Insurance Carrier SaaS Account Executive

Canopy Connect is the leading insurance infrastructure provider. Our 1-click solution enables insurance carriers to instantly and securely receive comprehensive insurance information from a prospect. 

Insurance carriers buy Canopy Connect to arm their agents with best in class software that positions their business to win. Canopy Connect helps agents provide trusted insurance advice backed by complete and verified insurance information from the source of truth. Carriers also use the platform in call centers and direct (online) sales.

As Canopy Connect's Insurance Carrier Account Executive, you'll build and scale our enterprise sales operations and partnerships with national and regional insurance providers. This role is remote, and you can be located anywhere in the US. The ideal candidate is an early-stage GTM expert with proven quota-carrying experience selling SaaS software to insurance providers, who we can build a team around.

What we're building

Every business that deals with insurance information has a tedious process of collecting it. They use long forms, phone calls and emails to collect the information they need to understand their prospects and customers. Canopy Connect is changing that. With our consumer consent-driven data model, an individual is able to instantly and securely share a copy of their insurance information with a business. Which means that our customers, business owners across America, can focus on the reasons they started their business in the first place, instead of spending so much time trying to collect the information they need to understand and onboard their customers.

The Role

Insurance Carrier Account Executives at Canopy Connect sell the company’s Agency and API products to insurance carriers. Your role is to identify, engage and close new business opportunities to national and regional insurance providers. 

Qualifications

• Proven quota-carrying experience selling SaaS software to insurance providers

• Demonstrated ability to lead customers from discovery to close in highly complex sales that involve technical scoping, infosec, legal and regulatory compliance reviews.

• Exceptional written and verbal communication skills.

• Demonstrated ability to run a consultative sales process.

• Proficiency with sales tools (e.g. CRM, Lead Management, Software).

• Deep industry knowledge in the insurance industry. 

• Bonus: Programming experience in any language and experience with SQL databases. 

Duties

• Build pipeline through a combination of phone, email and social media outreach.

• Convert prospects into customers through:

  • Thoughtful discovery conversations with prospects that feel more like consulting and less like sales.

  • Responsive, articulate communications, especially in written form

  • Hands on involvement with pilots to ensure conversion to production contracts

  • Creating and seeking approval from Canopy Connect management on pricing packages that meet prospect needs

• Expand ARR with existing customers through:

  • Hands-on involvement with production project success

  • Deep understanding of customers needs and how Canopy Connect’s existing and upcoming products meet those needs

• Prepare all materials and strategy for sales meetings that includes agendas, scripts, presentation materials and demos (as required).

• Write thought leadership pieces or posts to elevate Canopy Connect’s brand.

• Attend tradeshows to meet with prospects and industry partners.