Inside Sales Representative (P&C Insurance)

About the Position

We have a great opportunity on our team for an Inside Sales Representative. In this role you will help drive growth by supporting Swyfft’s independent agency distribution channel. Your exceptional relationship-building skills will be key in helping us build respected partnerships with our appointed independent agents. You will help drive new business, increase quote volume, improve close ratios and expand product adoption.

Key Responsibilities

• Serve as a primary inside sales contact for assigned independent insurance agencies.
• Execute outbound activity (calls, emails, virtual meetings) to promote carrier products, appetite, and sales initiatives.
• Drive new business submissions and bound premium through agent engagement and pipeline management.
• Promote cross-sell opportunities, multi-policy accounts, and new product launches.
• Support agents with quote generation, underwriting guidance, and pre-bind review (within authority).
• Partner with field territory managers to execute agency growth strategies and sales campaigns.
• Track agency performance, opportunity pipelines, and activity in HubSpot.
• Provide education on coverage, underwriting appetite, eligibility, pricing structure, and competitive position.
• Identify underperforming agencies and implement targeted engagement plans to increase production.
• Ensure all sales activities follow carrier underwriting guidelines, compliance requirements, and state regulations.
• Participate in sales meetings, training sessions, and performance reviews.

The Successful Candidate

• You’re an experienced relationship builder who can overcome any objection that comes your way.
• Both internal (your peers) and external clients commend your excellent communication and follow-up skills.
• You’re self-motivated, show initiative, and understand what it means to get the job done.
• Excellent organizational skills, attention to detail, and ability to multitask.
• Able to work independently or in a team-oriented environment.

Requirements

• Minimum 2-4 years of P&C insurance experience in underwriting, inside sales, agency sales, or account management.
• Strong knowledge of independent agency distribution models.
• Proven ability to influence production without direct consumer selling.
• Strong pipeline management, follow-up discipline, and organizational skills.
• Effective communication and relationship-building abilities.
• High proficiency in CRM, agency portals, and rating systems.
• Ability to manage multiple agencies and priorities in a fast-paced environment.

Education

Bachelor’s degree or equivalent experience preferred.

Computer Skills

• We’re an MS Office environment (Outlook, Word, Excel, PowerPoint)
• Experience using video and chat technology (MSTeams & Slack)
• Other insurance-related programs such as HubSpot, IMS or similar

Other

Certifications or Licensing Required: Producer license or ability to get licensed required.