AgencyBloc is a leading provider of agency management solutions built specifically for life and health insurance agencies. Our platform helps agencies streamline operations, strengthen client relationships, and drive growth through powerful CRM, commission processing, and marketing automation tools. We value innovation, collaboration, and making a meaningful impact in the industries we serve and we take pride in fostering a culture that genuinely cares about our customers, our work, and each other.
RequirementsSummary:
The Partner Development Representative is responsible for helping turn AgencyBloc’s partnership ecosystem into a scalable growth channel.
This role has two primary areas of focus:
- 80% Partner Growth: Activate AgencyBloc’s existing partnerships by identifying, engaging, and developing opportunities within partner networks.
- 20% Partnership Development: Identify and qualify new strategic partnership opportunities for the Chief Growth Officer to pursue through negotiation and contracting.
Success in this role means helping AgencyBloc build the right partnerships and turn those relationships into measurable pipeline and revenue.
Responsibilities:
Partner Growth & Activation
- Develop growth strategies for assigned AgencyBloc partners and their networks.
- Identify and prioritize high-potential agencies and opportunities within partner downlines.
- Build relationships with partner stakeholders who can facilitate introductions and drive engagement.
- Conduct proactive outreach to prospective customers within partner networks.
- Collaborate with partners and AgencyBloc Marketing on campaigns, webinars, events, and other demand-generation activities.
- Educate and nurture downline prospects, conducting early discovery to identify business needs and AgencyBloc fit.
- Create qualified opportunities and transition them to the appropriate AgencyBloc sales resource.
- Monitor partner performance and identify opportunities to increase network penetration, pipeline, and revenue.
Strategic Partnership Development
- Identify and prioritize prospective strategic partners across the health and life insurance ecosystem.
- Research target organizations, their distribution networks, key stakeholders, technology strategies, and potential partnership fit.
- Develop relationships with key decision-makers and influencers through targeted outreach, industry events, referrals, and networking.
- Conduct early discovery to understand strategic fit, potential scale, business priorities, and partnership opportunities.
- Develop qualified partnership opportunities and prepare the Chief Growth Officer for executive-level pursuit.
- Facilitate introductions and support opportunities as they progress toward negotiation and contracting.
Pipeline & Performance Management
- Maintain accurate partner, prospect, and opportunity information in HubSpot.
- Track partner-sourced pipeline, downline engagement, opportunity progression, and revenue.
- Participate in regular partnership and pipeline reviews.
- Share market and partner insights that can improve AgencyBloc’s partnership and go-to-market strategy.
Skills/Education/Experience:
- 5+ years of experience in business development, partnerships, channel development, enterprise sales, or a related role.
- Proven ability to proactively create and develop business opportunities.
- Strong relationship-building, discovery, and communication skills.
- Experience engaging senior and executive-level stakeholders.
- Strong account research, planning, and pipeline-management skills.
- Ability to work independently while collaborating across Sales, Marketing, Customer Success, Product, and leadership.
- Experience with HubSpot or a comparable CRM preferred.
- Insurance, InsurTech, SaaS, employee benefits, Medicare, or health and life insurance experience strongly preferred.
Measures to Success:
- Partner-sourced qualified pipeline and revenue
- Downline opportunities created and converted
- Growth in penetration across partner networks
- Contracted partners actively generating pipeline
- New strategic partnership opportunities advanced to the Chief Growth Officer
- New contracted partnerships sourced or influenced
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.
Skills Required
- 5+ years of experience in business development, partnerships, channel development, enterprise sales, or a related role
- Proven ability to proactively create and develop business opportunities
- Strong relationship-building, discovery, and communication skills
- Experience engaging senior and executive-level stakeholders
- Strong account research, planning, and pipeline-management skills
- Ability to work independently while collaborating across Sales, Marketing, Customer Success, Product, and leadership
- Experience with HubSpot or a comparable CRM
- Insurance, InsurTech, SaaS, employee benefits, Medicare, or health and life insurance experience
- US work authorization that does not now or in the future require visa sponsorship
What We Do
The #1 Recommended Insurance Industry Growth Platform Accelerate the growth of your organization with the robust insurance-specific solutions that leading health, group benefits, and senior insurance agencies, GAs, IMO/FMOs, call centers, and carriers recommend. In 2008, “AgencyBloc” the brand was born, and the very first life and health insurance agencies began using our industry-specific CRM (Customer Relationship Management) and powerful commissions processing system. Today, AgencyBloc is the #1 Recommended Insurance Industry Growth Platform with 6,500+ customers across multiple solutions within the platform.
