Advisor, Commercial Inside Sales - Innovation & Small Business
Core
Managing small business client relationships and driving new business growth through inside sales channels by delivering tailored insurance solutions.
Role type
Intermediate inside sales advisor (insurance)
Builds
Commercial insurance policies for small business clients
Domain
Insurance / Small Business
Required skills
consultative selling, pipeline management, risk assessment, proposal development, CRM proficiency, regulatory compliance
Preferred skills
inside sales experience, small business client engagement, insurance brokerage processes
Technologies
CRM systems, Microsoft Office
Responsibilities
Manage a defined book of small business prospects and clients; Engage in inside sales activities including inbound lead management and outbound prospecting; Independently manage moderately complex sales cycles from initial contact to closing; Evaluate client operations and risk exposures to recommend appropriate coverage solutions; Prepare and present proposals and value propositions; Collaborate with underwriting teams and carrier partners to structure competitive solutions; Monitor sales performance against targets.
Seniority
Intermediate, growing autonomy