Inside Sales & Marketing Representative

Utica National Insurance Group; North Carolina; Hybrid; USD 72,000 - 90,000; Full time

Benefits offered by this job

Variable compensation bonus

Comprehensive benefits

401(k) profit sharing

Job summary

Utica National Insurance Group in Charlotte, NC is seeking an Inside Sales & Marketing Services Representative to act as a virtual sales consultant and territory manager, partnering with independent agencies to drive growth, retention, and market share.

Through data-driven territory planning, strategic agency outreach, discovery-based selling, and effective use of CRM and analytics tools, this role identifies opportunities, influences agent behavior, and executes targeted sales strategies that

Qualifications

• 2+ years Commercial Lines Sales representative or underwriting experience preferred
• Bachelor's Degree preferred
• Experience using CRM and analytics tools to drive sales and territory planning

Responsibilities

• Drive profitable growth in new and total written premium and maintain segment profitability through virtual agency calls and strategic engagement.
• Build Territory Sales Plan to determine focus agencies using data to guide decisions.
• Conduct primarily virtual sales calls with agents to execute the Territory Sales Plan.
• Use discovery techniques to identify opportunities, evaluate competitors, and recommend solutions to increase territory sales flow.
• Develop strategies to help agents maximize revenue with products and profit-sharing programs.
• Monitor territory results using Power BI and adjust sales strategies as needed.
• Manage agent sales planning commitments, production plans, and agency review processes with CRM tooling.
• Execute structured sales processes including call scripting and competitive selling.
• Utilize CRM, Talk Desk, Edge quoting, Vertafore, and Power BI for tracking and performance.

Skills

Territory planning

CRM familiarity

Power BI

Data-driven selling

Virtual sales calls

Education

Bachelor's degree preferred

Tools

Dynamics CRM

Power BI

Talk Desk

Edge quoting

Vertafore

Job description

The Company

At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected.

Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier.

Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte.

What You Will Do

The Inside Sales & Marketing Services Representative serves as a virtual sales consultant and territory manager, partnering with independent agencies to drive profitable growth, retention, and market share. Through data-driven territory planning, strategic agency outreach, discovery-based selling, and effective use of CRM and analytics tools, this role identifies opportunities, influences agent behavior, and executes targeted sales strategies that support organizational growth objectives and strengthen agency performance.

• Drive profitable growth in new and total written premium, deliver segment profitability in assigned relationships through virtual agency calls and strategic engagement.
• Build Territory Sales Plan to strategically determine which existing agencies to focus on. Use analytical skills and problem solving to interpret data within the agency or territory to make decisions.
• Conduct primarily virtual sales calls with agents to effectively execute on Territory Sales Plan. Proactively prioritize agent sales call activity while consistently identifying gaps and messaging appetite articulation to top producing agent partners creating increased flow of profitable new business.
• During agency interactions, use discovery sales skills process to identify opportunities with agents, evaluate competitor products, rates, and new programs, and recommend solutions to overcome objections and increase territory sales flow.
• Develop strategies and action plans to enable agents to maximize revenue with products, services, and profit-sharing programs which differentiates the sales representative from competitors through a clearly defined and consistent value proposition.
• Utilize data tools (Power BI) to monitor territory results against defined goals. Manage trends and communicate necessary revised sales strategies and territorial review action plans to achieve profitable sales objectives.
• Manage agent sales planning commitments, production plans, sales call activity, and agency review process with effective use of Customer Relationship Management tools.
• Execute structured sales processes including call scripting, objection handling, and competitive advantage selling.
• Utilize tools such as Dynamics CRM, Talk Desk, Edge quoting, Vertafore, and Power BI for sales and performance tracking.

Additional Responsibilities

• Team servicing of shared agency group.
• Rollover Support, New Agency Onboarding Support, Field Support as required to minimize impact of vacancies, general support of Team Revenue strategies.
• Performs other duties as assigned.
• Conforms with all corporate policies and procedures.

What You Need

• 2+ years Commercial Lines Sales representative or underwriting experience preferred
• Bachelor's Degree preferred.

Additional Information

Location

Hybrid

• Charlotte, NC Office (Ballantyne, NC)

Salary Range

$72,000 - $90,000

• This position also comes with eligibility for Variable Compensation Bonus plan

Benefits

We believe strongly that talented people are core to our success and are attracted to companies that provide competitive pay, comprehensive benefits packages, career advancement and challenging work opportunities. We offer a Comprehensive Benefits Plan for full time employees that include the following:

• Medical and Prescription Drug Benefit
• Dental Benefit
• Vision Benefit
• Life Insurance and Disability Benefits
• 401(k) Profit Sharing and Investment Plan (Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results)
• Health Savings Account (HSA)
• Flexible Spending Accounts
• Tuition Assistance, Training, and Professional Designations
• Company-Paid Family Leave
• Adoption/Surrogacy Assistance Benefit
• Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance
• Student Loan Refinancing Services
• Business Travel Accident Insurance
• Matching Gifts program
• Paid Volunteer Day
• Employee Referral Award Program
• Wellness programs
• Personal Insurance Discount

Additional Information

This position is a full time salaried, exempt (non overtime eligible) position.

Utica National is an Equal Opportunity Employer.

**The final salary to be paid and position within the internal salary range is reflective of the employee’s work experience, their geographic location, education, certification(s), scope and responsibilities in the role, and additional qualifications.**