Conducting outbound calls to retail agents to drive new opportunities in, convert leads to submissions and turn quotes into binding orders.
Weekly reporting of sales calls and results is expected.
Educate customers on quoting platforms and services.
Drive daily submissions goals and relay information to the marketing team to maximize opportunities.
Review web and phone quoting activity to spot trends positive and negative and address trends with customers and team.
Establish an active relationship with the territory sales executives and regularly discuss strategy and tactics including training, sales issues and follow-up.
Resolve agent issues as they arise.
Assist underwriters to place business.
Pursue a path of personal and professional development.
Perform other duties as assigned.
Requirements
Bachelor’s degree or equivalent business experience
Strong interpersonal skills with a professional, positive phone presence and the ability to build relationships
Self-motivated and independent, with excellent time management and problem-solving abilities
Team-oriented with a high level of integrity and professionalism
Proficient in Microsoft Office, especially PowerPoint and Excel
Open to feedback, coaching, and continuous improvement
Ability to prioritize tasks and work independently in a fast-paced environment
P&C insurance license within 90 days of employment
Benefits
Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance