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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building and maintaining agency relationships while effectively managing territory plans to achieve sales goals. Proficient in analyzing market trends and competitor intelligence to drive profitable revenue growth.
Highest-signal resume keywords
Sales ExperienceInsurance Operations KnowledgeEffective Communication SkillsTime ManagementCritical Thinking
About the role
Key responsibilities & impact- Act as a brand ambassador between the company and partnerships and agency force
- Grow profitable revenue within an assigned territory
- Build and maintain impactful agency relationships
- Identify and pursue new and emerging opportunities
- Gather and communicate market trends, competitor intelligence, and feedback on existing products
- Develop, organize, and execute territory plans to meet or exceed premium and policy goals
- Prospect new opportunities and pursue agency appointments
- Conduct personal visits and field sales activities with existing agencies
- Collect, organize, and disseminate market intelligence and trends to organizational leadership
- Collaborate with sales, product, claims, agency support and licensing, marketing, and customer service/underwriting teams
- Engage face-to-face with agencies and partners in the field
- Evaluate territory data and prioritize agencies and relationships for growth or improvement
- Train agents on underwriting guidelines, procedures, programs, websites, and rating tools
- Maintain current field activity, agency intelligence, personnel, contact, strategy, appointment, report, and documentation records
- Participate in insurance association conventions, seminars, trade shows, and agency-related functions
- Perform other duties assigned by leadership
Requirements
What you’ll need- Bachelor's degree (Business or Marketing preferred) or 3+ years of sales experience preferred
- 1+ years Insurance experience preferred
- Bilingual a plus
- Working knowledge of insurance operations: underwriting, claims, marketing, and product
- Must have and maintain an acceptable driving record
- Effective communication skills and acceptable public speaking ability
- Flexible nature and highly motivated self-starter
- Intermediate to advanced ability to manipulate, segment and interpret report data through spreadsheets
- Highly skilled and effective at time management
- Critical thinking skills and logical problem-solving ability
- Ability to interpret statistical data from company reports and build action plans around insights
Benefits
Comp & perks- High-performing culture
- Valuable opportunities for personal development and professional challenge
- Healthy work-life balance
- Equal opportunity workplace committed to diversity and equality
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisMarket Intelligence GatheringTerritory PlanningUnderwriting KnowledgeClaims KnowledgeProduct KnowledgeSales Strategy DevelopmentReport InterpretationProspectingAgency Training
Soft Skills
Effective CommunicationPublic SpeakingSelf-StarterFlexibilityProblem-Solving
Tools & Technologies
SpreadsheetsCRM SoftwareReporting Tools
Industry Keywords
InsuranceAgency RelationshipsMarket TrendsRevenue GrowthField Sales