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Sales Development Representative

Sales | Rochester, NY | Full Time

Job Description

Who we are:

We’re a startup that is quickly changing the way small businesses understand, buy, and manage their insurance. We are slightly over 2 years old, and have raised significant funding from top-tier VCs and built an incredible team. In two years we have grown into one of the largest (top 1%) insurance agencies in the country (as well as expansion internationally). We believe that we are the fastest growing insurtech company in the US. You can read more about our approach in the recent press:

http://www.futuresmag.com/2018/02/01/coverwallet-reinventing-how-small-businesses-deal-commercial-insurance

https://www.wsj.com/articles/hank-greenbergs-starr-buys-stake-in-coverwallet-1500389665

https://www.zurich.com/en/knowledge/articles/2018/02/time-crunched-smes-look-to-a-new-digital-platform-for-coverage

Sales Development Representative (SDRs) are the tip of the spear. That means they are responsible for making sure customers who start our online application for insurance successfully complete them. SDRs interface with customers through several channels, such as instant messaging, and inbound and outbound phone calls, and provide assistance to Advisors in both quoting and selling small commercial insurance. Our goal is to develop you into a fully licensed Advisor within 12 months in this role and after you have passed your NY P/C course. There is NO cold calling with this position. Ideal for someone starting their career that wants a blend of technology and insurance.


Working with CoverWallet means:

You will receive a competitive base salary and have the chance to earn performance bonuses based on your team’s performance. We are a fast-paced, growing firm which is the perfect place for a goal-oriented, hardworking individual who is looking to make a difference. There are no dead-ends here, as we expect massive growth over the next few years, which means you can expect plenty of opportunities for advancement. You will get an “MBA” type of education as we are transparent and share our board presentations, KPIs/Metrics, and daily departmental updates with the entire team.

CoverWallet is seeking a Sales Development Representative (SDRs) are the tip of the spear. That means they are responsible for making sure customers who start our online application for insurance successfully complete them. SDRs interface with customers through several channels, such as instant messaging, and inbound and outbound phone calls, and provide assistance to Advisors in both quoting and selling small commercial insurance. Our goal is to develop you into a fully licensed Advisor within 12 months in this role and after you have passed your NY P/C course. There is NO cold calling with this position. Ideal for someone starting their career that wants a blend of technology and insurance.

Minimum Qualifications

The Sales Development Representative must satisfy the following minimum qualifications:

1. High School Diploma or GED required.

2. Basic computer literacy, G suite preferred and Salesforce a plus.

3. Strong presentation and telephone skills.

4. Customer service and sales experience preferred, especially in call center environment

Skills and Attributes

The Sales Development Representative must possess the following skills and attributes:

Energetic; customer oriented attitude; excellent organizational skills; self-motivated and goal oriented; excellent written/oral and interpersonal communication skills with a genuine concern for the customer; ability to work quickly; strong work ethic, and willingness to learn and improve in all aspects of the position; passion to grow within the company and a strong desire for a successful career in insurance sales.

Essential Functions

The Sales Development Representative performs the following essential functions:

1. Be the first point of contact for prospective clients calling in.

2. Take both in and outbound calls for commercial insurance applications for and work very closely with the Advisors.

3. Maintain a high degree of product knowledge and customer service expertise.

4. Promote and enhance customer service by providing professional and effective assistance.

5. Outbound lead follow-up.

6. Ability to adapt to change in a fast paced startup environment.

7. Take on special tasks and assignments as needed.

8. Work effectively as part of a team.

9. Effectively communicate (verbally and written) information with team members and prospects.

10. Performs other duties as assigned.

Required Work Hours

A minimum of forty hours per week, plus other hours as may be necessary to complete job duties. A combination of day and evening hours are required.