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crm account management salesforce pipeline management lead qualification📋 Description
- Drive growth in Embroker Direct Sales channel.
- Convert qualified inbound leads and self-sourced opportunities.
- Deliver tailored insurance solutions with a consultative approach.
- Manage pipeline, forecast, and collaborate with sales leadership.
- Partner with Client Success for onboarding and ongoing support.
🎯 Requirements
- Bachelor's degree.
- 4+ years in commercial insurance sales or client management.
- Active P&C insurance license.
- Experience with management liability; cyber liability a plus.
- Proficiency with Salesforce and Google Suite.
- Strong written and verbal communication with senior-level clients.
🎁 Benefits
- Health, dental, and vision coverage.
- Retirement savings with employer match.
- Paid parental leave.
- Flexible time off and wellness support.
- Employee assistance programs.
- Remote work stipend.
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