Sales Enablement Specialist - Commerical Risk Management

Key Responsibilities

• Support Internal Referrals: Partner with producers and client service teams to intake and manage internal commercial insurance referrals, ensuring alignment with new business goals.
• Pipeline Management: Track and prioritize new opportunities from internal sources to help drive regional revenue growth and client retention.
• Carrier Enablement: Learn and build fluency in the offerings, underwriting appetite, and processes of our core personal insurance carrier partners.
• Sales Enablement: Assist regional Commercial Risk Management leaders with tools, resources, and data to enhance producer engagement and close new business.
• Relationship Development (Long-Term): As knowledge and experience grow, begin to support efforts to cultivate new external referral relationships with key targets across the market.
• Collaboration: Work cross-functionally with Marketing, Business Development, and CRMG leadership to support strategic initiatives and regional growth plans.

Requirements

• High school diploma required; Bachelor’s degree preferred
• 1-2 years of relevant sales and/or business development experience required; 1-2 years of customer service experience preferred
• Excellent interpersonal, organizational, and communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Eagerness to learn, grow, and take on increasing responsibility
• Rapid understanding and adoption of CRM systems (HubSpot, Salesforce, ZoomInfo, etc.)
• Licenses: Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required.

Preferred Qualifications

• Bachelor's degree/certifications or equivalent experience in Business, Finance, Insurance, or related field
• Strong interest in commercial risk management and property & casualty areas
• Prior internship or experience in insurance, financial services, or sales enablement a plus