Senior Small Business Development Representative
$65,120–$97,680 year
Hybrid · Chicago, Illinois, United States or Seattle, Washington, United States
Job Summary
Senior Small Business Development Representative responsible for driving consolidation-quote sales in the small business insurance space. Role focuses on engaging agents via outbound phone and email to move consolidation quotes toward placement, reviewing quotes with Consolidation and Underwriting teams, and coordinating with Account Executives to address multiple policies through coordinated conversations. Requires proactive outreach, CRM-driven pipeline management, and cross-functional collaboration with agencies to improve win rates on consolidation quotes. The position emphasizes agent engagement, pricing and coverage differentiation, and the ability to handle objections, coordinate with underwriting, and document outcomes. Hybrid work schedule with in-office presence required three days a week (Tuesday–Thursday).
Required Qualifications
- 2+ years of experience in sales or sales support in a commercial insurance environment is required.
- Ability to learn and apply Small Business products, underwriting appetite, pricing concepts, and consolidation sales strategies through training and on-the-job experience.
- Comfortable working in Microsoft tools, including Outlook, Excel, Teams, and shared documentation platforms, to organize work, track activity, and manage a sales pipeline.
- Experience with Salesforce or similar CRM tools preferred, with the ability to learn and effectively use CRM systems to manage opportunities, document activity, and support sales outcomes.
- Willingness and ability to use AI-enabled tools and data insights to prioritize opportunities, support outreach, and improve sales execution.
- Strong organizational skills with the ability to manage multiple active opportunities, maintain disciplined contact cadences, and ensure consistent follow-through.
- Sales-driven mindset with a focus on agent engagement, opportunity progression, and delivering measurable results.
- Demonstrated ownership and accountability for outcomes, including follow-through on commitments and timely escalation of issues.
- Strong written and verbal communication skills with the ability to influence agents and work effectively with internal partners.
- Ability to operate in a fast-paced, evolving environment while maintaining accuracy and structure.
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