Inside Sales Representative

Role Overview

• 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 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.
• Bachelor’s degree or equivalent experience preferred.
• Reliable high-speed internet connectivity required.
• Designated quiet work from home space.

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”