- Own end to end new business sales for commercial P&C insurance, from inbound lead to bind
- Manage 25-50 warm inbound opportunities daily while meeting activity and revenue targets
- Advise SMB clients on coverage options and basic risk management practices
- Quote, market, and place admitted commercial insurance products
- Partner with carriers to identify and secure appropriate coverage solutions
- Use Coverdash’s quoting platform and AMS to generate and bind policies
- Expand expertise in carrier guidelines, underwriting fundamentals, and product offering to increase close rates
CRM