Associate Agency Representative - Entry Level Sales

Associate Agency Representative - Entry Level Sales Role

Apogee Insurance Group is a Berkshire Hathaway specialty broker focused on Professional (E&O), Management (D&O, EPL, Crime, and Fiduciary), Commercial, Cyber, and Pollution Liability. Our product expertise, service, and focus on independent retail agents set us apart from other wholesalers. We are licensed in all 50 states and provide both admitted and excess & surplus terms from over 60 insurance companies.

With offices located in Philadelphia, Chicago, Mission Viejo, and Austin, our team members believe in face‑to‑face relationships to assist our customers with the best experience in placing Professional and Management Liability.

Job Description: Our Associate Agency Representatives are business-to-business salespeople focused on generating new business opportunities by sharing the Apogee story and our insurance products with independent retail agent customers. A successful teammate develops and nurtures business relationships over a variety of mediums, including video conferencing, outbound telephone calls, and in‑person visits. This sales and marketing position demands a self-driven, competitive team player with the urgency, organization and time‑management skills to produce results.

• Share the Apogee story with independent retail agents, including our service promises, specialization, speed, accessibility, and value‑added service.
• Utilize sales skills to demonstrate the features and benefits of all Apogee products and services.
• Ask probing questions to uncover customer pain and obstacles regarding professional and management liability. Convert these entry‑points to new business applications.
• Follow up on previously discussed prospects to convert to new business opportunities.
• Follow up on lost opportunities from prior years and convert leads to formal activity.
• Drive submission and premium production to meet minimum sales activity goals – combination of submission flow, customer virtual visits, and premium/binder production.
• Become well‑versed in current industry‑related events and market changes to drive relatable opportunities.

• Work to know assigned territory and customers, building trusting relationships and Apogee believers.
• Grow the Apogee brand by prospecting for new customer potential in assigned territory; identify cluster groups, agency networks, or any other customer groups and work in conjunction with other team members to formulate a plan of action.
• Be a customer advocate during the insurance application/underwriting and quoting process.
• Monitor production of customers to achieve goals.
• Schedule joint video conferencing customer appointments with carrier partners and in‑house product experts/leadership quarterly.
• Communicate regularly with in‑house account managers to enhance knowledge about submission activity and partner with in‑house team to enhance the quoting process to meet the needs of the individual customer.
• Attend and engage in territory customer networking/industry events to identify new customer prospects and convert current customer prospects to customers.
• Utilize sales software (ACT), account management software (AIM) and MS Office to manage customer relationships and update customer profiles.

• Bachelor’s degree is preferred.
• P&C License (must obtain within first 90 days of employment).
• Excellent verbal presentation and computer skills.
• Energetic, goal‑oriented, methodical, accountable, and has a positive attitude.
• Multi‑tasking, team player with time‑management and organizational skills.
• Motivated and results‑driven personality, with an entrepreneurial drive.

• Enroll and complete formal insurance education program for both professional and personal development as outlined in individual development plan (AINS, RPLU).
• Attend regular sales training sessions to improve sales skills, technical product knowledge, and competitor information.

• 1‑3 years of hands‑on experience in customer service, communication, sales, or marketing is preferred, but recent graduates are encouraged to apply!
• Prior insurance product knowledge…