Related skills
salesforce google workspace cyber web-based_quoting_tools tech_e&o📋 Description
- Pipeline management: Prioritize and manage a steady flow of high-intent, qualified leads.
- Lead optimization: Provide feedback on lead quality to refine targeting for campaigns.
- Rapid response: Timely outreach to inbound inquiries and referrals with technical guidance.
- Consultative qualification: Assess complex risk needs to align with core verticals like D&O and Cyber.
- Placement: Prepare applications and quotes; obtain underwriting approval and present quotes.
- Client relationships: Build trust with clients and nurture relationships for retention.
🎯 Requirements
- 5+ years agency sales experience.
- Active Property & Casualty license.
- Expertise in commercial lines incl. Management Liability and Tech E&O.
- Salesforce proficiency to track leads and funnel.
- Google Suite and web-based quoting tools experience.
- Remote work readiness and ability to collaborate globally.
🎁 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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