Inside Sales Lead
Job Summary:
We are seeking a driven, relationship focused Inside Sales Lead 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 Lead 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
Required Skills/Abilities:
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
Required Education and Experience:
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
Preferred Requirements:
Property & Casualty license
Experience with Microsoft suite of products
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Salary: Starting at $60,000 annually. Candidate's skills, experience and abilities will be taken into consideration for final offer.
Bamboo is committed to the principles of equal employment. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.
Apply Now
We are seeking a driven, relationship focused Inside Sales Lead 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 Lead 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
Required Skills/Abilities:
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
Required Education and Experience:
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
Preferred Requirements:
Property & Casualty license
Experience with Microsoft suite of products
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Salary: Starting at $60,000 annually. Candidate's skills, experience and abilities will be taken into consideration for final offer.
Bamboo is committed to the principles of equal employment. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.
Apply Now