Sales Development Specialist

Job Description

Job Description

Apogee Insurance Group is a Berkshire Hathaway specialty broker focused on Professional (E&O), Management (D&O, EPL, Crime, and Fiduciary), Commercial, 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 Description : Entry-level sales position with many opportunities for growth. Focused on generating business activity from independent retail insurance agencies (warm leads) and potential buyers within a defined territory. Primary responsibilities include : (1) drive new business submission activity 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.

Generate New Small Business Opportunities using telephone and web-quoting platforms

• Drive new business activity through independent retail insurances agencies by conducting quoting demos over the phone, by video, or in person
• Schedule 48 customer demos monthly
• Utilize technical and sales skills to demonstrate the ease and accessibility through digital platforms
• Build a pipeline of small business quotes
• Become expert in quoting systems and in Apogee products, focusing on one insurance company
• Follow up on lost opportunities from prior years and convert leads to formal activity
• Partner with insurance carrier to host joint customer product demos
• Seeks customers in a defined territory with homogeneous types of business that fall within insurance carrier’s appetite

Prospecting – Establish New Relationships :

QUALIFICATIONS REQUIRED :

EXPERIENCE :

APOGEE BENEFITS :

At Apogee, our goal is to strengthen our community and culture by representing all races, genders, religions and sexual orientations. We continue to move conversations about diversity, equity and inclusion forward to ensure every community member has a sense of belonging, a voice and a seat at the table.

Company Description

Our team is a group of energetic, knowledgeable, and dependable professionals who are certified in training customers on professional liability forms and coverage. Our product expertise, service, and focus on the independent retail agent customer helps us build lasting relationship and sets us apart from other wholesalers.

Company Description

Our team is a group of energetic, knowledgeable, and dependable professionals who are certified in training customers on professional liability forms and coverage. Our product expertise, service, and focus on the independent retail agent customer helps us build lasting relationship and sets us apart from other wholesalers.