Now Hiring - Sterling Insurance Group - Business Development & Strategic Operations Leader in Boston, MA

Full description of the position

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 highnetworth and complex coastal property; and Soo Hoo Insurance Agency , our New Englandbased brand serving a diverse urban and suburban client base with Mandarin and Cantonesespeaking 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 12 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

• 35+ 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 performancebased incentives. Does this align with your compensation expectations for a fulltime onsite 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