Inside Sales Specialist

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Initiate outbound communications with retail agents to generate new opportunities, convert leads into submissions, and transform quotes into binding orders.

• Deliver weekly reports detailing sales calls and outcomes.

• Educate clients on quoting platforms and the services provided.

• Achieve daily submission targets and communicate relevant information to the marketing team.

• Analyze web and phone quoting activities to recognize and address trends among customers and the team.

• Build and nurture relationships with sales executives while discussing strategies, tactics, training, sales challenges, and follow-ups.

• Address and resolve agent-related issues.

• Assist underwriters in placing business effectively.

• Engage in USLI’s 50/50 Sales training program.

• Complete a comprehensive 24-month training and development initiative.

• Commit to personal and professional growth.

⛳️ Requirements

• Obtain a P&C insurance license within 90 days of starting employment.

• Exhibit a self-driven, independent work ethic with minimal supervision.

• Demonstrate excellent time management abilities.

• Maintain a positive and enthusiastic phone presence.

• Show proficiency in MS Office, especially PowerPoint and Excel.

• Uphold a high level of integrity.

• Foster a collaborative team player attitude.

• Possess strong problem-solving skills and professional demeanor.

• Ability to establish and cultivate relationships effectively.

• Willingness to receive coaching and embrace continuous improvement.

• Capability to prioritize tasks and work autonomously in a fast-paced environment.

• May need to utilize personal or rental vehicles for work purposes.

• Maintain an acceptable Motor Vehicle Record upon hire and periodically thereafter.

• Ensure minimum acceptable insurance coverages are maintained.

🏝️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.

• Mental Health & Wellness: Complimentary Mental Health & Enhanced Advocacy Services.

• Paid Time Off.

• Holidays.

• Discounts with Preferred Partners.