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The Role
Supports Commercial Transportation sales by contacting prospects and current customers, qualifying producer leads, tracking opportunities in CRM, conducting follow-ups, supporting sales initiatives, coordinating conventions and events, and collaborating with underwriting and marketing teams. Develops knowledge of transportation insurance products and target markets while helping maintain producer relationships and repeat business.
Summary Generated by Built In
About Us We’re not like other insurance companies. From our specialty products to our business model, our culture to our results — we’re different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn’t just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us. RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar — a testament to our culture and validation of our reputation as an excellent underwriting company.Position PurposeOur Inside Sales & Marketing Representative will support our Commercial Transportation business, that includes trucking, moving & storage, and public auto fleets. Under supervision, this role will contact current and potential customers by phone to grow prospects and sales of insurance products. Assist in supporting long term relationships and repeat business by meeting the needs of the distribution partner with superior service. Assist in special projects or duties as needed.Principal Duties & Responsibilities
Education & Experience
Knowledge, Skills, & Competencies
- Support Transportation Account Executives and Sr. Account Executives in managing producer relationships through outbound calls, email follow-ups, and CRM tracking.
- Assist in identifying and qualifying new Transportation producer leads, focusing on small to mid-tier agencies.
- Utilize a CRM system to manage Transportation product leads lists for e-blast campaigns.
- Provide support for sales initiatives and team-driven projects.
- Assist in coordinating convention pre- and post-event follow-ups.
- Collaborate with underwriting and marketing reps to ensure timely responses to producers.
- Assist in executing producer and customer focused events such as the annual Producer Summit.
- Assist in registering product heads and underwriters for product specific conventions and shipping appropriate marketing materials & banners to the event.
- Manage conference calendar in SharePoint for all Transportation departments.
- Develop foundational knowledge of Transportation products, appetite, and target classes.
Education & Experience
- Prefer a bachelor’s degree in marketing, insurance, or a related field.
- P/C Agents Insurance License obtained or a willingness to obtain license is preferred.
- 1+ year of experience in a sales or marketing position preferred
Knowledge, Skills, & Competencies
- Ability to utilize Microsoft Office products, especially Excel.
- Ability to use analytical methods in insurance sales to find workable solutions for customers.
- Ability to communicate effectively and persuasively with potential customers on insurance options.
- Annual bonus plans
- Employee stock ownership plan (ESOP)
- 401(k) — automatic 3% company contribution
- Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)
- Paid time off (PTO) and holidays
- Paid volunteer time off (VTO) to support our communities
- Parental and family care leave
- Flexible & hybrid work arrangements
- Fitness center discounts and free virtual fitness platform
- Employee assistance program
- Comprehensive medical, dental and vision benefits
- Flexible spending and health savings accounts
- 2x base salary for group life and AD&D insurance
- Voluntary life, critical illness, & accident insurance for purchase
- Short-term and long-term disability benefits
- Training & certification opportunities
- Tuition reimbursement
- Education bonuses
Skills Required
- Bachelor’s degree in marketing, insurance, or a related field
- Property and Casualty Agents Insurance License, or willingness to obtain one
- At least 1 year of experience in sales or marketing
- Ability to use Microsoft Office products, especially Excel
- Ability to use analytical methods in insurance sales to find workable customer solutions
- Effective and persuasive communication skills for discussing insurance options with potential customers
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The Company
What We Do
RLI is a U.S.-based specialty insurer that serves niche property, casualty and surety markets. We provide peace of mind to the customers we serve by safeguarding their assets and helping them manage risk. We hire smart, ethical people, make them owners of the business and give them the freedom to succeed. These are the principles that drive our success, and they’re the reasons we have been successful for more than 50 years. We believe in a different way of doing business and RLI is not what you’d expect from a typical insurance company. Our creative and collaborative workplace is cultivated by employee owners empowered to make good decisions for customers and the business. We have a reputation for niche expertise, superior service and an entrepreneurial culture. In the industry and among our peers, we’re known for: The best and brightest people in the industry who build strong relationships and provide outstanding service. An underwriting focus so we perform well in all market cycles. Our empowered, creative ownership culture. A customized approach to developing insurance products to meet very specific needs. Proven financial strength.
