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Job Title: Phone and Web Sales Specialist
Location: Florida
About Us: At USLI, we’re not just about insurance, we are committed to making a difference, both internally and externally. Our community is built upon five values: Caring, Attitude, Respect, Empathy and Energy. Our commitment to these values leads us to make better decisions and furthers our true sense of community. By joining our team, you'll be part of a vibrant organization that values innovation, collaboration and growth. Here, you’ll have the opportunity to shape the future of insurance and make a meaningful impact.
Your Role: As a sales specialist on our team, you will play a key role in growing new business by increasing customer engagement with USLI’s phone and web quoting platforms. You’ll build meaningful relationships with customers, support them through training and marketing efforts and partner with internal teams to ensure a seamless quoting experience. The role will include an in-depth training process and ramp-up period to ensure you are full prepared to engage with our customers and understand our customer experience.
Key Responsibilities:
Drive customer engagement: Increase phone and web platform use with our customers
Build strong partnerships: Meet regularly with assigned customers virtually and in-person to demonstrate systems, provide training and review results
Lead training and outreach efforts: Educate our customers through webinars, in-person sessions and custom marketing campaigns
Support customer success: Provide hands-on assistance with marketing support, employee training and system implementation
Monitor performance trends: Review quote activity weekly, identify trends and follow up with customers to help them meet submission goals
Collaborate across teams: Partner with internal teams to align on strategy and execution
Foster communication: Build strong working relationships with key contacts, including customer leadership and marketing teams
Identify and escalate challenges: Proactively surface issues to internal leadership or customer contacts for timely resolution
Stay engaged: Participate in internal meetings, team conferences and additional projects as needed
What You’ll Bring:
Relationship-building experience: Proven ability to develop authentic and productive business relationships
Clear communication: Strong verbal and written communication skills with the ability to adapt messaging for different audiences
Customer-first mindset: A passion for helping others succeed with a professional and service-oriented approach
Initiative and creativity: A self-starter who is organized, dependable and able to develop creative solutions
Adaptability and growth mindset: Willingness to learn quickly, take feedback and continuously develop professionally
Qualifications:
Location: Based in Florida with the ability to travel for in-person visits
Industry experience: Two or more years in the property and casualty insurance industry or a sales-based role,
Professional development: Currently pursuing or open to pursuing industry designations like P&C License, CPCU or RPLU
We offer uncapped bonuses, a collaborative culture and the opportunity to grow and learn!
What We Offer: One of the advantages of working at USLI is the competitive salary and benefits program we offer full-time and eligible part-time employees. Benefits include performance-based triannual bonuses, medical benefits paid at 100% for full-time employees and 80% for eligible part-time employees, a profit-sharing program, free lunch every day while onsite and more than 450 annual personal and professional development courses. Explore more company benefits.
Why USLI? At USLI, we are committed to fostering a vibrant and inclusive community that celebrates the rich diversity of all ethnicities, nationalities, abilities, genders, gender identities, sexual orientations, ages, religions, socioeconomic backgrounds and life experiences. We understand the importance of continuous learning, self-reflection, acknowledging our biases and expanding our perspectives beyond our own. We actively encourage open dialogue on diversity, equity, inclusion and belonging to support a workplace where every individual feels valued, respected and empowered to contribute at their fullest potential. Join us in building a diverse and inclusive environment where our shared values drive us toward excellence.
