Inside Sales Specialist

Brown & Brown; Walnut Creek (CA); Presencial; USD 36.000 - 43.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Benefits

401k & Retirement Plan

Student Loan Assistance

Tuition Reimbursement

Mental Health & Wellness Services

Paid Time Off & Holidays

Descripción de la vacante

Bridge Specialty Group in Walnut Creek, CA, is seeking an Inside Sales Specialist to join our growing team. You will engage retail agents, drive new opportunities, and support our sales initiatives in a fast-paced environment.

The role includes a 24-month training program to develop you into a superior insurance professional, focusing on increasing submissions, quotes, binders, and premiums over the phone.

Formación

• Self-motivated and able to work with minimal supervision.
• Strong time management and an energetic phone presence.
• Proficient with MS Office, especially PowerPoint & Excel.
• Must obtain P&C license within 90 days of hire.

Responsabilidades

• Conduct outbound calls to retail agents to drive new opportunities and convert leads to submissions.
• Educate customers on quoting platforms and services.
• Drive daily submissions goals and report results weekly.
• Review web and phone quoting activity to identify trends.
• Establish relationships with sales territory and participate in strategy discussions.
• Assist underwriters to place business and pursue professional development.

Conocimientos

Self-motivated

Time management

Phone demeanor

MS Office (PowerPoint & Excel)

Team player

Problem solving

Relationship building

Open to coaching

Independent work

Educación

P&C insurance license within 90 days

Herramientas

MS Office - PowerPoint & Excel

Descripción del empleo

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Bridge Specialty Group is seeking an Inside Sales Specialist to join our growing team!

Must be within commutable distance to one of the following locations: Walnut Creek, CA, Irvine CA, Stockton, CA, Portland OR, Denver CO, Scottsdale, AZ, Missoula, MT, Las Vegas, NV, Missoula, MT.

This position is ideal for someone eager to launch a career in the insurance industry, with a strong interest in sales, customer service, and professional development. You will play a key role in expanding our current operation by helping to build customer relationships and supporting our sales initiatives. This teammate will solicit, establish, and maintain rapport with retail agents to secure new and renewal business as well as participate in USLI's 50/50 Sales training program.

Candidates will be engaged in a 24-month training and development program that will prepare the participant to become a superior insurance professional. The focus of the training program will be to increase new submissions, quotes, binders, and premiums over the phone.

How You Will Contribute:

• Conduct outbound calls to retail agents to drive new opportunities in, convert leads to submissions and turn quotes into bind orders. Weekly reporting of sales calls and results is expected.
• Educate customers on quoting platforms and services.
• Drive daily submissions goals and relay information to the marketing team to maximize opportunities.
• Review web and phone quoting activities to spot positive and negative trends and address trends with customers and team.
• Establish an active relationship with the territory of sales executives and regularly discuss strategy and tactics including training, sales issues and follow-up.
• Resolve agent issues as they arise.
• Assist underwriters to place business.
• Pursue a path of personal and professional development.

Licenses and Certifications:

• P&C insurance license within 90 days of employment.

Skills & Experience to Be Successful:

• Self-motivated, independent personality with the ability to work with little supervision.
• Excellent time management skills.
• Positive and energetic phone demeanor.
• Proficiency with MS Office - particularly PowerPoint and Excel.
• High level of integrity.
• Team player mentality.
• Problem solving skills and professional conduct.
• Ability to establish and build relationships.
• Open to coaching and continuous improvement.
• Ability to prioritize tasks and work independently in a fast-paced environment.

This position may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.

About Us:

Bridge Specialty Group creates a seamless way to connect the varying needs of our retail partners with the market clout and talents of our wholesale entities. Our more than 25 niche-focused brands reflect our deep experience and specialization in construction, general casualty, environmental liability, professional liability, health care, public entity, workers' comp, property and personal lines.

With more than 50 locations and more than 2,000 team members throughout the United States and Europe, Bridge has access to more than 200 standard and excess & surplus lines carriers that support our $7+ billion premium book.

Our focus is on bringing the power of collective size and specialty to the wholesale brokerage marketplace. Bridge Specialty Group - aligning risk with greater reach.

Pay Range

$26.45 - $31.25 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited