Sales Associate (P&C Insurance)

Understory, Inc.•Madison, WI

1d•Hybrid

About The Position

Understory is looking for a Sales Associate to support new business development and client relationships across our growing P&C insurance portfolio. This is an individual contributor role focused on learning the fundamentals of insurance sales, driving deal execution, and developing the skills needed to grow into a more senior commercial role over time. This role is ideal for someone with early insurance or insurtech experience who wants hands-on exposure to broker relationships, underwriting collaboration, and consultative sales in a fast-growing, mission-driven company.

Requirements

Are willing and able to work a Hybrid schedule (2-3 days per week) in our Madison, WI office. We are not currently open to F/T remote or relo candidates for this role.
Have 2–3 years of experience in insurance, insurtech, or a client facing brokerage role
Have exposure to property & casualty insurance concepts (through sales, underwriting support, account management, or brokerage).
Are interested in building a long-term career in insurance sales and learning consultative, complex deal cycles.
Are organized, detail-oriented, and comfortable managing multiple deals or accounts at once.
Communicate clearly and professionally with brokers, clients, and internal teams.
Are eager to learn, ask questions, and take feedback.
Are comfortable working in a fast-moving startup environment with evolving processes.
Have experience using CRM tools or sales systems (or are excited to learn).

Responsibilities

Support new business sales efforts across P&C insurance products, including prospect research, outreach, meeting preparation, and follow-up.
Work closely with senior sales, underwriting, and product leaders to help move deals through the pipeline.
Assist with broker and client communications, including scheduling meetings, preparing materials, and responding to inbound questions.
Drive the end-to-end sales process, from initial introduction through quote, bind, and renewal.
Maintain accurate pipeline tracking and documentation in CRM systems (Salesforce).
Learn how underwriting considerations, pricing, and risk structures translate into client-facing solutions.
Support renewal and expansion efforts by helping prepare performance summaries, coverage updates, and renewal materials.
Develop a strong foundational understanding of Understory’s products, value proposition, and target customer segments.
Grow over time into more independent ownership of smaller deals or defined segments of the sales process.