Inside Sales Representative - Personal Lines

Job Description

Job Description

Company Overview

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefit programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

Personal Lines Inside Sales Representative

The Inside Sales Representative for Personal Insurance is a licensed sales professional responsible for generating new business through inbound and outbound sales activity. This individual handles client discovery, quoting (including application process), coverage consultation, and binding across home, auto, umbrella, and other personal lines products.
This role is focused on capturing internal, organic opportunities sourced through current clients, client referrals, unit leaders, team members, and leadership. In addition, the Inside Sales Representative will provide sales support to key marketing programs and initiatives. The Inside Sales Representative is expected to execute a high volume of opportunities with fast response times while driving business with preferred World carriers. Ability to utilize technology associated with the role is a must.  

Primary Responsibilities

• Primarily source leads through internal organic channels such as referrals from existing clients, client advisors and unit leaders.
• Manage inbound quote requests and outbound lead follow-up
• Generate quotes and proposals using Xilo, comparative raters and carrier portals
• Evaluate risks and align clients with the right carrier solutions
• Educate stakeholders on policy features, limits, and carrier value
• Bind policies and ensure smooth handoff to service team
• Maintain accurate activity and client records in CRM/AMS
• Collaborate with Client Advisors to optimize outcomes
• Cross-sell opportunities from existing books of business
• Re-engage past or inactive clients
• Achieve sales goals – new business written revenue goals set on an annual basis

Qualifications

• 1-3 years of sales experience
• Licensed in Property & Casualty
• Confident communicator with strong phone and interpersonal skills
• Comfortable with technology, rating platforms, and CRM systems
• Coachable, detail-oriented, and driven by performance metrics

Compensation

• Competitive base salary ranging from $55,000-$75,000 plus 15% new business commissions

Equal Employment Workforce and Workplace

World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World's employees and World's work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, Veteran status, or any other protected category under applicable state or local laws. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World's business.

TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:

World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. 

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