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AgentSync

Automates licensing and onboarding for insurers

Mid Market Account Executive

Account ExecutiveConfirmed live in the last 24 hours
Full-timeDenver, CO, USA

About the Job

Requirements

  • At least 3 years of B2B SaaS experience in Senior Account Executive or Sales roles.
  • At least 1 year of experience in insurance, financial services, compliance, legal, consulting, or another legacy industry.
  • At least 3 years as a Salesforce platform power user.
  • Use a data-driven, process-driven, methodical, and consultative sales process and sales mechanics.
  • Have strong pipeline generation, management, and forecasting skills.
  • Demonstrate top-performer results.

Responsibilities

  • Own and manage the full sales cycle, including opportunity creation, qualification, discovery, product demonstration, pricing and proposals, negotiation, and closed-won or closed-lost outcomes, in line with the company’s culture and values, especially customer love.
  • Generate pipeline at high velocity in greenfield opportunities across the insurance company landscape as part of a small team.
  • Collaborate effectively with customers using a consultative, solution-selling, customer-journey continuity approach throughout every phase of the sales cycle.
  • Manage sales cycles using the MEDDIC sales methodology.
  • Understand customers’ goals, current business processes and solutions, pain and gain points, budgets, and the business outcomes they are trying to achieve with AgentSync.
  • Communicate clearly and accurately with internal teams about new pipeline generation, current pipeline and funnel updates, accurate forecasting, prospective-customer requirements, and closed-loop product-feature feedback.
  • Create and iterate on foundational best-practice processes, tools, measurement, and the foundations of a world-class Sales function.

About the Company

AgentSync

Automates licensing and onboarding for insurers

AgentSync provides insurance compliance software that automates the enforcement of state producer licensing and appointment rules. It serves carriers, agencies, MGAs, and producers by offering a subscription-based platform that streamlines onboarding, licensing, and appointments, including in-system background checks and management of producer, broker, and adjuster information. How it works: clients subscribe to the platform, which guides and automates the steps needed to verify licenses, run background checks, and keep records up to date, reducing the risk of non-compliance. How it differs from competitors: it focuses on end-to-end automation and connectivity across the insurance ecosystem (carriers, agencies, MGAs, producers) to create a smoother, auditable compliance workflow rather than offering standalone tools. Its goal is to build a reliable insurance infrastructure that makes licensing and regulatory compliance faster, clearer, and easier to manage.

Company size
51-200
Company stage
Series B
Total funding
$161.1M
Headquarters
Denver, CO
Founded
2018

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