Insurance Ops SDR: Outbound Prospecting & Meetings

InsurePro Services; United States; Remote; USD 70,000 - 100,000; Full time

Job summary

InsurePro Services is seeking a driven sales professional to identify and research prospective clients across insurance markets and participate in outbound campaigns. You will qualify opportunities using BANT and set meetings for the Head of Sales, while representing the company at conferences and events.

You will maintain clean pipeline data in Salesforce or HubSpot and report weekly activity metrics, helping to drive meetings and growth in a competitive landscape.

Qualifications

• 3–5 years of business development, SDR, or sales with outbound prospecting.
• Experience selling insurance services or insurance ops/BPO solutions.
• Know-how of the insurance lifecycle, especially WC and Commercial Lines.
• Ability to engage senior insurance executives and decision-makers.

Responsibilities

• Identify and research prospective clients across insurance, MGA, carrier, brokerage, and PEO markets.
• Conduct outbound prospecting via cold calls, emails, LinkedIn, and campaigns.
• Qualify opportunities using BANT and schedule meetings for the Head of Sales.
• Represent the company at industry conferences, trade shows, and networking events.
• Maintain accurate prospect and pipeline data in Salesforce or HubSpot.
• Track and report weekly activity metrics and meeting generation results.

Skills

Outbound prospecting

Sales pipeline management

CRM proficiency

Executive engagement

Education

Bachelor's degree

Tools

HubSpot

Salesforce

Job description

InsurePro Services is seeking a driven sales professional to identify and research prospective clients across insurance markets and participate in outbound campaigns. You will qualify opportunities using BANT and set meetings for the Head of Sales, while representing the company at conferences and events.

You will maintain clean pipeline data in Salesforce or HubSpot and report weekly activity metrics, helping to drive meetings and growth in a competitive landscape.