National Account Sales Representative

J T Becker & Co Inc; Bridgeville (Allegheny County); Hybrid; USD 60,000 - 150,000; Full time

Benefits offered by this job

PTO

401(k)

Healthcare

Job summary

Becker & Company is seeking a National Account Sales Representative to grow new business and nurture client relationships across an assigned territory. This role focuses on prospecting, consultative selling to insurers, TPAs, self-insured entities, and law firms, and involves travel, industry events, and close collaboration with operations to deliver a strong client experience.

You will drive the full sales cycle from prospecting to onboarding, maintain CRM records, and conduct discovery

Qualifications

• Experience in B2B sales, account management, or insurance/claims is preferred.
• Ability to learn investigative/value proposition and communicate it clearly.
• Ability to manage a geographic territory and travel within it.

Responsibilities

• Develop and execute a territory plan focused on new client acquisition.
• Complete multi-channel outreach with high daily activity and meaningful conversations.
• Identify decision-makers within carriers, TPAs, self-insureds, and law firms.
• Generate leads through research, directories, associations, and events.
• Conduct discovery meetings by phone, video, and in person; assess needs.
• Present capabilities including surveillance and public records services.
• Manage full sales cycle from prospecting to onboarding and handoff.
• Grow existing relationships through reviews, cross-selling, and post-sale support.
• Maintain CRM records with activities, contacts, opportunities, and next steps.
• Plan and attend conferences to expand brand awareness and pipeline.
• Collaborate with operations to ensure client satisfaction and service delivery.
• Track performance against activity, pipeline, and revenue goals.
• Monitor competitors and market needs, sharing insights with leadership.
• Perform other duties related to the role.

Skills

B2B sales

Account management

CRM software

Communication skills

Prospecting

Travel as needed

Education

High school diploma

Associates or bachelor preferred

Tools

CRM software

Job description

All Jobs > National Account Sales Representative

Becker & Company is seeking a motivated National Account Sales Representative to develop new business and grow client relationships within an assigned territory. This is a prospecting-focused, consultative B2B sales role serving insurance carriers, third-party administrators, self-insured organizations, law firms, and other claims professionals. The representative will build a qualified pipeline, lead the sales process, represent Becker & Company at industry events, and coordinate with operations to support a strong client experience.

What You Will Do

• Develop and execute a territory plan focused primarily on prospecting and new client acquisition while supporting the strategic growth of assigned accounts.
• Complete consistent multichannel outreach, generally 40 to 80 targeted calls and related emails per day, with a goal of creating at least 10 meaningful prospect or client conversations. Activity expectations may be adjusted based on travel, meetings, territory maturity, and campaign quality.
• Identify and engage decision-makers within insurance carriers, TPAs, self-insured employers, law firms, and risk management organizations.
• Generate leads through research tools, business directories, professional associations, referrals, industry events, conferences, and trade shows.
• Schedule and conduct discovery meetings by phone, video, and in person; assess client needs and recommend appropriate investigative services.
• Present Becker & Company capabilities, including surveillance, social media investigations, background checks, special investigations, and public records services.
• Manage the full sales cycle from prospecting and qualification through proposal, objection handling, contracting support, onboarding, and handoff.
• Develop existing relationships through regular business reviews, service education, cross-selling, and post-sale support.
• Maintain timely and accurate CRM records, including activity, contacts, opportunities, next steps, forecast stage, and expected value.
• Research, plan, attend, and follow up on approved industry conferences and networking events to expand brand awareness and pipeline.
• Partner with operations and account management to monitor active assignments, address client concerns, and align expectations with service delivery.
• Track performance against activity, pipeline, conversion, revenue, retention, and territory growth goals.
• Monitor competitors, client trends, and market needs; share practical insights with sales leadership and operations.
• Perform other duties reasonably related to the role as assigned.

Requirements

What We Are Looking For

• Experience with B2B sales, account management, insurance, claims, legal services, or related experience.
• Demonstrated initiative, resilience, organization, and comfort with proactive outreach.
• Strong written, phone, virtual presentation, and in-person communication skills.
• Ability to learn investigative services and explain their business value accurately and responsibly.
• Ability to manage a geographic territory, prioritize opportunities, and work independently while remaining accountable to a team.
• Experience with CRM or sales-tracking software, or the ability to learn it quickly.
• Ability and willingness to travel within the assigned territory and attend occasional conferences or client events.
• High school diploma or equivalent required; associate or bachelor's degree, insurance or claims experience, and an established industry network are preferred, not required.

This position offers a full-time commitment with the flexibility of being remote, hybrid, or in our Bridgeville office. We provide a comprehensive benefit package, including PTO, 401(k), healthcare, along with other benefits. As a nationwide provider of investigative services, Becker & Company has been serving the property and casualty insurance industry for over 32 years. Join our team of dedicated professionals who enjoy their work and deliver exceptional results.

Salary Description

Base Rate $60K; Potential Salary $90K-$150K