- Build and maintain a strong prospect pipeline through cold calling, referrals, and approved lead sources
- Obtain, prepare, and follow up on underwriting, rating, and other necessary information for new submissions and account retention
- Complete applications and perform basic risk analysis for both new and existing accounts as needed
- Execute assigned components of the agency’s strategic sales plan with coaching and leadership support
- Collaborate with marketing and support teams to ensure timely, accurate, and complete submissions
- Represent carrier partners, preferred vendors, and the organization professionally in all interactions
- Maintain a strong focus on accuracy and compliance to minimize errors and omissions exposure
- Actively pursue personal and professional development through required coursework, licensing, and career pathways
- Active insurance license (or ability to obtain within a specified timeframe)
- Strong communication and relationship-building skills
- Self-motivated with a results-driven sales mindset
- Ability to manage multiple priorities and meet deadlines
- Detail-oriented with a commitment to accuracy and compliance
- Proficiency in Microsoft Office and the ability to learn the sales software
- Competitive compensation structure
- Ongoing training, coaching, and professional development
- Supportive team environment with dedicated service and marketing resources
- Benefits (health, dental, vision, etc.)
The ideal candidate is proactive, resilient, and thrives in a goal-oriented environment. They enjoy building relationships, identifying opportunities, and delivering solutions that meet client needs.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
