Inside Sales Representative – P&C Insurance

Posted 87ds ago

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Job Description

Inside Sales Representative supporting independent agents to drive growth in P&C insurance. Building relationships and managing pipelines to increase productivity and success.

Responsibilities:

  • 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”