National Account Sales Representative

Job Description

Job Description

Description:

Becker & Company is seeking a motivated National Account Sales Representative to develop new business and grow client relationships within an assigned territory. This is a prospecting-focused, consultative B2B sales role serving insurance carriers, third-party administrators, self-insured organizations, law firms, and other claims professionals. The representative will build a qualified pipeline, lead the sales process, represent Becker & Company at industry events, and coordinate with operations to support a strong client experience.

What You Will Do

• Develop and execute a territory plan focused primarily on prospecting and new client acquisition while supporting the strategic growth of assigned accounts. 
• Complete consistent multichannel outreach, generally 40 to 80 targeted calls and related emails per day, with a goal of creating at least 10 meaningful prospect or client conversations. Activity expectations may be adjusted based on travel, meetings, territory maturity, and campaign quality. 
• Identify and engage decisionmakers within insurance carriers, TPAs, self-insured employers, law firms, and risk management organizations.
• Generate leads through research tools, business directories, professional associations, referrals, industry events, conferences, and trade shows. 
• Schedule and conduct discovery meetings by phone, video, and in person; assess client needs and recommend appropriate investigative services. 
• Present Becker & Company capabilities, including surveillance, social media investigations, background checks, special investigations, and public records services. 
• Manage the full sales cycle from prospecting and qualification through proposal, objection handling, contracting support, onboarding, and handoff. 
• Develop existing relationships through regular business reviews, service education, cross-selling, and post-sale support. 
• Maintain timely and accurate CRM records, including activity, contacts, opportunities, next steps, forecast stage, and expected value. 
• Research, plan, attend, and follow up on approved industry conferences and networking events to expand brand awareness and pipeline. 
• Partner with operations and account management to monitor active assignments, address client concerns, and align expectations with service delivery. 
• Track performance against activity, pipeline, conversion, revenue, retention, and territory growth goals. 
• Monitor competitors, client trends, and market needs; share practical insights with sales leadership and operations. 
• Perform other duties reasonably related to the role as assigned. 

What We Are Looking For 

• Experience with B2B sales, account management, insurance, claims, legal services, or related experience. 
• Demonstrated initiative, resilience, organization, and comfort with proactive outreach. 
• Strong written, phone, virtual presentation, and in-person communication skills. 
• Ability to learn investigative services and explain their business value accurately and responsibly. 
• Ability to manage a geographic territory, prioritize opportunities, and work independently while remaining accountable to a team. 
• Experience with CRM or sales-tracking software, or the ability to learn it quickly. 
• Ability and willingness to travel within the assigned territory and attend occasional conferences or client events. 
• High school diploma or equivalent required; associate or bachelor's degree, insurance or claims experience, and an established industry network are preferred, not required. 

This position offers a full-time commitment with the flexibility of being remote, hybrid, or in our Bridgeville office. We provide a comprehensive benefit package, including PTO, 401(k), healthcare, along with other benefits. As a nationwide provider of investigative services, Becker & Company has been serving the property and casualty insurance industry for over 32 years. Join our team of dedicated professionals who enjoy their work and deliver exceptional results.