Job Summary
We are seeking a driven, relationship-focused Inside Sales Representative to support and grow our network of independent insurance agencies. This role is responsible for driving production, increasing engagement, and strengthening partnerships through proactive outreach, education, and strategic follow-up.
The Inside Sales Representative works closely with our Outside Sales team to expand distribution, increase policy volume, and ensure agencies have the tools and support needed to succeed. This is a high-impact role that directly contributes to revenue growth and agency retention.
Duties/Responsibilities- Develop and manage relationships with assigned insurance agency partners
- Proactively drive new business production through outbound calls, email campaigns, and virtual meetings
- Support Outside Sales team with territory management, follow-up, and pipeline development
- Identify growth opportunities within existing agencies and implement action plans
- Educate agents on appetite, underwriting guidelines, product changes, and sales strategies
- Assist agencies with quoting strategies and positioning to increase bind ratios
- Track production metrics and activity to ensure growth targets are achieved
- Coordinate with underwriting, operations, and product teams to resolve issues and improve agency experience
- Help onboard newly appointed agencies and accelerate early-stage production
- Maintain accurate CRM documentation and reporting
- Sales-driven mindset with consultative approach
- Strong phone and virtual presentation skills
- Data-oriented and comfortable working with production metrics
- Problem-solving mentality
- Self-motivated and accountable
- Highly organized with strong follow-through
- Excellent communication and relationship-building skills
- Team-oriented with ability to collaborate cross-functionally
- 2+ years of insurance sales, agency management, or inside sales experience
- 2+ years of experience in homeowners' insurance
- Strong understanding of independent agency distribution model
- Proven ability to influence and drive revenue growth
- Comfortable working in a fast-paced, performance-driven environment
- Property & Casualty license
- Experience with Microsoft suite of products
- Prolonged periods of sitting at a desk and working on a computer
Skills Required
- 2+ years of insurance sales, agency management, or inside sales experience
- 2+ years of homeowners insurance experience
- Strong understanding of the independent agency distribution model
- Proven ability to influence and drive revenue growth
- Comfort working in a fast-paced, performance-driven environment
- Sales-driven mindset with a consultative approach
- Strong phone and virtual presentation skills
- Data-oriented and comfortable working with production metrics
- Problem-solving mentality
- Self-motivated and accountable
- Highly organized with strong follow-through
- Excellent communication and relationship-building skills
- Ability to collaborate cross-functionally
- Property and Casualty license
- Experience with Microsoft Suite products
What We Do
Bamboo Insurance is a high-growth insurtech company focused on the distribution of personal insurance product lines throughout the continental United States.
.png)
