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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in insurance sales and account management, with a strong focus on building relationships and achieving premium growth. Proficient in data analysis and strategic planning to optimize partner engagement and operational efficiency.
Highest-signal resume keywords
Insurance Sales ExperienceAccount ManagementRelationship BuildingData Analysis ProficiencyProperty and Casualty Insurance Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementData AnalysisPremium Growth StrategiesKPI TrackingOperational Improvement
Soft Skills
Communication SkillsNegotiation SkillsRelationship Management
Tools & Technologies
Digital Tools in Insurance DistributionMetrics Analysis
Certifications & Qualifications
Bachelor’s Degree in BusinessBachelor’s Degree in MarketingBachelor’s Degree in Insurance
Industry Keywords
Insurance SalesIndependent AgentsAgency GroupsMarket Share GrowthEmerging Technology
About the role
Key responsibilities & impact- Build and maintain long-term relationships with national and regional agency groups
- Serve as the primary liaison between HOA/Porch and major agency groups, networks, franchises, and aggregators
- Develop and execute account plans to grow product distribution, shelf space, and market share
- Collaborate with partners to achieve premium growth, agent engagement, and retention goals
- Advise agency partners, solve challenges, identify operational improvements, and enhance partner satisfaction
- Monitor industry trends, competitor activity, and market conditions
- Provide insights and recommendations to senior leadership
- Collaborate with underwriting, marketing, and operations teams to execute strategies and fulfill partner needs
- Track and report KPIs including premium growth, agency performance, and profitability
- Use data to inform decisions and optimize account management strategies
- Provide training and resources to agency partners
- Support agency partners in onboarding and developing sub-agents
Requirements
What you’ll need- Bachelor’s degree in business, marketing, insurance or a related field
- 5+ years of experience in insurance sales, distribution, or account management, preferably with independent agents or national networks
- Demonstrated success managing large, complex accounts and achieving premium growth targets
- Strong background in insurance sales, account management, and relationship building
- Strong knowledge of property and casualty (P&C) insurance products and markets
- Excellent communication, negotiation, and relationship management skills
- Proficiency in data analysis and using metrics to inform strategies
- Experience working with insurance aggregators, franchises, or large independent agency groups
- Familiarity with emerging technology and digital tools in insurance distribution
- Strategic mindset with ability to think long-term and execute tactical initiatives
Benefits
Comp & perks- Long-term incentive awards, subject to program guidelines and approvals
- Sales incentives, subject to program guidelines and approvals
- Three medical plan options
- Two dental plan options
- Vision plan
- Voluntary Critical Illness, Hospital Indemnity and Accident plans
- Partially employer-funded Health Savings Account
- Flexible Spending Accounts for healthcare, dependent care, and transportation
- Company-paid Basic Life and AD&D
- Short- and Long-Term Disability benefits
- Voluntary Life and AD&D plans
- Traditional and Roth 401(k) plans with a discretionary employer match
- Employer-paid Headspace wellbeing program
- Employer-paid Brio Health wellness tool with quarterly wellness challenges and prizes
- LifeBalance discounts on gym memberships, travel, appliances, movies, pet insurance and more
- Flexible paid vacation
- Typically nine company-paid holidays per year
- Paid sick time
- Paid parental leave
- Identity theft program
- Travel assistance
- Fitness and other discount programs
