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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in identifying customer needs and recommending suitable insurance products, with a strong focus on personal lines, small commercial, and life insurance. Proven ability to develop leads through networking and maintain effective partnerships with insurance representatives and underwriters.
Highest-signal resume keywords
2+ Years Sales ExperienceActive Property And Casualty LicenseActive Life LicenseExperience With SalesforceExperience With Applied EPIC
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Product KnowledgeLead GenerationNetworkingProspectingSales Metrics Achievement
Soft Skills
Customer Relationship ManagementCommunicationLiaison Skills
Tools & Technologies
SalesforceApplied EPICMultiple CarriersRater Platforms
Certifications & Qualifications
Property And Casualty LicenseLife License
Industry Keywords
Personal Lines InsuranceSmall Commercial InsuranceLife InsuranceInsurance PartnershipsReferral Sources
About the role
Key responsibilities & impact- Identify customer needs and recommend appropriate insurance products
- Offer personal lines, small commercial, and life insurance products
- Maintain partnerships with insurance company representatives and underwriters
- Act as a liaison between the client and the insurer
- Develop leads through referral sources including realtors/brokers, mortgage lenders, car dealerships, automotive repair shops, bankers, businesses, and AAA member referrals
Requirements
What you’ll need- Must reside within a commutable distance from Christiana, DE
- 2+ years of experience in a sales environment meeting set metrics
- Experience in networking and prospecting to generate your own leads
- Active Property and Casualty License and Life License preferred
- Experience with Salesforce, Applied EPIC, and multiple carriers/rater platforms preferred
Benefits
Comp & perks- Ability to sell through multiple insurance carriers
- Opportunity to build your book and earn renewal income
- Preferred access to millions of AAA members
- Company-paid incentive trips for top performers
- Marketing funds to build community presence and relationships
- Inbound leads delivered through a custom Salesforce platform
- 4-week dedicated onboarding and systems training
- 12 months of 1:1 coaching from an Insurance Process Specialist
- Sales promotions, recognition programs and performance awards
- Robust telephony platform for prospecting and customer outreach
- Uncapped commission
- Exclusive annual sales trips and other incentives for top performers
- Opportunities for internal career advancement
- Medical, Dental, and Vision plan options
- Up to 2 weeks paid parental leave
- 401k plan with company match up to 7%
- 2+ weeks of PTO within your first year
- Paid company holidays
- Company-provided volunteer opportunities and 1 volunteer day per year
- Free AAA Membership
- Continual learning reimbursement up to $5,250 per year