Full-Time
Sales Development Representative
ReSource Pro
1,001-5,000 employees
Outsourced policy administration and claims processing
Compensation Overview
$40.7k - $75k/yr
Remote in USA
Remote
Bachelor's
 Sales & Account Management (1) |
|---|
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- 2–3 years of business-to-business experience in sales or business development.
- A proven track record of exceeding lead targets.
- A bachelor's degree in Business, Business Communications, Marketing, or a related field.
- A results-oriented mindset with a proven track record of meeting or exceeding targets.
- Proficiency with technology, including Salesforce, to manage customer contacts, reporting activities, and conversations.
- The ability to engage in high-level conversations with prospects and qualified leads.
- Strong planning, organizational, and time-management skills.
- Strong research skills to identify accounts, contacts, territories, and effective communication channels.
- The ability to work collaboratively within a competitive environment and contribute to team success.
- The ability to think strategically and learn from Sales Executives to enhance role effectiveness.
- Strong technological ability.
- Identify and contact potential customers and qualify them.
- Conduct sales development representative marketing by creating lead-generating campaigns, including email newsletters and social media posts.
- Communicate the value of a product or service.
- Schedule quality meetings for Sales Executives with prospects and qualified leads.
- Develop account plans with Sales Executives, target specific territories, and implement strategies to create new contacts.
- Work with marketing and sales representatives to determine the best leads for specific products or services.
- Plan campaigns with marketing support, track whether prospects received marketing attempts, and gauge their level of interest.
- Qualify and disqualify inbound leads, understand their needs, route them appropriately, and determine fit.
- Represent the company's products and services by using consumer research to explain how solutions meet prospective clients' needs.
- Schedule appointments and follow up on qualified leads with Sales Executives.
- Locate accounts not currently in Salesforce through research, cold calling, and prospecting.
- Learn and use technology, software, and platforms effectively.
- Use software and platforms to record data and move leads through a pipeline.
- Manage data and use advanced functions and analytics for outreach and discovery reporting.
- Monitor outreach cadence and use technology for outreach, scheduling, and development.
- Participate in sales, product, services, and department-level training programs.
- Collaborate with Sales Executives to maintain sufficient pipeline for sales targets and improve role effectiveness.
- Work collaboratively within Business Development and other departments, including Marketing.
- Cross-collaborate with marketing, product, and sales executives to gain insights.
- 1–2 years of insurance industry experience.
What this company does: ReSource Pro provides insurance process outsourcing services for insurance carriers, managing general agents (MGAs), and brokers, helping them improve operational efficiency and support profitable growth. How its product works: It delivers tailored back-office services—such as policy administration, claims processing, and customer support—often via technology-enabled processes and a blend of experienced staff and industry know-how to handle administrative tasks, scale operations, and adapt to market changes. How it is different from competitors: It focuses on customized, end-to-end outsourcing solutions within the insurance sector, combining industry expertise with technology transformation to improve market responsiveness and customer servicing, rather than offering generic outsourcing. What its goal is: To help its clients manage rising costs, talent shortages, and evolving market conditions so they can grow profitably and better serve their policyholders.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
2003
Get referred to ReSource Pro
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Simplify's Take
What believers are saying
- August 2026 Inc. 5000 recognition cites 67% revenue growth from 2022-2025.
- June 2026 AI Orchestration and Data Services target carriers, MGAs, wholesalers, and agencies.
- March 2026 hiring data showed 5,083 employees and 96 active job postings.
What critics are saying
- Accenture, Marsh, and consulting rivals can bundle technology into larger insurance contracts.
- AI Factory creates execution risk if agentic automation fails carrier compliance reviews.
- Heavy reliance on labor arbitrage faces margin compression as clients insource standardized workflows.
What makes ReSource Pro unique
- Insurance-exclusive scale: 3,500+ clients and 13,500+ employees across 19 offices.
- ReSource Pro operationalizes AI with governance, infrastructure, services, and measurable outcomes.
- The June 2026 AI Factory acquisition adds production AI brokerage expertise.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Phone/Internet Stipend
401(k) Company Match
Health Savings Account/Flexible Spending Account
Disability Insurance
Paid Vacation
Paid Holidays
Wellness Program
Growth & Insights and Company News
6 month growth
↑ 33%1 year growth
↑ 33%2 year growth
↑ 32%ReSource Pro, a strategic operations and technology partner to the insurance industry, has been named to the Inc. 5000 list for the 17th time. This places the company among the top 0.04% of repeat honourees in the ranking's 40-year history. The recognition reflects 67% revenue growth from 2022 to 2025 and 117% headcount growth over the same period. Founded in 2003, ReSource Pro now employs 13,500 team members and serves 3,500 insurance carriers, MGAs, and brokers. The company has maintained a 96% client retention rate for over a decade. It has documented 70,000 standard operating procedures to support its insurance services, delivered through AI and specialised operational experts.
ReSource Pro selected as a PropertyCasualty360 2026 Insurance Luminaries winner. Share: ReSource Pro was recognized for Excellence in Customer Experience for the white glove service delivered while transforming a client's lead management operations NEW YORK, NEW YORK, July 14, 2026 - ReSource Pro, a leading provider of strategic operations solutions for the insurance industry, has been named to PropertyCasualty360's Insurance Luminaries Class of 2026 in the category of Excellence in Customer Experience. This recognition celebrates innovation in the property and casualty insurance industry. The awards program spotlights top professionals and organizations within the sector that strive to modernize and humanize the business. The 2026 winners were selected by a panel of industry experts based on how well they stated and achieved goals with regards to the nomination category; how impactful their work has been; how dedicated the nominee has been to furthering modernization and humanization in the P&C insurance business; and how committed and dedicated the nominee has been to high ethical standards, service and excellence. ReSource Pro earned this honor through its transformational partnership with a large global broker. PropertyCasualty360 recognized that ReSource Pro's Operations Advisory team "transformed the brokerage's lead management process through a customized, data-driven solution that improved visibility, accountability, and operational efficiency across the organization," noting that the initiative demonstrated "ReSource Pro's commitment to understanding client needs, delivering tailored solutions, and driving meaningful improvements in both customer experience and business performance." "This year, the team behind PropertyCasualty360.com was thrilled to scale up our annual professional recognition program to more accurately reflect the depth and breadth of the P&C insurance industry," says Editor-in-Chief Elana Ashanti Jefferson. "People outside of insurance often fail to recognize the history, mission, technology, heart and smarts that are the underpinning of this industry. That's why I am doubly excited to spotlight more individuals and organizations through the 2026 Insurance Luminaries Awards program and inaugural event. These awards pay homage to the critical work around making insureds whole after a major loss while also empowering innovation and modernization to address ever more complex risks and consumer demands." The impact was decisive. What began as a pilot program earned the brokerage's confidence so thoroughly that they expanded the solution across their entire North American operations. This project gave producers and sales leadership more accurate pipeline visibility, enabling data-driven coaching at scale, and ensuring coordinated client outreach across the organization. The work demonstrated that true excellence in customer experience is built through partnership, precision, and a commitment to addressing root causes rather than symptoms. "Don't underestimate the ability to improve any process within your operation, no matter how trivial or low value it may seem at first glance," said Cheryl Kusick, VP of Operations Advisory at ReSource Pro. "Looking deeper into seemingly small inefficiencies can yield transformative benefits that drive significant value across your entire organization." This award reflects the standard ReSource Pro holds across every client engagement. The company's Operations Advisory team brings deep insurance expertise, a highly consultative approach, and the operational rigor to design solutions that are not only effective at launch but built to scale. By investing the time to understand each client's unique environment and treating clients as partners in the process, ReSource Pro has established itself as a trusted extension of clients' own teams, and this recognition from PropertyCasualty360 affirms that commitment at an industry level. About ReSource Pro Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 3,200+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a specialized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. The company is at the forefront of applying managed agentic services to help insurance organizations achieve measurable business outcomes at scale. ReSource Pro has maintained a 96%+ client retention rate for more than a decade and is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times - placing it among just eight companies to achieve that level of repeat growth recognition in the list's 40+ year history. Learn more at resourcepro.com. * Broker Solutions * Customer Experience Award * Insurance Luminaries * insurance operations * Lead Management * Operations Advisory * Pipeline Visibility * PropertyCasualty360 Solutions. * Business services * Process * Strategy * Technology services
ReSource Pro acquires Flow Specialty's AI tech and team. NEW YORK, UNITED STATES - ReSource Pro has acquired the AI technology and core team of Flow Specialty, installing co-founder Sivan Iram as head of a new internal unit called the AI Factory - positioning the insurance outsourcer to deliver managed agentic services across its insurance client portfolio by combining Flow Specialty's applied AI capability with ReSource Pro's existing process outsourcing infrastructure, according to a press release. AI factory targets repetitive high-volume insurance tasks. The AI Factory will serve as ReSource Pro's dedicated unit for agentic managed services and solutions across its insurance client portfolio, beginning with functions where AI can process high-volume, rules-based work at scale. Flow Specialty demonstrated its technical depth in 2024 by becoming the first AI system to pass the RPLU professional certification exam - one of the most rigorous credentials in the specialty insurance market - a benchmark that validated the team's capacity to deploy AI in high-stakes underwriting environments. "What we built at Flow, we can now expand across every function within ReSource Pro. The AI Factory's mandate is to help the company transition into a hybrid model, where AI handles the repetitive and high-volume work, and people apply their judgment, relationships, and expertise where it matters most," said Sivan Iram, who led Flow Specialty and will head ReSource Pro's AI Factory. Insurance outsourcer bets on agentic AI delivery. The deal accelerates ReSource Pro's transition from pure-play outsourced business processes toward a firm that bundles managed services with AI-driven operational execution. The three Flow Specialty co-founders bring years of applied AI work in insurance, including production deployment across wholesale brokerage - one of the industry's most complex processing environments. The hybrid delivery model is designed to reduce high-volume processing costs while preserving human oversight in client-facing judgment work. "ReSource Pro has been building toward a future where AI and human expertise work together in service of better client outcomes. Bringing their capabilities into our AI Factory is a meaningful step in that direction," said Dan Epstein, CEO of ReSource Pro. The deal reflects a pattern taking hold across insurance BPO: established outsourcers acquiring AI-native startups rather than building internally, using the founder's technical capital as the deployment asset. Insurance operations - policy issuance, claims processing, wholesale brokerage - represent one of the largest concentrations of repetitive knowledge work still run primarily by human labor. Outsourcers that move earliest to integrate agentic AI into managed services contracts are positioning to define the next cycle of insurance process delivery.
ReSource Pro completes acquisition of Flow Specialty's AI technology and team. Resource Pro has acquired the technology, intellectual property, and core team of Flow Specialty, an AI-focused wholesale insurance brokerage. As part of the deal, Flow Specialty co-founder and CEO Sivan Iram will join ReSource Pro to lead its AI Factory, a dedicated unit focused on developing managed agentic services and solutions for insurance clients. The transaction brings 10 Flow Specialty employees to ReSource Pro, including co-founders Naor Rosenberg, who will serve as technical lead for the AI Factory, and Amit Ben Natan, who will lead product development for the unit. Flow Specialty was founded to use AI to automate specialty insurance brokerage workflows. Over four years, the company built what it describes as an AI broker capable of handling quote, bind, and issue workflows end to end. In 2024, Flow's AI system passed the RPLU certification exam, becoming the first AI system to achieve the designation. "ReSource Pro has been building toward a future where AI and human expertise work together in service of better client outcomes. Sivan and his team have spent years building exactly that, not as a concept, but in production, in one of the most complex areas of insurance. Bringing their capabilities into our AI Factory is a meaningful step in that direction." - Dan Epstein, CEO of ReSource Pro. Get Coverager to your inbox. A really good email covering top news.
ReSource Pro has acquired the technology, intellectual property and core team from Flow Specialty, an AI-focused wholesale insurance brokerage. Flow Specialty co-founder and CEO Sivan Iram will lead ReSource Pro's AI Factory, developing managed agentic services for insurance clients. The deal brings 10 people from Flow Specialty to ReSource Pro, including co-founders Naor Rosenberg as technical lead and Amit Ben Natan leading product development. Flow Specialty spent over four years building an AI system capable of handling insurance brokerage workflows end-to-end. In 2024, its AI became the first to pass the RPLU certification exam. The AI Factory will deliver a hybrid model combining AI-driven execution with human expertise across ReSource Pro's insurance solutions portfolio, serving over 3,200 carriers, brokers and MGAs.