The opportunity
At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff — payroll, health insurance, 401(k)s, and HR — so owners can focus on their craft and their customers.
What you'll do
Make outbound dials to prospective and existing small business clients to: assess their complex P&C insurance needs and recommend suitable coverage options.
Quote and issue Property & Casualty policies, primarily with the NEXT: Insurance carrier, in our offline sales channel.
Achieve required daily, weekly, and monthly sales activity expectations.
Provide human-in-the-loop support to optimize the AI Insurance Advisor, Gus,: and assist customers with more complex needs.
Maintain client relationships, manage policy renewals, and facilitate changes: or endorsements to existing policies.
Act as a trusted liaison between clients and carriers, including assisting: clients with reports of losses and claims settlement when necessary.
What they're looking for
- Actively work to cross-sell and up-sell additional P&C lines of coverage and: strive to achieve monthly production goals for units and/or revenue.
- Maintain accurate and up-to-date client records and policy documentation within CRM systems (SFDC workflow).
- Use AI-powered workflows as a core part of how you sell: running assigned tools daily, surfacing friction and inefficiencies as you find them, and collaborating with your team to influence what gets built or improved next.
- Stay current on industry trends, products, regulations, and underwriting: guidelines to provide accurate advice and ensure compliance.
