Business Development Representative
Fulcrum
Feb 2025 - Apr 2025 (3 months)
In my role at Fulcrum, I targeted high‐value insurance brokerage accounts; including top 5 and top 10 firms and helped them adopt Fulcrum’s AI-powered automation tools for proposal generation, policy checking, and coverage comparison to reduce manual workflows and improve operational efficiency. I owned key accounts and prospecting efforts, leveraging cold outreach via phone, email, and LinkedIn, researched stakeholder pain points, and booked many meetings with major brokerages while qualifying many others. By aligning Fulcrum’s platform with client needs, I helped accelerate sales cycles and increase qualified opportunities, all while gaining experience in translating complex automation solutions into business value.