Inside Sales Specialist
Core
Inside Sales Specialist driving new business and renewals with retail agents via phone and email for a wholesale insurance brokerage.
Role type
Inside Sales Specialist (Insurance)
Builds
New insurance submissions, quotes, and binders for retail partners
Domain
Insurance / Wholesale Brokerage
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Outbound calling, lead conversion, quoting platforms, trend analysis, relationship building, problem solving, time management, MS Office (Excel, PowerPoint), vehicle operation
Preferred skills
Self-motivation, independent work, coaching receptiveness, professional conduct
Technologies
MS Office, 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 / Individual Contributor
