Sales Specialist

Sales Specialist

The Inside Sales Specialist is responsible for selling commercial insurance products, primarily professional liability, to inbound, pre-qualified prospects. This role involves gathering client needs, matching them with appropriate insurance solutions, performing frontline underwriting, and supporting clients through the application and proposal process. The position also includes cross-selling ancillary lines of coverage to existing clients and assisting with servicing needs when required.

This is primarily an in-office role focused on professional liability, business package, auto liability, and other small to mid-size commercial accounts. The ideal candidate is personable, sales-driven, detail-oriented, and exceptionally organized. This position offers strong career growth, ongoing training, and professional development. Limited travel may be required as responsibilities expand.

Essential tasks include:

• Respond promptly and professionally to client inquiries via phone and email to ensure high client satisfaction.
• Gather underwriting information, prepare proposals, binders, and renewal documentation.
• Process endorsements, certificates of insurance, and related documents accurately and efficiently.
• Manage ongoing commercial client risk-management needs and provide guidance on coverages.
• Cross-sell additional products and ancillary coverages to existing clients.
• Assist with marketing initiatives, targeted campaigns, and special projects as needed.
• Collaborate with internal team members to support agency goals and deliver exceptional service.

Core competencies include:

• Ability to Analyze and Solve Problems
• Attention to Detail
• Communication Skills
• Timely Task Completion
• Team Collaboration
• Client Focus
• Dependability
• Creative Thinking
• Organizational Skills
• Adaptability

Experience and education requirements:

• High school diploma or equivalent required
• Bachelor's degree preferred

Licensing and credentials:

• Active Property & Casualty Insurance License required

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Ability to operate standard office equipment including computer, printer, scanner, and calculator.

Physical requirements:

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions

Benefits & Compensation:

• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program
• Company paid holidays, plus PTO

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.

Applications will be accepted until the position is filled

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.