USLI ยท 1 week ago
Phone and Web Sales Specialist
USLI is a vibrant organization committed to making a difference in the insurance industry. As a Phone and Web Sales Specialist, you will increase customer engagement through USLI's quoting platforms, build relationships with customers, and collaborate with internal teams to ensure a seamless quoting experience.
Responsibilities
Drive customer engagement: Increase submissions, quote count and premium growth by promoting and supporting the use of our quoting platforms
Build strong partnerships: Meet regularly with assigned customers virtually and in-person to demonstrate systems, provide training and review results
Lead training and outreach efforts: Deliver onboarding and ongoing education through webinars, in-person sessions and custom marketing campaigns
Support customer success: Provide hands-on assistance with marketing support, employee training and system implementation
Monitor performance trends: Review quote activity weekly, identify trends and follow up with customers to help them meet submission goals
Collaborate across teams: Partner with underwriting, leadership, business development managers and sales managers to align on strategy and execution
Foster communication: Build strong working relationships with key contacts, including customer leadership and marketing teams
Identify and escalate challenges: Proactively surface issues to internal leadership or customer contacts for timely resolution
Stay engaged: Participate in internal meetings, team conferences and additional projects as needed
Qualification
Required
Proven ability to develop authentic and productive business relationships
Strong verbal and written communication skills with the ability to adapt messaging for different audiences
A passion for helping others succeed with a professional and service-oriented approach
A self-starter who is organized, dependable and able to develop creative solutions
Willingness to learn quickly, take feedback and continuously develop professionally
Willingness to travel for in-person customer visits
Two or more years in the property and casualty insurance industry, specializing in commercial, professional or personal lines
Acceptable driving record is required
Preferred
Currently pursuing or open to pursuing industry designations like CPCU or RPLU
Benefits
Performance-based triannual bonuses
Medical benefits paid at 100% for full-time employees and 80% for eligible part-time employees
A profit-sharing program
Free lunch every day while onsite
More than 450 annual personal and professional development courses
Company
USLI
We aspire to be the very best insurance company at underwriting insurance products for our customers.
Funding
Current Stage
Late StageTotal Funding
unknown2000-04-27Acquired
Leadership Team
Recent News
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