[Hiring] Sales Specialist @Patriot Growth Insurance Services, LLC

Role Description

As a Sales Specialist, you'll help drive new business growth by connecting clients with insurance solutions that meet their needs. You'll support a specific operational pillar and report to that pillar's Director. Working closely with various teams, you'll ensure each new client experiences a smooth transition from initial consultation through policy implementation and ongoing service.

• Generate new business through inbound leads, referrals, cross-sell opportunities, and other sales initiatives.
• Manage the full sales lifecycle, including lead qualification, client consultation, proposal development, and closing new business.
• Conduct needs-based assessments to understand client and prospect exposures and recommend appropriate coverage options.
• Prepare and present quotes, proposals, and coverage recommendations clearly and professionally.
• Follow up consistently on new business opportunities and marketing-generated leads to support conversion and sales growth.
• Maintain individual sales performance metrics and contribute to overall team production goals.
• Partner with Renewal Specialists to pursue cross-sell opportunities identified during the renewal process.
• Collaborate with Service Specialists and Account Support Associates to support accurate applications, policy setup, and a smooth transition into ongoing service.
• Collect application information, prepare documentation, and submit complete and accurate materials to carriers in accordance with agency procedures and applicable compliance standards.
• Maintain current pipeline, activity, and client records within the Agency Management System and other tracking tools.
• Respond to carrier communications and underwriting requests related to new business submissions.
• Participate in sales meetings, training, and team huddles to stay aligned on sales strategies, carrier updates, and performance goals.
• Pursue continuing education to strengthen your knowledge of insurance products, carriers, and industry trends.
• Support marketing and business development initiatives that generate new leads.
• Protect confidential employee and client information and follow ethical standards throughout the sales process.

Qualifications

• 1–3 years of experience in a sales, account management, or customer service position.
• High school diploma or GED, or an associate degree in Business Administration or a similar field.
• Florida 2-20 Insurance License, or a Florida 20-44 Insurance License for a Personal Lines-only assignment.
• Comprehensive knowledge of insurance products, coverages, policies, procedures, and underwriting principles.
• Experience building client relationships, understanding individual needs, and providing tailored insurance solutions.
• A responsive, empathetic approach to supporting clients and colleagues.
• Strong organizational skills with the ability to prioritize tasks and manage daily responsibilities effectively.
• Strong problem-solving skills and a persistent approach to resolving concerns.
• Excellent written and verbal communication skills.
• Ability to collaborate effectively and contribute to shared team goals.
• Proficiency with CRM platforms, Microsoft Office Suite, and emerging AI tools to improve efficiency and workflows.
• Commitment to maintaining confidentiality, following ethical standards, and staying current on industry trends, regulations, and best practices.

Requirements

• Experience in the Property and Casualty insurance industry.
• Bachelor's degree in Sales, Business Administration, Marketing, or a similar field.

Benefits

• Multiple medical plan options, with preventive care covered at 100%.
• Free virtual medical and mental healthcare for employees and their families.
• Employer-paid short-term and long-term disability coverage.
• Paid parental leave.
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave.
• Competitive 401(k) company match to help you build your financial future.
• Comprehensive dental and vision coverage.
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support.