Job Summary: 

• Develop and maintain an active expiration list through internal and external sources
• Provide immediate follow-up on referrals
• Make prospecting calls and obtain new accounts
• Provide professional risk management advice to prospects and clients
• Obtain information for quotations and market accounts to various insurance carriers with the assistance of staff
• Work with CSAs to prepare proposals and present to prospects
• Make arrangements with clients to ensure premium payment on a timely basis and be responsible for collection
• Stay abreast of trends in the insurance industry and pursue continuing education
• Make follow-up calls on insureds to ensure client satisfaction with the insurance program and insurance needs
• Monitor commercial expiration lists

Skills on Resume: 

• Prospecting Calls (Hard Skills)
• Risk Management (Hard Skills)
• Quotation Prep (Hard Skills)
• Proposal Presentation (Hard Skills)
• Client Relations (Soft Skills)
• Payment Collection (Hard Skills)
• Industry Knowledge (Hard Skills)
• Client Follow-up (Soft Skills)

Job Summary: 

• Identify business opportunities in home, auto, and commercial insurance and ensure prospects’ proper insurance coverage with a reasonable premium
• Provides field underwriting for new accounts
• Receive ongoing training, accountability, and knowledge of new products and insurance regulations
• Develops relationships with existing clients to cross-sell additional policies
• Meets the production requirements and goals assigned by the agency
• Maintaining accurate monthly prospecting and sales records
• Operate in a fast-paced, high-volume inbound insurance sales environment
• Interact with customers to gather additional information, responding to internet requests for quotes and service, and following up on quoted-but-not-renewed customers
• Respond to inquiries, which include answering customer questions, researching, resolving billing issues, making policy changes, and correcting company records
• Explain insurance coverages and offer insurance advice to prospective and existing customers
• Responsible for meeting individual and team monthly activity, service and quality goals while working in a team environment

Skills on Resume: 

• Business Development (Hard Skills)
• Field Underwriting (Hard Skills)
• Product Knowledge (Hard Skills)
• Cross-Selling (Hard Skills)
• Sales Goals (Hard Skills)
• Customer Service (Soft Skills)
• Problem Solving (Soft Skills)
• Teamwork (Soft Skills)

Job Summary: 

• Promote Insurance Takaful plans and services to clients
• Build a good relationship with the client by providing a high standard of service
• Lead a team of people and become a manager in 3 years
• Quote and sell life and health insurance
• Follow procedures and underwriting guidelines as part of the sales process
• Assess the needs of the customer
• Identify and make recommendations for additional life and health solutions
• Achieve set targets for sales, quality, average call time, etc.
• Assist in planning, measuring and implementing sales goals for the office
• Meet new business production goals and objectives 
• Develop insurance quotes, make sales presentations, and close sales
• Call prospective customers by operating telephones, automatic dialing systems, and other internet technologies
• Grow sales revenue by utilizing phone, email and potential client lists
• Establish, maintain and continually enhance professional client relationships

Skills on Resume: 

• Sales Promotion (Hard Skills)
• Client Relations (Soft Skills)
• Team Leadership (Soft Skills)
• Insurance Quoting (Hard Skills)
• Needs Assessment (Hard Skills)
• Target Achievement (Hard Skills)
• Telemarketing (Hard Skills)
• Relationship Building (Soft Skills)

Job Summary: 

• Identifies new business opportunities by identifying prospects and evaluating their position within the industry
• Developing and qualifying leads to drive additional sales opportunities through cold-calling, networking, and other lead generation opportunities
• Achieves objectives established in the annual sales plan
• Maintain professional and technical knowledge by attending educational workshops and reviewing professional publications
• Establishing personal and professional networks and continuing education
• Identify and qualify new business opportunities through cold-calling, networking, and other lead generation strategies
• Achieve new business objectives established in the annual sales plan
• Using a consultative sales approach, gather information and present proposals
• Develop and present solutions based on client needs
• Prepare and execute client workshops
• Interface with clients to discover their business challenges
• Perform quantitative and observational data analyses
• Create and present client recommendations

Skills on Resume: 

• Lead Generation (Hard Skills)
• Cold Calling (Hard Skills)
• Sales Planning (Hard Skills)
• Networking (Soft Skills)
• Consultative Selling (Hard Skills)
• Solution Development (Hard Skills)
• Data Analysis (Hard Skills)
• Client Engagement (Soft Skills)

Job Summary: 

• Build and maintain good relationships with potential clients
• Promote and provide Financial products to solve clients’ financial plans/needs
• Educate clients on each type of financial product and make recommendations based on their needs
• Evaluate the current financial portfolio and recommend additional coverage
• Consult the customer’s financial planning for short and long-term
• Assist clients in carrying out the post-sales process
• Provide explanations and educate customers about the importance of insurance
• Organize and implement development plans and marketing both products and services of the company to achieve long-term strategic goals and short-term profits
• Set and exceed goals and expectations
• Manage all marketing within the agency
• Generate potential leads for future sales
• Track and report sales in an organized manner
• Sell auto, home, commercial, specialty, and life insurance
• Protect, create, and manage assets

Skills on Resume: 

• Client Relations (Soft Skills)
• Financial Advising (Hard Skills)
• Portfolio Evaluation (Hard Skills)
• Consulting (Soft Skills)
• Marketing Management (Hard Skills)
• Lead Generation (Hard Skills)
• Sales Tracking (Hard Skills)
• Asset Management (Hard Skills)

Job Summary: 

• Completing paid training and licensing program to ensure familiarity with the Medicare products and are licensed to sell across several states
• Working with the customer service team to receive live transfer calls that are pre-qualified for coverage
• Guiding and advising senior consumers through complex online applications for a variety of Medicare products from various carriers
• Explaining full elected benefits and answering any questions for the senior consumers
• Ensuring compliance with Federal Centers for Medicare and Medicaid standards and all state legal requirements
• Meeting or exceeding weekly sales quotas by delivering exceptional service to close the sale
• Seek and reach out to potential clients to learn about their financial circumstances and goals
• Deliver responsible business planning, insurance, and retirement education via options for high-quality life insurance, fixed annuities, securities, long-term care insurance, and other related products
• Help clients achieve their financial goals by presenting a breadth of solutions offered by a competitive suite of products and services
• Obtain optional licenses to sell investments and other securities products concerning wealth management and advanced planning

Skills on Resume: 

• Licensing Knowledge (Hard Skills)
• Customer Guidance (Soft Skills)
• Application Support (Hard Skills)
• Benefits Explanation (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Sales Performance (Hard Skills)
• Financial Planning (Hard Skills)
• Wealth Management (Hard Skills)

Job Summary: 

• Meet and exceed sales goals through new product sales, cross-selling and retention of current customers
• Build and maintain relationships with community organizations and local businesses
• Develop and manage customer relationships and serve as a resource to customers and potential customers on all public tag agents' products and services
• Provide service to customers seeking to pay registration license taxes and issue registration certificates and license plates
• Responsible for completing and reporting the Office of Motor Vehicles inventory in accordance with their polices
• Receive customer payments, issue receipts and verify balance/daily reports of receipts for cash drawers
• Understand, promote and remain current on Office of Motor Vehicle guidelines, announcements, and memos related to changes in policies and procedures
• Understand, promote and remain current on company guidelines, announcements, and memos related to changes in policies and procedures
• Handle inside sales for customers who need help getting coverage, managing their policy, or submitting a claim
• Convert leads to sales through text, phone, or email by rapidly responding to customers who have requested a quote on site
• Adapt to new and ever-changing technology in building processes and workflows
• Help grow a top-notch sales team by participating in interviewing and recruiting other great talent

Skills on Resume: 

• Sales Growth (Hard Skills)
• Community Relations (Soft Skills)
• Customer Service (Soft Skills)
• Inventory Management (Hard Skills)
• Payment Processing (Hard Skills)
• Policy Knowledge (Hard Skills)
• Lead Conversion (Hard Skills)
• Team Recruitment (Soft Skills)

Job Summary: 

• Responsibilities include the successful recruiting and development of a team of salespeople
• Increase the new agents' base by creating and implementing strategic business and marketing plans
• Secure optional licenses for selling securities and investment products for wealth management and advanced planning
• Create and implement business and marketing plans that will expand the client base
• Spotlight a multitude of potential solutions within a competitive suite of products and services while assisting clients in reaching their financial goals
• Deliver responsible business planning, insurance, and retirement education via options for high-quality life insurance, fixed annuities, securities, long-term care insurance, and other related products
• Develop and proactively call the provided leads of people who have shown interest in changing their Home and/or Auto Insurance Company
• Qualify potential clients to determine the best carrier fit (tickets, wrecks, etc.)
• Identify the clients' wants and needs, and get the client's permission to run quotes
• Data Entry of client information into the company's system to determine rates from different carriers
• Input notes of deal progress into an easy-to-use CRM (Customer Relationship Manager)
• Continue to follow up with past leads
• Keep a Positive and Teachable Attitude

Skills on Resume: 

• Team Development (Soft Skills)
• Business Planning (Hard Skills)
• Wealth Management (Hard Skills)
• Financial Education (Hard Skills)
• Lead Generation (Hard Skills)
• Client Qualification (Hard Skills)
• CRM Management (Hard Skills)
• Positive Attitude (Soft Skills)

Job Summary: 

• Connect with potential clients via phone and e-mail using RAH leads to sell insurance products
• Work with appointed insurance carriers to determine the best product offerings and pricing fit for each new opportunity to choose from
• Create insurance proposals for prospective clients and present coverage
• Close new home and auto policies for RAH homebuyers
• Completing all documentation requirements to submit and issue business with appointed carriers
• Producing evidence of insurance (EOI) certificates
• Entering production into the vision system on deadline
• Providing the required documentation as requested by the management team
• Focus on obtaining ongoing insurance education, knowledge, and experience and maintaining required licenses
• Support and participate in AHI marketing/prospecting activities

Skills on Resume: 

• Client Outreach (Soft Skills)
• Product Matching (Hard Skills)
• Proposal Presentation (Hard Skills)
• Policy Closing (Hard Skills)
• Documentation (Hard Skills)
• System Entry (Hard Skills)
• Continuous Learning (Soft Skills)
• Marketing Support (Hard Skills)

Job Summary: 

• Utilize consultative sales techniques to prospect and initiate the sale of Medicare policies with high integrity
• Identify and implement marketing plans and prospecting opportunities
• Assess and ascertain clients’ long-term healthcare goals and recommend plans based on client needs
• Assist clients with Medicare enrollment and renewal processes
• Comply with applicable federal, state and local regulations and Sound Generations policies and procedures
• Receive inbound calls from individuals who have questions on Medicare plan options and make outbound sales calls
• Provide consistent contact with clients, which includes planning future follow-up communications and needs assessments
• Maintain customer relationship management database with a summary of interactions and updated client files
• Meet annual productivity goals
• Establish sales representation agreements and relationships with insurance carriers

Skills on Resume: 

• Consultative Selling (Hard Skills)
• Marketing Planning (Hard Skills)
• Needs Assessment (Hard Skills)
• Enrollment Support (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Sales Calling (Hard Skills)
• CRM Management (Hard Skills)
• Carrier Relations (Soft Skills)

Job Summary: 

• Responsible for generating new membership into a Client Medicare Plan on the merits and benefits of the Plan, including provisions of care and how they address the needs of Medicare beneficiaries
• Develop leads through the Client Medicare website's Click to Chat feature, inbound calls and outbound calls, including enrolling customers directly over the phone
• Follow up with customers who have requested information online and require follow-up through e-mail or the telephone
• Respond timely to Click to Chat requests from online customers to enroll telephonically once the customer confirms eligibility and after presenting all benefits and services of the appropriate plan
• Manage a book of leads, which includes following up with customers via e-mail and conducting outbound calls to unsold leads to convert them to sales
• Enter and track all leads in the Client Medicare contact management system
• Follow up on those leads promptly, providing accurate dispositions of leads with follow-up information
• Participate in assigned sales team events and special projects, including outbound calls to supplied leads
• Provide feedback and guidance on market changes, marketing campaigns, plan operations, and delivery system issues
• Respond timely to live web chats from customers to answer questions and enroll in one of the Medicare plans
• Communicate clearly and professionally with all customers and capture accurate data within the CRM tool

Skills on Resume: 

• Lead Generation (Hard Skills)
• Customer Follow-up (Soft Skills)
• Online Chat Support (Hard Skills)
• Telephonic Enrollment (Hard Skills)
• CRM Management (Hard Skills)
• Sales Conversion (Hard Skills)
• Market Feedback (Soft Skills)
• Data Accuracy (Hard Skills)

Job Summary: 

• Identify, monitor and facilitate crop insurance sales directly with farmer clients
• Communicate with clients on insurance updates and strategies 
• Assist customers in the formulation and implementation of an appropriate crop insurance plan
• Develop new customers and grow the existing customer base
• Collaborate with Customer Service Managers to maintain up-to-date records of customer information
• Comply with all RMA compliance and regulations
• Conduct crop insurance seminars to promote individual portfolio growth and promote firm image and growth
• Contribute to publications/recorded services/other promotions to build business
• Maximize existing lead sources and generate new ones, network, qualify prospects and cross-sell to meet established goals
• Establish rapport and build effective relationships with customers to gain respect as a trusted advisor while providing service on the phone and in person

Skills on Resume: 

• Crop Insurance Sales (Hard Skills)
• Client Communication (Soft Skills)
• Plan Development (Hard Skills)
• Customer Growth (Hard Skills)
• Record Management (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Public Speaking (Soft Skills)
• Relationship Building (Soft Skills)

Job Summary: 

• Market products and services
• Track activity and production
• Grow the company’s book of business
• Remind clients about their payments and renewals
• Establish relationships with the business to create professional referral relationships
• Work closely with Account Executives, Account Managers, and Practice/Industry Segment Leaders
• Develop client-ready content, speaking engagements, white papers, etc.
• Strengthen networking and sales opportunities with membership and leadership in associations, industry groups, etc.
• Responsible for initiating new business opportunities 
• Responsible for overall client service delivery, working in tandem with the team to foster the importance of client retention
• Assist the team with developing a strategy for client goals, manage client expectations, and clear obstacles to achieve team success
• Develop and execute an annual business plan

Skills on Resume: 

• Product Marketing (Hard Skills)
• Business Growth (Hard Skills)
• Payment Reminders (Soft Skills)
• Referral Building (Soft Skills)
• Content Development (Hard Skills)
• Networking (Soft Skills)
• Client Retention (Soft Skills)
• Business Planning (Hard Skills)

Job Summary: 

• Provide sales and service to customers via incoming calls
• Ask questions to determine the best plan for the customer’s needs
• Update changes to existing orders
• Maintain updated knowledge on products, services and procedures
• Maintain communication with the management team regarding suggestions for improvement that will have a positive impact on the work environment or the customer experience
• Work to develop new skills and grow with the organization
• Meet monthly sales goals
• Reach out, develop and increase the customer base from leads generated by the Marketing Department
• Determines clients' particular needs and/or financial situations by scheduling fact-finding appointments
• Determining the extent of present coverage and/or investments
• Ascertaining long-term goals
• Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation
• Completes coverage by delivering policy, planning future follow-up conversations, and evaluations of needs
• Provides continuing service by processing changes in policies and reassessing client needs

Skills on Resume: 

• Customer Service (Soft Skills)
• Needs Assessment (Hard Skills)
• Order Management (Hard Skills)
• Product Knowledge (Hard Skills)
• Sales Growth (Hard Skills)
• Lead Development (Hard Skills)
• Financial Analysis (Hard Skills)
• Policy Delivery (Hard Skills)

Job Summary: 

• Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
• Cultivate productive relationships to create a pool of prospective clients from various sources by networking, calling leads and using referrals
• Evaluate business or individual customer needs while proposing plans to meet their needs
• Develop ongoing networking relationships with professionals across a variety of industries (i.e., Real Estate, Accounting, Mortgage Lending, Title Companies, Auto Dealers)
• Introducing consultations through visits and demonstrating the services it can provide
• Providing intermediary services between the insurance company and clients and good customer service to maintain and retain clients
• Meeting prospective clients to gather data about them and analyzing the client’s current portfolios and making recommendations based on their needs
• Submitting a weekly activity report to the Unit Manager, along with the strategy plan for the coming weeks
• Stay in touch with customers to ensure a steady stream of repeat business

Skills on Resume: 

• Marketing Strategy (Hard Skills)
• Client Networking (Soft Skills)
• Needs Evaluation (Hard Skills)
• Industry Relations (Soft Skills)
• Consultation (Soft Skills)
• Customer Service (Soft Skills)
• Portfolio Analysis (Hard Skills)
• Business Retention (Hard Skills)

Job Summary: 

• Use company-sponsored leads to identify new avenues of business and sales opportunities
• Schedule appointments with current and prospective clients
• Review a customer’s insurance policy options and plan for their future
• Participate in branch trainings to understand trends from field research
• Become licensed or current license with an appointment 
• Maintain licensure with CE Credits and renew licenses
• Work with clients and prospects to meet their insurance needs
• Touch base with clients regularly
• Marketing and networking to grow a personal business and reach
• Keep and maintain an information database

Skills on Resume: 

• Lead Utilization (Hard Skills)
• Appointment Setting (Hard Skills)
• Policy Review (Hard Skills)
• Training Participation (Soft Skills)
• Licensing (Hard Skills)
• Client Relations (Soft Skills)
• Networking (Soft Skills)
• Database Management (Hard Skills)

Job Summary: 

• Call on leads and build a schedule
• Visiting with people, developing meaningful relationships, helps people and builds clientele
• Leverage training to develop referrals and center of influence relationships to professionalize sources of new clients
• Attend meetings with like-minded professionals, constantly sharing practices
• Guide profitable and secure financial solutions to the customers
• Strategic consulting on financial products and services such as cash and debt management, insurance coverage and so on
• Explore clients' overall financial situation, investigate their needs and suggest solid financial plans
• Build client base and maintain win-win relationships
• Stay informed about trends and updates in the industry niche
• Review financial plans and optimize them to ensure profits
• Ensure compliance with all industry rules and regulations
• Interact with providers, solicitors, and other professionals

Skills on Resume: 

• Lead Management (Hard Skills)
• Relationship Building (Soft Skills)
• Referral Development (Soft Skills)
• Networking (Soft Skills)
• Financial Consulting (Hard Skills)
• Needs Analysis (Hard Skills)
• Plan Optimization (Hard Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Prepares insurance quotes for new and existing customers
• Reviews insurance policy renewals with customers
• Assists customers with complaints and problems
• Identifies customers' insurance needs and recommends appropriate coverage
• Assists customers with reporting claims and explaining the claims process
• Answers customer inquiries and assists customers with any changes to their insurance policies
• Maintains good customer relations by demonstrating friendly and professional behavior
• Cross-sells insurance products to new and existing customers
• Attends training classes to comply with state insurance requirements
• Delivers the Ultimate Experience for customers by addressing concerns on products and services while demonstrating a positive and professional behavior
• Participants in Agency activities to enhance the Agency's image and develop new business
• Remains current and complies with regulatory requirements and Agency policies

Skills on Resume: 

• Insurance Quoting (Hard Skills)
• Policy Renewal (Hard Skills)
• Problem Solving (Soft Skills)
• Needs Assessment (Hard Skills)
• Claims Assistance (Hard Skills)
• Customer Relations (Soft Skills)
• Cross-Selling (Hard Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Directs independent agency multi-line insurance sales /service to businesses and individuals on behalf of insurance carriers
• Produces and generates new business and sales through prospect lists, referrals, cross-sell lists, outbound calls, and soliciting expiration dates
• Conducts policy reviews and updates policies
• Provides quality customer service and ensures file quality, timely coverage and needs analysis with detailed documentation supporting conversations and decisions
• Attends meetings, seminars and programs as determined by the agency manager to learn about new products and services, improve sales skills, and receive continuing education credits
• Inspects property, examining its general condition, prequalifies new business risks, and communicates with and provides information to carrier personnel for proper risk assessment and placement
• Obtains and provides information when claims are filed and monitors the claims to ensure they are settled equitably for the client and the insurer
• Achieves or exceeds set production goals
• Promoting and cross-selling insurance products and services, including ICBC transactions and personal lines
• Assists all agents in the sale of products, compiles information about insurance policies and endorsements
• Maintains applicable records, reports and performs general clerical duties such as typing, filing, answering phones, and opening, distributing and sending mail
• Monitor and maintain ICBC inventory of decals, plates and other related material, sort and batch Autoplan transactions, and maintain the filing system of ICBC client records

Skills on Resume: 

• Business Development (Hard Skills)
• Policy Review (Hard Skills)
• Customer Service (Soft Skills)
• Risk Assessment (Hard Skills)
• Claims Monitoring (Hard Skills)
• Sales Goals (Hard Skills)
• Cross-Selling (Hard Skills)
• Record Management (Hard Skills)

Job Summary: 

• Manage systems and activities for successful teams
• Ultimately supervise 3-7 individuals
• Oversee the training of team members
• Implement and manage systems among teams
• Participate in weekly management-development meetings
• Handle and process paperwork and other administrative duties
• Work with existing accounts as well as create new business accounts
• Ensure clients receive great customer service regarding individual benefits packages
• Call client leads to schedule in-person appointments
• Help clients in-home to find the best product for their situation
• Direct communication with the carrier to meet underwriting requirements
• Client follow-up and retention
• Commitment to team training and participation
• Commitment to business to meet both personal and professional goals

Skills on Resume: 

• Team Management (Soft Skills)
• Training Oversight (Hard Skills)
• System Implementation (Hard Skills)
• Account Development (Hard Skills)
• Customer Service (Soft Skills)
• Underwriting Support (Hard Skills)
• Client Retention (Soft Skills)
• Administrative Duties (Hard Skills)