Sales Development Representative

*This vacancy is opened on our outsourcing project.

*PST Working Schedule

About the company

Our client is a leading provider of digital billing, payment, and outsourcing solutions for the insurance industry. They help carriers, MGAs (Managing General Agents), and premium finance companies streamline their operations through technology-driven platforms that improve billing, collections, customer service, and overall efficiency making insurance payments easier for everyone involved.

Position Purpose:

The Sales Development Representative seeks new opportunities for our sales team by contacting and developing relationships with potential clients. This position generates sales opportunities and contributes to long-term business growth.

Duties and Responsibilities:

• Utilize a consistent contact attempt process via phone and email to follow-up, nurture, and qualify leads;
• Prospect, educating, and qualifying leads to create sales-ready opportunities to hand over to Account Executives and Regional Vice Presidents;
• Maintain industry and technology knowledge to ensure that you remain a trusted resource for prospects and customers and will successfully manage and overcome prospect objections;
• Develop and maintain daily plans to maximize phone time, including pre-call planning, adhering to territory hours, and customizing scripts and outreach cadences to market segments and prospect types;
• Work with Sales and Marketing to develop strategic contact lists and maintain quality contact data within the CRM and database;
• Report to the Manager of Business Development on (weekly/monthly/quarterly) lead generation results;
• The ideal candidate would be someone who has a strong work ethic, is an effective communicator, and has a desire to perfect their craft;
• All other duties as assigned.

Experience/Knowledge

· Fluency in English (verbal and written);

· Some proven work experience as a Sales Development Representative, Sales Account Executive or similar role;

· Preferred experience prospecting and calling on insurance agents, general agents and insurance carriers;

· Must be proficient with applications such as Microsoft Excel, Word, PowerPoint, and CRM applications like HubSpot or Salesforce;

· Experience in direct sourcing and prospecting new clients a plus;

· Knowledge and understanding of property and casualty industry.

Education Requirements

· Bachelor's degree (B. A.) from a four-year college or university.

The performance of SDR will be evaluated based on his/her effectiveness in meeting the following KPIs on an ongoing basis:

• Make 150 outbound calls per week (~30 in a daily basis)
• Send 150 emails per week (~30 in a daily basis)
• Set up 8 qualified meetings per month (~2 in a week basis)

Job Type: Full-time