Position Summary
The SDR researches and engages insurance decision-makers (Owners, VPs of Operations, Underwriting Managers, CIOs), qualifies their operational needs, and books discovery meetings for the Head of Sales — through both digital outreach and industry events/conferences.
Essential Duties & Responsibilities
Identify and research key decision-makers at target firms
Cold call, email, and LinkedIn prospect into target insurance accounts to build qualified pipeline
Run discovery conversations to uncover pain points in underwriting, policy admin etc.
Qualify leads using BANT and book meetings for the Head of Sales, with clean handoff briefs
Work industry conferences and trade shows (WSIA, TMPAA, NAPEO, etc.) — pre-event outreach, on-site meetings, and post-event follow-up
Keep CRM (Salesforce/HubSpot) clean and up to date; report on pipeline activity weekly
Must-Haves
3–5 years of being a HUNTER and selling insurance operations/BPO
Working knowledge of the insurance lifecycle — especially Workers' Comp and commercial lines
Strong communicator who can credibly engage senior insurance executives
Resilient, organized, self-directed — thrives in a fully remote, high-volume outreach role
Comfortable working a room at industry events: initiating conversations, qualifying on the spot, and booking meetings
CRM proficiency (ideally HubSpot)
Nice-to-Haves
Experience selling Insurance BPO services
Track record booking meetings by cold calling and at trade shows/conferences
Exposure to Workers' Comp underwriting or MGA operations
Bachelor's degree in Business, Marketing, Finance, or related field