Inside Sales Specialist

Posted 2 Days Ago
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Tampa, FL, USA
In-Office
Junior
Insurance
The Role
The Inside Sales Specialist will manage an insurance agency portfolio, improve agency engagement, conduct training, and collaborate on sales strategies while ensuring compliance with regulations.
Summary Generated by Built In

Slide Insurance - Fun. Innovation Driven. Fueled by Passion, Purpose and Technology.

At Slide, you will not only be part of a successful team, but you will also be a part of our Slide Vibe/award winning culture where collaboration and innovation are expected, recognized and awarded!


What you will be doing:

  • Achieve new business, written premium and loss ratio goals by effectively managing assigned portfolio of insurance agencies.
  • Deliver Slide's value proposition to potential agencies and principals.
  • Increase agency engagement by improving the percentage of quoting and producing agencies within assigned portfolio.
  • Develop and foster strong business relationships with all clients.
  • Manage onboarding of newly appointed agents to include initial prospecting, appointing, training, and business goal planning.
  • Conduct training for assigned agents on Slide's underwriting guidelines, procedures, programs, website, and web rater.
  • Identify agency training/product information needs and communicate needs to Agency Services.
  • Leverage subject matter expertise from the functional areas to identify cost and trend drivers and recommend potential solutions.
  • Collaborate with internal departments to assist in the development of a strategic sales plan for assigned agency distribution.
  • Report essential product and change information based on agent feedback to appropriate internal partners.
  • Complete timely update of entries and reports, detailed submission of regular call reports and proper documentation for agency management.
  • Monitor the performance of markets and gather competitive intelligence to recommend appropriate adjustments to Slide's positioning of products.
  • Participate in rate reviews and product development projects.
  • Attend and participate in industry related classes to stay up to date on trends and industry changes.
  • Maintain the integrity of Slide by complying with federal and state regulations as well as company policies and procedures.
  • Perform other duties, as assigned.

Education, Experience and Licensing Requirements

  • Bachelor's degree or High School diploma and equivalent work experience required.
  • 2+ years of sales experience required; Inside Sales experience preferred.
  • Some Homeowner's P&C insurance experience preferred.

Qualifications/Skills and Competencies

  • Proven ability to position Slide products against competitors.
  • Very strong interpersonal skills with a focus on excellent customer service.
  • Drive to achieve goals.
  • Ability to analyze sales data and assist with the development of sales strategies.
  • Strong written and verbal communication skills with the ability to professionally interact with team members in other departments.
  • Ability to make presentations to internal and external groups.
  • Strong analytical, planning, and organizational skills.
  • Exceptional time management skills with ability to prioritize tasks and allocate resources efficiently.
  • Proven ability to be adaptable and flexible; able to adjust to new requirements or unforeseen issues.
  • Proficient in MSO/365 applications such as Microsoft Teams, SharePoint, Word, Excel, PowerPoint, and Outlook.
  • Desire to live Slide's Core Values.

What Slide offers to you:

The Slide Vibe - An opportunity to be a part of a fun and innovation-driven culture fueled by Passion, Purpose and Technology!  Slide offers many opportunities to collaborate and innovate across the company and departments, as well as get to know other Sliders. From coffee chats, to clubs, to social events - we plan it, so all Sliders feel included and Enjoy their Journey.

Benefits - Created using Slider feedback, Slide offers a comprehensive and affordable benefits package to cover all aspects of health...Physical, Emotional, Financial, Social and Professional.  A Lifestyle Spending Account is set up for each Slider and Slide contributes to it monthly for use on any benefit that individually suits you - Health Your Way!


2023, 2024 & 2025 BEST PLACE TO WORK - Tampa Bay Business Journal

2024 & 2025 TOP WORKPLACE - Tampa Bay Times & USA Today

 

Top Skills

Excel
Microsoft Teams
Mso/365
Outlook
PowerPoint
Sharepoint
Word
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The Company
HQ: Tampa, FL
80 Employees
Year Founded: 2021

What We Do

Slide stands at the forefront of innovative homeowners insurance solutions, offering flexible coverage options to meet the evolving needs of today's homeowners. Established in 2021 in Tampa, FL, Slide was built by industry veterans with extensive knowledge of the property insurance landscape. We have quickly grown to one of the top ten largest Florida homeowners’ insurance companies. Slide combines technology with robust financial backing, ensuring our policyholders are fully restored following a covered loss. Our financial resilience is underscored by a Demotech Rating of “A” (Exceptional), bolstered by a $1.8B reinsurance program.

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