Outside Commercial Insurance Sales — Risk Solutions Pro

ThinkingAhead; Tampa (FL); Vor Ort; USD 66.000 - 109.000; Vollzeit

Benefits dieser Stelle

Medical insurance

401(k) with match & pension

Paid vacation and holidays

Tuition reimbursement

Zusammenfassung

ThinkingAhead is a fast-growing independent insurance and risk management firm seeking an outside sales professional in Tampa, FL. You will generate new commercial insurance business and grow a client book using consultative, needs-based solutions.

Responsibilities include building a pipeline, meeting clients to review needs, gathering underwriting information, and handing off new accounts to the service team while maintaining CRM records.

Qualifikationen

• Property & Casualty license required.
• 3–5 years of successful sales experience required; insurance sales preferred.
• Bachelor’s degree preferred.
• Proven track record of meeting sales quotas.
• Strong communication, interpersonal, and organizational skills.
• Self-starter who works independently and influences others.
• Proficiency with CRM/agency management systems, Word, and Excel.
• Valid driver’s license and clean driving record; must be 18+.

Aufgaben

• Prospect and build a pipeline through referrals, networking, cold calling, direct mail, and email.
• Meet with clients regularly to review needs and present tailored insurance solutions.
• Gather client information for underwriting and smoothly hand off new accounts to the service team.
• Track all sales activity and pipeline data in the agency CRM.
• Collaborate with internal teams and affiliates to identify cross-selling opportunities.
• Attend sales meetings and events, and pursue continuing education and credentials.
• Maintain compliance with all applicable laws, regulations, and company policies.

Kenntnisse

Sales experience

Communication

Interpersonal skills

Organizational skills

Self-starter

Independent work

Influence others

CRM proficiency

Ausbildung

Bachelor’s degree

Tools

CRM

Word

Excel

Jobbeschreibung

ThinkingAhead is a fast-growing independent insurance and risk management firm seeking an outside sales professional in Tampa, FL. You will generate new commercial insurance business and grow a client book using consultative, needs-based solutions.

Responsibilities include building a pipeline, meeting clients to review needs, gathering underwriting information, and handing off new accounts to the service team while maintaining CRM records.