
51 - 200 employees
🛡️ Insurance
🏥 Healthcare
💰 Private Equity Round on 2021-10
Insurance • Healthcare
AgencyBloc is the #1 Recommended Insurance Industry Growth Platform designed specifically for the health, benefits, and senior insurance sectors. Since its establishment in 2008, AgencyBloc has provided robust, insurance-specific solutions including an industry-tailored CRM, automated workflow management, policy management, and commissions processing. With over 6,500 customers, AgencyBloc helps organizations accelerate their growth through advanced sales enablement and efficient customer management features.
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51 - 200 employees
🛡️ Insurance
🏥 Healthcare
💰 Private Equity Round on 2021-10
Insurance • Healthcare
AgencyBloc is the #1 Recommended Insurance Industry Growth Platform designed specifically for the health, benefits, and senior insurance sectors. Since its establishment in 2008, AgencyBloc has provided robust, insurance-specific solutions including an industry-tailored CRM, automated workflow management, policy management, and commissions processing. With over 6,500 customers, AgencyBloc helps organizations accelerate their growth through advanced sales enablement and efficient customer management features.
• Lead, coach, and develop a team of Business Development Representatives through call coaching, pipeline reviews, and skill development • Hire, onboard, and train new BDRs in partnership with Sales Enablement • Build ramp plans and playbooks to shorten time-to-productivity • Track, analyze, and report on team and individual performance, including SQLs, outbound activity, conversion rates, and pipeline contribution • Deliver regular insights to Sales Leadership and flag risks and opportunities • Partner with Marketing/Demand Generation and Sales Enablement on lead flow, messaging, training content, call scripts, and onboarding curriculum • Work with Sales and GTM Leadership to set goals, quotas, and KPIs and shape outbound strategy, territory/account assignment, and revenue processes • Establish and improve BDR processes, cadences, and playbooks across calls, email, LinkedIn, and other channels • Conduct regular one-on-ones and team meetings and champion AgencyBloc's values • Manage BDR-to-AE handoff quality and mentor high-potential BDRs for future promotion • Stay current on SaaS sales methodologies, engagement tools, and industry trends • Perform additional duties as assigned by the Director of Sales Enablement
• 3+ years of experience as a BDR/SDR in a SaaS or B2B environment • At least 1+ years in a BDR/SDR team lead or management role • Bachelor's degree in Finance, Business Administration, or a related field, or equivalent business experience • Proven track record of coaching reps to meet or exceed quota and developing talent for career growth and promotion • Strong analytical and problem-solving skills, with the ability to track, interpret, and report on team performance data, funnel metrics, and revenue trends • Excellent verbal, written, and presentation skills • Strong organizational and project management skills • Self-motivated, coachable, and results-oriented, with a collaborative leadership style • In-depth knowledge of CRM, ERP, and SaaS product analytics tools • Experience with CRM and sales engagement platforms such as HubSpot, Salesforce, Outreach, Nooks or Salesloft • Familiarity with sales enablement practices, including onboarding curriculum design and call coaching frameworks • Experience partnering with Marketing/Demand Generation on lead generation campaigns and lead scoring • Knowledge of SaaS sales methodologies and outbound sales funnels • Knowledge of the Health and Life Insurance industry is a plus • 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
• Competitive base salary plus performance-based bonus/commission structure • Health, dental, and vision insurance • 401(k) with company match • Flexible, remote-first work environment • Generous PTO and flexible scheduling • Half-day summer Fridays • A collaborative, mission-driven culture that genuinely values work-life balance
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