Commercial Insurance Sales Representative

Part Time - 5 hours (Monday - Friday)

We are seeking a detail-oriented and customer-focused Commercial Insurance Lead Qualification Specialist to support a U.S.-based commercial trucking insurance agency.

In this role, you will engage with warm leads—commercial truck owners whose insurance policies are approaching renewal—through phone calls and text messages. Your primary responsibility is to qualify prospects, collect underwriting information and supporting documents, and hand off qualified opportunities to the licensed insurance producer for quoting and policy issuance.

No insurance license is required. The agency provides all leads, scripts, and training. This is a support role only—you will not quote insurance rates or sell insurance policies.

• Contact warm leads via phone calls and text messages regarding their upcoming commercial trucking insurance renewals.
• Follow approved scripts while building rapport and handling basic objections professionally.
• Qualify prospects by collecting key underwriting information, including:
• DOT Number
• Current Insurance Carrier
• Policy Renewal Date
• Current Insurance Premium
• Driver's License Number
• Date of Birth
• Request supporting documents via text or email, including:
• Driver's License
• Vehicle Registration
• Current Renewal Offer
• Loss Runs (if available)
• Accurately update customer information, notes, and activities in the CRM.
• Coordinate qualified prospects with the licensed insurance producer for quoting and policy binding.
• Conduct follow-up calls and messages to obtain missing information or required documentation.
• Maintain complete, organized, and accurate records of all customer interactions.
• Consistently meet daily outreach and lead qualification goals while delivering excellent customer service.

• Previous experience in commercial insurance is strongly preferred.
• Experience in the transportation or trucking industry (dispatch, freight brokerage, carrier onboarding, trucking operations, or commercial trucking insurance) is highly preferred.
• Background in outbound calling, lead qualification, appointment setting, customer service, or sales support.
• Excellent verbal and written English communication skills.
• Strong documentation, data entry, and CRM management skills with exceptional attention to detail.
• Comfortable collecting underwriting information and requesting supporting documents from prospects.
• Professional phone presence with strong rapport-building and customer service skills.
• Highly organized, dependable, and able to work independently in a remote environment.
• Reliable computer, high-speed internet connection, quality headset, and a professional remote work setup.