Inside Sales Specialist

Summary

Bridge Specialty Group is a wholesale insurance organization connecting retail partners with specialty insurance markets. The Inside Sales Specialist will build relationships with retail agents, generate new and renewal business, support sales initiatives, and complete a 24-month training and development program focused on increasing submissions, quotes, binders, and premiums over the phone.

Responsibilities

• Conduct outbound calls to retail agents to drive new opportunities in, convert leads to submissions and turn quotes into bind orders. Weekly reporting of sales calls and results is expected
• Educate customers on quoting platforms and services
• Drive daily submissions goals and relay information to the marketing team to maximize opportunities
• Review web and phone quoting activities to spot positive and negative trends and address trends with customers and team
• Establish an active relationship with the territory of sales executives and regularly discuss strategy and tactics including training, sales issues and follow-up
• Resolve agent issues as they arise
• Assist underwriters to place business
• Pursue a path of personal and professional development

Skills

• P&C insurance license within 90 days of employment
• Self-motivated, independent personality with the ability to work with little supervision
• Excellent time management skills
• Positive and energetic phone demeanor
• Proficiency with MS Office – particularly PowerPoint and Excel
• High level of integrity
• Team player mentality
• Problem solving skills and professional conduct
• Ability to establish and build relationships
• Open to coaching and continuous improvement
• Ability to prioritize tasks and work independently in a fast-paced environment
• This position may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position

Qualifications

Must Haves

• P&C insurance license within 90 days of employment
• Self-motivated, independent personality with the ability to work with little supervision
• Excellent time management skills
• Positive and energetic phone demeanor
• Proficiency with MS Office – particularly PowerPoint and Excel
• High level of integrity
• Team player mentality
• Problem solving skills and professional conduct
• Ability to establish and build relationships
• Open to coaching and continuous improvement
• Ability to prioritize tasks and work independently in a fast-paced environment
• This position may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position

Benefits

• Medical/Rx
• Dental
• Vision
• Life Insurance
• Disability Insurance
• ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Free Mental Health & Enhanced Advocacy Services
• Paid Time Off
• Holidays
• Preferred Partner Discounts