Sales Specialist

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

📋 Description

• Drive 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 formulation, and securing new business.

• Perform needs-based evaluations and suggest suitable coverage options.

• Create and deliver quotes, proposals, and coverage suggestions.

• Follow up on prospects and leads generated by marketing efforts.

• Track individual sales performance metrics and contribute to team production objectives.

• Collaborate with Renewal Specialists on cross-selling possibilities.

• Work together with Service Specialists and Account Support Associates on applications, policy setup, and the transition to ongoing service.

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

• Maintain a pipeline, activity records, and client information in the Agency Management System and other tracking tools.

• Respond to communications from carriers and address underwriting requests.

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

• Pursue ongoing education regarding insurance products, carriers, and industry developments.

• Assist in marketing and business development efforts.

• Safeguard confidential information and adhere to ethical practices.

⛳️ Requirements

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

• 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 Personal Lines-only roles.

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

• Experience in developing client relationships, understanding specific needs, and offering customized insurance solutions.

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

• Excellent problem-solving capabilities.

• Outstanding written and verbal communication skills.

• Ability to work collaboratively and contribute to team objectives.

• Familiarity with CRM systems, Microsoft Office Suite, and emerging AI technologies.

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

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

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

🏝️ Benefits

• Multiple medical plan options, with preventive care covered at 100%.

• Complimentary virtual medical and mental health services for employees and their families.

• Dedicated healthcare concierge service.

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

• Paid parental leave.

• Customizable PTO without traditional accrual systems.

• Separate sick leave policy.

• Competitive 401(k) matching program.

• Extensive dental and vision insurance coverage.

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

• Paid holidays provided by the company.

• Competitive salary structure.

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