Sales Specialist

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $55k - $65k / year

⏰ Full Time

🟢 Junior

🤑 Sales

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Patriot Growth Insurance Services, LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2019

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 $500M Debt Financing on 2023-11

Insurance • B2B • Consulting

Patriot Growth Insurance Services, LLC is a national insurance brokerage and consultancy positioned as a top-25 U. S. insurance agency that combines boutique, high-touch local service with national scale and carrier access. The firm provides comprehensive, customized insurance solutions across Property & Casualty, Employee Benefits, Personal Insurance, Cyber Liability, and alternative risk programs (including captives and excess/umbrella liability). It serves multiple industries such as construction, aviation, marine, habitational/multi-family, non-profits, and affluent personal clients, and offers consulting services including cybersecurity program design, OSHA professional services, and claims support. Patriot emphasizes local teams, deep industry expertise, tailored risk strategies, and proactive client partnerships.

📋 Description

• Generate new business through inbound leads, referrals, cross-sell opportunities, and other sales initiatives • Manage the full sales lifecycle, including lead qualification, client consultation, proposal development, and closing new business • Conduct needs-based assessments and recommend appropriate coverage options • Prepare and present quotes, proposals, and coverage recommendations • Follow up on opportunities and marketing-generated leads • Maintain individual sales performance metrics and contribute to team production goals • Partner with Renewal Specialists on cross-sell opportunities • Collaborate with Service Specialists and Account Support Associates on applications, policy setup, and transition to ongoing service • Collect application information, prepare documentation, and submit materials to carriers • Maintain pipeline, activity, and client records in the Agency Management System and other tracking tools • Respond to carrier communications and underwriting requests • Participate in sales meetings, training, and team huddles • Pursue continuing education on insurance products, carriers, and industry trends • Support marketing and business development initiatives • Protect confidential information and follow ethical standards

🎯 Requirements

• 1–3 years of experience in a sales, account management, or customer service position • High school diploma or GED, or an associate degree in Business Administration or a similar field • Florida 2-20 Insurance License, or a Florida 20-44 Insurance License for a Personal Lines-only assignment • Comprehensive knowledge of insurance products, coverages, policies, procedures, and underwriting principles • Experience building client relationships, understanding individual needs, and providing tailored insurance solutions • Strong organizational skills with the ability to prioritize tasks and manage daily responsibilities effectively • Strong problem-solving skills • Excellent written and verbal communication skills • Ability to collaborate effectively and contribute to shared team goals • Proficiency with CRM platforms, Microsoft Office Suite, and emerging AI tools • Commitment to maintaining confidentiality, following ethical standards, and staying current on industry trends, regulations, and best practices • Valuable additions: Experience in the Property and Casualty insurance industry • Valuable additions: Bachelor's degree in Sales, Business Administration, Marketing, or a similar field

🏖️ Benefits

• Multiple medical plan options, with preventive care covered at 100% • Free virtual medical and mental healthcare for employees and their families • Dedicated healthcare concierge • Employer-paid short-term and long-term disability coverage • Paid parental leave • Personalized PTO without traditional accruals • Separate sick leave • Competitive 401(k) company match • Comprehensive dental and vision coverage • Employee Assistance Program with confidential mental health, legal, financial, and work-life support • Company paid holidays • Competitive salary • Potential eligibility for performance-based bonus, commission, or equity

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