Phone and Web Sales Specialist

Location:

Mission Viejo, CATeam:

Sales & Marketing Job Type:Sales & MarketingFT/PT Status:

Full Time About Us :

At USLI, we’re not just about insurance, we are committed to making adifference, 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 wholesale instant quote sales specialist, you will play akey role in growing new business by increasing customer engagement with USLI’sphone 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.

Key Responsibilities:

Drive customer engagement:

Increase submissions, quote count and premium growth by promoting and supporting the use of our quoting platforms

Build strong partnerships:
Meet regularly with assigned customers virtually and in-person to demonstratesystems, provide training and review results

Lead training and outreach efforts:
Deliveronboarding and ongoing education through webinars, in-person sessions andcustom marketing campaigns

Support customer success:
Provide hands-on assistance with marketing support, employee training and system implementation

Monitor performance trends:
Reviewquote activity weekly, identify trends and follow up with customers to helpthem meet submission goals

Collaborate across teams:
Partner with underwriting, leadership, business development managers and sales managers to align on strategy and execution

Fostercommunication:
Build strong working relationships with key contacts, including customer leadership and marketing teams

Identify and escalate challenges:
Proactivelysurface issues to internal leadership or customer contacts for timely resolution

Stayengaged:
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 otherssucceed with a professional and service-oriented approach

Initiative and creativity:
Aself-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:

Travel:
Willingness to travel for in-person customer visits

Industry experience:
Two or more years in the property and casualty insurance industry, specializing in commercial, professional or personal lines

Professional development:
Currently pursuing or open to pursuingindustry designations like CPCU or RPLUAcceptable driving record is required

We offer uncapped bonuses, a collaborative culture and the opportunity to grow and learn!

What We Offer:

Oneof 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 triannualbonuses, medical benefits paid at 100% for full-time employees and 80% for eligible part-time employees, a profit-sharing program, free lunch every daywhile onsite and more than 450 annual personal and professional development courses. Explore more company benefits.

WhyUSLI?

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 ourperspectives beyond our own. We actively encourage open dialogue on diversity,equity, inclusion and belonging to support a workplace where every individualfeels valued, respected and empowered to contribute at their fullest potential.

Join us in building a diverse and inclusive environment where our shared valuesdrive us toward excellence.