needs and deliver successful outcomes
- Develop a professional development plan and participate in learning opportunities
- Travel as required to support customer and business needs
Requirements
What you’ll need- Experience working within the personal or commercial insurance industry is strongly preferred
- Experience in direct or solutions-based B2B sales
- Proven experience building and maintaining strong client relationships
- Experience working with data, analytics, or data-driven solutions is preferred
- Strong project management, analytical, and problem-solving skills
- Proficiency with Microsoft Excel, PowerPoint, and Word
- Willingness and ability to travel as required
Benefits
Comp & perks- Country specific benefits
- Professional development plan and relevant internal and external learning opportunities
- Flexible remote/home-based work arrangement
- Variable pay opportunity for sales role