Sales Associate (P&C Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Sales Associate (P&C Insurance): Supporting new business development and client relationships across a Property & Casualty insurance portfolio with an accent on broker outreach and deal execution. Focus on driving the end-to-end sales process, collaborating with underwriting, and managing pipeline tracking via Salesforce.
Location: Hybrid (Madison, WI). Must be based in Madison, WI; no remote or relocation options available.
Company
A leading provider of insurance solutions leveraging a global network of weather stations and risk models to combat climate change impacts.
What you will do
- Support new business sales efforts, including prospect research, outreach, and meeting preparation.
- Drive the end-to-end sales process from initial introduction through quote, bind, and renewal.
- Collaborate with senior sales, underwriting, and product leaders to advance deals through the pipeline.
- Maintain accurate pipeline tracking and documentation within Salesforce CRM.
- Manage broker and client communications, preparing materials and responding to inbound inquiries.
- Support renewal and expansion efforts by preparing performance summaries and coverage updates.
Requirements
- Hybrid work schedule (2-3 days per week) in the Madison, WI office.
- 2-3 years of experience in insurance, insurtech, or a client-facing brokerage role.
- Exposure to property & casualty (P&C) insurance concepts.
- Strong organizational skills and the ability to manage multiple accounts simultaneously.
- Professional communication skills for interacting with brokers and clients.
- Experience using CRM tools, specifically Salesforce.
Culture & Benefits
- Base salary combined with variable performance-based compensation.
- Comprehensive full-time benefits package.
- Equity package.
- Opportunity to work in a fast-moving startup environment.
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