Insurance Producer – Casualty Insurance

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in driving new business sales initiatives across Property and Casualty insurance products, which includes conducting prospect research, outreach efforts, meeting preparation, and follow-up actions.

• Partner with sales, underwriting, and product leaders to pinpoint and progress deals throughout the sales pipeline.

• Oversee communications with brokers and clients, which entails scheduling meetings, preparing relevant materials, and addressing incoming inquiries.

• Manage intricate sales processes from the initial introduction through to quoting, binding, and renewal stages.

• Ensure precise tracking of the sales pipeline and maintain CRM documentation within Salesforce.

• Evaluate underwriting factors, pricing, and risk structures to formulate solutions that are client-facing.

• Assist in renewal and expansion initiatives by providing performance summaries, updates on coverage, and necessary renewal materials.

• Develop a comprehensive understanding of Understory products, their value propositions, and the target customer demographics.

• Facilitate new business development and cultivate client relationships within Understory’s Property and Casualty insurance portfolio.

• Take charge of building and leading Understory’s Casualty offering as a sole contributor.

⛳️ Requirements

• A minimum of 8 years of experience in the insurance industry, insurtech, or a client-facing commercial brokerage position.

• Extensive experience in property and casualty insurance sales.

• Proven history of consistently achieving or surpassing sales targets and quotas.

• Preference for experience in Captive, E&S, Dealer Open Lot, or Parametric insurance.

• Proficient in managing lengthy, intricate, high-premium sales cycles.

• Highly organized and detail-oriented, with the capability to handle multiple deals or accounts simultaneously.

• Excellent and professional communication skills with brokers, clients, and internal teams.

• Comfortable functioning in a fast-paced startup environment with changing processes.

• Familiarity with CRM tools or sales systems, particularly Salesforce.

• Willingness to travel for customer meetings and industry conferences up to 50%.

🏝️ Benefits

• Variable compensation linked to sales performance.

• Comprehensive full-time benefits package.

• Equity package.

• Option for remote work for candidates not located nearby.

• Opportunities for travel to headquarters for team training and gatherings.

• Travel opportunities for customer meetings and industry conferences up to 50%.