Sales Associate

Description

We are seeking a motivated and detail-oriented Sales Associate to join our growing team. This role is ideal for individuals who hold an active insurance producer license and are eager to build their career in sales. You will work with warm leads, conduct outreach by phone and email, represent the company at conferences, and manage client relationships using our CRM system and proprietary technology. This role combines client interaction, sales pipeline management, event participation, and collaboration with internal teams to support outreach initiatives.

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

• Conduct proactive outreach via phone and email to leads provided by the company. 
• Engage prospects to understand their needs and match them with appropriate insurance solutions. 
• Manage and track opportunities through the sales pipeline using the company’s CRM system and proprietary technology platforms. 
• Accurately enter and update client and lead information. 
• Assist in preparing sales reports, tracking metrics, and identifying areas of opportunity. 
• Represent the company at conferences, industry events, and networking opportunities to generate leads and drive sales. 
• Collaborate with operations and marketing teams on ad hoc campaigns and special outreach initiatives. 
• Provide feedback on prospects, sales activity, and events to inform future marketing and product strategies. 
• Maintain compliance with all industry regulations and internal company policies. 

Requirements

• Demonstrates a high standard of professional conduct, and is a demonstrated collaborative team player with excellent interpersonal skills and a high ability to communicate with all levels within The Trust 
• An active Maryland Property and Casualty License is required; must maintain in good standing
• 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. 
• Bachelor’s degree in business, Marketing, Finance, Communications, or related field (preferred). 

Physical Requirements: 

• Must be able to remain seated for the majority of the workday 
• Ability to perform repetitive keyboarding tasks on a consistent basis  
• Regular travel required  

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.