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The SDR will drive top-of-funnel pipeline by identifying and engaging decision-makers within PEO and insurance sectors. Responsibilities include executing multi-channel outreach, qualifying leads, and scheduling discovery meetings to streamline submission workflows.
Position Summary
We are hiring an SDR to drive top-of-funnel pipeline by engaging with PEO owners/decision-makers and insurance decision-makers and identifying opportunities where Insurecomp can streamline submission workflows, reduce manual effort, and improve turnaround times. The SDR will research target accounts, run outbound campaigns, qualify opportunities, and book discovery meetings through digital outreach and industry engagement.
Essential Duties & Responsibilities
• Identify and research key decision-makers across target accounts
• Execute multi-channel outreach (calls, email, LinkedIn)
• Engage prospects on submission, document, and workflow challenges
• Qualify leads and schedule discovery meetings
• Create structured handoff briefs
• Support conference-driven pipeline generation
• Maintain CRM hygiene and report activity
Must-Haves
• 2–5 years in B2B Sales, SaaS, or Insurance Operations (Ideal would be to have someone with Sales Experience and Contacts within Professional Employer Organizations and or (P&C) MGAs)
• Understanding of the PEO Industry and the Commercial (P&C) Insurance space
• Strong communication with senior stakeholders
• Self-driven in remote environment
• Comfort with high-volume outreach
• CRM experience (HubSpot preferred)
Nice-to-Haves
• Experience with SaaS or AI solutions
• Familiarity with underwriting or submission systems
• Conference prospecting experience
• Relevant bachelor's degree
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