Job Summary: 

• Set sales goals and targets for insurance sales volume.
• Mentor and develop 6-9 sales agents to enhance their professional skills.
• Provide comprehensive team and member support.
• Uphold high ethical standards while serving members and clients.
• Foster strong interpersonal relationships within the team.
• Offer motivation and guidance to sales agents.
• Lead by example with effective leadership skills.
• Grow a healthy book of business that prioritizes member satisfaction.
• Monitor and optimize daily activities to achieve monthly sales goals.
• Ensure compliance with carrier underwriting guidelines and sales presentation structure while promoting quality business.

Skills on Resume:

• Goal Setting (Hard Skills)
• Agent Mentoring (Soft Skills)
• Team Support (Soft Skills)
• Ethical Standards (Soft Skills)
• Interpersonal Skills (Soft Skills)
• Agent Motivation (Soft Skills)
• Strong Leadership (Soft Skills)
• Sales Compliance (Hard Skills)

Job Summary: 

• Identify and recruit talented individuals in Commercial Insurance sales.
• Collaborate with a prestigious Insurance broker, specializing in small and medium-sized businesses.
• Manage a team of sales advisors, providing leadership and support.
• Ensure team members meet targets and KPIs while maintaining their motivation.
• Implement training and coaching programs to develop the sales team.
• Collaborate closely with the director for ongoing training and skill development.
• Showcase a progressive career path with recent Commercial Insurance sales experience.
• Consider any experience in extra responsibilities or staff management/training as a valuable asset.
• Discuss and negotiate salary and commission structures tailored to a promising candidate for this role.

Skills on Resume:

• Talent Recruitment (Hard Skills)
• Broker Collaboration (Soft Skills)
• Team Management (Soft Skills)
• Target Achievement (Hard Skills)
• Sales Training (Hard Skills)
• Director Collaboration (Soft Skills)
• Career Experience (Hard Skills)
• Compensation Negotiation (Soft Skills)

Job Summary: 

• Own leads that are created by Embroker, as well as self-generating leads.
• Approach and qualify potential clients by utilizing emails and phone solicitation.
• Build client relationships and trust through strong people skills.
• Determine clients' particular needs and business objectives.
• Determine the extent of current coverage and use that information to determine optimal account strategy.
• Identify specific client and prospect needs and develop innovative and cost-effective solutions to round out the clients’ coverage portfolio.
• Prepare and market applications and submissions for quotation to appropriate insurance carrier partners.
• Obtain underwriting approval and present the customer with quotes and a value proposition in order to bind coverage.
• Cross-selling and expanding the existing insurance programs with clients.
• Develop and manage client relationships in order to increase penetration sales and cultivate new business opportunities.
• Handle all service and renewal work.
• Responsible for assisting with larger account relationships and assuring continuity and client satisfaction.

Skills on Resume:

• Lead Generation (Hard Skills)
• Client Prospecting (Hard Skills)
• Relationship Building (Soft Skills)
• Needs Analysis (Hard Skills)
• Solution Development (Hard Skills)
• Underwriting Approval (Hard Skills)
• Cross Selling (Hard Skills)
• Client Support (Soft Skills)

Job Summary: 

• Assist in developing Sales Agents in all aspects of their role.
• Observe agent performance through phone monitoring and provide feedback through a variety of channels.
• Identify coaching opportunities and development needs.
• Help agents improve performance through one-on-one proactive coaching sessions, training, and responsive coaching.
• Utilize a combination of leadership, coaching/mentoring and sales skills based on established metrics to guide agents' successful development.
• Focus on the root cause analysis approach while coaching to help streamline agents' efforts.
• Improve metrics and increase the growth of the agency.
• Encourage agents to grow and discover solutions on their own through continuous coaching efforts.
• Assist agents with quotes for special lines products in carrier systems.
• Assist the Agency Manager and Senior Retention Rep with daily tasks.
• Help to provide feedback on agent obstacles as they pertain to technology.
• Escalate any discovered technology or agent trouble tickets to the Agency Manager.

Skills on Resume: 

• Agent Development (Soft Skills)
• Performance Monitoring (Hard Skills)
• Coaching Skills (Soft Skills)
• Training Delivery (Hard Skills)
• Leadership Skills (Soft Skills)
• Root Analysis (Hard Skills)
• Growth Focus (Soft Skills)
• Problem Solving (Soft Skills)

Job Summary: 

• Develop and adhere to sales and marketing strategy.
• Set revenue targets and KPIs for the Commercial Sales team.
• Accountable for the team's sales and service goals.
• Develop retention and development strategies with Account Managers.
• Develop key metrics, dashboards and reporting to drive sales performance and communicate any variances.
• Represent and promote the business to clients, prospects and professional associations.
• Collaborate with Divisional Heads to facilitate cross-department referrals.
• Build and maintain strong relationships with insurers/reinsurers for all non-delegated authority business.
• Collaborate with the Marketing department.
• Develop Sales and Marketing projects and campaigns.
• Oversee and be accountable for the annual budget planning process.
• Responsible for recruitment and training of new and existing members of the UK and EMEA Commercial Sales team.
• Support the President and CEO and undertake any special tasks.

Skills on Resume: 

• Sales Strategy (Hard Skills)
• Revenue Targets (Hard Skills)
• Team Leadership (Soft Skills)
• Retention Strategy (Hard Skills)
• Performance Reporting (Hard Skills)
• Business Promotion (Soft Skills)
• Relationship Building (Soft Skills)
• Team Recruitment (Hard Skills)

Job Summary: 

• Drive team performance to ensure sales productivity, efficiency, quality, and sales goals are met, and recommend corrective actions to management.
• Act as an insurance sales and service subject matter expert, answering questions, providing support, and assisting with developing solutions to problems.
• Recruit, hire, and retain insurance agents.
• Encourage ongoing growth and professional development of all personnel within the team.
• Proactively recognizes positive and negative team performance trends and provides frequent encouragement and praise while communicating coaching or corrective action.
• Provide and assist direct reports with providing insurance quotations for most personal lines coverage by using EPIC/PL Rater rating program and other insurance company-specific software.
• Make underwriting and policy placement decisions based on customer needs and in conjunction with the insurance company’s guidelines.
• Complete and review applications prepared by direct reports for new business, process endorsements and suspense file for accurate completion.
• Respond and provides guidance to direct reports in responding to insurance carrier memos and customer/member questions or issues in a timely manner.
• Annual review of member/nonmember existing policies to assess coverage and make recommendations.
• Actively solicits and aids the team in soliciting prospects to increase sales that are consistent with the sales and marketing plan.

Skills on Resume:

• Team Performance (Soft Skills)
• Sales Expertise (Hard Skills)
• Agent Recruitment (Hard Skills)
• Staff Development (Soft Skills)
• Coaching Skills (Soft Skills)
• Quotation Management (Hard Skills)
• Underwriting Decisions (Hard Skills)
• Policy Review (Hard Skills)

Job Summary: 

• Work effectively with management, seeking input and developing win-win solutions to any operations-related process, service, quality, or personnel issues.
• Maintain frequent and transparent communications with management regarding team performance and activities.
• Ensure compliance with core work processes throughout the insurance agency, including identifying and adopting best practices.
• Lead implementation and enforcement of all organization work rules, standards, policies, and procedures.
• Maintain a high degree of technical competence and industry/market expertise.
• Direct day-to-day activities and workflow of assigned account management team members.
• Manage team days off calendars to ensure service continuity.
• Ensure appropriate team staffing levels necessary to meet all operational and service goals and recommend adjustments.
• Participate in the new employee selection process, including interviewing and making hiring recommendations.
• Participate in Chamber and other local networking events.
• Coordinate new hire onboarding and ongoing training support within the team.
• Ensure management /leadership skills are continuously improved by actively participating in internal/external professional development opportunities.

Skills on Resume:

• Management Collaboration (Soft Skills)
• Clear Communication (Soft Skills)
• Process Compliance (Hard Skills)
• Policy Enforcement (Hard Skills)
• Technical Expertise (Hard Skills)
• Workflow Management (Hard Skills)
• Staffing Oversight (Hard Skills)
• Employee Development (Soft Skills)

Job Summary: 

• Execute creative, interactive and engaging Medicare sales coaching programs to reinforce education related to sales and retention.
• Build rapport quickly and motivate individuals to meet specific goals.
• Effectively deliver Medicare sales coaching to new managers and new agents in the classroom and on the sales floor.
• Coach and provide feedback to agents to increase sales performance.
• Effectively drive agent development via classroom coaching sessions, mentorship/coaching, floor supervision, etc.
• Assess agent effectiveness through reporting, call monitoring, sales metrics, and initiatives.
• Deliver coaching sessions and individualized feedback to maximize sales production.
• Process and review team member performance, identifying knowledge gaps and organizing subsequent training to close those gaps.

Skills on Resume:

• Sales Coaching (Hard Skills)
• Rapport Building (Soft Skills)
• Training Delivery (Hard Skills)
• Performance Feedback (Soft Skills)
• Agent Development (Soft Skills)
• Effectiveness Assessment (Hard Skills)
• Production Coaching (Soft Skills)
• Gap Training (Hard Skills)

Job Summary: 

• Effectively manage and drive the sales cycle from prospecting to successful closure.
• Approach potential customers with the aim of winning new business, relationship building, researching the market and related products, and presenting the product in a structured and professional way.
• Help potential clients understand the value proposition and provide them with a general understanding of the insurance industry landscape.
• Win 25%+ of deals sourced by inbound and outbound sales development, as well as deals sourced independently.
• Provide excellent customer service and look for ways to enhance the client experience.
• Achieve and aim to exceed assigned targets within agreed timelines.
• Build a sustainable and robust pipeline quarter by quarter, ensuring accurate and rigorous forecasting and account planning.
• Cultivate a supportive and high-performing culture within the Sales Team and wider business.
• Adapt to a fast-paced, continually changing business and work environment while managing multiple priorities.
• Develop a core understanding of insurance concepts.

Skills on Resume:

• Sales Cycle (Hard Skills)
• Client Acquisition (Hard Skills)
• Value Communication (Soft Skills)
• Deal Closing (Hard Skills)
• Customer Service (Soft Skills)
• Target Achievement (Hard Skills)
• Pipeline Management (Hard Skills)
• Team Culture (Soft Skills)

Job Summary: 

• Facilitate, maximize sales performance and ensure sales targets are met in all channels in the geography.
• Support the Insurance strategy and execution of improvements and innovation initiatives, both locally and cross-Nordic.
• Improve customer journeys to enhance a good customer experience based on insight.
• Funnel management optimization and improvement of existing sales/distribution processes in a compliant way.
• Grow existing relationships and sales in external channels.
• Tracking, monitoring and analyzing current portfolio, products, and performance.
• Provide feedback and follow up to sales teams and other stakeholders.
• Test new/improved products and processes in close collaboration with the Insurance Director and Insurance Product managers.
• Train new products in the distribution channels together with Insurance Product managers.
• Report on sales activities/results and other KPIs.
• Develop sufficient marketing material, campaigns, and conduct sales competitions and commissions.

Skills on Resume:

• Sales Performance (Hard Skills)
• Strategy Support (Soft Skills)
• Customer Experience (Soft Skills)
• Funnel Management (Hard Skills)
• Relationship Growth (Soft Skills)
• Data Analysis (Hard Skills)
• Product Training (Hard Skills)
• Marketing Campaigns (Hard Skills)

Job Summary: 

• Increase the penetration of insurance to customers.
• Manage and develop relationships with existing customers and prospects.
• Introduce sales proposition and active prevention activities to customers.
• Collaborate with the commercial department to identify and approach potential new customers.
• Regular meetings with the commercial department, focusing on the performance in upselling insurance to clients and prospects.
• Dialogue with the underwriting department of LPINS.
• Regular meetings with customers.
• Assist the Insurance Manager in implementing strategic initiatives.
• Monitor and manage insurance profitability in cooperation with the Head of LPINS Branch.
• Introduce LPUK and LPINS to brokers and agents as an insurance market.
• Identify best practices in the daily service of customers.
• Back-up for the Insurance Manager to minimize the risk of key person dependency exposure.
• Support the roll-out of Next Gen digital platforms that support insurance and the wider leasing proposition.

Skills on Resume:

• Insurance Penetration (Hard Skills)
• Customer Relations (Soft Skills)
• Sales Proposition (Hard Skills)
• New Business (Hard Skills)
• Department Collaboration (Soft Skills)
• Strategic Support (Soft Skills)
• Profitability Management (Hard Skills)
• Digital Platforms (Hard Skills)

Job Summary: 

• Meet client segment targets that form part of the broader country target.
• Personally maintaining the relationships with prospects and existing clients, including senior client relationships.
• Manage and develop one junior insurance sales manager.
• Work closely with Invesco Insurance Solutions Group and quantitative researchers in order to continuously apply the latest knowledge.
• Interact collaboratively with the Client Relationship Management Team.
• Lead and attend portfolio review meetings.
• Participate in Requests for Proposal (RfP) activities and pitches.
• Coordinate with the RfP-Team in Brussels, finalising documents for the German institutional market.
• Develop and realise institutional events and special marketing actions targeting the German insurance segment.

Skills on Resume: 

• Target Achievement (Hard Skills)
• Client Relations (Soft Skills)
• Team Management (Soft Skills)
• Knowledge Application (Hard Skills)
• Collaboration (Soft Skills)
• Portfolio Reviews (Hard Skills)
• Proposal Management (Hard Skills)
• Event Marketing (Hard Skills)

Job Summary: 

• Execute campaigns and use networking opportunities and technologies.
• Drive lead generation for new International Tax Automation opportunities within the Insurance sector.
• Use superior interpersonal, presentation and communication skills for sales calls, product presentations, seminars and face-to-face meetings.
• Host demonstrations and partner webinars.
• Work above and beyond the norm to respond quickly to customer needs.
• Efficiently and effectively utilising the supporting functions (solution consulting, professional services, legal, support, engineering, product management, etc.) to maximise prospect experience, manage and accelerate sales cycles.
• Demonstrate high levels of professionalism and leadership by being diligent, thorough and making a positive impact during every sales engagement.
• Consistently achieve and exceed monthly goals through self-motivation, goal setting and solution-driven approaches to problem solving.

Skills on Resume:

• Campaign Execution (Hard Skills)
• Lead Generation (Hard Skills)
• Communication Skills (Soft Skills)
• Product Demonstration (Hard Skills)
• Customer Responsiveness (Soft Skills)
• Cross-Functional Collaboration (Soft Skills)
• Professionalism (Soft Skills)
• Goal Achievement (Hard Skills)

Job Summary: 

• Analyze data to identify sales opportunities.
• Develop promotional ideas and materials in conjunction with Marketing.
• Create innovative and creative lead generation programs.
• Promote and organize outside sales activities for agents.
• Develop a sales strategy to achieve sales goals and revenue for Insurance Sales Agents.
• Set individual sales targets with the Insurance team.
• Coach and provide associates with timely, constructive feedback regarding the progress of work and performance.
• Manage nonperforming employees in accordance with company policy.
• Identify, recruit and retain top-performing employees.
• Manage nonperforming employees in accordance with company policy.

Skills on Resume:

• Data Analysis (Hard Skills)
• Promotional Development (Hard Skills)
• Lead Generation (Hard Skills)
• Sales Activities (Hard Skills)
• Sales Strategy (Hard Skills)
• Target Setting (Hard Skills)
• Coaching Skills (Soft Skills)
• Talent Management (Soft Skills)

Job Summary: 

• Manage with the intent to motivate, train and develop.
• Provide timely, constructive feedback regarding the progress of work and performance.
• Make well-informed decisions, demonstrate initiative, use sound judgment, exhibit autonomy, and execute.
• Participate and lead on corporate governance project boards.
• Formulate and lead in marketing plans for commercial and Medicare insurance.
• Involvement in weekly Insurance leadership strategy and execution meetings.
• Serve as subject matter expert for vendor product and underwriting guidelines and is available to assist associates with questions.
• Serve as a liaison with the insurance carriers to ensure timely underwriting of policies.
• Maintain current knowledge of the insurance carrier's underwriting guidelines.
• Complete all other related duties and projects as assigned by, and in accordance with, Client Management.

Skills on Resume: 

• Team Development (Soft Skills)
• Performance Feedback (Soft Skills)
• Decision Making (Hard Skills)
• Governance Leadership (Hard Skills)
• Marketing Plans (Hard Skills)
• Strategy Meetings (Soft Skills)
• Subject Expertise (Hard Skills)
• Carrier Liaison (Soft Skills)

Job Summary: 

• Responsible for managing all aspects of the sales team.
• Act as the liaison between Realogy Insurance Agency and the underwriters.
• Pre-qualify risks to require approval and forward to the underwriter.
• Manage the sales and quality performance of a sales team.
• Coach, motivate, and support the team through a coaching/mentoring culture.
• Track sales team metrics and report data to leadership on a regular basis.
• Maximize staff efficiencies and overall productivity.
• Review and report results to the President of Realogy Insurance Agency.
• Resolve employee issues within the team and escalate.
• Write, develop, deliver, and manage performance improvement plans.
• Manage performance and salary reviews, and implement performance plans according to company procedure.

Skills on Resume:

• Team Management (Soft Skills)
• Underwriter Liaison (Soft Skills)
• Risk Assessment (Hard Skills)
• Performance Management (Soft Skills)
• Coaching Skills (Soft Skills)
• Data Reporting (Hard Skills)
• Productivity Optimization (Hard Skills)
• Employee Relations (Soft Skills)

Job Summary: 

• Embody company culture and maintain high sales employee engagement.
• Work with the President to generate ideas for sales contests and motivational initiatives.
• Lead and schedule weekly and/or monthly team meetings with the sales team and leadership.
• Meet pre-determined revenue goals through the activities of direct reports.
• Develop daily road maps or sales plans to assist sales reps with time management.
• Ensure adherence to sales process, agency standards and audit requirements.
• Review, approve, and document time off send requests.
• Review and approve daily bi-weekly E-time reports.
• Recruit and lead the talent acquisition for the sales team with support from the Realogy Talent Acquisition team.

Skills on Resume:

• Culture Building (Soft Skills)
• Motivational Initiatives (Soft Skills)
• Team Meetings (Soft Skills)
• Revenue Goals (Hard Skills)
• Sales Planning (Hard Skills)
• Process Compliance (Hard Skills)
• Time Management (Hard Skills)
• Talent Acquisition (Hard Skills)

Job Summary: 

• Responsible for leading a team of sales agents to achieve targets.
• Serve as a coach and partner for each team member.
• Support their role to meet and exceed sales targets and other key performance metrics.
• Ensure consistent application of the Branch Sales flow through one-on-one development of Sales Agents.
• Support building a team that represents the Branch brand.
• Contribute to the development of best practices, principles, and techniques for their sales team.
• Implement the sales and marketing plans of SNL within the specified market.
• Recruit, train and maintain agents for SNL within the specified market.
• Maintain good relationships with client funeral homes and agents.
• Achieve regional and individual sales goals as developed by senior leadership.

Skills on Resume:

• Team Leadership (Soft Skills)
• Coaching Skills (Soft Skills)
• Target Achievement (Hard Skills)
• Sales Development (Soft Skills)
• Brand Representation (Soft Skills)
• Best Practices (Hard Skills)
• Agent Recruitment (Hard Skills)
• Client Relations (Soft Skills)

Job Summary: 

• Ensure that sales targets are met/exceeded by ensuring that the Sales function operates efficiently and is focused on winning new business and retaining existing clients.
• Generate and convert leads for corporate business.
• Generate business from Brokers and Introducers and the provision of support and training in line with Financial Conduct Authority (FCA) requirements.
• Ensure that all procedures are accurate and in line with the FCA guidelines and reflect the practices carried out within the team.
• Acquire, develop and retain sales staff, ensuring that the department is fully operational.
• Implement business strategies for all relevant distribution channels.
• Manage identified key intermediaries.
• Provide high-quality policyholder service and public relations.
• Support the company's mission, vision and values statement.
• Engage in personal observation throughout the community.

Skills on Resume:

• Sales Management (Hard Skills)
• Lead Generation (Hard Skills)
• Broker Relations (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Staff Development (Soft Skills)
• Business Strategy (Hard Skills)
• Intermediary Management (Soft Skills)
• Customer Service (Soft Skills)

Job Summary: 

• Assist in the leadership of the team.
• Serve as a positive example to the licensed insurance agents affiliated with the agency, the branch, company staff and within the community at large.
• Achieve the goals and objectives as reflected in the Business Plan for the agency.
• Assist in sourcing, recruiting, development, supervision, support and retention of agents for the agency.
• Assist in the Sales Training of new agents, utilizing company-approved and sponsored training methods and programs.
• Assist in managing and conducting the business and affairs of the agency in accordance with the policies and procedures of Futurity First and insurance carriers.
• Ensure that agents and staff carry out their respective responsibilities in accordance with the same policies and procedures.
• Participate in mentor-led appointments.
• Responsible for asking clients for referrals.

Skills on Resume:

• Team Leadership (Soft Skills)
• Role Modeling (Soft Skills)
• Goal Achievement (Hard Skills)
• Agent Recruitment (Hard Skills)
• Sales Training (Hard Skills)
• Business Management (Hard Skills)
• Policy Compliance (Hard Skills)
• Client Referrals (Soft Skills)

Job Summary: 

• Present, promote and sell products/services to existing and prospective brokers.
• Establish, develop and maintain positive business and client relationships.
• Reach out to recruiting leads on a proactive basis.
• Coordinate sales efforts with team members and other departments.
• Analyze the territory/market’s potential, track sales and status reports.
• Keep abreast of best practices and promotional trends.
• Continuously improve through feedback.
• Engage in personal observation throughout the community.
• Participate in community activities.

Skills on Resume:

• Product Selling (Hard Skills)
• Client Relationships (Soft Skills)
• Lead Generation (Hard Skills)
• Team Collaboration (Soft Skills)
• Market Analysis (Hard Skills)
• Trend Awareness (Hard Skills)
• Continuous Improvement (Soft Skills)
• Community Engagement (Soft Skills)

Job Summary: 

• Network, prospect and cold calling for new business.
• Thorough commercial insurance knowledge.
• Mentor, train and coach the sales team to success.
• Oversee sales team activities, metrics and results.
• Assist in the team-building process for the development of future growth.
• Continually educate on any new processes or procedures.
• Develop and attain business objectives.
• Provide high-quality policyholder service and public relations.
• Support the company’s mission, vision and values statement.

Skills on Resume:

• Business Prospecting (Hard Skills)
• Insurance Knowledge (Hard Skills)
• Team Coaching (Soft Skills)
• Performance Oversight (Hard Skills)
• Team Building (Soft Skills)
• Process Education (Hard Skills)
• Business Objectives (Hard Skills)
• Customer Service (Soft Skills)