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Life & Health Account Executive – Remote Sales
Brown & Brown Insurance. Sell insurance products to prospective member/clients through telephone calls .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in insurance sales, including life, health, and disability products, while effectively utilizing CRM systems to manage client interactions and sales activities. Proven ability to meet sales targets and enhance customer retention through strategic marketing and professional problem resolution.
Highest-signal resume keywords
Insurance Sales ExperienceCustomer Relationship Management (CRM)Sales Reporting and AnalysisTelemarketing SkillsMarketing Campaign Utilization
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 TechniquesInsurance Product KnowledgeQuote CalculationApplication WritingData Analysis
Soft Skills
Professional CommunicationProblem ResolutionCustomer Service
Tools & Technologies
Spreadsheet SoftwareWord Processing Software
Industry Keywords
Life InsuranceHealth InsuranceDisability InsuranceDental InsuranceAffinity Group Associations
About the role
Key responsibilities & impact- Sell insurance products to prospective member/clients through telephone calls
- Prospect and produce new life, health, disability, dental and other product lines offered to Affinity Group Associations
- Meet individual sales and quality of business targets
- Review and analyze sales reports and other data to monitor progress toward goals
- Provide input to management to identify opportunities to improve sales
- Utilize marketing campaigns, advertising, and other marketing methods to meet monthly and annual sales goals
- Calculate and present quotes and write insurance applications
- Follow up on pending or incomplete transactions
- Document sales activities in the Customer Relationship Management (CRM) system
- Respond to member/client inquiries and resolve problems professionally, accurately, and promptly
- Refer questions to an appropriate resource when unable to resolve the problem
- Maintain insurance product knowledge and selling techniques
- Work with business and marketing units to encourage and promote customer retention
Requirements
What you’ll need- 1+ year of sales experience, preferably in the insurance industry
- Insurance sales and/or telemarketing experience preferred
- Basic PC skills required, including spreadsheet and word processing software
Benefits
Comp & perks- Medical/Rx
- Dental
- Vision
- Life Insurance
- Disability Insurance
- ESPP
- 401k
- Student Loan Assistance
- Tuition Reimbursement
- Free Mental Health & Enhanced Advocacy Services
- Paid Time Off
- Holidays
- Preferred Partner Discounts