Inside Sales Specialist

The Inside Sales Specialist is responsible for generating new business through a combination of inbound and outbound sales activities. This role focuses on selling Errors & Omissions (E&O), Professional Liability, Personal Liability, and other specialty insurance products to clients across multiple industry segments.

The majority of sales opportunities will be generated through inbound calls routed directly to the sales team. The successful candidate will be a highly motivated, self-directed professional who can effectively convert incoming prospects into customers while proactively identifying additional sales opportunities through outbound outreach and follow-up efforts.

This position requires excellent communication skills, strong consultative selling abilities, and the discipline to work independently while consistently achieving sales and service objectives.

Sales & Business Development

• Manage a high volume of inbound sales calls and convert qualified prospects into policyholders.
• Conduct outbound sales calls to prospects, leads, referral partners, and existing customers.
• Identify customer insurance needs and recommend appropriate E&O, professional liability, and personal liability insurance solutions.
• Generate quotes, explain coverage options, and present proposals in a clear and professional manner.
• Follow up on quotes, applications, and outstanding opportunities to maximize conversion rates.
• Cross-sell and upsell complementary insurance products when appropriate.
• Develop and maintain a strong sales pipeline through consistent prospecting and lead management.

Customer Service & Relationship Management

• Provide exceptional customer service throughout the sales process.
• Build trust and long-term relationships with clients through proactive communication.
• Educate customers on policy features, benefits, exclusions, and coverage limits.
• Respond promptly to customer inquiries and requests.
• Assist clients through the application and policy issuance process.

Administrative & Compliance Responsibilities

• Maintain accurate records of customer interactions within agency management and CRM systems.
• Ensure all sales activities comply with carrier guidelines, licensing requirements, and company standards.
• Complete required training and stay current on product knowledge, underwriting requirements, and industry trends.
• Meet quality assurance and documentation standards.

• Active Property & Casualty Insurance License preferred or ability to obtain required licensing within 90 - 120 days of employment.
• Previous insurance sales experience preferred.
• Strong phone sales and closing skills.
• Experience handling inbound and outbound sales calls.
• Proficiency with CRM systems and Microsoft Office applications.
• Exceptional verbal and written communication skills.
• Strong organizational and time-management abilities.

Desired Characteristics

• Self-motivated and highly driven to achieve sales goals.
• Self-starter who requires minimal day-to-day supervision.
• Competitive mindset with a passion for sales and customer success.
• Ability to thrive in a fast-paced, high-volume sales environment.
• Strong work ethic and accountability.
• Positive attitude and professional demeanor.
• Excellent listening and problem-solving skills.
• Ability to quickly learn multiple insurance products and carrier programs.

Performance Expectations

• Consistently meet or exceed sales production goals.
• Maintain strong inbound call conversion rates.
• Effectively manage follow-up activities and outbound prospecting efforts.
• Deliver exceptional customer experiences while maintaining compliance standards.
• Contribute to overall team growth and profitability objectives.

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At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being 
• Career development opportunities and ongoing learning 
• A collaborative, people-first culture with accessible leadership 
• The opportunity to do meaningful work with global reach and local impact 

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)