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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business development, proposal management, and strategic planning within the claims management or risk management sectors. Proficient in utilizing CRM tools and conducting market analysis to drive growth and stakeholder engagement.
Highest-signal resume keywords
Business DevelopmentProposal ManagementStrategic PlanningCRM ProficiencyMarket Research
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 Intelligence AnalysisPipeline ForecastingRisk/Benefit AnalysisRevenue ProjectionsTechnical WritingPresentation DevelopmentMetrics TrackingNegotiation SkillsStakeholder EngagementCapture Strategy
Soft Skills
Excellent Oral CommunicationStrong Writing SkillsOrganizational SkillsInterpersonal SkillsTeam Collaboration
Tools & Technologies
Microsoft OfficeMicrosoft Dynamics CRMAI-Assisted Research ToolsLinkedIn
Industry Keywords
Claims ManagementRisk ManagementMarket AnalysisProposal DevelopmentStakeholder Engagement Strategies
About the role
Key responsibilities & impact- Serve as a key member of the Strategy, Business Development, and Partnership team across the full sales cycle
- Gather and analyze business intelligence, develop pipeline forecasts, and use CRM and research tools to inform business decisions and growth
- Lead capture strategy, proposal, and client presentation development and execution
- Support contracting, implementation, and program go-live
- Conduct market research and analysis on clients, stakeholders, partners, and competitors
- Develop business cases, value propositions, risk/benefit analyses, revenue projections, and growth alignment
- Develop proposal deliverables including partner strategies, staffing plans, pricing approaches, and technical summaries
- Write presentations, post-proposal materials, white papers, and persuasive marketing content
- Track and report metrics and ROI for capture strategies, lead conversion, and proposal success
- Provide training, coaching, and technical guidance to proposal and business development teams
- Provide insights for weekly updates and periodic briefings
- Maintain networks of local partners such as brokers and MBE/WBE firms
- Support brand positioning and stakeholder engagement strategies
- Attend industry events and support related strategy
- Serve as an individual contributor influencing cross-functional teams without direct supervisory responsibility
Requirements
What you’ll need- Bachelor’s degree in marketing, business administration, or a related field from an accredited college or university preferred
- At least eight (8) years of relationship building, capture/proposal management, and strategic planning in the claims management or risk management area, or equivalent combination of education and experience required
- Excellent oral communication and presentation skills
- Strong writing skills for clear, persuasive, and tailored business development content
- PC literacy, including Microsoft Office products, LinkedIn, and AI-assisted research tools
- Competency with CRM platforms such as Microsoft Dynamics CRM for pipeline management and reporting
- Ability to work independently with initiative and self-motivation
- Analytical and interpretive skills
- Strong organizational skills
- Excellent interpersonal skills, including empathy and active listening
- Ability to create and complete comprehensive, accurate, and constructive written reports
- Ability to work in a team environment and give and receive constructive feedback
- Ability to meet or exceed Performance Competencies
- Strong negotiation, influencing, and stakeholder engagement skills
Benefits
Comp & perks- Work-life balance
- Caring culture
- Career growth opportunities
- Reasonable accommodations when applicable and appropriate