Commercial Insurance Inside Sales Representative (Inbound Leads) Menlo Insurance Services | Full-time | Remote within the United StatesMenlo Insurance Services is hiring a licensed commercial insurance professional to help businesses that have already requested insurance assistance. You’ll join a fast-growing insurance agency startup where you’ll follow up with inbound leads, understand their needs, and guide them through Menlo’s online quote application. This is a full-time employee role, remote within the United States. Availability during Pacific Time business hours is required.
Compensation:
$60,000–$100,000 annual base salary, plus commission and equity. Commission and equity terms will be discussed during the hiring process.
What you’ll do:- Answer incoming prospect and customer calls, respond promptly to inbound inquiries, and follow up with prospects who have incomplete quote applications.
- Contact interested businesses by phone and email, understand their insurance needs, and explain coverage options within your license and authority.
- Help prospects gather the required information and complete their own application at menloinsurance.com.
- Maintain accurate contact notes, track outstanding information, and agree on clear next steps.
- Hand completed submissions to the quoting team and escalate complex coverage questions.
- Prioritize multiple active leads while delivering a responsive, helpful customer experience. Your primary focus is completed, accurate applications and a clear handoff to the quoting team. Success means timely follow-up, completed submissions, and reliable records. Quotes and carrier acceptance remain subject to carrier review. What you’ll bring
- Active California property and casualty broker-agent license and authority appropriate for insurance solicitation.
- Experience in commercial insurance sales, customer service, account management, or producer support.
- CISR designation or comparable commercial insurance experience preferred.
- Strong phone and email communication, organized follow-through, and attention to detail.
- Comfortable using digital applications and contact-management tools and working independently in a fast-paced remote team. To apply, submit your résumé and California license number. Menlo Insurance Services is an equal opportunity employer.
