Broker Managers are responsible for communicating the benefits of ShelterPoint’s products in order to drive sales and achieve target goals. Sales reps serve as the point of contact for prospective clients and have a range of responsibilities including identifying and educating prospective customers while supporting existing clients with information and assistance that relates to products and services.

REQUIRED SKILLS/ABILITIES

• Strong phone presence and experience in dialing dozens of calls per day
• Excellent understanding of insurance products and market
• Experience working with Salesforce.com or similar CRM
• Excellent verbal and written communication skills
• Strong listening and presentation skills
• Ability to multi-task, prioritize and manage time effectively
• Highly motivated and ability to effectively communicate with brokers and employers
• Understands business challenges
  Goal-oriented

EDUCATION/EXPERIENCE

Bachelors’ Degree.

• 2+ years of proven experience in a sales role
• Life and Health License required

LI-SB

Source new sales opportunities through outbound cold-calling, in-bound leads, WebEx’s and emails

Make a minimum of 30 new contacts daily

• Meet or exceed personal sales goals within the Inside Sales Division
• Update brokers on products and company developments
• Collaborate with the Regional Sales Directors in given territories, if warranted

Log daily calls through Salesforce and create follow-up calls as necessary
Add and maintain our broker contact list: new producers, e-mail addresses or other changes or additions to our Salesforce platform

Work closely with designated Sales Support Specialist and create a team structure to achieve goals

• Identify any customer concerns or problems and discuss with the appropriate department manager(s) in the home office
• Provide all necessary information to underwriting for all quotes
• Follow up on all quotes released
• Ensure flawless new business submissions to underwriting for expedited approvals
• Ensure all broker licensing is accurate and current prior to submitting new business
• Follow necessary Sales procedures for business retention