Position Summary
The Insurance Business Development Representative is responsible for generating new business opportunities through proactive outbound prospecting and call campaigns. This role focuses heavily on cold calling, identifying qualified prospects, scheduling appointments for advisors or producers, and maintaining clean, organized prospect data. The ideal candidate is confident on the phone, highly organized, and comfortable working with spreadsheets, CRM systems, and outbound activity goals.

Essential Duties and Responsibilities 

• Conduct high-volume outbound cold calls to prospective clients, referral sources, and target accounts.
• Introduce company services, create interest, and schedule qualified appointments for advisors, producers, or sales team members.
• Support the execution of strategic outbound campaigns focused on lead generation and business development.
• Maintain accurate records of calls, outcomes, appointments, and follow-up activity within CRM and tracking systems.
• Clean, organize, and update prospect databases, Excel spreadsheets, and contact lists to ensure data quality and campaign effectiveness.
• Review and refine lead lists by identifying duplicates, outdated information, and incomplete records.
• Assist in segmenting prospect data for targeted outreach campaigns and improved calling efficiency.
• Coordinate follow-up activities and ensure timely communication with prospective clients.
• Track outreach metrics including call volume, conversations, appointments set, and campaign performance.
• Provide feedback to leadership regarding market response, prospect objections, and opportunities to improve outreach strategies.

Qualifications and Requirements 

• Bachelor’s degree preferred  
• Excellent communication and interpersonal skills, ability to analyze problems, collect data, and develop solutions
• Punctual, dependable, and professional 
• Prior experience in business development, inside sales, appointment setting, customer outreach, or call center environments preferred.  
• Insurance industry experience is helpful but not required.  
• Strong comfort level with cold calling and initiating conversations with prospective clients.  
• Strong verbal communication skills with the ability to engage prospects professionally and confidently.  
• Proficiency with Microsoft Excel and experience managing or cleaning data spreadsheets.  
• Experience using CRM platforms or sales tracking tools preferred.  
• Strong organizational skills, attention to detail, and ability to manage multiple priorities.  
• Self-motivated, goal-oriented, and comfortable working in a metrics-driven environment.  
• Ability to handle objections and maintain professionalism during high-volume outreach.  
• Strong follow-through and persistence.  
• Comfortable working independently while also collaborating with advisors, recruiters, or sales leadership.  
• Ability to identify trends and recommend improvements to lead generation efforts.  

Why Work for Ansay? 

Ansay is a growing, employee-focused insurance agency with strong community roots. We value collaboration, continuous improvement, and professional growth, and we invest in our people through training, technology, and career development opportunities.

At Ansay & Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds expectations - It’s the Ansay Way! As such the following core values guide our behaviors: Respect – Compassionate and Loyal Integrity – Honesty and Trustworthy, Accountability – Responsible for Actions & Results, Passion – Unfailing Dedication & Pride In Work, Positive “I Can Do” Mentality – Constant, Never-Ending Improvement, Excellence / Professionalism – High Expectations & Pursuit of Opportunities to further our Capabilities  

Benefits & Perks 

• Competitive compensation
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and paid holidays
• Professional development and designation support
• Career growth opportunities