Patriot Growth Insurance Services

Patriot Growth Insurance Services is a leading national insurance services group that collaborates with property and casualty as well as employee benefits sectors to enhance client growth and provide comprehensive risk management and insurance solutions.

Insurance

Financials

1001-5000 (1609)

Founded 2019

Links

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Sales Specialist

6 hours, 16 minutes ago

United States

Full-time

Junior

Sales

Sales and Business Development

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Patriot Growth Insurance Services

Insurance

1001-5000

Founded 2019

View All Jobs

Description

Generate new business through inbound leads, referrals, cross-sell opportunities, and sales initiatives.
Manage the full sales cycle, including lead qualification, client consultations, proposal development, and closing.
Assess client exposures and recommend appropriate insurance coverage solutions.
Prepare and present quotes, proposals, and coverage recommendations.
Follow up on new-business opportunities and marketing-generated leads to improve conversion.
Maintain sales metrics and contribute to team production goals.
Partner with renewal, service, and account support teams on cross-sell opportunities, applications, policy setup, and client handoffs.
Collect and submit accurate application and carrier documentation in line with agency procedures and compliance standards.
Maintain current pipeline, activity, and client records in the Agency Management System and tracking tools.
Respond to carrier and underwriting requests, participate in sales training, and support marketing and business-development efforts.

Requirements

1–3 years of experience in sales, account management, or customer service.
High school diploma or GED, or an associate degree in Business Administration or a related field.
Florida 2-20 Insurance License, or Florida 20-44 Insurance License for Personal Lines-only assignments.
Comprehensive knowledge of insurance products, coverages, policies, procedures, and underwriting principles.
Experience building client relationships and providing tailored insurance solutions.
Strong written and verbal communication, organization, problem-solving, and follow-up skills.
Ability to manage prospect conversations, submissions, deadlines, and confidential information.
Proficiency with CRM platforms, Microsoft Office Suite, and emerging AI tools.
Commitment to ethical conduct and staying current on insurance regulations, trends, and best practices.
Property and Casualty insurance experience and a bachelor’s degree in Sales, Business Administration, Marketing, or a related field (preferred).

Benefits

Salary range of $55,000–$65,000, with potential eligibility for performance-based bonus, commission, or equity.
Multiple medical plan options, including 100% covered preventive care.
Free virtual medical and mental healthcare for employees and families, plus a healthcare concierge.
Comprehensive dental and vision coverage.
Employer-paid short-term and long-term disability coverage.
Paid parental leave, personalized PTO, separate sick leave, and company-paid holidays.
401(k) with competitive company match.
Employee Assistance Program with confidential mental health, legal, financial, and work-life support.

Interested in this position?

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