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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the full sales cycle, including prospecting, client engagement, and commercial negotiations, while maintaining strong communication and relationship management skills. Proficient in utilizing tools for record-keeping and reporting, with a solid understanding of insurance, particularly in Property & Casualty lines.
Highest-signal resume keywords
Full Sales Cycle ManagementCommercial NegotiationsClient Relationship ManagementTechnical Knowledge of InsuranceAdvanced Microsoft Office 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
Sales Cycle ManagementCommercial NegotiationClient ProspectingInsurance QuotationRecord Keeping
Soft Skills
Verbal CommunicationWritten Communication
Tools & Technologies
QuiverMicrosoft ExcelMicrosoft AccessMicrosoft PowerPoint
Industry Keywords
Property InsuranceCasualty Insurance
About the role
Key responsibilities & impact- Manage the full sales cycle, from prospecting through closing
- Report results and align the execution of activities with leadership
- Actively prospect for new clients by mapping companies within the company’s defined strategy
- Carry out commercial activities and record them in the available tools, keeping information updated weekly
- Encourage in-person visits or online meetings for presentations and record meeting minutes
- Gather all information required to quote corporate insurance, understand client needs, and report them to the technical underwriting team
- Present quotations and conduct commercial negotiations
- Act as the company’s primary point of contact for clients and prospects, ensuring their satisfaction and maintaining ongoing relationships, with internal updates recorded in management tools
- Update and manage records and information in the systems provided by the company
Requirements
What you’ll need- Bachelor’s degree completed
- Strong verbal and written communication skills
- Knowledge of Quiver is a plus
- Advanced proficiency in Microsoft Office (Excel, Access, and PowerPoint)
- Technical knowledge of insurance, particularly Property & Casualty lines
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Meal or food allowance
- Transportation allowance
- Life insurance
- Profit-sharing and results-based bonus
- Excellent work environment—welcoming, supportive, and dynamic
- Birthday day off
- Pharmacy benefits card
- Benefits Club, with various partnerships and exclusive discounts
- Partnership with Sesc
- Discounts on the company’s insurance products
- Discounts on movie theater tickets
- TotalPass gym membership
- Conexa emotional well-being support