Sales Executive

Insight Global; San Francisco (CA); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Insight Global is seeking a seasoned sales professional to support our Bay Area client portfolio. The role is fully remote but requires residing in the San Francisco area and quarterly in-person visits with agents and brokers in the territory.

You will prospect, develop new business, manage your book of business, and close deals. Success is measured by touchpoints, follow-ups, calls, and meetings, with quarterly incentives based on new and retained business.

Qualifications

• 5+ years outside sales in insurance/underwriting/brokerage.
• Background in property & casualty, healthcare, life, or workers compensation.
• Experience building and maintaining customer relationships.
• Understands insurance industry jargon.
• Go-getter mentality with ability to drive business forward.
• Excellent communication skills for meetings with agents and brokers.

Responsibilities

• Prospect and find new business within the Bay Area territory.
• Manage and grow your book of business.
• Meet with agents and brokers to close deals.
• Travel around the area for quarterly conferences and meetings as needed.

Skills

Outside sales 5+ yrs

P&C experience

Customer relationships

Insurance jargon

Go-getter mindset

Communication skills

Job description

Must Haves

• 5+ years of outside sales experience specifically within the insurance, underwriting, or brokerage sector


• Background with any of the following: property and casualty, healthcare, life, or workers compensation


• Experience with building and maintaining customer relationships


• Understands the jargon of the insurance industry


• Must have a \"go-getter\" mentality and be able to drive business forward


• Great communication skills as this role will be meeting with agents and brokers

Plusses

• Workers compensation (causality and or property) knowledge


• Comes from a market development background

Day-to-Day

• Insight Global is looking for a sales professional to work for one of our clients in the Kansas City area, living in and supporting the Bay Area territory. This position is fully remote but must reside in the San Francisco area as it requires in person field visits at least 3 days out of the week. They are looking for a highly motivated individual to help drive their business forward and sell/meet with agents and brokers in their dedicated territory. This persons job is to prospect, find new business, manage their book of current business, and close deals. They will be measured on success by how many touch points, follow ups, phone calls, and meetings they go on. This position has the opportunity to earn quarterly incentives based off new business and retained business within their book. A large part of this role consists of building strong customer relationships so it is important that the person in this role be passionate about customer partnerships/relationship building. There is a bit of travel for this role (once a quarter to conferences) and then travel within their city as needed for meetings.