Inside Sales Representative

About the Role

This position is responsible for generating new business through proactive outbound prospecting while also handling inbound leads, referral, and customer inquiries. The goal is to build a strong pipeline and close new policies to establish long-term client relationships. The Inside Sales Representative serves as the first point of contact for all inbound leads, functioning as a critical filter between inside sales and field sales. This role is responsible for rapid lead response, qualification, and triage, ensuring each prospect is routed to the correct sales motion.

Responsibilities

• Make outbound calls and emails to targeted prospects, referral partners, and lapsed customers.
• Generate new business and respond to inbound leads from call-ins, website forms, and marketing campaigns within established SLA timelines.
• Qualify opportunities by understanding customer needs, risk, and coverage gaps.
• Meet monthly sales goals for policies written, premium growth, and retention.
• Follow up consistently to move prospects through the sales funnel while partnering with field reps for complex opportunities.
• Determine appropriate routing and document all interactions, findings, and qualification notes in CRM with accuracy and timeliness.

Requirements

• High School diploma required.
• 1 – 3 years of experience in Outbound or Inside Sales, or Customer Engagement roles.
• Strong verbal communication and active listening skills.
• Ability to quickly identify customer needs, evaluate qualifications, and close opportunities.
• Experience working within a CRM (Salesforce, Dynamics, HubSpot, etc.).
• High degree of organization and the ability to manage multiple inbound requests.
• Background supporting a Field Sales or Direct Sales organization.
• Exposure to lead scoring models, inbound marketing funnels, or sales enablement tools.
• Experience in high-velocity or hybrid B2B sales environments.