Description
Turn Cold Calls Into Hot Careers: Commercial Insurance Sales Specialist
Love the thrill of the first “hello”? Want to learn commercial insurance from the inside out? Your next career move starts with a phone call.
The Role
As our Commercial Lines Sales Specialist, you’re the spark that starts our sales engine. You’ll connect with businesses in your target market, uncover who needs a better insurance partner, and hand warm, qualified opportunities to our Sales Producers.
You won’t be dialing in a vacuum. You’ll be part of a team that shares leads, celebrates wins, and invests in your growth. We’ll teach you the industry, and you bring the drive.
A Day in Your Shoes
- Start conversations with businesses and spot real opportunities
- Qualify prospects and capture the details that matter
- Talk coverage by explaining our products and services in plain English
- Book appointments that put our Sales Producers in front of the right people
- Stay organized by maintaining your pipeline in our CRM and reporting to Sales management
- Get creative by helping shape marketing campaigns
- Get out there at tradeshows and conferences
- Team up with colleagues across the organization to generate leads
What You’ll Gain
- Real insurance expertise through formal education programs and hands-on training
- A launchpad into commercial lines, learned from the front lines of sales
- A collaborative team that wins together
What You Bring
Must-haves
- Valid California Fire & Casualty Insurance license
- Associate’s degree or 2+ years of related work experience
- Excellent verbal and written communication skills
- Strong organizational and analytical skills, with attention to detail
- Proficiency in Microsoft Office (Excel, Outlook, Word, PowerPoint)
- Typing speed of 45-50 wpm
- Self-motivation, personal credibility, and a professional work ethic
Bonus points
- Experience with CRM and agency management software
- A team-first attitude and polished, professional presence
- Comfort with basic accounting math and a curiosity for staying current on industry news and legislation
Ready to Make the Call?
If you’re persistent, personable, and hungry to build a career in commercial insurance, we want to hear from you. Apply today and let’s start a conversation.
At Petra, compensation for roles is influenced by a variety of factors including but not limited to location, role, skill set and level of experience. In compliance with local laws, Petra commits to providing a fair and reasonable compensation range for each role.