Sales Development Representative (SDR)

Sales Development Representative (SDR)

• Location: Remote
• Company: InsurePro Services - a specialized insurance operations partner supporting PEOs, carriers, MGAs, wholesalers, and brokerages with underwriting support, policy administration, workers' compensation services, premium audits, claims support, certificate management, and analytics.

Why Join InsurePro Services?

• 100% remote work environment
• High-growth company in a specialized and expanding insurance market
• Work directly with senior insurance executives and industry leaders
• Significant visibility and career growth potential within the sales organization
• Exposure to major industry conferences and networking events
• Entrepreneurial environment where contributions directly impact company growth
• Competitive compensation with performance-based earning potential

Position Summary

• Drive new business by identifying, researching, and engaging insurance decision-makers (Owners, Presidents, VPs of Operations, Underwriting Leaders, CIOs).
• Build qualified pipeline through strategic outreach, lead qualification, and industry event participation; book discovery meetings for the Head of Sales.
• Ideal for a motivated hunter who enjoys outbound prospecting and engaging senior-level insurance professionals.

Key Responsibilities

• Identify and research prospective clients across insurance, MGA, carrier, brokerage, and PEO markets.
• Conduct outbound prospecting via cold calling, email campaigns, LinkedIn, and other lead generation activities.
• Engage decision-makers to understand operational challenges and uncover opportunities related to underwriting, policy administration, workers' compensation, claims processing, and insurance operations.
• Conduct initial discovery conversations and qualify opportunities using BANT (Budget, Authority, Need, Timeline).
• Schedule and coordinate qualified meetings for the Head of Sales with detailed handoff notes and prospect insights.
• Represent the company at industry conferences, trade shows, and networking events (e.g., WSIA, TMPAA, NAPEO).
• Execute pre-event outreach, coordinate on-site meetings, and manage post-event follow-up.
• Maintain accurate prospect and pipeline data in Salesforce or HubSpot.
• Track and report weekly activity metrics, pipeline development, and meeting generation results.
• Collaborate with sales leadership to refine outreach strategies and target account initiatives.

Required Qualifications

• 3-5 years of business development, SDR, or sales experience with a strong emphasis on outbound prospecting and hunting.
• Experience selling insurance services, insurance operations solutions, BPO services, or related offerings.
• Working knowledge of the insurance lifecycle, particularly Workers' Compensation and Commercial Lines.
• Proven ability to engage and build credibility with senior insurance executives and decision-makers.
• Strong communication, presentation, and relationship-building skills.
• Self-motivated, organized, results-oriented, and able to work independently in a remote environment.
• Comfortable attending industry events and initiating conversations with prospective clients.
• Experience with CRM platforms, preferably HubSpot or Salesforce.

Preferred Qualifications

• Experience selling Insurance BPO or outsourced insurance operations services.
• Demonstrated success generating meetings via cold calling, email outreach, LinkedIn prospecting, and trade show networking.
• Exposure to Workers' Compensation underwriting, MGA operations, or insurance carrier environments.
• Bachelor's degree in Business, Marketing, Finance, or a related field.

What Success Looks Like

• Consistently generating qualified sales opportunities and meetings.
• Building strong relationships with insurance industry decision-makers.
• Maintaining a healthy, well-documented sales pipeline.
• Contributing to company growth through proactive and strategic outreach.
• 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.