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AgencyBlocAG

Inside Sales Representative

AgencyBloc is a leading provider of agency management system software for the life and health insurance industry, offering a suite of tools including a CRM, commissions processing, and marketing automation to help agencies streamline operations and grow their business.

AgencyBloc

Employee count: 51-200

United States only

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Description

The Inside Sales Representative will be responsible for producing new revenue by identifying, sourcing, and closing good-fit prospects. You will be a trusted advisor and use your understanding of your prospect’s problems and to make recommendations that solve those unique challenges. The role requires the ability to work under compressed deadlines in a fast-paced dynamic environment that demands flexibility, high quality work, and creativity. As a member of the Inside Sales Team you will have the opportunity to gain valuable sales experience with a collaborative approach and support from our Marketing and Sales Teams.

Requirements

Responsibilities:

  • Perform outbound prospecting activity (40-50 per day) to generate, manage, and grow a pipeline of qualified prospects.
  • Handle all aspects of the sales effort from prospecting to closing to Customer Success handoff.
  • Ensure all leads are captured, accurately recorded, tagged, and maintained using our CRM and marketing automation platform.
  • Achieve monthly, quarterly, and annual sales targets.
  • Ability to guide customers through a complex decision-making process.
  • Be able to maintain a clean pipeline and accurately forecast revenue.
  • Support ongoing product and market development.
  • Be able to represent AgencyBloc in various company or industry functions.
  • Stay informed on industry and competitor trends.
  • Additional duties as assigned to you by your manager.

Skills/Education/Experience:

  • Curious mindset, with the ability to ask the ‘why’ - multi-layered questions.
  • Bachelor’s degree in Business, Communications or related field desirable and one to three years relevant experience, or the equivalent combination of education and experience.
  • 1-3 years of successful sales experience ideally in a SaaS B2B selling environment.
  • High level of comfort with technology.
  • Excellent interpersonal skills (Written and Oral Communication, Listening).
  • Collaborative approach and coachable mentality.
  • Proven ability to make strong connections and overcome objections.
  • Knowledge of Health and Life Insurance industry preferred.
  • Self-motivated with a true passion to meet and exceed measurable sales goals.
  • BONUS: Prior experience selling to multiple personas across all sizes of Insurance Agencies.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

About the job

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Posted on

Job type

Full Time

Experience level

Mid-level

Experience

1 year minimum

Location requirements

Hiring timezones

United States +/- 0 hours

About AgencyBloc

Learn more about AgencyBloc and their company culture.

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The journey of AgencyBloc began not in a boardroom, but from a real-world challenge faced by a large general agency in Iowa. In the mid-2000s, co-founders Adam Lewis and Cory Schmidt were running a web design and strategy company when they were tasked with creating a custom software solution for this agency. The goal was to develop a system that could efficiently manage clients, policies, and downstream agencies, and, most critically, simplify the complex and time-consuming process of tracking and processing commissions. Through this hands-on project, a significant gap in the market became apparent: there was a distinct lack of user-friendly, industry-specific management software for life and health insurance agencies. This realization was the seed from which AgencyBloc would grow. In 2008, the brand 'AgencyBloc' was officially born, and the first iteration of their specialized CRM and commissions processing system was launched, marking a new chapter for insurance agency management.

From its bootstrapped beginnings in the 'Silicon Prairie' of Iowa, AgencyBloc has been on a remarkable growth trajectory, guided by a philosophy of continuous improvement driven by client feedback. By 2017, the company was already serving over 1,000 insurance agencies across the United States. A pivotal moment came in 2021 with a strategic investment from Resurgens Technology Partners, a software-focused private equity firm. This partnership infused AgencyBloc with the resources to accelerate its product development and market expansion, leading to the acquisition of companies like FormFire and the launch of their comprehensive 'Plus Suite'. Today, AgencyBloc stands as the #1 recommended insurance industry growth platform, serving over 6,500 customers. Under the leadership of CEO Tim Robinson, the company continues to innovate, offering a robust suite of solutions that empower insurance professionals to streamline operations, enhance client relationships, and drive sustainable growth in an ever-evolving industry.

Employee benefits

Learn about the employee benefits and perks provided at AgencyBloc.

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Life insurance

Company-paid life insurance.

Remote work

Offers remote work opportunities.

Dental and vision benefits

Coverage for dental and vision care.

Family leave

Paid leave for family-related reasons.

View AgencyBloc's employee benefits
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AgencyBloc

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