Job Summary: 

• 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 and finding new clients
• Responsible for overall client service delivery, working in tandem with the team to foster the importance of client retention
• Understand the client’s business and industry and seek out industry news, regulatory announcements, and relevant information
• 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
• Negotiate fees and work scope 
• Work with the service team to inform the conversation
• Appropriately use company resources with results in mind
• Maintain a high level of business acumen and insurance industry professionalism
• Document and maintain sales tools for suspects, in the funnel and the best few
• Maintain privileged and confidential information

Skills on Resume: 

• Networking (Soft Skills)
• Client Service (Soft Skills)
• Business Development (Hard Skills)
• Industry Knowledge (Hard Skills)
• Strategic Planning (Hard Skills)
• Negotiation (Soft Skills)
• Communication (Soft Skills)
• Confidentiality (Hard Skills)

Job Summary: 

• Present and sell insurance policies to new and existing clients
• Develop and present suitable coverages based on clients' needs
• Resolve client inquiries and help with complaints
• Expand business reach through networking techniques
• Comply with insurance standards and regulations
• Track and identify areas of improvement
• Maintain agency CRM database
• Meet new business production goals and objectives 
• Solicit for new business via telephone, networking, and other lead sources
• Generate Leads from referrals and new clients
• Keep updated with product updates and changes
• Work leads with urgency
• Answer phones, return calls and voicemails

Skills on Resume: 

• Sales Presentation (Hard Skills)
• Coverage Analysis (Hard Skills)
• Customer Service (Soft Skills)
• Networking (Soft Skills)
• Regulatory Compliance (Hard Skills)
• CRM Management (Hard Skills)
• Lead Generation (Hard Skills)
• Time Management (Soft Skills)

Job Summary: 

• Actively pursue new commercial insurance customers
• Maintain relationships with existing clients to enhance efforts to retain them
• Establishing and building relationships with new customers and prospects
• Develop strategies, prepare proposals/materials, and make presentations to prospective clients
• Continuously cultivate and maintain positive relationships with insurance carriers
• Networking, cold calling, and prospecting to secure potential clients that will grow the book of business
• Training and support through the University of Farmers to maximize success
• Market/sell Farmers' products actively in the community to gain more business
• Schedule meetings with new and potential clients to educate them on insurance and develop a plan specifically for them
• Set appointments with other general interest sales professionals for business relationships
• Provide customized insurance packages and consult with prospective clients
• Build an agency and business with the help of the District Office and Farmers

Skills on Resume: 

• Business Development (Hard Skills)
• Client Retention (Soft Skills)
• Relationship Building (Soft Skills)
• Presentation (Soft Skills)
• Carrier Relations (Soft Skills)
• Prospecting (Hard Skills)
• Community Marketing (Hard Skills)
• Consultative Selling (Soft Skills)

Job Summary: 

• Generate an ongoing list of prospects
• Generate new business appointments and learn about prospective clients' needs
• Identify exposures and create custom programs to eliminate gaps in coverage
• Work with multiple A-rated carriers
• Partner with service staff to deliver client presentations
• Review client renewals and present alternative proposals
• Manage an assigned book of business and a monthly expiration list
• Process endorsements and take payments
• Provide outstanding client service
• Ensure all productivity, quality, and service standards are met
• Maintain current and accurate data in the agency management system
• Develop and maintain positive, productive relationships with agents, managers, peers, co-workers, teammates, and employees
• Work-qualified insurance leads

Skills on Resume: 

• Prospecting (Hard Skills)
• Needs Analysis (Soft Skills)
• Coverage Design (Hard Skills)
• Carrier Management (Hard Skills)
• Client Presentations (Soft Skills)
• Renewal Management (Hard Skills)
• Data Accuracy (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Work off of warm leads from CRM, plus own leads
• Hunt and close new business
• Advise clients and prospects on the best products for their needs
• Act as a trusted advisor and subject matter expert
• Develop and maintain a prospect list through internal and external sources for large case work
• Develop a marketing plan and production goals annually
• Deliver timely service, advice, and professional counsel to the bank's clients
• Stay abreast of insurance industry trends and pursue continuing education
• Analyze insurance needs and deliver timely, accurate quotes to prospects
• Process policy endorsements and policy renewals
• Provide claim assistance to clients

Skills on Resume: 

• Lead Generation (Hard Skills)
• Business Closing (Hard Skills)
• Product Advising (Soft Skills)
• Trusted Expertise (Soft Skills)
• Marketing Planning (Hard Skills)
• Client Service (Soft Skills)
• Industry Knowledge (Hard Skills)
• Claims Support (Hard Skills)

Job Summary: 

• Research and identify new prospects with an emphasis on mid-sized companies
• Successfully develop and execute sales and marketing strategies
• Meet with prospective and existing clients to develop a positive business relationship
• Identify and overcome sales obstacles to win and retain clients
• Create positive synergy and pursue cross-selling opportunities with other practices (Property/Casualty, Employee Benefits, and Personal Risk Services) to meet revenue growth targets
• Achieve sales goals on an annualized basis within a target market of middle-market companies
• Systematically use CRM to support sales processes, including input of accurate and timely information relative to first appointments, follow-up appointments, conceptual/finalist meetings, etc.
• Facilitate realistic corporate sales and revenue projections
• Develop and deploy sales and marketing strategies along with periodic communications to optimize position in the marketplace
• Responsible for the development and successful acquisition of new business revenue from new and existing clients
• Prospect sectors or market areas by identifying business needs and proposing company products and services
• Obtain prospects and actively pursue and create interest by telephone calls, writing letters, or making personal visits
• Maintain currency and further develop expertise in the declared sector or market area by networking and participating in professional development activities
• Identify areas for continuous improvement and implement initiatives to increase cost savings, efficiency, or effectiveness
• Develop and promote strong relationships with prospects and clients
• Achieve pre-determined sales goals

Skills on Resume: 

• Prospecting (Hard Skills)
• Sales Strategy (Hard Skills)
• Client Relationships (Soft Skills)
• Obstacle Handling (Soft Skills)
• Cross-Selling (Hard Skills)
• CRM Management (Hard Skills)
• Revenue Growth (Hard Skills)
• Networking (Soft Skills)

Job Summary: 

• Solicits via telephone, correspondence and in person new business accounts, meeting the requirements of the client and agency
• Acts as primary contact between clients and insurance carriers and applies knowledge of insurance policies and procedures
• Provide proper and effective service and responsible advice to all clients
• Contacts and visits assigned clients within required time frames to evaluate client needs and make recommendations, present quotes, relate new product information and receive feedback on services
• Prepares and provides price quotes for all new and existing clients 
• Prepares and submits quotes to be mailed to carriers
• Compares quotes as received and determines recommendations for clients
• Processes new cases by requesting appropriate documentation from clients
• Coordinates the enrollment process with clients
• Prepares all pertinent information, required documentation and correspondence to set up account and policy files for the computer system

Skills on Resume: 

• New Business (Hard Skills)
• Client Liaison (Soft Skills)
• Advisory Service (Soft Skills)
• Needs Evaluation (Soft Skills)
• Quoting (Hard Skills)
• Quote Analysis (Hard Skills)
• Case Processing (Hard Skills)
• Enrollment Coordination (Hard Skills)

Job Summary: 

• Prepares, reviews and schedules pre-renewal and renewal presentation meetings and materials and suggests or offers additional options or policies to clients
• Verifies coverage and premiums policies received from the insurance company
• Delivers policies and reviews with clients to ensure accuracy
• Maintains expenses within the expense budget, completes a monthly expense report and submits promptly
• Attends outside agency functions, seminars or training programs, banquets and other meetings 
• Stays abreast of all current industry trends, legal issues and compliance information that can affect the current client base
• Works independently to meet personal and agency sales goals
• Documents all company and customer communication and pertinent policy information on the computer system
• Provides expertise and assistance to agency team members to assist in overall agency growth

Skills on Resume: 

• Renewal Management (Hard Skills)
• Coverage Verification (Hard Skills)
• Policy Review (Hard Skills)
• Expense Control (Hard Skills)
• Industry Awareness (Hard Skills)
• Sales Goals (Hard Skills)
• Documentation (Hard Skills)
• Team Support (Soft Skills)

Job Summary: 

• Effectively use sales techniques to identify prospective clients and provide leads for new production
• Utilize software to engage with and generate a steady flow of qualified prospects from own leads and company-supplied referrals
• Attend industry networking events, trade shows and conventions
• Call on to educate and suggest additions or enhancements to existing insurance programs
• Support clients and partner with them when selecting and designing insurance programs
• Develop niche marketing sales tools
• Help policyholders settle insurance claims in the event of a loss
• Track all sales activity using Huddle
• Market new business submissions and follow up promptly
• Attend sales meetings, both locally and nationally
• Attend ongoing industry continuing education courses to improve technical knowledge
• Train clients and partner with account managers on how to effectively manage their insurance programs
• Develop long-term relationships with clients, carriers, and underwriters

Skills on Resume: 

• Sales Techniques (Hard Skills)
• Lead Generation (Hard Skills)
• Networking (Soft Skills)
• Client Education (Soft Skills)
• Program Design (Hard Skills)
• Claims Assistance (Hard Skills)
• Sales Tracking (Hard Skills)
• Relationship Building (Soft Skills)

Job Summary: 

• Identify and build a pipeline of quality Farm business leads through referrals and other prospecting techniques
• Develop submissions (in conjunction with commercial lines underwriting staff) to markets that will meet the present/emerging needs of the client and close the sale
• Quote between 40 and 60 prospects per month to meet production plan, following all quality control and underwriting procedures established by NFP
• Positive and negative endorsements in the first year are credited to the producer's account
• Hand off responsibility for the provision of service to clients to the relevant Account Manager in the service teams
• Field customer service requests (especially post-sale of one’s clients), and ensure the completion by oneself, or by referral to a Client Manager for the maintenance of good customer service
• Actively participate in team meetings related to the role
• Bring in new clients by effectively executing sales-based marketing strategies like prospecting, cold calling, and networking
• Track and share progress toward monthly quotas by consistently updating bookkeeping systems, sales databases, and customer records
• Stay up to date on evolving property and casualty insurance protocols to facilitate insurance policy selection and policy renewals for all customers
• Ensure that existing, new, and prospective clients complete all appropriate forms and meet insurance policy requirements
• Facilitate the insurance claims process, which may include examining the condition of physical properties to assess risks

Skills on Resume: 

• Pipeline Building (Hard Skills)
• Underwriting Support (Hard Skills)
• Quoting (Hard Skills)
• Client Handoff (Soft Skills)
• Customer Service (Soft Skills)
• Prospecting (Hard Skills)
• Record Management (Hard Skills)
• Claims Facilitation (Hard Skills)

Job Summary: 

• Handle client service requests and all activities involved with procuring and renewing insurance coverages
• Exhibit comprehensive insurance knowledge, including coverage and contract review, recommending coverage and coverage comparisons
• Participate in special assignments as requested by management
• Maintain current knowledge and demonstrate efficient use of client management systems, resulting in compliance with minimum service level standards
• Timely management of correspondence as required by the department, including email and the client document management system
• Prepare professional client documents including proposals and Excel spreadsheets
• Support the team by building strong relationships and sharing knowledge and useful techniques
• Build and maintain relationships with carrier underwriters by creating a professional and complete submission
• Maintain knowledge of markets and carrier appetites
• Exhibit skills necessary to negotiate desirable outcomes by anticipating the carrier's perspective
• Present and express insurance concepts to non-industry personnel in layman’s terms

Skills on Resume: 

• Client Service (Soft Skills)
• Coverage Analysis (Hard Skills)
• System Proficiency (Hard Skills)
• Document Preparation (Hard Skills)
• Team Support (Soft Skills)
• Underwriter Relations (Soft Skills)
• Market Knowledge (Hard Skills)
• Negotiation (Soft Skills)

Job Summary: 

• Call current and potential policyholders to deliver and explain policy, analyze insurance programs, suggest additions or changes, or change beneficiaries
• Calculate premiums and establish payment method
• Customize insurance programs to suit individual customers
• Sell personal lines insurance to prospective clients
• Explain the features, advantages, and disadvantages of various policies to promote the sale of insurance plans
• Prospect and acquire new clients
• Develop the skills to evaluate the business owner/decision maker's needs
• Project a positive image consistent with values
• Strive to consistently gain the technical, competitive and sales skills knowledge to be elite in today's business climate
• Networking with local businesses and homeowners to develop relationships and deliver the benefits of Rural Mutual's product line
• Prospect and close all lines of insurance, including auto, home, life, and commercial
• Provide exceptional customer service to new and renewing customers
• Continue to grow in the knowledge of new products
• Train and educate team members

Skills on Resume: 

• Policy Explanation (Soft Skills)
• Premium Calculation (Hard Skills)
• Program Customization (Hard Skills)
• Prospecting (Hard Skills)
• Needs Evaluation (Soft Skills)
• Networking (Soft Skills)
• Customer Service (Soft Skills)
• Team Training (Soft Skills)

Job Summary: 

• Maintain a diary of prospective clients and follow up on digital sales leads
• Provide friendly, professional service to customers and producers
• Handle routine customer inquiries/concerns
• Handle claims procedures as they arise
• Ensure work is prompt, efficient and accurate
• Contact outstanding accounts receivable
• Maintain expiration and abeyance files
• Ensure all documents are accurate and files are kept in an orderly manner
• Lead by example, being a positive role model
• Contribute to a positive team environment by working efficiently, professionally, and in a friendly manner
• Improve organization by sharing ideas and opinions, contributing and building communication in all directions and levels

Skills on Resume: 

• Lead Follow-Up (Hard Skills)
• Customer Service (Soft Skills)
• Claims Handling (Hard Skills)
• Accounts Receivable (Hard Skills)
• Document Management (Hard Skills)
• Role Modeling (Soft Skills)
• Team Collaboration (Soft Skills)
• Organizational Improvement (Soft Skills)

Job Summary: 

• Meets personal and team sales targets, focusing on small to midsize accounts that are stable in nature within identified markets
• Contacts assigned prospects to sell multiple product units due to the nature of the clients
• Reviews the client’s business and financial data to ascertain whether products meet the client’s needs and circumstances
• Negotiate terms with internal and external underwriting staff
• Work with warm referrals with an urgent need to purchase insurance
• Fostering strong relationships with current and prospective clients
• Hitting sales production goals and objectives while staying organized
• Responding to questions, solving or referring problems, and following up with clients to ensure satisfaction
• Building clientele via warm leads, referrals, and networking
• Networking to develop new business anywhere 
• Pursue any type of business to support their commercial insurance
• Cold calling, following up, obtaining referrals, etc
• Quoting new business with 50+ carriers
• Acquisition of new commercial insurance business

Skills on Resume: 

• Sales Targets (Hard Skills)
• Client Needs Analysis (Hard Skills)
• Negotiation (Soft Skills)
• Referral Management (Hard Skills)
• Relationship Building (Soft Skills)
• Goal Achievement (Hard Skills)
• Problem Solving (Soft Skills)
• Networking (Soft Skills)