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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales strategy and agency relationship management, with a strong focus on insurance operations, market intelligence, and effective communication. Proven ability to analyze data and develop actionable plans to drive revenue growth and enhance agency performance.
Highest-signal resume keywords
Sales ExperienceInsurance Operations KnowledgeEffective Communication SkillsData Analysis and ReportingAgency Relationship Management
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 Strategy DevelopmentMarket Intelligence GatheringUnderwriting KnowledgeClaims KnowledgeProduct KnowledgeData ManipulationReport InterpretationTime ManagementCritical ThinkingProblem Solving
Soft Skills
Effective CommunicationPublic SpeakingFlexibilitySelf-Motivation
Tools & Technologies
SpreadsheetsRating ToolsCRM Software
Industry Keywords
InsuranceAgency RelationshipsMarket TrendsSales ActivitiesField SalesAgency AppointmentsInsurance ConventionsTrade Shows
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 plans to grow territory and meet or exceed premium and policy plans
- Prospect new opportunities and pursue agency appointments
- Conduct personal visits to existing agencies and other field sales activities
- Collect, organize, and disseminate market intelligence and trends to leadership
- Collaborate with sales, product leadership, State Product Managers, Claims, Agency Support and Licensing, Marketing, and Customer Service/Underwriting
- Engage face to face with agencies and partners in the field
- Train agents on underwriting guidelines, procedures, programs, websites, and rating tools
- Maintain records of field activity, agency intelligence, personnel and contact changes, strategy, appointment paperwork, reports, and documentation
- 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)
- 3+ years of sales experience
- 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
- Acceptable public speaker
- Flexible in 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 to interpret statistical data from company reports and build action plans around insights obtained from the data
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- PTO
- 401k