World Insurance Associates, LLC.-posted about 2 months ago
$55,000 - $75,000/Yr
Full-time • Entry Level
Lake Charles, LA
1,001-5,000 employees

The Inside Sales Representative for Personal Insurance is a licensed sales professional responsible for generating new business through inbound and outbound sales activity. This individual handles client discovery, quoting (including application process), coverage consultation, and binding across home, auto, umbrella, and other personal lines products. This role is focused on capturing internal, organic opportunities sourced through current clients, client referrals, unit leaders, team members, and leadership. In addition, the Inside Sales Representative will provide sales support to key marketing programs and initiatives. The Inside Sales Representative is expected to execute a high volume of opportunities with fast response times while driving business with preferred World carriers. Ability to utilize technology associated with the role is a must.

  • Primarily source leads through internal organic channels such as referrals from existing clients, client advisors and unit leaders.
  • Manage inbound quote requests and outbound lead follow-up
  • Generate quotes and proposals using Xilo, comparative raters and carrier portals
  • Evaluate risks and align clients with the right carrier solutions
  • Educate stakeholders on policy features, limits, and carrier value
  • Bind policies and ensure smooth handoff to service team
  • Maintain accurate activity and client records in CRM/AMS
  • Collaborate with Client Advisors to optimize outcomes
  • Cross-sell opportunities from existing books of business
  • Re-engage past or inactive clients
  • Achieve sales goals – new business written revenue goals set on an annual basis
  • 1-3 years of sales experience
  • Licensed in Property & Casualty
  • Confident communicator with strong phone and interpersonal skills
  • Comfortable with technology, rating platforms, and CRM systems
  • Coachable, detail-oriented, and driven by performance metrics
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