Inside Sales Representative

Bridger Insurance Services•Pleasanton, CA

8d•Onsite

About The Position

The Inside Marketing Representative is responsible for driving profitable growth through proactive agency engagement, outbound sales activity, and broker relationship management. Acting as both a sales producer and a brand ambassador, this role combines the discipline of structured sales outreach with strategic relationship management. The Inside Marketing Representative partners closely with Field Sales Executives and Product teams to expand agency production, strengthen market presence, and ensure agents are aligned with company goals. This position requires a high level of accountability, persistence, and self-motivation. Success will be measured by the achievement of sales quotas, profitable growth metrics, and agency relationship development. The role offers career development opportunities and the potential to earn performance-based incentives in addition to base compensation.

Requirements

Bilingual in Spanish/English preferred
Experience in the insurance industry, specifically dealing with program business and an understanding of the non-standard automobile industry.
Strong analytical and interpersonal skills.
Experience with interacting with all levels of executive and management staff.
Effective communication skills, both oral and written. Ability to convey ideas and information in a clear, concise and persuasive manner, adjusting presentation to different audiences as necessary.
Self-motivated with strong selling skills.
Develops good rapport with brokers and conducts activities in a manner which enhances company reputation.
Demonstrated organizational skills, flexibility, and ability to prioritize multiple and complex tasks.
Strong prospecting, presentation and client relationship skills.
Experienced in independently determining priorities and goals and exercising independent judgment.
Must be able to do simple math
Must have the ability to identify a problem and review related information to develop and evaluate options and implement solutions

Nice To Haves

Bachelor's degree in business or equivalent preferred

Responsibilities

Develop and manage strong agency relationships to drive premium growth and profitability.
Guide, direct, and motivate assigned agencies to meet or exceed sales quotas.
Act as a liaison between agencies and internal teams to resolve issues impacting growth or satisfaction.
Support the recruitment, onboarding, and training of new agency partners.
Promote adoption of company systems, tools, and incentives to increase agent engagement.
Conduct structured weekly outbound calls and proactive communications to drive quotes and written premium.
Partner with Underwriting and handle inbound agency calls related to policy servicing.
Execute sales call activity goals consistently to maintain production momentum.
Deliver effective product presentations and training sessions to agencies.
Partner with Field Sales Executives to coordinate strategy, support agency production, and strengthen key relationships.
Partner with Agency Licensing to support administrative tasks
Participate in industry events, conventions, and association functions to represent the company.
Monitor broker performance, including loss ratios, claims frequency, persistency, and delinquent accounts.
Implement corrective action plans for underperforming brokers.
Transition out brokers who do not meet minimum performance standards.
Ensure compliance with licensing, underwriting guidelines, and regulatory standards.
Conduct regular webinar training sessions to educate and support partners on product features, best practices, and updates.
Participate in regular sales strategy sessions with field and inside sales leadership.
Provide actionable feedback on competitor products, market positioning, and agency needs.
Contribute ideas to improve products, processes, and the company’s competitive advantage.
Accurately record calls, meetings, and agency activities in the CRM system.
Use dashboards and reporting tools to monitor progress, analyze activity, and optimize outreach strategies.
Maintain clean and accurate agency records, validating at least quarterly.
Meet or exceed performance expectations and sales quotas.
Represent Bridger with professionalism and as a trusted partner to agencies.
Perform other duties and responsibilities as assigned by leadership.