About Sterling & Our Brands: Sterling Insurance Group is a growing independent insurance agency serving Greater Boston and coastal New England. We operate two complementary brands under one umbrella: Sterling Insurance Group, based on Martha’s Vineyard and serving Martha’s Vineyard, Nantucket, the Cape, South Shore, and Greater Boston with a focus on high‑net‑worth and complex coastal property; and Soo Hoo Insurance Agency, our New England–based brand serving a diverse urban and suburban client base with Mandarin‑ and Cantonese‑speaking capabilities. This structure lets us tailor our approach to each market while leveraging shared systems, processes, and leadership.
The Role: We are seeking a Business Development & Strategic Operations Leader to drive revenue growth while building scalable, efficient processes across the organization. This role blends hands-on business development with strategic planning, process improvement, and leadership across our Boston and Vineyard operations.
Key Responsibilities
- Develop and execute business development strategies to grow revenue across targeted personal and commercial segments.
- Identify, prioritize, and pursue strategic partnerships, referral sources, and new market opportunities.
- Build and manage a prospecting and follow-up framework (pipelines, outreach cadence, tracking, reporting).
- Partner with agency leadership to design and refine operational workflows, KPIs, and accountability structures.
- Analyze performance data and client profitability to inform strategy, staffing, and process changes.
- Lead cross-functional initiatives that improve efficiency, client experience, and producer/CSR effectiveness.
- Support hiring, onboarding, and coaching of team members as growth initiatives scale.
Minimum Qualifications
- At least 1–2 years of experience in a client-facing, professional role (insurance, banking, financial services, real estate, or similar).
- Comfortable with proactive outreach, follow-up, and light sales/business development.
- Strong analytical, organizational, and problem-solving skills.
- Excellent written and verbal communication skills; comfortable presenting to leadership and external partners.
- Ability to work primarily from our Boston office, with occasional travel to Martha’s Vineyard as needed.
Preferred Qualifications
- 3–5+ years of experience in business development, sales leadership, consulting, or operations within insurance or financial services.
- Prior experience in an agency, brokerage, or related professional services environment.
- Demonstrated success building or improving processes, workflows, or reporting in a growing organization.
- Familiarity with CRM tools, pipeline management, and KPI dashboards.
Compensation & Benefits
- Competitive salary commensurate with experience and impact, with performance-based incentive potential.
- Opportunity to shape the growth trajectory and operating model of a multi-location independent agency.
- Benefits package and professional development support (licenses, designations, relevant training).
How to Apply: Please apply with your resume and a brief note describing your experience in business development and/or strategic operations, and how you have helped a business grow or improve its processes.
Job Type: Full-time
Pay: $90,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
- Professional development assistance
Application Question(s):
- Do you have experience working in an insurance agency, brokerage, or financial services firm (bank, wealth management, fintech, etc.)?
- Which CRM or sales/pipeline tools have you used (if any), and how did you use them in your role?
- Our base salary range for this position is approximately $90,000–$110,000, depending on experience, with potential performance‑based incentives. Does this align with your compensation expectations for a full‑time on‑site role in Boston?
- Briefly describe one role where you were responsible for improving processes, workflows, or reporting (e.g., building KPIs, redesigning a process, or implementing a new system). What did you change and what was the result?
Work Location: In person
