Sales Specialist- Broker Distribution

Inside Sales Representative (ISR) The Inside Sales Representative supports the growth and retention of group health plan business through proactive engagement with licensed insurance brokers. This role develops strong broker relationships, manages quote activity, and drives new premium within the small and mid-market employer segments. The ISR partners closely with external field sales representatives and underwriting teams to ensure a seamless broker experience from quote through installation.

DUTIES & RESPONSIBILITIES

Broker Relationship Management: Serve as a point of contact for assigned brokers and internal sales partners; educate brokers on plan designs, underwriting guidelines, network features, and value propositions; conduct regular outbound calls, virtual meetings, and email campaigns to generate quoting opportunities; support broker onboarding, licensing, and appointment processes. Sales Pipeline Development: Manage a consistent pipeline of broker opportunities aligned with monthly and quarterly sales goals; deliver timely and accurate quotes; follow up to convert opportunities to submissions; track activity, opportunities, and outcomes in the CRM system; collaborate with field sales and marketing teams to identify and re-engage new, dormant or underperforming brokers. Activity & Performance Metrics: Achieve or exceed defined activity goals (calls, quotes, meetings, trainings); maintain a healthy quote-to-submit and submit-to-close ratio based on company benchmarks; contribute to departmental reporting and participate in weekly sales meetings. Cross-Functional Collaboration: Partner with underwriting, enrollment, and operations teams to resolve broker and group issues; participate in broker training sessions, webinars, and regional marketing events; provide feedback from the field to product and marketing teams on competitive trends.

QUALIFICATIONS

2+ years of inside sales or account management experience in health insurance, benefits administration, or related industry. Strong understanding of group health insurance markets, including small group and large group quoting. Excellent communication, presentation, and relationship-building skills. Proficiency with CRM systems and Microsoft 365 (Excel, Outlook, Teams). California Life & Health Insurance license.

WHAT YOU BRING TO THE TABLE

Energetic and goal-driven with strong follow-up discipline. Consultative communicator who thrives on helping brokers succeed. Analytical mindset with comfort discussing rates, participation, and underwriting variables. Team player who can balance high-volume outreach with personalized service.

WORKING CONDITIONS AND PHYSICAL DEMANDS

Mostly stationary during the workday, frequent communication with colleagues and clients in person and by telephone. Constant use of computer and related office equipment. May occasionally move about inside the office to access file cabinets and machinery.

COMPENSATION AND BENEFITS

The expected salary range for this position is $75,000 - $95,000 depending on geographical location and other factors. Benefits may include health, dental, vision, life and disability insurance; FSA, HSA and 401(k) accounts; paid time off; eligible bonuses; equity and commissions for applicable positions.

EEO STATEMENT

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran status. The EEO is the Law poster and its supplement are available. #J-18808-Ljbffr Dormont Manufacturing Co