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.