Job Summary: 

• Sell property, casualty, automotive, life, health, or other types of insurance to consumers, customizing programs to cover a variety of risks to meet the needs of every individual.
• Meet with clients daily to provide them with information about how to handle a policy claim, how to update policies and how to maintain appropriate records for possible claims.
• Attend programs, seminars and meetings to learn about new services and products, receive technical assistance and learn new marketing and selling skills.
• Create marketing strategies that bring customers to the insurance agency rather than another.
• Guarantee that all necessary paperwork is filled out and filed to put the insurance policy in place.
• Communicate with customers and underwriters to determine which types of insurance are offered and which are most applicable to the specific customer.
• Monitor any claims made to guarantee that both the insurer and the client are compensated fairly.
• Seek new clients through networking and calling lists of prospective clients on a weekly basis.

Skills on Resume:

• Sell Insurance (Hard Skills)
• Client Meetings (Soft Skills)
• Claims Handling (Hard Skills)
• Product Training (Hard Skills)
• Marketing Strategy (Hard Skills)
• Paperwork Processing (Hard Skills)
• Customer Communication (Soft Skills)
• Client Prospecting (Soft Skills)

Job Summary: 

• Responsible for learning, educating, and selling.
• Responsible for selling home, auto, life, and renters insurance, as well as financial products, group employee benefits, and retirement products.
• Responsible for new client acquisition through proactive, outbound prospecting and referral marketing.
• Engage with customers and strengthen sales and customer service skills.
• Handle any and all customer service requests efficiently and quickly.
• Network and build relationships at local events each month.
• Serve the community through fundraisers and events with the Prewett Insurance Team.
• Assist in the recruitment and training of new interns and associates.

Skills on Resume:

• Learning Selling (Hard Skills)
• Insurance Sales (Hard Skills)
• Client Acquisition (Soft Skills)
• Customer Engagement (Soft Skills)
• Service Requests (Soft Skills)
• Event Networking (Soft Skills)
• Community Service (Soft Skills)
• Team Training (Hard Skills)

Job Summary: 

• Meet and exceed sales goals through new product sales, cross-selling and retention of current customers.
• Implement marketing programs and initiatives that further the Direct Auto brand in the local market (car dealerships, local events, etc.).
• 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 Direct Auto products and services.
• Responsible for monitoring key competitors in the local market area and making suggestions on initiatives that could improve Direct Auto’s position in the marketplace.
• Receive customer payments, issue receipts and verify balance/daily reports of receipts for cash drawers.
• Understand, promote and remain current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures.
• Responsible for sales administration and reporting activities.

Skills on Resume:

• Sales Goals (Hard Skills)
• Marketing Initiatives (Hard Skills)
• Community Networking (Soft Skills)
• Customer Relations (Soft Skills)
• Competitor Analysis (Hard Skills)
• Payment Handling (Hard Skills)
• Policy Knowledge (Hard Skills)
• Sales Reporting (Hard Skills)

Job Summary: 

• Assess the customer needs and advise clients on insurance coverage and personal protection options following Acceptance’s G.U.E.S.T. standards.
• Provide quality quotations, pricing, and required information to new prospects and complete the sales process for each customer per company policy and procedure.
• Maintain strong knowledge of all products, pricing, and policy features available for sale.
• Complete and maintain training for all products offered by Acceptance (i.e., auto, roadside, hospital indemnity, motorcycle, commercial and home/renters, etc.) and other insurance companies for which they are appointed.
• Develop and maintain relationships with business partners around the community and perform outside marketing activities to drive new customers.
• Prepare quotations on customer change requests to their current policies.
• Receive and respond to all customer inquiries and complaints.
• Request any missing or required information from customers and follow up on that information.
• Maintain knowledge of industry competitors and provide critical market feedback to leadership regarding local competition and service needs.

Skills on Resume:

• Customer Needs Assessment (Soft Skills)
• Sales Quotation (Hard Skills)
• Product Knowledge (Hard Skills)
• Product Training (Hard Skills)
• Community Networking (Soft Skills)
• Policy Updates (Hard Skills)
• Customer Service (Soft Skills)
• Market Analysis (Hard Skills)

Job Summary: 

• Conduct daily customer payment reminder calls.
• Follow up routinely with customers on all open or unresolved issues, including calling lapsed policy and policy renewal customers.
• Answer the telephone in a prompt, professional and courteous manner.
• Take/receive customer payments in the office and over the phone.
• Report any and all conditions affecting customer satisfaction.
• Maintain appropriate records, including, but not limited to, all time worked, reporting of sales activities, and other reporting.
• Scan and send the required documents daily.
• Assist in the daily cleaning/maintenance of the location according to the Acceptance standards of operation.

Skills on Resume:

• Payment Reminders (Soft Skills)
• Customer Follow-Up (Soft Skills)
• Phone Etiquette (Soft Skills)
• Payment Processing (Hard Skills)
• Satisfaction Reporting (Hard Skills)
• Recordkeeping (Hard Skills)
• Document Scanning (Hard Skills)
• Facility Maintenance (Hard Skills)

Job Summary: 

• Meet and exceed monthly policy sales targets.
• Discover needs or pre-qualified insurance shoppers.
• Overcome sales objections and close over the phone, chat and online.
• Cross-sell related insurance products.
• Accurately record all required information in the agency management platform.
• Communicate with the management team on a regular basis.
• Discuss personal performance and make recommendations about system and software improvements.
• Maintain appropriate records, including, but not limited to, all time worked, reporting of sales activities, and other reporting.

Skills on Resume:

• Sales Target Achievement (Hard Skills)
• Customer Needs Discovery (Soft Skills)
• Objection Handling (Soft Skills)
• Cross-Selling (Hard Skills)
• Data Entry (Hard Skills)
• Team Communication (Soft Skills)
• Performance Feedback (Soft Skills)
• Recordkeeping (Hard Skills)

Job Summary: 

• Interact with customers by taking frontline, multichannel contacts, recommending the best pet health insurance option for their unique needs, and assisting with post-enrollment questions.
• Receive and handle Healthcare and frontline customer service contacts according to business needs.
• Use creativity and critical thinking skills to research, problem-solve, and determine appropriate solutions for the customer and follow up to resolve issues.
• Develop a working knowledge of insurance and operate as an expert on Chewy’s pet health insurance plans, knowing the key features and options to recommend the best plan for pet parents.
• Consistently offer understanding, active listening, patience, empathy, and kindness to customers and Team Members.
• Go above and beyond to “Wow” customers when helping them find the right products, set up their accounts, track down orders, and sometimes get creative with solutions.
• Operate with a willingness to learn by receiving and giving feedback in a way that promotes a culture of being open-minded to grow.
• Learn and operate within Chewy and third-party insurance partner internal and external technologies to provide a consistent customer experience.
• Successfully transfer customers to third-party insurance partners who are unable to assist internally at Chewy.
• Develop an understanding of selling techniques using the consultative sales approach to meet individual and team performance goals.
• Conduct outbound calls to customers.

Skills on Resume:

• Customer Interaction (Soft Skills)
• Problem Solving (Soft Skills)
• Insurance Knowledge (Hard Skills)
• Active Listening (Soft Skills)
• Customer Experience (Soft Skills)
• Tech Proficiency (Hard Skills)
• Consultative Selling (Hard Skills)
• Outbound Calling (Hard Skills)

Job Summary: 

• Use sales techniques and product knowledge to identify customer-specific needs.
• Generate new sales, retain existing insured, and grow the overall insurance book of business.
• Effectively overcomes objections to close the sale and/or retain the insured.
• Work to meet or exceed targets in the sales incentive plan and as assigned by the Insurance Associate's manager.
• Conduct an insurance review for clients to identify a range of suitable products.
• Use provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies.
• Consistently provides all Members with a sales and service experience that enhances the member's affinity to the AAA brand and results in greater member satisfaction and loyalty.
• Proactively solicits and markets to business and/or community events, performs outbound calling, works marketing lists, and cross-sells/up-sells new and existing customers.
• Respond to customer inquiries and requests relating to insurance products and membership.
• Research and resolve customer service issues.
• Assist the insured in initiating the first notice of loss on claims.

Skills on Resume:

• Sales Techniques (Hard Skills)
• Business Growth (Hard Skills)
• Objection Handling (Soft Skills)
• Sales Targets (Hard Skills)
• Insurance Review (Hard Skills)
• Risk Assessment (Hard Skills)
• Customer Experience (Soft Skills)
• Outbound Marketing (Soft Skills)

Job Summary: 

• Responsible for growing Medicare Advantage enrollment volume by targeting Medicare beneficiaries who have dual eligible status (Medicare and Medicaid).
• Adhere to all mandates set forth in the CMS marketing and compliance guidelines, as well as in the company policies and procedures.
• Conduct one-on-one sales meetings and house calls.
• Work in the field with key providers, local government agencies, community leaders, community-based organizations, and others serving the dually-eligible population.
• Responsible for attending community events and health fairs.
• Promote product education and awareness for the dual eligible population.
• Promote retention and minimize rapid disenrollment by providing accurate, consistent and timely service and follow-up.
• Properly documented and entered into the database in a timely and compliant manner.
• Track all marketing and sales activities, as well as update and maintain results in Salesforce.com.

Skills on Resume:

• Medicare Enrollment (Hard Skills)
• Compliance Adherence (Hard Skills)
• Sales Meetings (Hard Skills)
• Community Outreach (Soft Skills)
• Event Participation (Soft Skills)
• Product Education (Hard Skills)
• Customer Retention (Soft Skills)
• Data Management (Hard Skills)

Job Summary: 

• Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes.
• Ensure fulfillment of program requirements and ensure customers are satisfied.
• Offer personal attention when pursuing new clients through various marketing strategies to grow the existing portfolio of policyholders.
• Serve as an attentive listener when communicating with new and potential clients.
• Accurately identify their unique needs prior to pursuing specific insurance sales.
• Keep an accurate log of sales databases, client reports, bookkeeping records, and more.
• Share progress toward goals with key stakeholders.
• Develop risk management strategies for each customer to ensure his or her policy needs are continuously met.

Skills on Resume:

• Insurance Knowledge (Hard Skills)
• Program Fulfillment (Hard Skills)
• Client Acquisition (Soft Skills)
• Active Listening (Soft Skills)
• Needs Assessment (Soft Skills)
• Recordkeeping (Hard Skills)
• Goal Reporting (Hard Skills)
• Risk Management (Hard Skills)

Job Summary: 

• Assist existing, new, and prospective policyholders in completing the necessary insurance forms and documents.
• Ensure all policy requirements are met and facilitate various aspects of the insurance claims process, including the examination of physical properties.
• Bring in new clients by effectively executing sales-based marketing strategies like prospecting, cold calling, and networking.
• Meet with new, existing, and prospective policyholders and actively listen to their needs.
• Properly assess their circumstances and financial statuses before proposing ideal plan options.
• Commit to a continued education in property and casualty insurance protocols and coverage requirements.
• Ensure the ideal types of insurance policies are offered to existing clients, potential clients, and new customers.
• Track and share progress toward monthly quotas by consistently updating bookkeeping systems, sales databases, and customer records.

Skills on Resume:

• Form Assistance (Hard Skills)
• Claims Support (Hard Skills)
• Client Acquisition (Soft Skills)
• Active Listening (Soft Skills)
• Needs Assessment (Soft Skills)
• Insurance Knowledge (Hard Skills)
• Policy Offering (Hard Skills)
• Recordkeeping (Hard Skills)

Job Summary: 

• Offer a friendly, positive work environment where everyone is treated like family with endless support and training.
• Present and explain products using a consultative approach, based on an understanding of clients’ needs.
• Grow and develop, always promoting from within.
• Follow sales leads generated from referrals, networking, marketing, and lead databases.
• Call, email, present and sell Allstate Insurance products-all with professional etiquette.
• Maintain an organized pipeline of activity records, including calls scheduled/completed, products sold, referrals gathered.
• Ensure a positive customer experience.
• Achieve monthly, quarterly, and yearly sales goals through face-to-face meetings, prospecting, and referrals.

Skills on Resume:

• Work Environment (Soft Skills)
• Consultative Selling (Hard Skills)
• Professional Growth (Soft Skills)
• Lead Generation (Hard Skills)
• Sales Communication (Soft Skills)
• Activity Tracking (Hard Skills)
• Customer Experience (Soft Skills)
• Sales Goals (Hard Skills)

Job Summary: 

• Network with local businesses and homeowners.
• 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.
• Responsible for building outstanding relationships.
• Grow in the knowledge of new products.
• Train and educate team members.
• Responsible for seeking training.

Skills on Resume:

• Business Networking (Soft Skills)
• Client Relationships (Soft Skills)
• Insurance Sales (Hard Skills)
• Customer Service (Soft Skills)
• Relationship Building (Soft Skills)
• Product Knowledge (Hard Skills)
• Team Training (Hard Skills)
• Continuous Learning (Hard Skills)

Job Summary: 

• Remain updated on insurance industry changes and protocols.
• Fulfill all policy requirements and monitor insurance claims from start to finish.
• Assess their priorities and finances
• Determine suitable insurance plan options that successfully meet their individual insurance needs.
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients.
• Create tailored risk management strategies directly with clients that align with their risk profiles.
• Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow a long-term customer base.
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current.
• Accurately report progress to monthly and quarterly sales quotas to stakeholders.

Skills on Resume:

• Industry Knowledge (Hard Skills)
• Claims Management (Hard Skills)
• Financial Assessment (Soft Skills)
• Plan Recommendation (Hard Skills)
• Sales Strategies (Hard Skills)
• Risk Management (Hard Skills)
• Client Attention (Soft Skills)
• Recordkeeping (Hard Skills)

Job Summary: 

• Sell insurance products in line with sales targets.
• Grow the stand-alone insurance product customer base and policy portfolio.
• Create partnerships with key managers to access new sales opportunities.
• Ensure compliance with relevant legislation in all sales activities and customer engagements.
• Conduct sales in line with TCF principles.
• Daily, weekly, and monthly sales reporting.
• Manage relationships with Customers, Employers, Internal Departments and Management.
• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles.
• Continue education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction.

Skills on Resume:

• Insurance Sales (Hard Skills)
• Customer Growth (Hard Skills)
• Partnership Building (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Principle-Based Sales (Hard Skills)
• Sales Reporting (Hard Skills)
• Relationship Management (Soft Skills)
• Risk Management (Hard Skills)

Job Summary: 

• Make outbound calls to existing Hearth customers to sell insurance products and policies.
• Respond to inbound leads and referrals.
• Generate new business by calling prospects.
• Provide excellent customer service to all prospects, customers, and referrals.
• Work to gather information for submitting applications and process customer policies (obtaining signatures, initial premium payments, documentation, etc.).
• Attend meetings and seminars to gain product knowledge and learn about new products and services.
• Promote products and services to customers.
• Demonstrate a comprehensive understanding of specific company products.
• Answer inbound customer inquiries on coverage limits, deductibles, take payments, and endorsements.
• Provide quotes and bind coverage for customers in a timely fashion.

Skills on Resume:

• Outbound Sales (Hard Skills)
• Lead Response (Soft Skills)
• Prospect Generation (Hard Skills)
• Customer Service (Soft Skills)
• Policy Processing (Hard Skills)
• Product Training (Hard Skills)
• Product Promotion (Hard Skills)
• Coverage Quoting (Hard Skills)

Job Summary: 

• Quote and sell auto and property insurance to inbound callers.
• Follow procedures and underwriting guidelines as part of the sales process.
• Assess the needs of the customer.
• Identify and make recommendations for additional P&C coverage.
• Achieve set targets for sales, quality, average call time, etc.
• Cover the cost of all pre-licensing study materials as well as resident and non-resident state licensing fees.
• Monthly sales bonus payments and eligibility to qualify for the President's Club.
• Earn base salary while completing proven sales training and pre-licensing programs.
• Provide all computer equipment to set up a home office.

Skills on Resume:

• Insurance Sales (Hard Skills)
• Underwriting Compliance (Hard Skills)
• Customer Needs Assessment (Soft Skills)
• Coverage Recommendation (Hard Skills)
• Sales Targets (Hard Skills)
• Licensing Preparation (Hard Skills)
• Sales Training (Hard Skills)
• Home Office Setup (Hard Skills)

Job Summary: 

• Engage prospective clients and help assess their goals and needs in a timely manner.
• Responsible for an unlimited leads generated from an external sales lead system (No cold calling).
• Develop a rapport based upon trust and integrity.
• Act as a broker for top insurance companies.
• Hit daily sales goals and close rates.
• Engage with all types of individuals with insurance needs, properly interacting with each and discovering how to best serve them.
• Provide exceptional customer service.
• Maintain knowledge of new products.
• Gain training and education, knowledge and expertise with team members.

Skills on Resume:

• Client Assessment (Soft Skills)
• Lead Management (Hard Skills)
• Relationship Building (Soft Skills)
• Insurance Brokerage (Hard Skills)
• Sales Goals (Hard Skills)
• Customer Engagement (Soft Skills)
• Customer Service (Soft Skills)
• Product Knowledge (Hard Skills)