Founding Business Development Representative; AE track

You will be a founding member of our business development team: call independent insurance agency owners all day, earn their curiosity in under a minute, and book qualified demos that turn into long-term customers. This is an outbound role. It is not inbound, not full-cycle, and not account management.

There are 40,000+ independent P&C agencies in the US, and most still close every policy across a fragmented set of tools: manual data entry across five or more systems, disconnected intake, no pipeline visibility, and phones that hit a dead-end after 5PM. Policy Lift is the all-in-one AI growth engine for those agencies. We do four jobs for them:

• Grow. Website, SEO, AI search, and email marketing that bring in leads.

• Intake. AI agents, smart forms, and carrier data and documents, so every lead is captured and complete.

• Submit. One-click transfer to the systems that matter: AMS, CRM, raters and carriers

• Bind. Comparisons and proposals that get the policy bound.

• Dial. Most of your day is outbound calling to agency owners. You'll get past gatekeepers, run a short conversation, win their curiosity, and book a meeting.

• Work every reply. When our marketing campaigns get leads, you own them: answer the question, handle the objection, get the demo on the calendar.

• Triage inbound. Demo requests, website forms and conference leads come to you first. You'll qualify them fast and route them to the right next step.

• Watch the market. Email, Linked In, events and partner referrals for buying signals. Act on them the same day.

• Keep the CRM clean. Every call, outcome and next step goes into Hub Spot, because the team plans its week from your data.

• Feed back what you hear. You'll hear more objections than anyone, so you'll help sharpen our scripts, lists and messaging every week.

• Conferences and industry events. Up to 30% travel is expected to attend industry events and book in person demos at conferences and events across the country.

• Weeks 1–2. Learn the market by calling agencies with short discovery questions: which AMS, which rater, which CRM. You'll learn the industry, the vocabulary and how to engage our ICP.

• Months 1–3. You're running full outbound sequences, booking demos, and filling our pipeline.

• Months 3–6. You're consistently hitting your weekly and monthly targets and starting to sit in on demos and run discovery yourself.

• Months 6–12. You're above target, running your first demos end to end, and interviewing for AE.

• 6 months to 2 years in sales or another high-activity role.

• Hungry and gritty. You can take 50 no's before lunch and still bring energy to the 51st call.

• A clear, confident communicator on the phone and in writing.

• Organized and consistent. You follow up when you say you will, and your pipeline is never a mystery.

• Coachable. You ask for feedback, learn from it, and use it the same day.

• A self-starter. You know your responsibilities and take action when nobody is looking.

• Excited about AI and tech startups, and curious about how a company gets built from the inside.

• Cold-calling experience or a quota-carrying role.

• Exposure to insurance, small business or SaaS. Insurance knowledge is a plus, not a requirement; we'll teach you the industry.

• You've used Hub Spot, Aircall, Apollo or a similar sales stack.

• Athlete, founder, competitor: anything that shows you outwork people.

• Competitive base plus uncapped commission with accelerators above target.

• Meaningful equity and ownership in the company.

• Fully covered health, dental and vision.

• A real, fast path to AE, with direct coaching from the people who close our deals.

• A front-row seat at an early-stage AI company.

• Founding scope: ownership in building something real

Policy Lift is the AI-native growth engine for independent P&C agencies: one platform that drives growth, consolidates fragments of point solutions, so agencies can source and close premium faster. Our team brings experiences from top-tier technology companies like Google, Meta, and Insurtech leaders like Qualia.
Policy Lift is VC-backed, used by 1,000+ agents and actively services a book of over $1B in premium.

• New York City or Tampa

• $60-100K OTE

• Clear path to AE in 6–12 months if you beat your targets