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Inside Sales Specialist

Bridge Specialty Group•Walnut Creek, CA

About The Position

Bridge Specialty Group is seeking an Inside Sales Specialist to help expand its operations by building customer relationships and supporting sales initiatives. The role solicits, establishes, and maintains rapport with retail agents to secure new and renewal business and participates in USLI’s 50/50 Sales training program. The position includes a 24-month training and development program designed to prepare the teammate for a career as an insurance professional, with a focus on increasing new submissions, quotes, binders, and premiums over the phone. Candidates must be within commuting distance of one of the listed locations: Walnut Creek, Irvine, or Stockton, California; Portland, Oregon; Denver, Colorado; Scottsdale, Arizona; Missoula, Montana; or Las Vegas, Nevada. A P&C insurance license must be obtained within 90 days of employment. The role may require driving a personal or rental vehicle and requires acceptable motor vehicle record results at hire and periodically thereafter, as well as maintaining minimum acceptable insurance coverage.

Requirements

  • Obtain a P&C insurance license within 90 days of employment.
  • Be within commuting distance of one of the listed locations.
  • Be self-motivated and able to work independently with little supervision.
  • Have excellent time-management skills.
  • Have a positive, energetic phone demeanor.
  • Be proficient with MS Office, particularly PowerPoint and Excel.
  • Demonstrate a high level of integrity.
  • Have a team-player mentality.
  • Demonstrate problem-solving skills and professional conduct.
  • Be able to establish and build relationships.
  • Be open to coaching and continuous improvement.
  • Be able to prioritize tasks and work independently in a fast-paced environment.
  • If driving is required, provide acceptable motor vehicle record results at hire and periodically thereafter and maintain minimum acceptable insurance coverage.

Responsibilities

  • Conduct outbound calls to retail agents to generate new opportunities, convert leads to submissions, and turn quotes into bind orders.
  • Report sales calls and results weekly.
  • Educate customers on quoting platforms and services.
  • Drive daily submission goals and relay information to the marketing team to maximize opportunities.
  • Review web and phone quoting activity, identify positive and negative trends, and address trends with customers and the team.
  • Build an active relationship with territory sales executives and regularly discuss strategy and tactics, including training, sales issues, and follow-up.
  • Resolve agent issues as they arise.
  • Assist underwriters in placing business.
  • Pursue personal and professional development through the training program.

Benefits

  • Medical and prescription drug coverage
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Employee stock purchase plan (ESPP)
  • 401(k)
  • Student loan assistance
  • Tuition reimbursement
  • Free mental health and enhanced advocacy services
  • Paid time off
  • Paid holidays
  • Preferred partner discounts

Career Resources

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