Inside Sales Representative - Commercial Insurance

Whiteboard Risk & Insurance Solutions, (Multiple States)
$50,000 - $70,000Remote

About The Position

Whiteboard Risk & Insurance Solutions is seeking a motivated Inside Sales Representative to help generate new business opportunities for our commercial insurance brokers. In this role, you will make outbound calls to business owners and decision-makers, identify potential opportunities, and schedule qualified meetings for our broker team. You will also manage prospect activity in Salesforce, follow up with leads, and support the sales process through consistent outreach and organization. This is an entry-level sales position ideal for someone who is competitive, coachable, and eager to build a career in sales, business development, or commercial insurance. Prior insurance experience is not required. This position is fully remote, however, we hold in-person company events throughout the year. These events include company functions, training sessions, and sales meetings. The ideal candidate will exhibit a willingness to attend our in-person company events on occasion.

Requirements

  • Sales Experience - Highly preferred, but not required
  • Proven track record - Quota and goal achievements
  • Strong Interpersonal Skills - Proficient in written and verbal communication
  • Team Player - You excel in a team-oriented atmosphere
  • Industry Knowledge - Insurance (or Worker's Comp) knowledge preferred, but not required
  • CRM Experience - Salesforce or other CRM experience is a plus

Nice To Haves

  • Highly motivated, competitive, and goal-oriented
  • Comfortable making outbound calls and handling rejection
  • Coachable, dependable, and eager to learn
  • Strong communicator with solid organizational skills
  • Interested in building a career in sales, business development, or commercial insurance
  • Thrives in a team environment and enjoys performance-based incentives
  • Willingness to attend in-person company events on occasion

Responsibilities

  • Conduct outbound calls to business owners and decision-makers
  • Schedule qualified meetings for licensed commercial insurance brokers
  • Meet daily, weekly, and monthly calling and appointment-setting goals
  • Manage prospect records, follow-ups, and daily tasks in Salesforce
  • Set follow-up reminders and maintain consistent communication with prospects
  • Assist with setting up Workers' Compensation analyses for brokers
  • Utilize creative sales techniques to reach prospects
  • Provide general sales and administrative support to brokers

Benefits

  • Competitive Compensation
  • Monthly Health & Wellness Credit
  • Employer-Sponsored Health Care Plan
  • Retirement Plan with up to a 5% match
  • Flexible Paid Time Off
  • Training & Development Support
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