Production Associate

We're hiring a Remote Production Associate to support revenue growth by managing inbound insurance leads, conducting outbound prospecting, and preparing new business submissions. You'll be the first point of contact for prospects and a key partner to our Account Executive—keeping the pipeline full, organized, and moving fast.

Key Responsibilities

1. Inbound Lead Management (Social + Phone)
   • Respond quickly to all inbound quote requests from social media, email, website, and call-ins
   • Ask the right intake questions, gather required details, and document everything cleanly in our system
   • Pre-qualify leads and route opportunities to the Account Executive based on fit/urgency
   • Follow up consistently until the lead is either booked, quoted, or closed out with notes

1. Outbound Prospecting & Appointment Setting
   • Make daily outbound calls to targeted businesses to generate interest and schedule appointments
   • Use scripts and talk tracks (and help improve them over time based on what's working)
   • Overcome objections professionally and keep conversations moving toward a booked call
   • Track activity (calls, connects, appointments set) and report results

1. New Business Submission Support (Applications)
   • Collect missing underwriting information and required documents from prospects
   • Prepare and complete insurance applications accurately for new business opportunities
   • Package submissions clearly for the Account Executive to take to market
   • Maintain a clean submission checklist and ensure nothing falls through the cracks

Success Metrics (What “Good” Looks Like)

• Fast response time to inbound leads
• Consistent daily outbound activity and appointments booked per week
• High-quality, accurate applications/submissions with minimal rework
• Strong follow-up discipline and clean documentation