Commercial Insurance Cold Caller

About the Role Econosurance is an independent commercial insurance agency based in Cambridge, Massachusetts, specializing in helping small and mid-sized businesses protect their operations with smart, affordable coverage. We are looking for a sharp, confident, and well-prepared Cold Caller to join our outbound team and serve as the first voice prospects hear when they interact with Econosurance. This is not a passive role. You will be navigating gatekeepers, earning access to decision-makers, and representing Econosurance with the polish and professionalism of someone who genuinely understands the commercial insurance world. Every call you make either opens a door or closes one, your preparation, communication, and resilience determine which. What You Will Do Outbound Prospecting Make 100+ outbound dials per day to small and mid-sized business owners across Massachusetts, targeting industries such as contractors, restaurants, retail, and professional services. Navigate gatekeepers confidently and professionally to reach the decision-maker, business owners, operations managers, or CFOs. Open conversations with a compelling, natural hook that earns attention within the first 15 seconds. Identify prospects approaching policy renewal and position Econosurance as a credible alternative worth considering. Qualifying Decision-Makers Use a structured needs analysis to uncover the prospect’s current carrier, renewal date, coverage types, number of employees, and pain points. Apply the BANT framework (Budget, Authority, Need, Timeline) to assess fit before requesting a transfer. Ask sharp, industry-specific questions that demonstrate preparation and earn the prospect’s respect. Distinguish between a genuinely interested prospect and a polite brush-off, and know how to handle both. Gatekeeper Navigation Build brief rapport with receptionists and assistants to earn a warm pass-through. Use professional, non-aggressive language that positions the call as valuable rather than intrusive. Prepare and use multiple gatekeeper rebuttals confidently and without sounding scripted. Never deceive or misrepresent the purpose of the call, credibility is non-negotiable. Warm Transfers Execute smooth, live warm transfers to licensed producers using RingCentral. Provide a clean handoff that includes the prospect’s name, business type, coverage interest, and renewal timeline. Stay on the line during introduction to maintain continuity and professionalism. Ensure the producer has everything they need to pick up the conversation seamlessly. CRM & Compliance Log every call, outcome, and transfer in GoHighLevel CRM accurately and in real time. Verify all prospect numbers against the DNC registry before dialing- zero tolerance for violations. Tag every disposition correctly: Interested, Transferred, Callback, Not Interested, DNC Request. Maintain a DNC violation rate of 0% and script adherence score of 85% or higher at all times. What We Are Looking For Communication - This Is Non-Negotiable You speak clearly, confidently, and in a manner that commands attention without being pushy. Your English is strong, your tone is professional, and you can adapt your delivery from a receptionist to a business owner without missing a beat. You understand that in commercial insurance, you are not just selling coverage, you are earning trust on behalf of a licensed advisor. Preparation You show up to every call knowing the industry you are dialing into. You understand what a general contractor, restaurant owner, or retail shop operator cares about when it comes to insurance. You can speak intelligently about COIs, Workers’ Compensation, General Liability, and BOP policies - not as an expert, but as someone prepared enough to have a credible conversation and earn the transfer. Resilience You hear “no” dozens of times a day and it does not slow you down. You reset between calls, maintain energy throughout your shift, and treat every dial as a