Your Impact: Key Responsibilities ● New Opportunity Generation: Research and identify potential referral sources and customers—with a focused emphasis on independent insurance agents and daily route stops—to uncover business development opportunities. Analyze prospects, competitors, and industry trends to identify untapped growth areas within the insurance and property restoration space. ● Quality Sales Touches (QSTs): Build and maintain positive business relationships with existing clients while strategically cultivating new ones, including recurring in‑person and outbound touchpoints with independent insurance agents and route‑based partners. Engage in meaningful conversations with key decision‑makers, driving direct asks for business to meet weekly QST goals. ● Customer Relationship Management (CRM) Stewardship: Maintain the integrity of our CRM system through diligent data entry, updates, and analysis to enhance customer retention and profitability. Use the CRM as a central hub to track interactions, insurance agent relationships, daily route activity, and client feedback. ● Effective Communication: Keep referral sources—including independent insurance agents and route‑based partners—informed on job statuses, ensuring satisfaction and strong ongoing relationships. ● Sales Impact: Contribute to Production and Mitigation Sales by consistently generating quality leads, increasing agent‑generated referrals, expanding daily route penetration, and strengthening referral relationships.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
11-50 employees