Insurance Sales Specialist

OMW Consulting; United States; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Job summary

OMW Consulting is seeking an Insurance Sales Specialist to convert warm inbound leads into bound policies by phone, from a remote US location. You’ll guide customers to compliant, best-fit products and move quotes through the platform to binding.

Ideal candidates are licensed P&C brokers with 1–5 years of closing experience, familiar with carrier portals and agency software, and possessing excellent English and a warm phone presence.

Qualifications

• Licensed P&C broker or rep; CISR preferred.
• 1–5 years closing warm inbound leads.
• Experience with commercial/personal lines, renewals.
• Familiar with carrier portals or agency software.
• Excellent English with a warm, trustworthy phone presence.

Responsibilities

• Call and convert warm inbound quote-starters into bound policies.
• Follow up on missing information and guide to compliant products.
• Move quotes through the platform to bind.
• Own accounts and help improve workflows as automation grows.

Skills

Phone sales

Inbound leads

Closing deals

Attention to detail

AI tools

Education

P&C license (CISR preferred)

Tools

Carrier portals

Agency software

Job description

Insurance Sales Specialist (Remote, US) – AI-Powered Insurance Brokerage

I'm recruiting on behalf of a pre-seed, San Francisco-based, AI-powered insurance brokerage. They have automated the back office of a traditional brokerage and are already handling $1M+ in premium. They are growing fast and are on track for roughly $1M ARR within about three months.

The role

You will convert warm inbound leads into bound policies by phone. Every day, people start quotes on the company's sites and don't finish, need more information, or need guiding toward a compliant product. You call them, move the quote forward and bind it through the platform.

There is no admin work and no CRM data entry, because it is all automated. You spend your time talking to warm leads, not cold calling.

What you'll do

• Call and convert warm inbound quote-starters into bound policies
• Follow up on missing information and guide customers to compliant, best-fit products
• Move quotes through the platform to bind
• Own your accounts and help improve workflows as more of the process is automated

What we're looking for

• Licensed P&C insurance broker or rep (CISR preferred)
• 1 to 5 years of experience and a proven closer of warm inbound leads
• Familiar with commercial and personal lines: applications, quotes, certificates, endorsements and renewals
• Experience with carrier portals or agency software
• Native or fluent English with an excellent, warm and trustworthy phone presence
• Detail-oriented, with a good eye for missing information, duplicates and inconsistencies
• Comfortable using AI tools and working in a fast-moving startup