Sales Development Representative engaging inbound leads for an insurance company, validating information and preparing prospects for licensed agents. Opportunity to develop into a licensed agent role.
Responsibilities
Speak with inbound leads and confirm intent, budget, and timeline
Validate and update customer information including household, vehicle, and property details
Collect missing information required for quoting and underwriting
Use internal tools to determine the appropriate next step for each lead
Transfer qualified customers to licensed sales agents
Requirements
Love talking to customers and building rapport quickly
Are competitive and motivated by performance and growth opportunities
Thrive in fast-paced environments with high customer interaction
Pay close attention to details and follow structured processes
Are comfortable working with multiple systems and tools
Benefits
Health insurance starts day one
Flexible vacation (yes, actually flexible)
Wellness programming, because balance matters
401(k) and HSA contributions, FSAs, bonuses & equity opportunities
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