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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in lead qualification, relationship building, and sales strategy within the insurance industry. Proficient in managing a substantial book of business while effectively communicating policy features and coverage recommendations.
Highest-signal resume keywords
Lead QualificationRelationship BuildingSales StrategyP&C LicenseCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Lead QualificationSales StrategyPolicy AnalysisBusiness DevelopmentAppointment Setting
Soft Skills
Positive AttitudeEntrepreneurial SpiritWritten CommunicationVerbal CommunicationInterpersonal Skills
Tools & Technologies
In-House Software System
Certifications & Qualifications
P&C License
Industry Keywords
InsurancePreferred AgencyFiremarked AgencyCold CallingBusiness Relationships
About the role
Key responsibilities & impact- Qualifying leads and soliciting business through agents, wholesalers, brokers, and direct
- Maintaining communication and visits each Preferred/Firemarked Agent a minimum of once per quarter
- Submitting qualified submissions for processing to Underwriter in complete form with a request for quotation
- Developing referrals from each qualified appointment
- Maintaining New and Renewal book of business in excess of four million dollars
- Explaining features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances
- Developing new Preferred Agency and firemarked agency relationships
- Performing in person cold calls on a weekly basis
- Soliciting business via our in-house software system with preloaded leads
- Developing a fixed number of planned and qualified appointments per week
Requirements
What you’ll need- Bachelor's Degree
- Ability to establish and build healthy working relationships and partnerships with clients, vendors, and peers
- Positive attitude and entrepreneurial spirit
- Strong written and verbal communication skills
- Ability to work in a fast paced sales environment
- Ability to use various resources and product knowledge to achieve sales goals
- Ability to obtain P&C license prior to starting
Benefits
Comp & perks- Tuition reimbursement
- Generous 401K match
- Paid Vacation
- Medical Benefits
- Educational Incentives
- Family Friendly Benefits
- Investment Incentives
