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Phone and Web Sales Specialist

usliMission Viejo, CA

24 days ago

Occupations

Insurance Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales and Related Workers, All Other

Industries

Insurance Agencies and BrokeragesDirect Property and Casualty Insurance CarriersAll Other Insurance Related Activities
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About the role

Location: Mission Viejo, CA
Team: Sales & Marketing
Job Type: Sales & MarketingFT/PT Status: Full TimeAboutUs: At USLI, we're not just about insurance, we are committed to making adifference, both internally and externally. Our community is built upon fivevalues: Caring, Attitude, Respect, Empathy and Energy. Our commitment to thesevalues leads us to make better decisions and furthers our true sense ofcommunity. By joining our team, you'll be part of a vibrant organization thatvalues innovation, collaboration and growth. Here, you'll have the opportunityto shape the future of insurance and make a meaningful impact. Your
Role: As a wholesale instant quote sales specialist, you will play akey role in growing new business by increasing customer engagement with USLI'sphone and web quoting platforms. You'll build meaningful relationships withcustomers, support them through training and marketing efforts and partner withinternal teams to ensure a seamless quoting experience. KeyResponsibilities: Drive customer engagement: Increase submissions, quote count and premium growth by promoting andsupporting the use of our quoting platforms Buildstrong partnerships: Meetregularly with assigned customers virtually and in-person to demonstratesystems, provide training and review results Leadtraining and outreach efforts: Deliveronboarding and ongoing education through webinars, in-person sessions andcustom marketing campaigns Supportcustomer success: Providehands-on assistance with marketing support, employee training and systemimplementation Monitorperformance trends: Reviewquote activity weekly, identify trends and follow up with customers to helpthem meet submission goals Collaborateacross teams: Partnerwith underwriting, leadership, business development managers and sales managersto align on strategy and execution Fostercommunication: Buildstrong working relationships with key contacts, including customer leadershipand marketing teams Identifyand escalate challenges: Proactivelysurface issues to internal leadership or customer contacts for timelyresolution Stayengaged: Participate in internalmeetings, team conferences and additional projects as needed
What You'll Bring:
  • Relationship-buildingexperience: Provenability to develop authentic and productive business relationships
  • Clearcommunication: Strongverbal and written communication skills with the ability to adapt messaging fordifferent audiences
  • Customer-firstmindset: A passion for helping otherssucceed with a professional and service-oriented approach
  • Initiativeand creativity: Aself-starter who is organized, dependable and able to develop creativesolutions
  • Adaptabilityand growth mindset: Willingnessto learn quickly, take feedback and continuously develop professionally
Qualifications:
  • Travel: Willingness to travel for in-person customer visits
  • Industryexperience: Two or more years in the property andcasualty insurance industry, specializing in commercial, professional orpersonal lines
  • Professionaldevelopment: Currently pursuing or open to pursuingindustry designations like CPCU or RPLUAcceptable driving record is required
We offer uncapped bonuses, a collaborativeculture and the opportunity to grow and learn! WhatWe Offer: Oneof the advantages of working at USLI is the competitive salary and benefitsprogram we offer full-time and eligible part-time employees. Benefits include performance-based triannualbonuses, medical benefits paid at 100% for full-time employees and 80% foreligible part-time employees, a profit-sharing program, free lunch every daywhile onsite and more than 450 annual personal and professional developmentcourses. Explore more company benefits. WhyUSLI?At USLI, we are committed to fostering a vibrant and inclusive community thatcelebrates the rich diversity of all ethnicities, nationalities, abilities, genders, gender identities, sexual orientations, ages, religions, socioeconomicbackgrounds and life experiences. We understand the importance of continuouslearning, self-reflection, acknowledging our biases and expanding ourperspectives beyond our own. We actively encourage open dialogue on diversity, equity, inclusion and belonging to support a workplace where every individualfeels valued, respected and empowered to contribute at their fullest potential. Join us in building a diverse and inclusive environment where our shared valuesdrive us toward excellence.

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JOB OVERVIEW

Experience level

Junior

Location

Mission Viejo, CA

Occupation

Insurance Sales Agents

Industry

Insurance Agencies and Brokerages

Posted

24 days ago

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