• Seek out and secure new business opportunities. • Manage sales process & accounts within an assigned sales territory. • Generate leads from proactive prospecting calls & emails, networking. • Handle all inbound Carrier, TPA, SIG, and Captive Group program inquiries. • Conduct research to identify leads, account records, appropriate industry and size. • Make initial phone contact with potential client to determine needs, company fit, volume potential and identify carrier & states with exposure. • Present proposal & program in person or via phone/webinar; Handle objections and gain commitment. • Work with the Account Managers and other Outside Sales representatives to retain existing clients and pursue opportunities to win back lost clients.

• Own Strategy: Translate client business goals into performance marketing plans that win. • Manage the Work: Set the pace, run agile standups, and keep teams aligned and accountable. • Lead the Relationship: Be the voice clients count on for clear guidance and smart recommendations. • Think in Numbers: Analyze performance data, ask the right questions, and bring strategic insights. • Talk on Your Feet: Whether it’s presenting to a C-suite or fielding an unexpected question, you’re ready. • Drive Growth: Spot new opportunities, pitch great ideas, and get buy-in to execute. • Mentor & Manage: Be the lead on clients and coordinate resources for those clients. • Master the Details: Keep budgets, invoicing, forecasting, and documentation sharp and accurate.

• Identify business opportunities by evaluating prospects and their position in the industry • Research and analyze sales options • Sell services by establishing contact and developing relationships with prospects; recommend solutions • Maintain relationships with clients by providing support, information, and guidance • Research and recommend new opportunities; recommend profit and service improvements • Identify product improvements or new services by remaining current on industry trends • Create frequent reviews and reports with sales and financial data • Participate on behalf of the company in exhibitions or conferences • Negotiate/close deals and handle complaints or objections • Prepare reports by collecting, analyzing, and summarizing information • Contribute to team effort by accomplishing related results as needed

• Utilize the CRM to identify, call, and track prospects with high-volume LTL opportunities • Effectively maintain a pipeline to generate revenue to meet or exceed goals and expectations • Build relationships with customers and be the main point of contact • Understand market trends and conditions to offer competitive solutions to our customers • Additional responsibilities as needed