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Sales Development Representative (AgencyZoom)

Vertafore


Job Location:

Columbus, OH - USA

Hourly Salary: USD 21 - 21
Posted: 29 September 2026 (16 hours ago)
Application Deadline: 27 December 2026
Vacancies: 1 Vacancy

Department:

Sales

Job Summary

$21.63 / hour

The insurance industry runs on Vertafore. We equip agencies MGAs and carriers with the core digital systems specialized AI and data-driven foundation to eliminate distribution drag across the insurance lifecycle spanning sales servicing and back-office operations.

Underpinned by unmatched speed and performance power we are the trusted backbone thats taking the insurance industry from friction to flow with Distribution Velocity speed performance and trust - to drive growth at scale.

With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore we lead at the intersection of innovation and trust giving insurance professionals the confidence to transform and win in the AI era.

Our reach is global with headquarters in Denver Colorado and offices across the U.S. Canada and India.

SDRs are the first point of contact for the sales team. This position will be tasked both with speaking to accounts we have reason to believe are interested in our services and reaching out to agencies that do not know of us to pique their interest in our software solutions.

The primary responsibility of the position is to drive bookings and recurring revenue growth by generating qualifying and developing sales pipeline. The SDR is a vital link between Marketing and Sales and the SDR must be able to plan and execute daily and weekly required activities to generate sales opportunities for Vertafore. This role has knowledge of the organizations products/services and can partner with Marketing to execute campaigns programs and closed-loop business & sales development activities. The SDR also works closely with Marketing Operations & Sales Management.

During your discussions you will gather information surrounding agency challenges such that you can narrow in on the correct software match. Additionally you will work to discover the key players in the buying process as well as when and how they need our assistance. SDR generated leads are routed to all segments and territories to be followed up on and closed by the proper sales representative. As a SDR you will be asked to demonstrate knowledge of Vertafore our software and internal processes to prepare you for promotion to one of our sales teams

Core Requirements and Responsibilities:

Essential job functions included but are not limited to the following:

  • Execute the Vertafore Lead & Opportunity Management process for building sales pipeline.

  • Possess a working understanding of and other key sales technologies used for Sales Development and Opportunity creation.

  • Collaborate with Marketing & Product teams to execute campaigns that ensure lead quality and quantity with proper closed-loop metric reporting.

  • Regularly perform against individual monthly and/or quarterly targets: pipeline conversion rates and stage Zero Opportunities which may consist of meetings appointments virtually demos or follow-up calls assigned to quota carrying sales reps in Vertafore.

  • Collaborate with internal sales operations stakeholders on reporting and analysis.

  • Ensure CRM tools and Vertafore value-selling methodologies are leveraged to process and track opportunities.

  • Other duties as assigned

Knowledge Skills and Abilities:

  • Proven track record of achieving goals and/or quotas or other similar objectives

  • Ability to be a team player and perform in a fast-paced inside sales-oriented environment

  • Confidence to prospect and develop new sales leads

  • Excellent verbal written and interpersonal communication skills

Qualifications

  • Bachelors degree preferred

  • 0-3 years previous sales experience preferred

  • Comfort with sales technology and CRM tools

Additional Requirements and Details:

  • Travel required up to 10% of the time

  • Ability to work remote with a stable internet connection on an as needed basis

  • Located and working from an office location (when required)

  • Occasional lifting and/or moving up to 10 pounds

  • Frequent repetitive hand and arm movements required to operate a computer

  • Specific vision abilities required by this job include close vision (working on a computer etc.)

  • Frequent sitting and/or standing

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Is this role not an exact fit for you Keep an eye on our Careers Page for other positions!

Vertafore is a drug free workplace and conducts preemployment drug and background screenings.

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities duties skill or working addition this document does not create an employment contract implied or otherwise other than an at will relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race color religion sex gender identity pregnancy national origin ancestry citizenship age marital status physical disability mental disability medical condition sexual orientation genetic information or any other characteristic protected by state or federal law.

We do not accept resumes from agencies headhunters or other suppliers who have not signed a formal agreement with us.


Required Experience:

IC


About Company

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Looking to start your career in Technology? We have opportunities right here in mid-Michigan! Vertafore is looking for talented people to join our team in Michigan. Our dynamic environment provides professional development, fast upward mobility, and e

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