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PEAK6 · 17 hours ago

Small Account Sales Representative

Austin, TX

Full-time

Hybrid

New Grad, Entry Level

PEAK6 Insurtech Services LLC is dedicated to personalizing insurance protection for clients. They are seeking a Small Account Sales Representative to participate in a training program that balances business development with account management, focusing on reviewing, quoting, processing, selling, and servicing small account business.

Financial ServicesInformation TechnologyTrading PlatformVenture Capital

Responsibilities

Review, quote, process, sell, and service small account business at the agency, primarily through USLI

Establish themselves as the small accounts expert in the office through strong product knowledge, accurate quoting, and superior customer service

Complete applications and qualify risks to quote new business. Quote risks that fit USLI appetite primarily through USLI phone and web systems, and submit to underwriters when necessary. A benchmark of at least two submissions per day or ten submissions per week into USLI

Create a lead list and make outbound sales calls in an effort to drum up new business

Have a consistent closing ratio of 25% or better

Communicate the coverages and selling points effectively in an effort to sell the quote as well as educate the value added services of the USLI Business Resource Center

Recognize and understand cross selling opportunities and be able to refer to other teammates if necessary

Respond to customer emails and phone calls in compliance with agency service standards

Contribute to marketing efforts including weekly LinkedIn posts, monthly email blasts and quarterly webinars

Perform support functions such as bind orders, payments, endorsements, remarketing and claims handling as necessary according to agency structure

Qualification

P&C producer licenseInsurance salesCommunication skillsOrganizational skillsNetworkingFlexibility under pressureCoaching opennessRelationship building

Required

Active P&C producer license or commitment to obtain a P&C license within 60 days of hire

Willingness to pursue continuing education and insurance designations or licenses as outlined in the training and development plan, including self-study

Strong communication and organizational skills, with the ability to network, build relationships, and work independently in a fast-paced environment

Ability to remain flexible under pressure and manage a heavy workload with critical deadlines

Open to coaching, feedback, and continuous improvement