Virtual Inside Sales & Marketing Strategist

Utica Mutual Insurance Company; North Carolina; Hybrid; USD 72,000 - 90,000; Full time

Benefits offered by this job

Medical and Prescription Drug Benefit

Life Insurance and Disability Benefits

401(k) Profit Sharing

Tuition Assistance

Company-Paid Family Leave

Wellness programs

Job summary

Utica National Insurance Group is seeking an Inside Sales & Marketing Services Representative to act as virtual sales consultant and territory manager. You will partner with independent agencies to drive profitable growth, retention, and market share using data-driven territory planning and CRM analytics.

The role focuses on discovery-based selling, strategic outreach, and use of tools like Power BI, Dynamics CRM, and Vertafore to track performance and strengthen agency relationships.

Qualifications

• 2+ years Commercial Lines Sales representative or underwriting experience preferred
• Bachelor's Degree preferred

Responsibilities

• Drive profitable growth in new and total written premium, deliver segment profitability in assigned relationships through virtual agency calls and strategic engagement.
• Build Territory Sales Plan to strategically determine which existing agencies to focus on.
• Conduct primarily virtual sales calls with agents to effectively execute on Territory Sales Plan.
• During agency interactions, use discovery sales skills process to identify opportunities with agents, evaluate competitor products, rates, and new programs, and recommend solutions to overcome objections and increase territory sales flow.
• Develop strategies and action plans to enable agents to maximize revenue with products, services, and profit-sharing programs which differentiates the sales representative from competitors through a clearly defined and consistent value proposition.
• Utilize data tools (Power BI) to monitor territory results against defined goals. Manage trends and communicate necessary revised sales strategies and territorial review action plans to achieve profitable sales objectives.
• Manage agent sales planning commitments, production plans, sales call activity, and agency review process with effective use of Customer Relationship Management tools.
• Execute structured sales processes including call scripting, objection handling, and competitive advantage selling.
• Utilize tools such as Dynamics CRM, Talk Desk, Edge quoting, Vertafore, and Power BI for sales and performance tracking.
• Team servicing of shared agency group.
• Rollover Support, New Agency Onboarding Support, Field Support as required to minimize impact of vacancies, general support of Team Revenue strategies.
• Performs other duties as assigned.
• Conforms with all corporate policies and procedures.

Skills

Commercial Lines Sales

Underwriting experience

Education

Bachelor's Degree

Tools

Power BI

Dynamics CRM

Talk Desk

Edge quoting

Vertafore

Job description

Utica National Insurance Group is seeking an Inside Sales & Marketing Services Representative to act as virtual sales consultant and territory manager. You will partner with independent agencies to drive profitable growth, retention, and market share using data-driven territory planning and CRM analytics.

The role focuses on discovery-based selling, strategic outreach, and use of tools like Power BI, Dynamics CRM, and Vertafore to track performance and strengthen agency relationships.