THE OPPORTUNITY:The Inside Sales Representative (ISR) supports the growth and retention of group health plan business through proactive engagement with licensed insurance brokers. This role is responsible for developing strong broker relationships, managing quote activity, and driving new premium within the small and mid-market employer segments. The ISR partners closely with external field sales representatives and underwriting teams to ensure a seamless broker experience from quote through installation.
DUTIES & RESPONSIBILITIES:Broker Relationship Management:
- Serve as a point of contact for assigned brokers and internal sales partners.
- Educate brokers on plan designs, underwriting guidelines, network features, and value propositions.
- Conduct regular outbound calls, virtual meetings, and email campaigns to generate quoting opportunities.
- Support broker onboarding, licensing, and appointment processes.
Sales Pipeline Development:
- Manage a consistent pipeline of broker opportunities aligned with monthly and quarterly sales goals.
- Deliver timely and accurate quotes; follow up to convert opportunities to submissions .
- Track activity, opportunities, and outcomes in the CRM system (e.g., Salesforce,).
- Collaborate with field sales and marketing teams to identify and re-engage new, dormant or underperforming brokers.
Activity & Performance Metrics:
- Achieve or exceed defined activity goals (calls, quotes, meetings, trainings).
- Maintain a healthy quote-to-submit and submit-to-close ratio based on company benchmarks.
- Contribute to departmental reporting and participate in weekly sales meetings.
Cross-Functional Collaboration:
- Partner with underwriting, enrollment, and operations teams to resolve broker and group issues.
- Participate in broker training sessions, webinars, and regional marketing events.
- Provide feedback from the field to product and marketing teams on competitive trends.
QUALIFICATIONS:- 2+ years of inside sales or account management experience in health insurance, benefits administration, or related industry.
- Strong understanding of group health insurance markets, including small group and large group quoting.
- Excellent communication, presentation, and relationship-building skills.
- Proficiency with CRM systems and Microsoft 365 (Excel, Outlook, Teams).
- California Life & Health Insurance license
WHAT YOU BRING TO THE TABLE:- Energetic and goal-driven with strong follow-up discipline.
- Consultative communicator who thrives on helping brokers succeed.
- Analytical mindset with comfort discussing rates, participation, and underwriting variables.
- Team player who can balance high-volume outreach with personalized service.
WORKING CONDITIONS AND PHYSICAL DEMANDS- This position primarily involves remaining in a stationary position for the majority of the workday.
- The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
- The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
The expected salary range for this position is $75,000 - $95,000 depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.
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Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: No Travel Required
Required Education: Diploma
