Sales Specialist

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

📋 Description

• Create new business opportunities through inbound leads, referrals, cross-selling initiatives, and various sales strategies.

• Oversee the complete sales process, which includes lead qualification, client consultations, proposal creation, and securing new business.

• Conduct assessments based on client needs and suggest suitable coverage options.

• Prepare and deliver quotes, proposals, and recommendations for coverage.

• Follow up on potential opportunities and leads generated by marketing efforts.

• Maintain personal sales performance metrics while contributing to the overall team production targets.

• Collaborate with Renewal Specialists on cross-selling opportunities.

• Work in conjunction with Service Specialists and Account Support Associates on applications, policy setups, and transitions to ongoing service.

• Gather application details, prepare necessary documentation, and submit materials to insurance carriers.

• Keep track of pipeline, activities, and client records using the Agency Management System and other tracking tools.

• Respond to communications from carriers and requests for underwriting.

• Engage in sales meetings, training sessions, and team huddles.

• Pursue ongoing education regarding insurance products, carriers, and trends in the industry.

• Assist with marketing and business development efforts.

• Safeguard confidential information and adhere to ethical standards.

⛳️ Requirements

• 1–3 years of experience in a sales, account management, or customer service role.

• High school diploma or GED, or an associate degree in Business Administration or a related field.

• Florida 2-20 Insurance License, or a Florida 20-44 Insurance License for a Personal Lines-only role.

• In-depth knowledge of insurance products, coverages, policies, procedures, and underwriting principles.

• Experience in building client relationships, understanding individual needs, and providing customized insurance solutions.

• Strong organizational abilities to prioritize tasks and manage daily responsibilities efficiently.

• Strong problem-solving capabilities.

• Excellent written and verbal communication skills.

• Ability to work collaboratively and contribute to collective team objectives.

• Proficiency in CRM platforms, Microsoft Office Suite, and emerging AI tools.

• Commitment to maintaining confidentiality, adhering to ethical standards, and staying informed about industry trends, regulations, and best practices.

• Additional valued qualifications: Experience in the Property and Casualty insurance sector.

• Additional valued qualifications: Bachelor's degree in Sales, Business Administration, Marketing, or a related field.

🏝️ Benefits

• A variety of medical plan options, with preventive care fully covered.

• Complimentary virtual medical and mental healthcare for employees and their families.

• Access to a dedicated healthcare concierge.

• Employer-covered short-term and long-term disability insurance.

• Paid parental leave.

• Personalized paid time off without conventional accruals.

• Separate sick leave policy.

• Competitive 401(k) company matching program.

• Comprehensive dental and vision insurance.

• Employee Assistance Program offering confidential mental health, legal, financial, and work-life support.

• Paid holidays provided by the company.

• Competitive salary package.

• Potential eligibility for performance-based bonuses, commissions, or equity opportunities.