Inside Sales Representative – P&C Insurance
Swyfft
full-time
Posted on:
Location Type: Remote
Location: Florida • United States
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Salary
💰 $55,000 - $65,000 per year
About the role
- Serve as a primary inside sales contact for assigned independent insurance agencies.
- Execute outbound activity (calls, emails, virtual meetings) to promote carrier products, appetite, and sales initiatives.
- Drive new business submissions and bound premium through agent engagement and pipeline management.
- Promote cross-sell opportunities, multi-policy accounts, and new product launches.
- Support agents with quote generation, underwriting guidance, and pre-bind review (within authority).
- Partner with field territory managers to execute agency growth strategies and sales campaigns.
- Track agency performance, opportunity pipelines, and activity in Hubspot.
- Provide education on coverage, underwriting appetite, eligibility, pricing structure, and competitive position.
- Identify underperforming agencies and implement targeted engagement plans to increase production.
- Support onboarding and ramp-up of newly appointed agencies.
- Ensure all sales activities follow carrier underwriting guidelines, compliance requirements, and state regulations.
- Participate in sales meetings, training sessions, and performance reviews.
Requirements
- Minimum 2–4 years of P&C insurance experience in underwriting, inside sales, agency sales, or account management.
- Strong knowledge of independent agency distribution models.
- Proven ability to influence production without direct consumer selling.
- Strong pipeline management, follow-up discipline, and organizational skills.
- Effective communication and relationship-building abilities.
- High proficiency in CRM, agency portals, and rating systems.
- Ability to manage multiple agencies and priorities in a fast-paced environment.
- Bachelors’ degree or equivalent experience preferred.
Benefits
- Medical, Dental, and Vision
- Short- and Long-Term Disability (Company Paid)
- Voluntary Long-Term Disability
- Employee Life & AD&D (Company Paid)
- Voluntary Employee, Spouse, and Child Life & AD&D
- Healthcare, Dependent Care and Transit FSA, and Healthcare Savings Account (HSA)
- 401K with a generous matching contribution and no vesting schedule
- 20 days of PTO annually (prorated based on hire date)
- Company Paid Holidays and 2 “Choose Your Own Holidays”
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
underwritingpipeline managementquote generationsales initiativescross-sellingmulti-policy accountsagency growth strategiescompliance requirementspricing structureperformance reviews
Soft Skills
communicationrelationship-buildingorganizational skillsinfluencefollow-up disciplineeducationtargeted engagementsupportcollaborationproblem-solving
Certifications
Bachelors’ degree