Business Development Representative, AgencyZoom

About the role

$21.63 / hour

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations. Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity - speed, performance, and trust - to drive growth at scale. With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era. Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.

Responsibilities

• Act as the first point of contact for the sales team, speaking to existing accounts and proactively reaching out to agencies unfamiliar with Vertafore to generate interest in our software solutions.
• Drive bookings and recurring revenue growth by generating, qualifying, and developing sales pipeline.
• Plan and execute daily and weekly required activities to generate sales opportunities for Vertafore.
• Partner with Marketing to execute campaigns, programs, and closed-loop business & sales development activities.
• Work closely with Marketing, Operations & Sales Management to ensure alignment and execution.
• Gather information on agency challenges to match the correct software solution and identify key players in the buying process, including timing and required assistance.
• Route BDR-generated leads to all segments and territories for follow-up and closure by the appropriate sales representative.
• Demonstrate knowledge of Vertafore, our software, and internal processes to prepare for potential promotion to a sales team role.
• Execute the Vertafore Lead & Opportunity Management process for building sales pipeline.
• Possess a working understanding of Salesforce.com and other key sales technologies used for Business Development and Opportunity creation.
• Collaborate with Marketing & Product teams to execute campaigns that ensure lead quality and quantity with proper closed-loop metric reporting.
• Regularly perform against individual monthly and/or quarterly targets: pipeline, conversion rates, and stage “Zero” Opportunities which may consist of meetings, appointments (virtual), demos, or follow-up calls assigned to quota-carrying sales reps in Vertafore.
• Collaborate with internal sales operations stakeholders on reporting and analysis.
• Ensure CRM tools and Vertafore value-selling methodologies are leveraged to process and track opportunities.
• Perform other duties as assigned.

Knowledge, Skills and Abilities

• Proven track record of achieving goals and/or quotas, or other similar objectives.
• Ability to be a team player and perform in a fast-paced, inside sales-oriented environment.
• Confidence to prospect and develop new sales leads.
• Excellent verbal, written and interpersonal communication skills.

Qualifications

• Bachelor’s degree preferred.
• 0–3 years’ previous sales experience preferred.
• Comfort with sales technology and CRM tools.

Additional Requirements

• Travel required up to 10% of the time.
• Ability to work remotely with a stable internet connection on an as-needed basis.
• Located and working from an office location (when required).
• Occasional lifting and/or moving up to 10 pounds.
• Frequent repetitive hand and arm movements required to operate a computer.
• Specific vision abilities required by this job include close vision (working on a computer, etc.).
• Frequent sitting and/or standing.

Benefits

• Canada Only: Medical, vision & dental plans.
• Canada Only: Life, AD&D.
• Canada Only: Short Term and Long Term Disability.
• Canada Only: Pension Plan & Employer Match.
• Canada Only: Maternity, Paternity and Parental Leave.
• Canada Only: Employee and Family Assistance Program (EFAP).
• Canada Only: Education Assistance.
• Canada Only: Additional programs – Employee Referral and Internal Recognition.
• US Only: Medical, vision & dental plans (PPO & high-deductible options).
• US Only: Health Savings Account & Flexible Spending Accounts Options: Health Care FSA, Dental & Vision FSA, Dependent Care FSA, Commuter FSA.
• US Only: Life, AD&D (Basic & Supplemental), and Disability.
• US Only: 401(k) Retirement Savings Plan & Employer Match.
• US Only: Supplemental Plans – Pet insurance, Hospital Indemnity, and Accident Insurance.
• US Only: Parental Leave & Adoption Assistance.
• US Only: Employee Assistance Program (EAP).
• US Only: Education & Legal Assistance.
• US Only: Additional programs – Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness.
• US Only: Commuter Benefits (Denver).