Inside Sales Representative – Commercial Insurance

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🔥 19 minutes ago

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Whiteboard Risk & Insurance Solutions

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2014

⚕️ Healthcare Insurance

☁️ SaaS

🤝 B2B

Healthcare Insurance • SaaS • B2B

Whiteboard Risk & Insurance Solutions is a company that provides a comprehensive workers' compensation management platform and in-house services to help businesses reduce claims, lower X Mod and premiums, and streamline injury response. Their offering combines a modern software platform with 24/7 mobile triage (bilingual technicians), proactive fraud defense, claims guidance, carrier audits that recover retroactive premium reimbursements, and customized training and protocols. They primarily serve employers and brokers looking to improve outcomes and lower workers' compensation costs.

📋 Description

• Conduct outbound calls to business owners and decision-makers • Schedule qualified meetings for licensed commercial insurance brokers • Meet daily, weekly, and monthly calling and appointment-setting goals • Manage prospect records, follow-ups, and daily tasks in Salesforce • Set follow-up reminders and maintain consistent communication with prospects • Assist with setting up Workers' Compensation analyses for brokers • Provide general sales and administrative support to brokers

🎯 Requirements

• Sales Experience - Highly preferred, but not required • Proven track record - Quota and goal achievements • Strong Interpersonal Skills - Proficient in written and verbal communication • Team Player - You excel in a team-oriented atmosphere • Industry Knowledge - Insurance (or Worker's Comp) knowledge preferred, but not required • CRM Experience - Salesforce or other CRM experience is a plus

🏖️ Benefits

• Health Insurance • Dental & Vision Insurance • Health & Wellness resources • Paid Time Off • 401k contribution matching • Great Company Culture