World Insurance Associates · 2 months ago
Inside Sales Representative - Personal Lines
World Insurance Associates is a fast-growing financial services organization specializing in personal and commercial insurance. The Inside Sales Representative for Personal Insurance is responsible for generating new business through inbound and outbound sales activity, managing client interactions, and achieving sales goals.
Customer ServiceFinanceFinancial ServicesInsurance
Responsibilities
Primarily source leads through internal organic channels such as referrals from existing clients, client advisors and unit leaders
Manage inbound quote requests and outbound lead follow-up
Generate quotes and proposals using Xilo, comparative raters and carrier portals
Evaluate risks and align clients with the right carrier solutions
Educate stakeholders on policy features, limits, and carrier value
Bind policies and ensure smooth handoff to service team
Maintain accurate activity and client records in CRM/AMS
Collaborate with Client Advisors to optimize outcomes
Cross-sell opportunities from existing books of business
Re-engage past or inactive clients
Achieve sales goals – new business written revenue goals set on an annual basis
Qualification
Required
1-3 years of sales experience
Licensed in Property & Casualty
Confident communicator with strong phone and interpersonal skills
Comfortable with technology, rating platforms, and CRM systems
Coachable, detail-oriented, and driven by performance metrics
Company
World Insurance Associates
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Funding
Current Stage
Late StageCompany data provided by crunchbase