BPO Sales Director

Posted 11 Hours Ago
Be an Early Applicant
2 Locations
In-Office or Remote
135K-150K Annually
Senior level
Insurance
The Role
Leads new-business sales for a nearshore BPO, targeting insurance and other regulated industries. Responsibilities include self-sourced pipeline development, complex full-cycle sales, executive stakeholder engagement, RFPs, pricing, negotiation, forecasting, conference representation, and closing $500K–$2M+ deals. The role hands signed clients to Operations and Client Services while supporting implementation as needed. Travel to delivery centers, conferences, and prospect meetings is required.
Summary Generated by Built In

 Pay Range:_  

  • $135000 - $150000 / year 

Our Perks & Benefits:_

  • Comprehensive benefits package including medical, dental, vision, and life insurance
  • Performance-based bonuses to reward your contributions*
  • Paid time off to recharge and maintain a healthy work-life balance
  • Flexible work options, including remote and hybrid opportunities, if eligible
  • Retirement Plan (401k) with company-matched contributions
  • Education Advancement, for employees and qualified dependents, via the Confie Enablement Scholarship Fund
  • Fitness Reimbursement – up to $15/month for gym memberships
  • Inclusive workplace through a strong commitment to Diversity, Equity, and Inclusion
  • Employee Assistance Program – confidential support for personal or professional challenges, at no cost
  • Extra Perks – optional plans for disability, hospital indemnity, health advocate program, universal life, critical illness, accident insurance, and even pet insurance

 

Purpose

  • Hunt, win, and launch new client relationships for Confie’s 2,000+ seat BPO. The BPO Sales Director is a quota-carrying, business creation role focused on bringing new logos to Confie BPO’s nearshore contact center and back-office services, delivered from two Class A facilities in Mexico. Primary targets are Property & Casualty and Health insurance organizations, including carriers, MGAs/GAs, agencies, health plans, TPAs, and related insurance industry firms. Secondary targets include similarly regulated industries such as financial services, life sciences, and telecom.
  • The Director builds and owns a self-sourced pipeline through their own and Confie’s network, LinkedIn, industry conferences, and direct outreach, partnering closely with Confie BPO's B2B marketing team to turn campaigns and events into qualified opportunities.
  • Typical deals range from $500K to $2M+ and are sold to heads of customer service, claims, or outsourcing, with final decision or input from the COO or equivalent executive. Once a deal is won, the Sales Director hands it off to Operations and Client Services for implementation and ongoing account management, and returns to hunting.
  • This is primarily an individual contributor role supported by marketing and sales administration resources. It may be performed remotely, and offers base salary plus uncapped commission tied to the revenue success of the clients the Director brings in.

Essential Duties & Responsibilities

  • Identify, prospect, and close new clients for Confie BPO's nearshore inbound and outbound voice and back-office services, including sales qualification, customer service, policy servicing, billing, first notice of loss (FNOL), TPA claims adjudication, and P&C back-office support
  • Build and maintain a self-sourced pipeline of qualified opportunities through personal network, LinkedIn, referrals, cold outreach, and industry events, with primary focus on P&C and Health insurance organizations
  • Partner with the B2B marketing lead to plan and execute targeted campaigns, account-based outreach, content, and event strategy; follow up quickly on marketing-generated leads and provide feedback on lead quality
  • Represent Confie BPO at industry conferences, trade shows, and association events: book meetings in advance, work the floor, and convert event contacts into active opportunities
  • Run full-cycle complex sales from first contact through close, including discovery, solution design with Operations, proposals and RFP responses, pricing, negotiation, and contract execution
  • Engage and multi-thread across buying committees, including heads of customer service, claims, operations, and outsourcing, procurement, and C-suite decision makers such as the COO
  • Host prospect visits to Confie BPO's delivery centers in Mexico to showcase facilities, talent, and operational quality
  • Achieve or exceed assigned new-revenue quota and activity targets
  • Maintain accurate pipeline, activity, and forecast data in HubSpot; forecast reliably and report progress to the SVP, Business Development
  • Hand off closed deals to Operations and Client Services with a complete transition of scope, commitments, and client expectations, staying engaged as needed through launch
  • Develop deep knowledge of Confie BPO's service offerings, nearshore delivery advantages, and competitive landscape, and clearly articulate the value proposition against onshore, offshore, and other nearshore providers
  • Stay current on P&C and Health insurance industry trends, regulatory considerations, and buyer priorities to identify where outsourcing creates value
  • Collaborate with Legal, Finance, and Operations to structure profitable agreements that comply with company policies
  • Share market and prospect insights with leadership and marketing to sharpen positioning, pricing, and target account lists

Qualifications and Education Requirements

  • 5+ years of B2B new-business sales experience with a proven record of meeting or exceeding quota; demonstrated results will be weighed more heavily than years of experience
  • Track record of self-sourcing and closing complex, multi-stakeholder deals of $500K or more
  • True hunter mentality: comfortable with cold outreach and building pipeline from scratch, without relying on inbound leads or inherited accounts
  • Established professional network and active LinkedIn presence, ideally among insurance, financial services, or other regulated-industry decision makers
  • Experience selling to operations leaders and C-suite executives
  • Strong presentation, proposal-writing, and negotiation skills
  • Self-directed, organized, and effective working remotely
  • Proficient in CRM systems (HubSpot preferred) and sales prospecting tools

Ability to travel 25–35%


Preferred Skills

  • Experience selling BPO, contact center, outsourcing, claims, or similar
  • Existing relationships with P&C carriers, MGAs, agencies, health plans, or TPAs
  • Familiarity with insurance operations such as policy servicing, billing, FNOL, claims, customer service and back-office support
  • Experience selling nearshore or offshore delivery solutions
  • Training in a strategic selling methodology (e.g., Miller Heiman, Target Account Selling, Challenger, MEDDIC)
  • Experience with RFPs, procurement teams, and outsourcing advisors
  • Bachelor's degree or equivalent experience

English/Spanish bilingual fluency a positive but not a requirement


Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.


Notice 

As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie’s use of these computer systems should contact Human Resources at [email protected]

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • 5+ years of B2B new-business sales experience with a proven record of meeting or exceeding quota
  • Track record of self-sourcing and closing complex, multi-stakeholder deals of $500K or more
  • Experience building pipeline through cold outreach, networking, referrals, LinkedIn, and industry events
  • Established professional network and active LinkedIn presence, ideally in insurance, financial services, or regulated industries
  • Experience selling to operations leaders and C-suite executives
  • Strong presentation, proposal-writing, and negotiation skills
  • Ability to work independently, stay organized, and work effectively remotely
  • Proficiency with CRM systems and sales prospecting tools; HubSpot preferred
  • Ability to travel 25–35%
  • Experience selling BPO, contact center, outsourcing, claims, or similar services
  • Existing relationships with P&C carriers, MGAs, agencies, health plans, or TPAs
  • Familiarity with insurance operations including policy servicing, billing, FNOL, claims, customer service, and back-office support
  • Experience selling nearshore or offshore delivery solutions
  • Training in a strategic selling methodology such as Miller Heiman, Target Account Selling, Challenger, or MEDDIC
  • Experience with RFPs, procurement teams, and outsourcing advisors
  • Bachelor’s degree or equivalent experience
  • English/Spanish bilingual fluency
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The Company
HQ: Huntington Beach, CA
711 Employees
Year Founded: 2008

What We Do

Confie is the largest personal lines insurance agency in the US. Since the day we established ourselves in 2008, we quickly grew to become the nation’s leading independent insurance provider for personal lines. Personal lines insurance includes auto, motorcycle, homeowners, renters, life, and health among others. We are passionate about serving our customers in their local communities through our click, call, or come-in approach. We live by our aspiration to be the most trusted source of insurance solutions so our customers can have peace of mind. In the insurance industry, we have been recognized as the #1 personal lines leader in the nation for the past five years. Confie is the only independent agency focused on personal lines insurance that consistently ranks in the Top 10 Property/Casualty agencies in the U.S. Our customers know us as friendly, professional, trustworthy, and knowledgeable. They recognize our brands and the great value we provide, and count on us for insurance solutions at competitive prices. We provide them quality coverage in the diverse communities that we serve. We believe that our employees are our brand. Our employees enjoy a positive, dynamic, inclusive and collaborative workplace where performance is rewarded, education is promoted, and employees have exciting opportunities to advance their careers. We strive to help every employee embrace our corporate values in everything they do. We promote a positive, workplace, and find satisfaction in a job well done. The secret to our continued success is our talented, diverse and dedicated employees. We are proud of our leading position in terms of employee diversity within our industry. At Confie, we offer competitive pay, great benefits, work-life balance, and significant upward opportunities for employees with passion. We look forward to you being a part of our team! Disclaimer: *2021 Top 50 Personal Lines Agency in Insurance Journal

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