Apogee Insurance Group is a Berkshire Hathaway specialty broker focused on Professional (E&O), Management (D&O, EPL, Crime, and Fiduciary), Cyber, and Pollution Liability. Our product expertise, service, and focus on independent retail agents set us apart from other wholesalers. We are licensed in all 50 states and provide both admitted and excess & surplus terms from over 60 insurance companies. With offices located in Philadelphia, Chicago, Mission Viejo, and Austin; our team members believe in face-to-face relationships to assist our customers with the best experience in placing Professional and Management Liability.

JOB FUNCTIONS: Entry-level sales position with many opportunities for growth. Focused on generating business activity from independent retail insurance agencies (warm leads) and potential buyers within a defined territory. Primary responsibilities include: (1) drive new business submission activity through outbound phone calls, video meetings, and potential in-person meetings to retail insurance agencies, (2) prospecting new customer potential, (3) following up on leads generated through electronic, internet, and social media outlets, (4) assisting account managers in the selling of quotes, and (5) maintaining and updating customer contact information and data.

Generate New Small Business Opportunities using telephone and web-quoting platforms

• Drive new business activity through independent retail insurances agencies by conducting quoting demos over the phone, by video, or in person
• Schedule 48 customer demos monthly
• Utilize technical and sales skills to demonstrate the ease and accessibility through digital platforms
• Build a pipeline of small business quotes
• Become expert in quoting systems and in Apogee products, focusing on one insurance company
• Follow up on lost opportunities from prior years and convert leads to formal activity
• Partner with insurance carrier to host joint customer product demos
• Seeks customers in a defined territory with homogeneous types of business that fall within insurance carrier’s appetite

Prospecting – Establish New Relationships:

• Perform internet research to gather information on potential new customers
• Prospect retail agencies through systematic and persistent sales calls to initiate contact and uncover opportunities for new business
• Revisit prospects that have contacted us in the past where a relationship doesn’t currently exist

QUALIFICATIONS REQUIRED:

• Bachelor’s degree is preferred
• P&C License (must obtain within first 90 days of employment)
• Excellent verbal presentation and computer skills
• Energetic, goal-oriented, methodical, accountable, and has a positive attitude
• Multi-tasking, team player with time management and organizational skills

EXPERIENCE:

• 1-3 years of hands-on experience in customer service, communication, sales, or marketing is preferred, but recent graduates are encouraged to apply!
• Prior insurance product knowledge and insurance education – a plus!

APOGEE BENEFITS:

• Base salary and benefits package plus year end performance-based bonuses
• Receive compensation for training and continuing education while you learn the business
• High-energy and performance-driven work culture, while embracing a flexible life balance
• Frequent customer interaction and networking opportunities, including carrier and customer outings, insurance industry events, etc.
• Free lunch provided daily (from when working within the office)
• Full gym on site (from when working within the office)
• Company phone & Surface laptop provided

At Apogee, our goal is to strengthen our community and culture by representing all races, genders, religions and sexual orientations. We continue to move conversations about diversity, equity and inclusion forward to ensure every community member has a sense of belonging, a voice and a seat at the table.

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Paid training
• Vision insurance

Experience level:

• 1 year

Shift:

• 8 hour shift

Supplemental pay types:

• Bonus opportunities
• Performance bonus
• Yearly bonus

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Work Location: Hybrid remote in Mission Viejo, CA 92691