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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, while effectively networking and prospecting to generate leads. Proficient in maintaining partnerships with insurance representatives and utilizing industry-specific tools for sales success.
Highest-signal resume keywords
Insurance Product KnowledgeSales ExperienceNetworking and ProspectingActive Property and Casualty LicenseSalesforce Proficiency
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 SalesLead GenerationCustomer Needs AssessmentMetrics AchievementCommercial InsuranceLife Insurance
Soft Skills
CommunicationRelationship ManagementNegotiation
Tools & Technologies
SalesforceApplied EPICRater Platforms
Certifications & Qualifications
Property and Casualty LicenseLife License
Industry Keywords
Insurance IndustryClient LiaisonReferral SourcesPartnership Management
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 clients and insurers
- 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- Candidates must reside within a commutable distance from one of the offices in the Cincinnati market
- 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- Company-paid incentive trips for top performers
- Marketing funds to build community presence and relationships
- 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
- Uncapped commission
- Exclusive annual sales trips and other incentives for top performers
- Internal career advancement opportunities
- Medical, dental, and vision plan options
- Up to 2 weeks paid parental leave
- 401(k) 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
