P&C Commercial Insurance, New Business Sales Assistant

About Specialty Program Group:

Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.

About Insureon:

Insureon is the #1 digital agency for small businesses and a pioneer in ecommerce. Our proprietary technology platform enables business owners to easily compare and purchase the insurance they need. We are proud to serve a range of customers from IT consultants and photographers to cleaning businesses and general contractors.

We partner with every major U.S. insurance company, and over the last 10+ years have helped 400,000 small businesses get the right policies and have written $2.5 billion in total premiums. We are licensed in all 50 states and are part of HUB International, the world’s fifth largest insurer. For more information, visit http://www.insureon.com.

The company employs more than 130 people nationally, with its corporate location in the heart of the financial district in the Chicago Loop. However, this position is remote and can be located anywhere in the US. We place a high value on having fun at work, personal and company integrity and teamwork, and we believe our success is truly a team sport. We foster a service mentality inside and outside our company and our fast-paced team is driven by results and is energetic about serving our clients.

Insureon was recently announced as a Winner of the Chicagoland Top Workplaces Award (Chicago Tribune) and recognized as a “Best Place to Work in Insurance” (Business Insurance).

We are looking for a NEW BUSINESS SALES ASSISTANT to join our firm. The New Business Sales Assistant will join a team of best-in-class sales Producers and will be responsible collecting documentation, outbound and inbound calls, carrier quoting and working directly with clients.

This position is hybrid and can be located anywhere in the US. 

Responsibilities of the role

• Work directly with an Insurance Sales Producer in proposing quotes to potential Small Business customers

• Conducting a high volume of quality sales calls with Small Business clients

• Follow up with potential Insurance customers, prospects, and Property & Casualty Insurance carriers in a digital environment

• Gather info from customers to process new applications, quoting on multiple carrier websites, process endorsements, certificates of Insurance, service and billing questions

• Collect documentation from clients and perform reviews prior to binding accounts with our carrier partners

• Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal and professional networks; and continuing education

Competencies & Qualifications

• P&C license required prior to starting position

• Experience supporting a sales team preferred

• Superior Microsoft Office experience

• Ability to communicate effectively and handle a high volume of inbound & outbound calls

• Experience with multi-tasking in a fast-paced environment

• Possess self-discipline to thrive in a remote environment

• Aspirations for learning, experience, and advancement

• Tenacious and determined to win and collaborate well with others

• Continuously developing and strengthening the skills required for success

• Bilingual candidates are encouraged to apply

• Small Commercial Insurance Experience is a plus

Physical Demands or Requirements:

This role requires sitting at a workstation for extended periods of time, while working in a dedicated office space in your home environment. 

Travel Requirements: 

This is a virtual first company and no travel is required to complete the responsibilities of this assignment. 

Compensation:

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $54,000-$56,000, with additional bonus opportunity. This compensation will be impacted by factors such as the successful candidate’s skil