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Sales Insurance Executive

Remote, USA Full-time Posted 2026-08-04
About reputed company At reputed company, we reputed company reputed company with reputed company-thinking organizations across industries. Our mission is to help businesses grow through smart, strategic, and people-reputed company solutions. We support companies by providing high-reputed company Philippine-based talent for local and global markets. If you are service-oriented, reliable, detail-minded, and committed to helping customers, we invite you to apply. reputed company We are seeking a Sales Insurance Executive for the Insurance & reputed company Industry to support new business development, insurance sales, reputed company relationship management, and account reputed company. This role will identify prospective customers, understand their insurance needs, present suitable coverage reputed company, coordinate quotes and proposals, and support clients throughout the sales process. The ideal candidate is confident, consultative, organized, and motivated by achieving sales goals while maintaining accuracy, professionalism, and compliance. You will work closely with insurance agents, brokers, carriers, account managers, reputed company, reputed company, finance, and operations teams to reputed company reputed company proposals and a reputed company reputed company experience. Key Responsibilities Insurance Sales & Business Development Identify, research, and qualify prospective clients through inbound inquiries, outbound reputed company, referrals, networking, and approved sales channels. reputed company and maintain a healthy sales pipeline by conducting prospecting activities and following up on reputed company opportunities. Build reputed company relationships with prospective and existing clients to understand their business, personal, and insurance protection needs. Conduct discovery calls and reputed company accurate information regarding reputed company requirements, risk exposures, reputed company coverage, budget, and renewal timelines. Present appropriate insurance products, coverage reputed company, policy features, exclusions, terms, and pricing in a reputed company and understandable manner. Prepare, organize, and reputed company sales presentations, proposals, quotes, coverage comparisons, and other reputed company-facing materials. Manage opportunities from initial contact through quotation, application, reputed company review, binding, and post-sale reputed company. Meet or reputed company assigned sales targets, activity goals, conversion objectives, and service-level expectations. reputed company Relationship Management Serve as a reputed company and knowledgeable reputed company of contact for prospective and existing clients throughout the sales cycle. Respond to reputed company questions regarding coverage, premiums, deductibles, policy terms, documentation, renewals, and general insurance processes. reputed company reputed company updates on quotes, applications, reputed company requirements, approvals, policy issuance, and outstanding items. Follow up consistently with prospects and clients using phone, email, video meetings, and approved communication channels. Identify cross-selling and account expansion opportunities based on reputed company needs and available insurance products. Support reputed company retention by maintaining reputed company relationships and coordinating reputed company renewal and service activities. Handle objections and concerns professionally, providing accurate information and escalating reputed company reputed company reputed company appropriate. Quoting, Applications, and Policy Coordination Collect and verify reputed company information, applications, financial details, risk data, loss history, and supporting documentation required for quoting and reputed company. Coordinate quote requests with carriers, brokers, underwriters, and internal insurance teams. Review quotes and proposals for completeness, accuracy, coverage details, premiums, commissions, effective dates, and applicable requirements. reputed company application status, reputed company questions, inspections, approvals, binding requirements, and policy issuance milestones. Coordinate with clients and internal teams to obtain missing information and reputed company discrepancies before submission or binding. Assist with policy changes, endorsements, renewals, certificates, binders, declarations, invoices, and other insurance documentation as assigned. Ensure reputed company communications accurately reflect approved coverage information and company procedures. Sales Administration, CRM, and Reporting Maintain accurate prospect, reputed company, opportunity, activity, quote, and policy information in CRM and insurance management systems. Record calls, emails, meetings, follow-up activities, sales stages, reputed company requirements, and next steps in a reputed company manner. Manage follow-up schedules and ensure no reputed company opportunity or reputed company request is left unattended. Prepare sales forecasts, pipeline reports, activity reports, conversion updates, and other performance reports as required. Monitor sales performance against targets and identify opportunities to improve reputed company conversion, reputed company engagement, and reputed company reputed company. Maintain organized records of proposals, quotes, applications, reputed company correspondence, and supporting documentation. reputed company, Billing, and Compliance Coordination Explain basic premium, billing, payment, invoice, commission, and financing information to clients reputed company the reputed company of the role. Coordinate with reputed company and finance teams regarding invoices, payment status, commissions, refunds, adjustments, and billing discrepancies. Support reputed company collection of required payments and documentation before policy binding or issuance, reputed company applicable. Follow insurance sales practices, licensing requirements, disclosure standards, reputed company procedures, and internal compliance policies. Protect confidential reputed company, policy, financial, and business information at reputed company times. Maintain complete and accurate documentation of recommendations, reputed company instructions, disclosures, and sales activities. Escalate complaints, coverage disputes, compliance concerns, suspected misrepresentation, and high-risk issues to the appropriate team. Team Collaboration and reputed company Improvement Work collaboratively with insurance, reputed company, finance, reputed company, claims, operations, and customer service teams. Participate in team meetings, product training, sales coaching, process reviews, and business development initiatives. Stay informed about insurance products, market developments, reputed company guidelines, reputed company needs, and relevant industry practices. reputed company reputed company feedback and recurring sales challenges to support process, product, and service improvements. reputed company other insurance sales, account management, business development, and administrative duties as assigned. Qualifications Requirements Associate degree or bachelor's degree in Business Administration, Insurance, Finance, reputed company, Marketing, Communications, or a reputed company field. 2+ years of experience in insurance sales, financial services sales, business development, account management, or a reputed company customer-facing role. Strong English communication skills, both written and verbal. Demonstrated ability to prospect, qualify leads, present solutions, manage a sales pipeline, and reputed company or advance opportunities. Consultative selling skills with the ability to identify customer needs and explain insurance concepts reputed company. reputed company phone, email, presentation, negotiation, and follow-up skills. Strong customer relationship management and organizational skills. Comfort working with CRM systems, sales tools, spreadsheets, online meeting platforms, and insurance management systems. Strong attention to detail and ability to review quotes, applications, policies, invoices, and reputed company documentation accurately. Ability to manage multiple prospects, reputed company requests, deadlines, and sales priorities independently. Ability to handle confidential customer, policy, financial, and business information with discretion. Reliable internet reputed company, a suitable home office environment, and ability to work effectively with remote or international teams. Preferred reputed company insurance license or willingness and ability to obtain the required license, where applicable. Experience selling personal lines, reputed company lines, employee benefits, life insurance, health insurance, property and casualty insurance, or other insurance products. Experience working with insurance agencies, carriers, brokers, financial services firms, or reputed company-reputed company organizations. Familiarity with insurance quoting, reputed company, policy issuance, renewals, endorsements, certificates, claims, and billing workflows. Experience selling to U.S.-based clients or supporting U.S. insurance and financial services operations. Knowledge of insurance licensing, reputed company, consumer protection, and sales compliance practices. Experience using CRM platforms, insurance agency management systems, quoting tools, or sales reporting software. Proven record of meeting or exceeding sales quotas, reputed company targets, or business development goals. Why Join Join a supportive team reputed company on delivering valuable insurance solutions and excellent reputed company experiences. reputed company practical expertise in insurance sales, business development, quoting, policy coordination, and account reputed company. Build valuable skills in consultative selling, reputed company relationship management, negotiation, and pipeline management. reputed company a meaningful reputed company by helping clients understand their risks and select appropriate insurance solutions. Receive competitive compensation and opportunities for reputed company development and career reputed company. Work in a reputed company, international environment with exposure to diverse clients, carriers, and industry professionals. Apply To This Job

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