Sales Representative @ Apogee Insurance Group - Mission Viejo, CA 92691

Job Overview

a year ago

Sales Representative

Apogee Insurance Group - Mission Viejo, CA 92691

*For more information, visit www.apogeeinsgroup.com/careers. 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 submissions from independent retail insurance agencies (warm leads) and potential buyers within a defined territory. Primary responsibilities include: (1) drive new business submission opportunities 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. Drive New Business Submissions: Utilize sales skills to demonstrate the features and benefits of Apogee products and services Build and maintain relationships with Apogee's current customer base Have a minimum of 30 outbound customer conversations daily (phone calls to begin) Convert internet leads to formal submissions Follow up on lost opportunities from prior years 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 Excellent verbal skills Energetic, goal-oriented, methodical, accountable, and has a positive attitude Multi-tasking, team player with time management and organizational skills PERSONAL DEVELOPMENT: Obtain Property & Casualty License within first 90 days. Enroll and complete formal insurance education program for both professional and personal development as outlined in individual development plan (AINS, RPLU). Attend regular sales training sessions to improve sales skills, technical product knowledge, and competitor information. 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: Competitive base salary and benefits package plus commission based upon production 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 Dinner and Hotel paid for while traveling overnight Job Type: Full-time Pay: From $52,478.00 per year Benefits: 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Referral program Retirement plan Vision insurance Schedule: Monday to Friday Supplemental pay types: Commission pay Work Location: One location

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