Insurance SDR - Growth, Benefits & Tech Tools

Brown & Brown; Bethlehem (Northampton County); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Free Mental Health & Enhanced Advocacy

Paid Time Off

Holidays

Preferred Partner Discounts

Job summary

Brown & Brown in Bethlehem, PA is seeking a Sales Development Representative to join our growing team. You will support senior producers, conduct needs analyses, and set appointments with qualified leads using calls, emails, and multiple tools.

You will enter and maintain lead data in CRM systems, leverage database tools for lead generation, and collaborate with the sales team to drive client opportunities. This role requires a high school diploma and 2–3+ years in telemarketing or sales.

Qualifications

• High School Diploma, required.
• 2-3+ years progressive experience in telemarketing, sales or consulting, required.
• Proficiency working with Microsoft Office products.

Responsibilities

• Support strategic and senior producers on inbound and outbound efforts and strategies in Employee Benefits / Property & Casualty Insurance market.
• Effectively research, conduct needs analysis, and set appointments with qualified leads through phone calls, emails, and other methods.
• Collaborate with sales team to identify prospective clients existing insurance program through various technology; propose additional comprehensive solutions to satisfy business objectives.
• Facilitate sales calls and provide producer with lead information.
• Acutely enter, update, and maintain prospect information in CRM systems.
• Leverage database tools for lead generation.
• Promote a commitment to achieve or exceed internal and external performance standards and department/agency goals.
• Follow agency guidelines, policies and procedures; including professional development and continuing education required for valid licensing.
• Participate in department meetings, industry conferences, and networking events when necessary.
• Promote teamwork, support, and a positive attitude in the department and office.
• Participate in training opportunities to remain current on industry trends and information, new product development, legislation, coverages, and technology.
• Pursues a course of personal, professional development.
• All other duties as assigned.

Skills

Telemarketing

Sales experience

CRM

HubSpot

LinkedIn

ZoomInfo

Education

High School Diploma

Bachelor's Degree

Tools

HubSpot

Microsoft Office

CRM Systems

Job description

Brown & Brown in Bethlehem, PA is seeking a Sales Development Representative to join our growing team. You will support senior producers, conduct needs analyses, and set appointments with qualified leads using calls, emails, and multiple tools.

You will enter and maintain lead data in CRM systems, leverage database tools for lead generation, and collaborate with the sales team to drive client opportunities. This role requires a high school diploma and 2–3+ years in telemarketing or sales.