Position Summary: The Inside Sales Representative plays a key role within the Agency Sales & Support Team, serving as the primary liaison between People’s Trust Insurance (PTI) and prospective partner agencies. You will use phone, email, and video conferencing to identify, appoint, and activate independent insurance agencies to sell PTI products, across your designated region.
Essential Duties & Responsibilities
- Execute high-volume outreach to independent insurance agencies for flood insurance and other ancillary product offerings (jewelry, life, pet, etc.)
- Train agents on how to effortlessly attach our ancillary products to their existing business, as well as using our proprietary quoting platform
- Teach agents how to spot opportunities for cross-selling to grow their book
- Identify agencies that have been appointed but aren't quoting for outreach call projects to increase production
- MUST:
- Display strong interpersonal and Customer Service skills, both written and verbal
- Work effectively with minimum supervision
- Interact with people of all types and personalities
- Effectively multitask by prioritizing and assisting with a wide range of duties
- Comfortable on phone and video call
Qualifications and Competencies - Licensing: Active 20-44 Personal Lines Agent or 02-20 General Lines Agent License preferred
- Experience: 2+ years of Inside Sales or Business Development experience (Insurance industry preferred)
- Technical Skills: Experience with CRM software (Salesforce preferred); proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, Teams)
- Core Competencies:
- Strong written and verbal communication
- Excellent time management and attention to detail
- Problem-solving and independent judgment
- Initiative, flexibility, and adaptability
- Positive, professional, and friendly demeanor
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