Sales Specialist

Sales Specialist

Job Category: Account Management

Requisition Number: SALES004996

Location: Scottsdale, AZ 85255, USA

Description

Position Summary: 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:

• 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:

• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

• 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.