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- Support strategic and senior producers on inbound and outbound efforts and strategies in Employee Benefits / Property & Casualty Insurance market.
- Effectively research, conduct needs analysis, and set appointments with qualified leads through phone calls, emails, and other methods.
- Collaborate with sales team to identify prospective clients existing insurance program through various technology; propose additional comprehensive solutions to satisfy business objectives.
- Facilitate sales calls and provide producer with lead information.
- Accurately enter, update, and maintain prospect information in CRM systems.
- Leverage database tools for lead generation.
- Follow agency guidelines, policies and procedures; including professional development and continuing education required for valid licensing.
- Participate in department meetings, industry conferences, and networking events when necessary.
- Resilience- Steps up to tackle tough assignments.
- Drives Results – Consistently achieve results through problem solving.
- Instills Trust– Gains the confidence & trust of others through honesty, integrity & authenticity.
- An outgoing personality with grit and tenacity.
- 2-3+ years progressive experience in Microsoft Dynamics.
- Proficiency working with Microsoft Office products.
- Willingness to obtain Insurance Licenses within first year of employment.
- Preference to those with proven business development success through effective use of core sales tools: LinkedIn, ZoomInfo, miEdge, Insurance Xdate, Vidyard, and other relevant systems
Dynamics Sales Development Representative - Alpharetta, United States - Brown & Brown Insurance
Description
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Purpose : .
Essential Duties and Functions:
Competencies:
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Preferred:
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We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.