Inside Sales Support from Word & Brown
As I mentioned in our “Broker Life” column last month, Word & Brown’s blog posts offer a lot of information to new and experienced brokers to help you write and service your business and stay on top of our ever-changing industry.
For the next several months, we are using “Broker Aid” as a way to spotlight different roles here to assist you within the General Agency. We want to give you a better understanding of how we’re organized to provide you with the support and resources you need to do your job more efficiently.
This month, we’re focused on the Inside Sales Representative (ISR) role. Outside of the Regional Sales Manager, which we discussed last month, the ISR is probably your most-frequent contact. She or he is likely your initial point of outreach when you need help with quoting or renewals.
The Inside Sales Representative quotes, sells, and services Small Group- and Large Group-related products for a specific block of brokers. Each region has a different number of ISRs. This position is responsible for new business sales and renewal retention, following up on outstanding quotes, and handling carrier expectations. The person in this role is also your “go to” in facilitating a speedy Underwriting review process.
If you need assistance, don’t hesitate to reach out to your Inside Sales Rep.
Watch for another Word & Brown role profile next month in our Broker Aid column.
Learn to organize your business model by developing a clear and concise plan of action.