Summary
Gallagher helps clients manage risk through consulting tools, data and analytics, and a client-focused approach. The Inside Sales Specialist will manage inbound and outbound sales for small business accounts, conduct client discovery, recommend insurance solutions, and use CRM and digital tools to manage opportunities. The role also involves quoting and supporting policies, collaborating across teams, and meeting sales goals while maintaining compliance and client satisfaction.
Responsibilities
- Handle inbound and outbound sales activity focused on small business accounts, leveraging qualified leads provided by Gallagher
- Conduct discovery conversations to understand client needs and identify appropriate insurance solutions
- Use CRM systems, digital sales tools and AI‑supported platforms to manage leads and track opportunities
- Quote, bind and support policies in alignment with Gallagher processes and service standards
- Collaborate with internal teams to ensure a smooth sales and onboarding experience
- Support volume‑based sales goals while maintaining accuracy, compliance and client satisfaction
Skills
- * High school diploma or equivalent
- * Minimum of 1 year of relevant commercial insurance experience
- * P&C Insurance licensing required
- * Exceptional Communication: Build strong, professional relationships with internal and external partners through clear, confident, and collaborative communication
- * Adaptability: Thrive in a fast-paced environment while managing multiple priorities and deadlines
- * Continuous Improvement Mindset: Motivated to learn, develop new skills, and identify ways to work more effectively
- * Team Player: Open to feedback and energized by collaboration toward shared goals
- * Tech-Savvy Curiosity: Comfortable learning and using new tools, systems, and digital resources to maximize impact
Qualifications
Must Haves
- * High school diploma or equivalent
- * Minimum of 1 year of relevant commercial insurance experience
- * P&C Insurance licensing required
Nice to Haves
- * Exceptional Communication: Build strong, professional relationships with internal and external partners through clear, confident, and collaborative communication
- * Adaptability: Thrive in a fast-paced environment while managing multiple priorities and deadlines
- * Continuous Improvement Mindset: Motivated to learn, develop new skills, and identify ways to work more effectively
- * Team Player: Open to feedback and energized by collaboration toward shared goals
- * Tech-Savvy Curiosity: Comfortable learning and using new tools, systems, and digital resources to maximize impact
Benefits
- Fully remote work arrangement
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact