Role overview

Qualifications

1–2 years’ experience in sales development, business development, or lead generation, preferably in SaaS, insurance, or fintech
Strong communication and relationship-building skills
Confidence with outbound prospecting and cold outreach
Highly organised with the ability to manage multiple leads and conversations

Responsibilities

Identify and research prospective insurance brokers, agents, and MGAs within target markets
Manage inbound leads and progress them into qualified opportunities in collaboration with Account Executives
Conduct outbound prospecting through calls, email, LinkedIn, and events to generate qualified opportunities
Book discovery meetings between prospects and Account Executives and maintain an accurate CRM pipeline

Key facts

Remote from: Wisconsin (USA)
Full time
Junior (1-2 years)
SDR - (Inside) Sales Development Representative
English

Hard skills

Cold Calling LinkedIn Sales Navigator Lead Generation Prospect Management Demonstration Skills Market Analysis Campaign Management Stakeholder Engagement Microsoft Dynamics CRM Pipeline Planning Product Knowledge HubSpot CRM Salesforce Customer Relationship Management Organizational Structure

Other skills

Communication
Analytical Skills
Multitasking
Time Management
Teamwork
Self-Confidence
Relationship Building

About the company

Novidea

Computer Software / SaaS

Novidea is the leading Insurtech provider of a cloud-native, data-driven insurance management system. With its open API architecture, Novidea enables brokers, agents, MGAs, and carriers to modernize and manage the customer journey end-to-end and drive growth across the entire insurance distribution lifecycle. Novidea's streamlined and automated platform fully integrates front, middle, and back offices. The Novidea platform boosts operational efficiency while providing a seamless digital experience for team members and customers alike. Insurance businesses benefit from a 360-degree view of customers and policies and can access data and actionable insights anytime, anywhere, and on any device. Novidea supports more than 100 customers across 22 countries. Novidea has been awarded for its outstanding contribution to technology and innovation from the London Market Forum, the Insurtech100 list of the world’s most innovative Insurtechs, and AIFintech 100.

Company details

Company typeSME

IndustryComputer Software / SaaS

Company size201 - 500

Links

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Job description

Description

#Hybrid

About Novidea

Novidea provides a cloud-based, data-driven platform designed specifically for insurance brokers, agents, and MGAs. Our technology enables insurance organisations to manage the entire policy lifecycle, drive operational efficiency, and gain deeper insights into their business.

Job Title

Sales Development Representative / Business Development Representative (SDR/BDR)

About the Role

We are looking for an ambitious SDR/BDR to support our growth in the insurance and broker market. In this combined role, you will be responsible for managing inbound leads and working closely with Account Executives to progress them into qualified opportunities, whilst also driving outbound activity, including calls, campaigns, and events, to generate qualified opportunities with brokers, MGAs and agents across our target markets, while building interest in the Novidea platform and raising our profile in the market.

You will play a key role in building the pipeline by introducing prospective clients to Novidea’s platform and demonstrating how our technology can help modernise insurance operations.

Key Responsibilities

Identify and research prospective insurance brokers, agents, and MGAs within our target markets.
Manage inbound leads and work closely with Account Executives to progress them into qualified opportunities.
Conduct outbound prospecting through calls, email, LinkedIn, and events to generate qualified opportunities.
Engage with key decision-makers and stakeholders across target organisations.
Book discovery meetings between prospects and Account Executives as part of the qualification process.
Maintain accurate pipeline and outreach activity within the CRM.
Collaborate closely with the wider sales and marketing teams on campaigns and events focused on our target organisations.
Develop a strong understanding of the insurance broker lifecycle and Novidea’s platform.
Stay up to date with market developments relevant to Novidea’s business and target markets.
Contribute to go-to-market research, planning, and market insight development.

Requirements

1–2 years’ experience in sales development, business development, or lead generation, preferably in SaaS, insurance, or fintech.
Strong communication and relationship-building skills.
Confidence with outbound prospecting and cold outreach.
Interest in the insurance and insurtech sector.
Highly organised and able to manage multiple leads and conversations.
Experience using CRM tools such as Salesforce or HubSpot is an advantage.

What We Offer

Competitive base salary with commission structure.
Opportunity to grow within a fast-scaling insurtech company.
Exposure to global insurance markets.
Ongoing sales training and career progression opportunities.