Insurance Advisor: Inside Sales & Client Growth

Element Risk Management; Wyomissing (Berks County); On-site; USD 55,000 - 75,000; Full time

Job summary

Element Risk Management in Wyomissing, PA is seeking an Insurance Advisor – Direct Sales / Inside Sales to join our growing team. The role focuses on handling internal leads, referral opportunities, small commercial lines accounts, and select personal lines opportunities.

The ideal candidate is an insurance professional who enjoys building relationships and responding quickly to new opportunities. This position requires organization, sales-driven mindset, and the ability to manage a steady flow

Qualifications

• Active Property & Casualty insurance license required.
• Small commercial lines experience preferred.
• Personal lines experience preferred.
• Strong communication, organization, and follow-up skills.
• Ability to manage multiple opportunities at one time.
• Self-motivated, accountable, and sales-oriented.
• Strong attention to detail and ability to document activity accurately.

Responsibilities

• Handle internal leads and referral opportunities from producers, account managers, centers of influence, and existing clients.
• Respond promptly to new business opportunities and gather required underwriting information.
• Qualify prospects and identify appropriate coverage needs.
• Manage opportunities from initial intake through quoting, proposal, binding, and handoff to service.
• Maintain timely and accurate documentation in the agency management system and sales platform.
• Follow up consistently with prospects, clients, carriers, and referral sources.
• Cross-sell additional lines of coverage when appropriate.

Job description

Element Risk Management in Wyomissing, PA is seeking an Insurance Advisor – Direct Sales / Inside Sales to join our growing team. The role focuses on handling internal leads, referral opportunities, small commercial lines accounts, and select personal lines opportunities.

The ideal candidate is an insurance professional who enjoys building relationships and responding quickly to new opportunities. This position requires organization, sales-driven mindset, and the ability to manage a steady flow