Inside Sales

• Quote multiple lines of insurance for multiple carriers nationwide
• Handle inbound calls and follow up to close sales
• Deliver a high-quality, consultative customer experience
• Identify customer needs and provide coverage recommendations
• Achieve individual sales performance goals
• Stay current on carrier guidelines, systems, and product offerings

Insurance Inside Sales Professional

• Re-engage existing clients within assigned book
• Convert marketing-generated reactivation leads
• Drive repeat consignments through daily outreach
• Maintain consistent outbound cadence via phone/text/email
• Review contracts and set pricing expectations confidently
• Deliver a reliable, white-glove remote client experience
• Maintain CRM accuracy and clear next steps
• Generate referrals from satisfied repeat consignors

Inside Sales Account Manager

• Conduct follow-up on customer estimates and quotations to encourage order completion and maintain customer engagement.
• Provide invoicing support by reviewing, preparing, and resolving invoice-related questions or discrepancies.
• Prepare parts estimates to customers.
• Process customer payments and credit card transactions accurately and securely.
• Assist customers with payment inquiries and coordinate with accounting as needed.
• Process Return Material Authorizations (RMAs) and coordinate product returns with customers and internal departments.
• Prepare and process customer credits in accordance with company policies.
• Expedite customer orders by monitoring order status and working with vendors, warehouse personnel, and shipping teams to ensure on-time delivery.
• Communicate order status, shipment updates, and any delays to customers proactively.
• Maintain accurate customer, order, and sales records within the ERP/CRM system.
• Respond to customer inquiries via phone and email in a professional and timely manner.
• Collaborate with the OTC Parts Team in Fort Lauderdale to ensure efficient order processing and high customer satisfaction.
• Identify and resolve customer issues while maintaining strong customer relationships.
• Support additional inside sales and administrative functions as assigned.
• Run daily invoice reports and adding inbound and outbound freight charges to customer orders before invoicing occurs.
• Responsible for invoicing accuracy.
• Maintain customer records, quotes, pricing, and sales activities within CRM and ERP systems.
• Prepare and distribute customer communications, proposals, and commercial documentation.
• Track customer inquiries, technical requirements, pricing updates, and sales opportunities.
• Ensure all sales documentation is complete, organized, and compliant with company standards.
• Partner with Outside Sales, Service, Operations, Purchasing, Engineering, Marketing, and Finance to deliver exceptional customer experiences.
• Coordinate with suppliers and internal teams regarding product availability, lead times, and order fulfillment.
• Assist with forecasting, territory support, pipeline management, customer segmentation, and sales reporting.
• Support onboarding and development of new sales team members as needed.
• Maintain accurate documentation to support pricing governance, audits, and commercial compliance.

Inside Sales Specialist – Parts

• Collaborate with other business units within Optiv + ClearShark to develop new and exciting go-to-market strategies to generate demand, and increase sales funnel
• Ensure a high level of collaboration within multiple departments AND the Optiv + ClearShark Sales Group, to generate sales plays the team can leverage to qualify and convert raw leads from the Marketing organization
• Maintain the quality of lead opportunities through the sales lifecycle, and ensure opportunities are being updated appropriately
• Coordinate with OEM resources to schedule vendor training, and outbound calling activities with the Sales Team, to foster new relationships and drive collaborative opportunity generation
• Build and maintain relationships with inside sales leadership with strategic vendors and distribution partners
• Collaborate with OEM marketing resources to capture new OEM incentives which can be leveraged for sales challenges to drive iterative new leads and opportunity
• Advocate for Optiv + ClearShark at Government and industry events
• Develop expertise in CRM reporting, ensuring your ability to pull sales reports at a moments notice, and develop the skills needed to create custom reporting as needed by Sales Leadership
• Responsible for working with sales leadership to drive enhancement to the Optiv + ClearShark CRM system to improve productivity
• Establish, manage, and report on key performance indicators to drive inside sales success.
• Develop and manage an annual budget, including investments and expenditures with respective return on investment

Senior Manager, Inside Sales – US Federal

• Establishes clear inside sales objectives and performance targets that align with the organization's overall goals and objectives.
• Crafts and executes inside sales strategies that encompass market analysis, opportunity identification, and tactics to surpass sales targets.
• Manages account planning while maintaining a sales pipeline to ensure a continuous flow of opportunities to meet revenue goals.
• Assists sales teams in customizing solutions tailored to client needs, demonstrating a deep understanding of client challenges, and aligning the organization’s capabilities with their objectives.
• Conducts thorough performance evaluations, providing constructive feedback and establishing individual development plans to foster growth.
• Manages the budget, making resource allocations, monitoring expenses, and striving for cost-effectiveness.
• Seeks and integrates customer feedback to drive enhancements in products and services, thereby refining the inside sales process for overall customer satisfaction.
• Facilitates training and development programs to empower the inside sales team with enhanced product knowledge, selling techniques, and customer engagement skills.
• Conducts regular sales meetings to address challenges and share best practices while keeping the team informed, aligned with goals, and motivated.
• Keeps up to date with sales technology, CRM systems, and other tools to improve efficiency and productivity in the sales process.

Manager, SMB Inside Sales

• Collaborate with other business units within Optiv + ClearShark to develop new and exciting go-to-market strategies to generate demand, and increase sales funnel
• Ensure a high level of collaboration within multiple departments AND the Optiv + ClearShark Sales Group, to generate sales plays the team can leverage to qualify and convert raw leads from the Marketing organization
• Maintain the quality of lead opportunities through the sales lifecycle, and ensure opportunities are being updated appropriately
• Coordinate with OEM resources to schedule vendor training, and outbound calling activities with the Sales Team, to foster new relationships and drive collaborative opportunity generation
• Build and maintain relationships with inside sales leadership with strategic vendors and distribution partners
• Collaborate with OEM marketing resources to capture new OEM incentives which can be leveraged for sales challenges to drive iterative new leads and opportunity
• Advocate for Optiv + ClearShark at Government and industry events
• Ability to maintain a balance between company policy, and customer benefit in decision making
• CRM Maintenance & Hygiene and deliver training plans and programs to enforce Opp and Qt management best-practices.

• This role is responsible for strategically engaging with inbound leads and existing customers and fostering customer relationships
• The role collaborates with the sales team, guides customers through the sales process, and contributes to business expansion and success
• Maintains a deep understanding of the organization's portfolio, including products, services, and promotional campaigns, to provide accurate and relevant information to customers
• Utilizes the organization's sales tools and processes effectively, ensuring accurate tracking and management of leads and opportunities
• Receives customer request calls and effectively sells the organization’s offerings to the installed base
• Understands the client's procurement processes and decision-making criteria, leveraging this knowledge to win new business and maintain existing relationships
• Identifies new business opportunities within existing accounts, uncovering the potential for growth and taking ownership of new leads
• Collaborates with assigned sales representatives for complex sales scenarios or when competitors are directly engaging with customers face-to-face
• Engages in solution-based selling, addressing customer complex requests across multiple products or services, and presenting comprehensive solutions that meet their needs
• Owns strategic entry points at the customer level that align with the overall business objectives, fostering deeper relationships and expanding business opportunities
• Guides leads through the entire sales process, from initial contact to closing deals, demonstrating expertise in handling various stages of the process
• Utilizes data and analytics to identify trends, opportunities, and areas for improvement, making informed decisions to optimize sales performance

Inside Sales Account Representative

• This role is responsible for strategically engaging with inbound leads and existing customers and fostering customer relationships.
• Maintains a deep understanding of the organization's portfolio, including products, services, and promotional campaigns, to provide accurate and relevant information to customers.
• Utilizes the organization's sales tools and processes effectively, ensuring accurate tracking and management of leads and opportunities.
• Receives customer request calls and effectively sells the organization’s offerings to the installed base.
• Understands the client's procurement processes and decision-making criteria, leveraging this knowledge to win new business and maintain existing relationships.
• Identifies new business opportunities within existing accounts, uncovering the potential for growth and taking ownership of new leads.
• Collaborates with assigned sales representatives for complex sales scenarios or when competitors are directly engaging with customers face-to-face.
• Engages in solution-based selling, addressing customer complex requests across multiple products or services, and presenting comprehensive solutions that meet their needs.
• Owns strategic entry points at the customer level that align with the overall business objectives, fostering deeper relationships and expanding business opportunities.
• Guides leads through the entire sales process, from initial contact to closing deals, demonstrating expertise in handling various stages of the process.
• Utilizes data and analytics to identify trends, opportunities, and areas for improvement, making informed decisions to optimize sales performance.

Inside Sales jobs in Washington

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Insurance Inside Sales Professional

Inside Sales Account Manager

Inside Sales Specialist – Parts

Senior Manager, Inside Sales – US Federal

Manager, SMB Inside Sales

Senior Manager, Inside Sales – US Federal

Inside Sales Account Representative

Manager, SMB Inside Sales

Inside Sales Account Representative

Inside Sales, Managed Accounts