Sales Associate

Description

The Sales Associate is responsible for engaging with warm leads, conducting proactive outreach via phone and email, and representing the company at industry conferences. This role manages client relationships through the CRM system and proprietary technology, ensuring a seamless customer experience. Key responsibilities include driving sales pipeline activities, participating in events to expand the company’s presence, and collaborating with internal teams to support outreach initiatives and business growth.

Organization Overview

The American Insurance Trust (The Trust) was established as a formal entity in 1962 as a business trust under District of Columbia law. Its mission is “to provide insurance and other financial security products to meet the unique needs of psychologists, allied health professionals, health care organizations and groups, and other healthcare professionals.”

The Trust has long been a leading provider of expanding insurance and risk management programs for psychologists, psychology students, and related professionals in the United States. Our insurance programs include The Trust Sponsored Professional Liability Program and Business Office Insurance; financial security programs offering Life, Disability, Office Overhead, and Auto and Home Insurance; Directors and Officers Insurance; Cyber Enterprise Risk Management Protection; Pet Insurance; and other programs such as Long-Term Care Insurance and Retirement Planning Services. Our risk management resources for the psychology profession include the “Advocate 800 Program” consultation service, Ethics and Risk Management Continuing Education Workshops and Webinars, and independent learning publications.

The Trust’s wholly owned subsidiary, Trust Risk Management Services, Inc. (TRMS), acts as Broker and Administrator for The Trust’s Professional Liability, Business Office, and Directors and Officers lines of insurance. Brokerage and administration services include policy underwriting, issuance, and lifecycle management; customer service; and technical services. TRMS is fully licensed to do business in all jurisdictions. TRMS has its own Allied Healthcare Professional Liability Insurance Program which offers very competitive Professional Liability, Student Liability, Business Office, and Directors and Officers Insurance coverage to Allied Healthcare Professionals in more than 120 professional classes. The Trust works with highly rated insurance companies to underwrite its insurance programs, primarily Lincoln Financial Group, Liberty Mutual, and Chubb, the world’s largest publicly traded property and casualty insurance company.

Duties and Responsibilities

• Conducts proactive outreach via phone and email, company-provided leads.
• Engages prospects to assess their needs and recommend appropriate insurance solutions.
• Manages and tracks sales opportunities through the pipeline using the company’s CRM system and proprietary technology platforms.
• Accurately enter and maintain client and lead information in the company databases.
• Assists in preparing sales reports, monitoring key metrics, and identifying growth opportunities.
• Represents the company at conferences, industry events, and networking functions to generate leads and drive sales.
• Collaborates with operations and marketing teams on ad hoc campaigns and special outreach initiatives.
• Provides feedback on prospects, sales activity, and event outcomes to help shape future marketing and product strategies.
• Ensures adherence to all industry regulations and internal company policies.

Experience/Skills:

• Demonstrates a high standard of professional conduct, and is a collaborative team player with excellent interpersonal skills and a high ability to communicate with all levels within The Trust
• 2–4 years of experience in sales, customer service, or related role preferred (internship or entry-level experience acceptable).
• Strong professional verbal and written communication skills.
• Comfortable making outbound calls and sending prospective emails.
• Experience with CRM software and sales technology platforms.
• Detail-oriented with excellent organizational and data entry skills.
• Motivated self-starter with the ability to learn quickly and adapt in a fast-paced environment.

Requirements

Academic/Licensure Qualifications:

• Bachelor’s degree in business, Marketing, Finance, Communications, or related field (preferred).
• Active Maryland Property and Casualty Insurance license required; must maintain in good standing

Physical Requirements:

• Ability to perform repetitive keyboarding tasks consistently
• Must be able to remain seated for the majority of the workday
• Prolonged periods of sitting or standing at a desk and working on a computer
• Ability to occasionally lift and carry items up to 15 pounds
• Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
• When traveling, you may be required to stand for more than 4 hours continuously
• Regular travel is required for this position

How to Apply

Interested candidates should submit a current resume addressing how their knowledge, skills and abilities meet the requirements and address the duties and responsibilities described above.

Please send materials to:  Director of Human Resources, American Insurance Trust at [email protected]

Application deadline: Open until filled.