Entry-Level Insurance Professional
Bridge Specialty GroupAbout the role
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Bridge Specialty Group is seeking an Entry-Level Insurance Professional to join our growing team!
This is a hybrid position, requiring two days per week on-site and three days remote.
The Entry-Level Insurance Professional will play a key role in expanding our current operation by helping to build customer relationships and supporting our sales initiatives. This role will solicit, establish, and maintain rapport with retail agents to secure new and renewal business as well as participate in USLI’s 50/50 Sales training program. In this role, you will spend 50% of your time meeting with agents in the field and the other 50% in the office
How You Will Contribute:
Conducting outbound calls to retail agents to drive new opportunities in, convert leads to submissions and turn quotes into binding orders. Weekly reporting of sales calls and results is expected.
Educate customers on quoting platforms and services.
Drive daily submissions goals and relay information to the marketing team to maximize opportunities.
Review web and phone quoting activity to spot trends positive and negative and address trends with customers and team.
Establish an active relationship with the territory sales executives and regularly discuss strategy and tactics including training, sales issues and follow-up.
Resolve agent issues as they arise.
Assist underwriters to place business.
Pursue a path of personal and professional development.
Perform other duties as assigned.
Licenses and Certifications:
P&C insurance license within 90 days of employment
Skills & Experience to Be Successful:
Bachelor’s degree or equivalent business experience
Strong interpersonal skills with a professional, positive phone presence and the ability to build relationships
Self-motivated and independent, with excellent time management and problem-solving abilities
Team-oriented with a high level of integrity and professionalism
Proficient in Microsoft Office, especially PowerPoint and Excel
Open to feedback, coaching, and continuous improvement
Ability to prioritize tasks and work independently in a fast-paced environment
This position may require the team members to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.
About Us:
Bridge Specialty Group creates a seamless way to connect the varying needs of our retail partners with the market
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