Teams at Harper (harperinsure.com)

Close qualified small-business commercial insurance deals by phone at high volume, completing 100+ calls daily and converting leads into revenue. Use Harper’s AI tools for preparation, qualification, and follow-up while documenting sales insights for playbooks and automation. Expand across insurance lines, maintain conversion quality at scale, and obtain a commercial insurance producer license within approximately 30 days.

Own Harper’s revenue operating system, including funnel definitions, CRM behavior, routing, forecasting, instrumentation, pipeline hygiene, and funnel analysis. Partner with sales and operational teams to implement controlled workflow changes, automate repeat work, reconcile metrics to source records, and measure effects on conversion, speed, and booked revenue. This is an on-site San Francisco role focused on building a reliable, inspectable revenue system.

Resolve complex customer issues involving payments, disputes, cancellations, audits, and insurance operations. Reconcile records across customer, payment, policy, communication, and external systems; communicate directly by phone; document evidence, ownership, and next steps; coordinate escalations; and identify recurring causes for product, process, training, or finance improvements.