Inside Sales Specialist

American Integrity Insurance Company of Florida, Inc.•Tampa, FL
•Onsite

About The Position

The Inside Sales Specialist works closely with partner agents to increase profitable sales through consultative sales techniques. The role includes outbound phone calls, Zoom meetings, and training focused on increasing sales production for selected agents. The position represents American Integrity Insurance at trade association meetings and events, shares agent feedback and marketplace intelligence with internal teams, and supports production goals.

Requirements

  • At least two years of personal lines experience, or a combination of education and experience.
  • Florida 20-44 license at minimum.
  • Demonstrated skill using computer software applications, including intermediate knowledge of Microsoft Excel.
  • Proven customer service ability.
  • Ability to communicate interpersonally with individuals and groups by telephone and in writing.
  • Ability to communicate effectively with technical, professional, and consumer clients.
  • Ability to develop and maintain open, trusting working relationships with clients and agents to gather pertinent information.
  • Ability to balance timeliness and accuracy.
  • Ability to listen and communicate clearly while maintaining confidentiality.
  • Strong decision-making and problem-solving skills.
  • Ability to innovate in methods and approaches to existing and future work processes.
  • Ability to gather information resourcefully and assess it to determine the best possible decision.
  • Ability to remain stationary for periods of time while constantly operating a computer or other office productivity machinery, such as a calculator or telephone.
  • Ability to occasionally move about inside the office to access file cabinets or office machinery, or to communicate with coworkers.
  • Availability for occasional overnight travel for agency visits, conferences, and team events.

Nice To Haves

  • Florida 2-20 license.
  • Familiarity with various types of insurance policies.
  • Salesforce/CRM or Tableau experience.
  • Agency experience.

Responsibilities

  • Profitably grow segmented agents.
  • Conduct outbound phone and email campaigns to selected agents in a high-call-volume environment, with a focus on relationship quality and customer service.
  • Communicate regularly with agents and Territory Sales Managers on a monthly, weekly, and daily basis.
  • Meet monthly production goals set by management.
  • Represent the company at trade association meetings and events to promote its products and organization.
  • Report essential product information, needed changes or adjustments, and agent feedback to the Product department.
  • Gather marketplace intelligence and communicate it effectively to the Sales team.
  • Perform other duties as assigned.
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