What are the responsibilities and job description for the Inside Sales Specialist position at The Insurance Source?
The ideal candidate is a competitive self-starter that thrives in a fast-paced environment. You must be comfortable making dozens of calls per day, working with partners, generating interest, qualifying prospects, and closing sales.
Responsibilities
- Meet with current clients to recommend proper insurance plan for their needs for the upcoming year
- Source new sales opportunities through inbound lead follow-up and outbound cold calls and emails
- Prospect call preparation including company background research and other pertinent lead information
- Identify customer's buying trends and provide reports to management
- Enter, update, and maintain CRM information on leads, prospects, and opportunities
Qualifications
- Bachelor's degree or equivalent experience in Business
- Insurance background strongly preferred but not required
- At least 1 - 3 years' of sales experience
- Excellent written and verbal communication skills
- Ability to multi-task, organize, and prioritize work
- Ability to keep on schedule in a fast paced environment and complete tasks efficiently and effectively with the upmost professionalism
Job description
Inside Sales Specialist
The Insurance Source is looking for a savvy, experienced inside sales professional familiar with health insurance. The Inside Sales Representative innately understands what service is all about--and has the ability to communicate a complex product (insurance) in a way people understand and also do it with a smile and excellent customer service. The Inside Sales Representative will capture, create and deliver relevant daily content, monitor conversations and track performance metrics.
Sales and Customer Service
First impressions are LASTING impressions! We want our visitors and callers greeted with a smile and an outgoing personality! The Inside Sales Specialist will leave a positive impression that our clients and prospects won’t forget. “World-Class” service is a part of what we provide and YOU get to be in the forefront of it all!
We LOVE what we do here at The Insurance Source and it shows in our results. In a very crowded industry with hundreds of insurance agencies in the Upstate, we were just recognized as "The Best Insurance Agency in the Upstate" for the 2nd year in a row!!!
The Inside Sales Specialist will help us improve even more as we continue to expand and grow to better serve our clients.
The Inside Sales Specialist will report to the Director of Operations and the Owner.
Compensation and Benefits:
- Competitive base salary
- Excellent benefits package
- Holidays and PTO