Inside Sales Specialist
Core
Inside Sales Specialist driving new insurance submissions and renewals via phone to retail agents.
Role type
Inside Sales Specialist
Builds
New insurance submissions, quotes, and binders
Domain
Insurance (P&C, Excess & Surplus)
Required skills
Outbound calling, lead conversion, quoting platform education, trend analysis, relationship building, problem solving, time management, MS Office proficiency, self-motivation, integrity
Preferred skills
Coaching receptiveness, independent work, fast-paced environment adaptability, vehicle ownership
Technologies
MS Office (PowerPoint, Excel), quoting platforms
Responsibilities
Conduct outbound calls to retail agents to drive new opportunities and convert leads to submissions; Educate customers on quoting platforms and services; Drive daily submissions goals and relay information to marketing; Review web and phone quoting activities to spot trends; Establish relationships with sales executives; Resolve agent issues; Assist underwriters to place business
Seniority
Entry-level / Trainee