Commercial Insurance Sales Executive

At Veracity, we aim to be a different kind of insurance partner – one that is free from outside investors, venture capital, or the pressures of a corporate parent.Ours is a culture of empowerment – one that believes in effort, results, and accountability. We believe that transparency fosters trust, trust fosters growth, and that growth drives innovation. Our commitment to rigorous evaluation and relentless execution lead to rapid evolution.We answer only to the small business owners we serve, and this independence allows us to stay focused on what matters most: helping their businesses thrive by providing expert guidance and best‐in‐class insurance policies.We're growing fast and want you to be a part of it!We're seeking a motivated and consultative Commercial Insurance Sales Executive to join our remote Insurance Canopy retail sales team. Reporting to the Director of Retail Revenue, this role is responsible for driving new business by converting marketing‐generated leads into policyholders through client‐focused, consultative sales efforts.The Commercial Insurance Sales Executive works with small business clients to assess risk, recommend tailored insurance solutions, and deliver coverage that aligns with both client needs and Insurance Canopy's product offerings. This role requires strong pipeline management, technical product knowledge, and close collaboration with underwriting, account management, and client service teams to deliver a seamless customer experience.Key ResponsibilitiesConvert inbound, marketing‐generated leads into active policyholders through consultative sales across Insurance Canopy's digital platformsProspect and qualify opportunities via phone, email, and virtual meetings, ensuring alignment with client needs, eligibility, and underwriting requirementsAssess the unique risks and coverage needs of small business clients across various industries using consultative selling techniquesRecommend customized insurance solutions, including bundled and complementary products, that deliver meaningful protection and valueIdentify and present cross‐sell and upsell opportunities to support broader client coverage needsRespond promptly to inbound leads in accordance with standard operating procedures, maximizing engagement and conversion opportunitiesBuild, manage, and grow a robust sales pipeline in HubSpot, maintaining accurate and detailed records of lead status, interactions, and outcomesTrack all sales activities, deal progress, and communications to ensure visibility, accountability, and effective forecastingMaintain up‐to‐date knowledge of Insurance Canopy products, carrier underwriting guidelines, and industry best practicesParticipate in carrier training, internal product training, and Learning & Development programs to ensure technical proficiency and compliancePrepare accurate insurance quotes that reflect prospect needs and product eligibilityFinalize policy agreements, secure appropriate payment terms, and ensure seamless policy binding and activationPartner with Account Management to onboard new clients and ensure smooth handoffs post‐saleCollaborate cross‐functionally with underwriting, account management, and client service teams to accelerate deal closure and deliver a cohesive client experienceProvide market feedback, competitive insights, and client input to support marketing strategy and product developmentCultivate referrals from existing clients to supplement inbound lead flow and expand the sales pipelineAdhere to all licensing requirements, systems training, and standard operating procedures for lead management, CRM usage, and client engagementRequired to perform other duties as requested, directed, or assignedRequirements and QualificationsExperience in consultative sales, preferably within insurance, financial services, or a related fieldStrong client‐focused mindset with the ability to build trust, listen actively, and recommend appropriate solutionsFamiliarity with small business insurance products, including workers' compensation, inland marine, and excess policies (or the ability to learn quickly)Proficiency using CRM platforms such as HubSpot to manage pipelines, track interactions, and maintain high data qualityExcellent verbal and written communication skills, including the ability to present coverage options and close salesStrong organizational and time‐management skills with the ability to prioritize leads, follow‐ups, and administrative tasksComfort working in a fast‐paced, inbound sales environment with fluctuating lead volumeCollaborative approach with the ability to work effectively with underwriting, account management, and client service teamsTechnology‐savvy, including comfort with virtual meeting tools (e.g., Zoom, Microsoft Teams) and standard office softwareActive insurance license or ability to obtain and maintain required licensingPerksHealth, dental, and vision plansAmazing work‐life balance with 4 weeks of Paid Time Off10 Paid Company Holidays with 2 floating holidays401K Programs with employer matchPersonal assistance programs for support in a healthy personal and work lifeWhy Veracity?Here at Veracity, you'll be part of a team of trailblazers and visionaries.We're not just revolutionizing the way people "do" insurance; we are creating a whole new paradigm. Here, you will experience a vibrant and inclusive workplace where your ideas matter! With us, you have a chance to:Engage in groundbreaking projects that are reshaping the insurance landscapeCollaborate with a group of dedicated, like‐minded professionalsExperience a culture that prioritizes growth and developmentCompensationRange: $70k/yr – $80k/yr + CommissionWe are proud to be an equal‐opportunity employer. We are committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics.If you need accommodation, please let us know during the interview process.#J-18808-Ljbffr