Sales Development Representative

Bridge Specialty Group • Bethlehem, PA

1d

About The Position

Brown & Brown is seeking a Sales Development Representative to support strategic and senior producers with inbound and outbound sales efforts in the Employee Benefits and Property & Casualty Insurance markets. The role researches prospects, conducts needs analysis, qualifies leads, and sets appointments using phone calls, email, and other methods. It works closely with the sales team to identify prospective clients’ existing insurance programs and propose comprehensive solutions that address business objectives.

The representative facilitates sales calls and supplies producers with lead information, maintains prospect data in CRM systems, and uses database tools for lead generation. The role also supports performance goals, follows agency policies and licensing-related continuing education requirements, participates in meetings, conferences, networking, and training, and pursues personal and professional development. Other duties may be assigned.

Requirements

• High school diploma.
• 2–3+ years of progressive experience in telemarketing, sales, or consulting.
• Proficiency with Microsoft Office products.

Nice To Haves

• Bachelor’s degree is strongly preferred.
• Willingness to obtain insurance licenses within the first year of employment.
• Experience with HubSpot.com is strongly preferred.
• Preference for candidates with demonstrated business development success using sales tools such as LinkedIn, ZoomInfo, miEdge, Insurance Xdate, Vidyard, and other relevant systems.

Responsibilities

• Support strategic and senior producers with inbound and outbound efforts and strategies in Employee Benefits and Property & Casualty Insurance.
• Research prospects, conduct needs analysis, qualify leads, and set appointments through phone calls, emails, and other methods.
• Collaborate with the sales team to identify prospective clients’ existing insurance programs using technology and propose comprehensive solutions to meet business objectives.
• Facilitate sales calls and provide producers with lead information.
• Enter, update, and maintain prospect information accurately in CRM systems.
• Use database tools for lead generation.
• Work toward meeting or exceeding internal and external performance standards and department or agency goals.
• Follow agency guidelines, policies, and procedures, including professional development and continuing education required for valid licensing.
• Participate in department meetings, industry conferences, and networking events when necessary.
• Promote teamwork, support, and a positive attitude in the department and office.
• Participate in training to stay current on industry trends, product developments, legislation, coverages, and technology.
• Pursue personal and professional development.
• Perform other duties as assigned.

Benefits

• Medical/Rx, dental, vision, life, and disability insurance.
• Employee stock purchase plan (ESPP).
• 401(k).
• Student loan assistance.
• Tuition reimbursement.
• Free mental health and enhanced advocacy services.
• Paid time off and holidays.
• Preferred partner discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED