Alera Group, Inc. · 1 day ago
Inside Sales Executive
Alera Group, Inc. is seeking an Inside Sales Executive to join their growing SELECT team. The role involves managing the full sales cycle, conducting calls to engage prospects, and providing a consultative sales experience to educate clients and build long-term relationships.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Manage the full sales cycle, including prospecting, needs assessment, quoting, and closing
Conduct outbound and inbound calls to engage prospects, understand coverage needs, and recommend appropriate insurance solutions
Provide a consultative sales experience focused on educating clients and building long‑term relationships
Prepare and deliver accurate quotes for small commercial insurance products
Follow up on leads promptly and maintain a strong pipeline through consistent outreach
Collaborate with underwriting teams to evaluate risks and position policies effectively
Maintain detailed records of client interactions, quotes, and policy activity in the CRM system
Meet or exceed monthly sales goals while delivering exceptional client experience
Assist clients with policy questions during the qualification process to ensure a smooth experience
Stay current on product offerings, carrier guidelines, and industry trends
Qualification
Required
High school diploma, GED, or equivalent experience
Minimum 1 year of sales experience
Active P&C insurance license (required)
Comfortable with phone‑based outreach and client engagement
Strong communication and interpersonal skills
Professional presence with a strong sense of urgency
Proven ability to juggle multiple priorities effectively
Client‑centric, consultative sales mindset
Creative problem‑solver with an understanding of underwriting perspectives
Benefits
Medical
Dental
Life and disability insurance
401k
Generous paid time off
And much more
Company
Alera Group, Inc.
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.
Funding
Current Stage
Late StageTotal Funding
$1.1BKey Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity
Recent News
2025-10-21
Company data provided by crunchbase