Sales Specialist

Sales Specialist

Patriot Growth Insurance Services | United States | Remote | Full-Time

Why This Role Matters

As a Sales Specialist, you'll help drive new business growth by connecting clients with insurance solutions that meet their needs. From qualifying leads and understanding exposures to presenting coverage recommendations and closing business, you'll guide prospects through the sales process with clear communication and knowledgeable support.

You'll support a specific operational pillar, such as Personal Lines, Commercial Lines, Marketing, CBU, or another specialty area, and report to that pillar's Director. Working closely with Renewal, Service, and Account Support teams, you'll help ensure each new client experiences a smooth transition from initial consultation through policy implementation and ongoing service.

How You'll Make an Impact

• Generate new business through inbound leads, referrals, cross-sell opportunities, and other sales initiatives.
• Manage the full sales lifecycle, including lead qualification, client consultation, proposal development, and closing new business.
• Conduct needs-based assessments to understand client and prospect exposures and recommend appropriate coverage options.
• Prepare and present quotes, proposals, and coverage recommendations clearly and professionally.
• Follow up consistently on new business opportunities and marketing-generated leads to support conversion and sales growth.
• Maintain individual sales performance metrics and contribute to overall team production goals.
• Partner with Renewal Specialists to pursue cross-sell opportunities identified during the renewal process.
• Collaborate with Service Specialists and Account Support Associates to support accurate applications, policy setup, and a smooth transition into ongoing service.
• Collect application information, prepare documentation, and submit complete and accurate materials to carriers in accordance with agency procedures and applicable compliance standards.
• Maintain current pipeline, activity, and client records within the Agency Management System and other tracking tools.
• Respond to carrier communications and underwriting requests related to new business submissions.
• Participate in sales meetings, training, and team huddles to stay aligned on sales strategies, carrier updates, and performance goals.
• Pursue continuing education to strengthen your knowledge of insurance products, carriers, and industry trends.
• Support marketing and business development initiatives that generate new leads.
• Protect confidential employee and client information and follow ethical standards throughout the sales process.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Who You Are

• Motivated by building relationships, helping clients, and achieving sales goals.
• A thoughtful listener who asks questions to understand each client's needs.
• A confident communicator who explains coverage options clearly and professionally.
• Proactive and consistent in following up on leads and moving opportunities forward.
• Organized and detail-oriented, with the ability to balance prospect conversations, submissions, and deadlines.
• Resourceful and persistent when resolving questions or navigating sales challenges.
• Collaborative and committed to a smooth client experience across teams.
• Adaptable and interested in using technology to improve efficiency.
• Discreet and dependable when handling sensitive information.

What You Bring

Day One:

• 1–3 years of experience in a sales, account management, or customer service position.
• High school diploma or GED, or an associate degree in Business Administration or a similar field.
• Florida 2-20 Insurance License, or a Florida 20-44 Insurance License for a Personal Lines-only assignment.
• Comprehensive knowledge of insurance products, coverages, policies, procedures, and underwriting principles.
• Experience building client relationships, understanding individual needs, and providing tailored insurance solutions.
• A responsive, empathetic approach to supporting clients and colleagues.
• Strong organizational skills with the ability to prioritize tasks and manage daily responsibilities effectively.
• Strong problem-solving skills and a persistent approach to resolving concerns.
• Excellent written and verbal communication skills.
• Ability to collaborate effectively and contribute to shared team goals.
• Proficiency with CRM platforms, Microsoft Office Suite, and emerging AI tools to improve efficiency and workflows.
• Commitment to maintaining confidentiality, following ethical standards, and staying current on industry trends, regulations, and best practices.

Valuable Additions:

• Experience in the Property and Casualty insurance industry.
• Bachelor's degree in Sales, Business Administration, Marketing, or a similar field.

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.

Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone; it's about the people behind them.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.