
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.
🔥 5 minutes ago
Where this job comes from
Posted on AgencyBloc's careers page, not through a job board
First seen by Remote Rocketship 5 minutes ago
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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.
• Partner with Account Executives and Account Managers throughout the sales cycle to understand prospect needs and deliver tailored product demonstrations of the AgencyBloc Plus Suite • Support sales conversations to uncover current workflows, pain points, and technical requirements • Serve as the primary technical resource during the sales process, answering questions about functionality, integrations, data security, and implementation • Build and customize demo environments for specific prospect or client use cases • Support proof-of-concept engagements and trial periods • Explain technical concepts to non-technical audiences, including agency owners and administrative staff • Liaise between Sales, Product, and Engineering and relay prospect and customer feedback to help shape the product roadmap • Stay current on the product suite, insurance agency management landscape, and competitive alternatives • Maintain and improve demo scripts, sales engineering playbooks, and technical sales collateral
• 1–3 years of experience in sales engineering, solutions consulting, sales, customer success, or a related customer-facing/technical role • Strong presentation and communication skills, with the ability to explain technical concepts in plain language • Curiosity about how software solves business problems and comfort learning a new platform in depth • Ability to manage multiple priorities and work cross-functionally in a fast-paced environment • Comfortable working independently in a remote environment while staying closely connected to a distributed team • Bachelor's degree or equivalent practical experience • Applicants for employment in the US must have work authorization that does not now or in the future require visa sponsorship • Preferred: Experience with SaaS products, CRMs, or agency/policy management systems • Preferred: Familiarity with the insurance industry or willingness to become an expert in it • Preferred: Experience responding to RFPs or security/compliance questionnaires • Preferred: Familiarity with Salesforce, HubSpot, or similar sales platforms
• 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 • Collaborative, mission-driven culture that values work-life balance
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