Agent Outreach & Recruitment Specialist

Job Title: Agent Outreach & Recruitment Specialist

About the Role

A motivated, outgoing, and detail-oriented professional is sought to join the team as an Agent Outreach & Recruitment Specialist. This role combines relationship-building, product expertise, and recruitment strategy.

Key Responsibilities

Agent Outreach & Relationship Management

• Build and maintain strong relationships with the network of insurance agents.
• Make outbound calls to share:
• New product launches and updated carrier rates
• Contests, bonuses, and marketing opportunities
• Cross-selling and growth opportunities
• Track engagement activity and follow up on agent participation and feedback.
• Serve as a key contact for product information, training opportunities, and resource support.

Agent Recruitment & Expansion

• Identify and reach out to licensed or aspiring insurance agents.
• Present the value of partnering with the agency.
• Conduct initial screening and onboarding coordination for new recruits.
• Collaborate with leadership and marketing to develop and execute recruitment campaigns and incentives.
• Maintain a consistent pipeline of qualified agent prospects through CRM tracking and follow-up.

Collaboration & Internal Support

• Partner with marketing, contracting, and sales support teams.
• Relay feedback, challenges, and ideas from agents to leadership.
• Stay informed about industry trends and competitor offerings.

Requirements & Tech Stack

• Prior experience in insurance, recruiting, outbound sales, or call center work is preferred (but not required).
• Strong verbal communication and relationship-building skills.
• Comfortable making outbound calls and engaging with professional insurance agents.
• Self-motivated, positive, and goal-oriented.
• Eager to learn multiple insurance product lines.
• Basic proficiency with CRM systems and Microsoft Office (Excel, Outlook, Teams).

Qualifications

• Relationship Builder: Confident, approachable, and credible with agents.
• Persuasive Communicator: Able to generate excitement about joining or working with the agency.
• Product Learner: Can absorb and clearly explain product information.
• Recruiter Mindset: Enjoys identifying, attracting, and onboarding new agents.
• Organized Multitasker: Keeps track of outreach, recruitment pipelines, and follow-ups.
• Team Player: Works cross-functionally to ensure agents are supported and engaged.

This is an in-office role with opportunities for growth into leadership, recruitment, or account management.