Lamb Insurance Services
  • Conshohocken, PA, USA
  • Contract

The Sales System Consultant is a full time temporary role with a duration of around 3-6 months. In addition, this position is fully remote.


  • Be the "Expert User" of the existing sales/workflow system - being able to use the system just as the full-time sales team does
  • Be able to help guide, train, and communicate the most efficient ways to use the system to aid the sales team
  • Participate in business process discussion and solution road-mapping with customers and prospects
  • Make creative product and solution recommendations to satisfy the customer and prospect's business and technical objectives
  • Presenting and working closely with Sales Directors
  • Act as business owner of sales/service system
  • Lead the contribution to prospect data acquisition, list creations, campaigning, and mining process
  • Understand the cold calling model; as well as the submission, quote, bind process working with insurance carrier/marketing team
  • Serve as bridge between Sales and IT

Required Experience

  • 5+ CRM experience
  • Insurance related experience required
  • 3+ years of experience in Sales related role
  • Business acumen with strong verbal and written skills
  • BA/BS equivalent
  • MS Dynamics, Salesforce, or other commercial sales system experience required
Lamb Insurance Services
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