Role Description
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Drive new business by identifying, researching, and engaging insurance decision-makers (Owners, Presidents, VPs of Operations, Underwriting Leaders, CIOs).
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Build qualified pipeline through strategic outreach, lead qualification, and industry event participation; book discovery meetings for the Head of Sales.
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Ideal for a motivated hunter who enjoys outbound prospecting and engaging senior-level insurance professionals.
Key Responsibilities
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Identify and research prospective clients across insurance, MGA, carrier, brokerage, and PEO markets.
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Conduct outbound prospecting via cold calling, email campaigns, LinkedIn, and other lead generation activities.
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Engage decision-makers to understand operational challenges and uncover opportunities related to underwriting, policy administration, workers' compensation, claims processing, and insurance operations.
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Conduct initial discovery conversations and qualify opportunities using BANT (Budget, Authority, Need, Timeline).
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Schedule and coordinate qualified meetings for the Head of Sales with detailed handoff notes and prospect insights.
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Represent the company at industry conferences, trade shows, and networking events (e.g., WSIA, TMPAA, NAPEO).
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Execute pre-event outreach, coordinate on-site meetings, and manage post-event follow-up.
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Maintain accurate prospect and pipeline data in Salesforce or HubSpot.
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Track and report weekly activity metrics, pipeline development, and meeting generation results.
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Collaborate with sales leadership to refine outreach strategies and target account initiatives.
Qualifications
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3β5 years of business development, SDR, or sales experience with a strong emphasis on outbound prospecting and hunting.
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Experience selling insurance services, insurance operations solutions, BPO services, or related offerings.
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Working knowledge of the insurance lifecycle, particularly Workers' Compensation and Commercial Lines.
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Proven ability to engage and build credibility with senior insurance executives and decision-makers.
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Strong communication, presentation, and relationship-building skills.
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Self-motivated, organized, results-oriented, and able to work independently in a remote environment.
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Comfortable attending industry events and initiating conversations with prospective clients.
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Experience with CRM platforms, preferably HubSpot or Salesforce.
Preferred Qualifications
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Experience selling Insurance BPO or outsourced insurance operations services.
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Demonstrated success generating meetings via cold calling, email outreach, LinkedIn prospecting, and trade show networking.
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Exposure to Workers' Compensation underwriting, MGA operations, or insurance carrier environments.
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Bachelor's degree in Business, Marketing, Finance, or a related field.
What Success Looks Like
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Consistently generating qualified sales opportunities and meetings.
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Building strong relationships with insurance industry decision-makers.
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Maintaining a healthy, well-documented sales pipeline.
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Contributing to company growth through proactive and strategic outreach.
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Representing InsurePro Services professionally at major industry events and conferences.
Call to Action
If you're a motivated hunter who enjoys opening doors, building relationships, and helping insurance organizations solve operational challenges, we'd love to hear from you.