Full-Time

Sales Development Representative

Tailwind Insurance Systems

Tailwind Insurance Systems

AI-powered loss-run retrieval for commercial brokerages

No salary listed

San Francisco, CA, USA

In Person

Category
Sales & Account Management (1)
Required Skills
Hubspot
Salesforce
Requirements
  • 1–4 years of experience in sales, recruiting, or other customer-facing roles (internships count)
  • Excellent communication skills — you can write clear, engaging outreach and handle phone conversations confidently.
  • Curiosity about financial services or interest in learning about insurance.
  • Persistence and resourcefulness — you’re comfortable doing research and trying new outreach tactics.
  • Experience with outreach tools (HubSpot, Apollo, Sales Navigator) a plus but not required.
  • Startup mindset: adaptable, fast-moving, eager to take ownership.
Responsibilities
  • Research & prospect: Build targeted lists of insurance brokers using tools like LinkedIn Sales Navigator, and Apollo.
  • Outbound outreach: Run email, phone, and LinkedIn campaigns to engage brokers and book discovery calls.
  • Qualify leads: Quickly understand broker pain points and how Tailwind can help — then pass the most promising leads to the Sales team.
  • Collaborate with Sales & Marketing: Share broker feedback, refine messaging, and help shape our go-to-market motion.
  • Maintain pipeline hygiene: Track all activity and broker conversations in Salesforce.
  • Experiment & improve: Test new outreach sequences and messaging to drive higher connect rates with brokers.
Tailwind Insurance Systems

Tailwind Insurance Systems

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Tailwind Insurance Systems builds an AI-powered loss run retrieval platform for commercial insurance brokerages. It automates the full loss-run retrieval process by connecting to thousands of carriers, wholesalers, and MGAs to fetch loss runs for new business and renewals. It offers one-click, mobile-friendly authorization letters and BOR letters, and then creates client-facing loss summaries and trend analysis reports. The platform integrates with an agency management system (AMS) or CRM to exchange data, and emphasizes enterprise-grade security with SOC 2 certification. The company aims to save brokers time and resources by replacing manual, tedious tasks with automated, secure workflows. Compared with competitors, Tailwind focuses on end-to-end automation, carrier connectivity at scale, seamless AMS/CRM integration, and strong security credentials.

Company Size

N/A

Company Stage

Seed

Total Funding

$50K

Headquarters

Mercer Island, Washington

Founded

2023

Simplify Jobs

Simplify's Take

What believers are saying

  • Carrier API standardization accelerates Tailwind's multi-carrier connectivity by 2026.
  • 67% of brokers plan AI automation investments by 2026, boosting demand.
  • AMS/CRM integrations position Tailwind for key partnership expansions.

What critics are saying

  • State Farm, Allstate deprecate APIs, forcing Tailwind rebuilds in 12-24 months.
  • Vertafore embeds loss-run tools, slashing standalone demand in 12-18 months.
  • $50K funding fails to scale sales against capitalized insurtechs in 6-12 months.

What makes Tailwind Insurance Systems unique

  • Tailwind automates full loss-run retrieval for commercial brokerages using AI.
  • Platform connects to 1000+ carriers, wholesalers, and MGAs seamlessly.
  • Generates client-facing loss summaries and trend analysis reports.

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