New Business Agent (Workers Compensation)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Sacramento, California, United States; hybrid with one work-from-home day per week after probationary training, four onsite days from 9:00 AM–6:00 PM PST
Salary: $52,000–$62,000 base pay per year, with potential total compensation of $76,000–$98,000+; performance-based commission, uncapped bonus, and overtime as applicable. National pay range: $25–$30 USD.
Company
is a growth-stage technology and data-driven commercial MGA and insurance wholesaler combining insurance, digital distribution, data, and AI/ML.
What you will do
- Manage inbound inquiries, referrals, walk-in prospects, and follow-up outreach to generate new business.
- Consult with business owners and decision-makers about workforce, risk, and insurance needs.
- Educate prospects on workers’ compensation coverage and recommend suitable commercial insurance options, including general liability and other product lines.
- Prepare quotes, present coverage features, exclusions, and pricing, and manage the sales cycle through binding, issuance, and onboarding.
- Coordinate with underwriting teams and carriers by evaluating risk, submitting applications, securing approvals, and collecting required documentation.
- Service client accounts, process payments, maintain records, and support improvements to sales efficiency and customer experience.
Requirements
- At least 2 years of sales experience, preferably in insurance, financial services, staffing, payroll, or consultative B2B environments.
- Active California Property & Casualty Insurance License, or willingness to obtain one within 90 days of employment.
- Demonstrated ability to meet or exceed sales goals and performance metrics.
- Strong verbal and written communication, relationship-building, customer service, and consultative selling skills.
- Ability to manage multiple priorities in a fast-paced sales environment and proficiency with Microsoft Office and business applications.
- Ability to work onsite in the Sacramento office four days per week during 9:00 AM–6:00 PM PST hours.
Nice to have
- Bachelor’s degree in Business, Marketing, Communications, Finance, or a related field.
- Experience with workers’ compensation, commercial insurance products, or insurance agency operations.
Culture & Benefits
- Employee Ownership Program and owner referral program.
- Professional development opportunities and product training.
- Medical, dental, vision, life, disability, and employee assistance benefits.
- 401(k) plan with company match and Health Savings Account with company contribution.
- Paid time off, 11 company-paid holidays, and other time-off programs.
- Work-from-home reimbursement for remote or hybrid roles and additional financial wellness and assistance programs.
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