Summary of Position
The Inside Marketing Representative is responsible for driving profitable growth through proactive agency engagement, outbound sales activity, and broker relationship management. Acting as both a sales producer and a brand ambassador, this role combines the discipline of structured sales outreach with strategic relationship management. The Inside Marketing Representative partners closely with Field Sales Executives and Product teams to expand agency production, strengthen market presence, and ensure agents are aligned with company goals.
This position requires a high level of accountability, persistence, and self-motivation. Success will be measured by the achievement of sales quotas, profitable growth metrics, and agency relationship development. The role offers career development opportunities and the potential to earn performance-based incentives in addition to base compensation.
Essential Job Responsibilities
Agency Relationship Development & Growth
- Develop and manage strong agency relationships to drive premium growth and profitability.
- Guide, direct, and motivate assigned agencies to meet or exceed sales quotas.
- Act as a liaison between agencies and internal teams to resolve issues impacting growth or satisfaction.
- Support the recruitment, onboarding, and training of new agency partners.
- Promote adoption of company systems, tools, and incentives to increase agent engagement.
Sales Development & Execution
- Conduct structured weekly outbound calls and proactive communications to drive quotes and written premium.
- Execute sales call activity goals consistently to maintain production momentum.
- Deliver effective product presentations and training sessions to agencies.
- Partner with Field Sales Executives to coordinate strategy, support agency production, and strengthen key relationships.
- Participate in industry events, conventions, and association functions to represent the company.
Broker Performance & Quality Management
- Monitor broker performance, including loss ratios, claims frequency, persistency, and delinquent accounts.
- Implement corrective action plans for underperforming brokers.
- Transition out brokers who do not meet minimum performance standards.
- Ensure compliance with licensing, underwriting guidelines, and regulatory standards.
- Conduct regular webinar training sessions to educate and support partners on product features, best practices, and updates.
Strategic & Collaborative Engagement
- Participate in regular sales strategy sessions with field and inside sales leadership.
- Provide actionable feedback on competitor products, market positioning, and agency needs.
- Contribute ideas to improve products, processes, and the company’s competitive advantage.
CRM & Data Management
- Accurately record calls, meetings, and agency activities in the CRM system.
- Use dashboards and reporting tools to monitor progress, analyze activity, and optimize outreach strategies.
- Maintain clean and accurate agency records, validating at least quarterly.
General Responsibilities
- Meet or exceed performance expectations and sales quotas.
- Represent Bridger with professionalism and as a trusted partner to agencies.
- Perform other duties and responsibilities as assigned by leadership.
- Weekend work may be expected
Required Skills
- Bilingual in Spanish/English preferred
- Experience in the insurance industry, specifically dealing with program business and an understanding of the non-standard automobile industry.
- Strong analytical and interpersonal skills.
- Experience with interacting with all levels of executive and management staff.
- Effective communication skills, both oral and written. Ability to convey ideas and information in a clear, concise and persuasive manner, adjusting presentation to different audiences as necessary.
- Self-motivated with strong selling skills.
- Develops good rapport with brokers and conducts activities in a manner which enhances company reputation.
- Demonstrated organizational skills, flexibility, and ability to prioritize multiple and complex tasks.
- Strong prospecting, presentation and client relationship skills.
- Experienced in independently determining priorities and goals and exercising independent judgment.
Required Education
- Bachelor's degree in business or equivalent preferred
Required Experience
- 1-3 years of insurance or sales experience preferred
Working Conditions
- In-office position
- Occasional travel (up to 10%) for agency visits, training sessions, and industry events.
Physical Requirements
- May be sitting for up to 2 hours straight with short break
- Constant keyboard entry for up to 2 hours with short break
Mental Requirements
- Must be able to do simple math
- Must have the ability to identify a problem and review related information to develop and evaluate options and implement solutions
Equipment Used
- Standard office equipment required (computer, phone, CRM access).
Supervisory Responsibilities
- No