Associate Business Development Representative

Job Description

Amazing Career Moments Happen Here

Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we’re not just redefining what’s achievable, we’re creating a place where amazing career moments are made possible.

Position Overview

Applied Systems, Inc., a worldwide leader in insurance technology, is currently searching for an Associate Business Development Representative. This person will play a crucial role in managing inbound leads and nurturing them through the qualification process, helping to connect potential clients with the right technology solutions to transform their business. You'll be the first point of contact for many of our prospects, guiding them through the early stages of their journey with Applied Systems.

What You’ll Do

• Engage inbound MQLs and initial inquiries to determine intent, validate fit, and route qualified opportunities to the appropriate sales consultant.
• Conduct structured discovery to identify core agency needs, qualify against defined criteria, and generate consistent Stage 1 opportunities.
• Maintain a high-quality early-stage pipeline by accurately applying qualification standards and progressing viable opportunities to Stage 2.
• Execute outbound outreach (calls + email) to initiate conversations, build initial rapport, and surface potential interest.
• Capture key prospect insights (pain points, objections, common themes) and share weekly feedback to support messaging and process improvements.
• Maintain disciplined CRM hygiene by documenting activities, updating opportunity details, and following defined workflows across systems.
• Demonstrate working knowledge of Applied solutions, ICP, and competitive positioning to support effective early-stage conversations.
• Perform other duties as assigned.

We’re Excited to Learn More About You

• Experience working in a customer-facing role, such as sales, customer support, or business development, ideally in a B2B environment.
• Experience working in lead qualifying, customer relationship management, or account management.
• Experience working with CRM software; experience with Salesforce a plus.
• Associate's Degree (AA) required. Focus in Sales, Business Administration, Marketing, or related discipline preferred.
• Bachelor's Degree in Professional Sales, Business, or related discipline preferred

Knowledge, Skill & Abilities

• Effective communicator with a strong phone presence.
• Sales-driven mindset.
• Sound problem-solving skills, and proactive efforts in seeking solutions to problems.
• Proficient in email, word processing, database, spreadsheet in PC environments.
• Ability to convey a positive and professional image to customers and employees.
• Ability to handle objections and constructive feedback.
• Driven to meet and exceed lead qualification and conversion goals, with the ability to work independently.
• Strong desire to learn about the product, market, and customer needs.
• Knowledge of industry:
  Familiarity with our industry and market (insurance, SaaS, technology, etc.) is a plus but not required.
• Comfortable with sales and marketing tools such as live chat.
• Comfortable using a variety of digital tools, including email, chat, video conferencing, and collaboration platforms.
• Familiarity with online research tools to better understand prospect needs and backgrounds is a plus.
• Introductory knowledge of inbound sales methodologies or Lead Qualification frameworks is preferred.

Key Performance Outcomes

• Inbound inquiries are handled promptly and with professionalism, resulting in qualified next steps or appropriate resolution.
• Client and prospect needs are accurately identified and documented, ensuring relevant solutions are aligned to business challenges.
• Engagement with warm leads results in scheduled follow-ups, discovery meetings, or handoffs to sales team as appropriate.
• Prospects receive a personalized experience…