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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales and relationship management within the insurance industry, with a strong focus on territory planning, market intelligence, and effective communication. Proficient in training agents on underwriting guidelines and leveraging data for strategic decision-making.
Highest-signal resume keywords
Sales ExperienceInsurance Operations KnowledgeEffective Communication SkillsData Analysis and ReportingPublic Speaking Ability
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 GatheringTerritory PlanningUnderwriting KnowledgeClaims KnowledgeProduct KnowledgeData InterpretationTime ManagementReport Data ManipulationAgency Relationship Management
Soft Skills
Critical ThinkingProblem-SolvingMotivated Self-StarterFlexibilityInterpersonal Skills
Industry Keywords
InsuranceAgency RelationshipsField Sales ActivitiesMarket TrendsCompetitor IntelligenceTraining SessionsPublic SpeakingBilingualTexas-Based PositionDriving Record
About the role
Key responsibilities & impact- Act as a brand ambassador between the company and partnerships and agency force
- Grow profitable revenue in 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 other field sales activities with existing agencies
- Collect, organize, and disseminate market intelligence and trends to 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
- Conduct training sessions one-on-one, in small groups, and for large audiences
- Maintain current field activity records, agency intelligence, personnel and contact information, strategy, and appointment paperwork
- Deliver paperwork, reports, and documentation in an organized and timely manner
- Participate in insurance association conventions, seminars, trade shows, and agency-related functions
- Perform other duties assigned by leadership
- Travel outside the assigned territory may be frequent and extensive
Requirements
What you’ll need- 3+ years of sales experience
- 1+ years Insurance experience preferred
- Bachelor's degree (Business or Marketing 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 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 obtained from data
- Must reside in the San Antonio/Austin region
- Remote Texas-based position
Benefits
Comp & perks- Annual discretionary bonus
- Medical benefits
- Dental benefits
- Vision benefits
- PTO
- 401k
