Business Development Representative – Responsibilities

A Business Development Representative (BDR) is responsible for generating new business opportunities. Daily, BDRs make cold calls, send emails, and lead high‑level discovery calls with prospects. The ultimate goal is to produce four qualified leads per eight‑hour shift, which eventually turn into legitimate sales opportunities. Once a meeting is booked, the BDR passes the prospect off to a Senior Risk Consultant (SRC).

The BDR will also be required to attend one meeting per week—pre‑renewal or renewal—with a Senior Risk Consultant as a required learning activity, included in their base compensation structure.

While most BDR teams fall under the sales umbrella, they are not responsible for closing any deals. They handle first and second calls and the first meeting. Demonstrating the insurance program, drafting a proposal, and closing the deal are the responsibilities of an SRC, not a BDR. Instead, the...