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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong sales acumen with a focus on agency relationship management and effective communication. Proficient in interpreting data to drive strategic decisions and achieve sales goals within the insurance industry.
Highest-signal resume keywords
Insurance ExperienceAgency Relationship ManagementEffective Communication SkillsData InterpretationBilingual (Spanish)
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 CallsQuota AchievementStatistical Data AnalysisAction Plan DevelopmentTraining Session Facilitation
Soft Skills
Motivated Self-StarterTime ManagementFlexibility
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPoint
Industry Keywords
Agency AppointmentsField SalesInsurance ConventionsAgency VisitsSales Strategy
About the role
Key responsibilities & impact- Conduct weekly outbound sales calls and proactive agency communications to increase quotes and written premium
- Engage agencies in an assigned state or territory to meet and exceed annual goals
- Work alongside the field sales executive to identify sales opportunities and grow revenue profitably
- Act as a brand ambassador to agents and brokers
- Develop, guide, direct and manage agency relationships to achieve sales quotas and business objectives
- Execute outbound sales call goals
- Serve as company representative and liaison between agency and company personnel
- Collaborate with field Sales and Product teams to achieve team goals and agent growth
- Drive new agency appointments through the defined onboarding process
- Participate in and lead training sessions on products and guidelines
- Manage agency relationships toward quote adoption and positive production
- Participate in strategy and tactical meetings with field Sales Executive partners and Inside Sales leadership
- Visit key relationships through occasional field travel and agency visits
- Participate in insurance association conventions, seminars, trade shows, and agency-related functions
- Perform other duties assigned by leadership
Requirements
What you’ll need- Insurance experience highly preferred
- College degree preferred
- Bi-Lingual a plus (Spanish)
- Ability to interpret statistical data from company reports and build action plans around insights obtained from the data
- Effective communication skills and acceptable public speaking ability
- Flexible nature and highly motivated self-starter
- Basic computer operating ability, including Word, Excel and PowerPoint
- Time management skills
- Occasional field travel and agency visits required
- Territory coverage: Pennsylvania
Benefits
Comp & perks- Potential to earn an annual discretionary bonus, determined by success in the role and company objectives being met
- Healthy work-life balance
- Opportunities for personal development and professional challenge