Commercial Insurance Inside Sales & Advisory Pro

Rue Insurance; Hamilton (NJ); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

PTO

401(k) with Employer Match

Profit Sharing Plan

Flexible work and In Office/Remote HRB

Insurance options for Medical, Dental,

Job summary

Rue Insurance’s Select Commercial Inside Sales and Marketing Specialist will act as a Trusted Advisor, bridging clients and carriers to offer tailored insurance options for new business prospects. The role emphasizes client service excellence, relationship-building, and proactive risk and coverage recommendations.

Responsibilities include prospecting, new business placement, underwriting coordination, and maintaining strong insurer relationships.

Qualifications

• Valid Property, Casualty, Life, and Health Insurance Licenses
• Demonstrated proficiency handling small commercial insurance accounts
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office and agency management software

Responsibilities

• Develop prospecting strategies to increase opportunities for new business
• Generate new business-to-business sales for accounts generating under 25K premium by contacting prospects, referrals, and cold calling
• Handle incoming prospect calls, walk-ins and website leads for new business
• Compile underwriting information and prepare applications for submission to selected companies
• Perform underwriting and rating for online rating or agency underwriting authority
• Negotiate pricing, policy conditions and terms with insurance companies
• Present quotes to prospects and document coverage elections
• Provide binding instructions and remit deposits as required
• Prepare binders, certificates, auto ID cards and other inception documents
• Follow agency processes and Epic Workflows and maintain records

Job description

Rue Insurance’s Select Commercial Inside Sales and Marketing Specialist will act as a Trusted Advisor, bridging clients and carriers to offer tailored insurance options for new business prospects. The role emphasizes client service excellence, relationship-building, and proactive risk and coverage recommendations.

Responsibilities include prospecting, new business placement, underwriting coordination, and maintaining strong insurer relationships.