Job Summary: 

• Prospect and generate new business.
• Schedule appointments, identify customer needs, and market appropriate products and services.
• Establish customer relationships and follow up with customers.
• Provide prompt, accurate, and friendly customer service.
• Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Work with the agent to establish and meet marketing goals.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Maintain a strong work ethic with a total commitment to success each and every day.

Skills on Resume:

• Business Prospecting (Hard Skills)
• Appointment Scheduling (Hard Skills)
• Needs Identification (Soft Skills)
• Customer Relationships (Soft Skills)
• Customer Service (Soft Skills)
• Insurance Processing (Hard Skills)
• Customer Education (Soft Skills)
• Work Ethic (Soft Skills)

Job Summary: 

• Conduct outbound and inbound property and casualty sales calls.
• Solicit property and casualty insurance from a captive portfolio of existing mortgage clients.
• Bind insurance applications according to established company and regulatory guidelines.
• Send, receive and review applications from customers.
• Produce a management-determined volume of business.
• Utilize systems for maintaining product knowledge, registering policies accurately and pipeline management.
• Understand and articulate financial calculations and current rate/pricing.
• Use excellent follow-up skills to ensure targeted conversion rates are met. 
• Partner with carriers to ensure the seamless transfer of the file.
• Monitor and update the customer relationship management database.
• Commit to continuing education and other requirements to maintain the required licensing.

Skills on Resume: 

• Sales Calls (Hard Skills)
• Insurance Solicitation (Hard Skills)
• Application Processing (Hard Skills)
• Business Production (Hard Skills)
• Financial Calculations (Hard Skills)
• Follow-Up Skills (Soft Skills)
• Carrier Partnership (Soft Skills)
• CRM Management (Hard Skills)

Job Summary: 

• Sell insurance policies to potential clients.
• Identify and qualify sales leads generated from a variety of sources.
• Maintain reports and records of insurance policies.
• Advise clients on the insurance policies that best suit their needs.
• Fill out and submit applications, issue quotes, maintain client records and prepare reports.
• Achieve sales goals through generating new business and cross-selling existing customers.
• Provide a positive customer experience.
• Keep abreast of industry and market trends and best practices.

Skills on Resume:

• Policy Sales (Hard Skills)
• Lead Qualification (Hard Skills)
• Record Management (Hard Skills)
• Client Advising (Soft Skills)
• Application Processing (Hard Skills)
• Sales Goals (Hard Skills)
• Customer Experience (Soft Skills)
• Market Awareness (Soft Skills)

Job Summary: 

• Handle inbound calls and answer questions from members interested in life insurance and financial products.
• Quote and prepare life insurance policies.
• Prepare changes to life insurance policies, including change of beneficiary, change of ownership and upgrade in amount or type of policy.
• Assist clients in processing claims.
• Arrange appointments with members and prospective members regarding life insurance and financial products.
• Participate in community and business activities and events to prospect for potential membership and insurance sales opportunities.
• Utilize a variety of methods in performing research leading to the establishment of high-potential prospects for AAA products.
• Responsible for direct mail, referral systems, associate cross-selling, partnership sharing, prospect purchases, etc.
• Contact and qualify prospective members and explain the features and benefits of life insurance policies offered, suggesting the amount and type of coverage based on analysis of the prospect's circumstances.
• Calculate and quote premium rates for specific policies.
• Anticipate future needs and call on established clients to renew and upgrade accounts.
• Develop long-term relationships.
• Establish programs designed to retain existing member clients, trigger advanced follow-up periods and regain business that has lapsed.
• Complete Continuing Education requirements for licenses.

Skills on Resume: 

• Inbound Calls (Soft Skills)
• Policy Quoting (Hard Skills)
• Claims Assistance (Hard Skills)
• Appointment Setting (Hard Skills)
• Prospecting (Hard Skills)
• Premium Calculation (Hard Skills)
• Client Retention (Soft Skills)
• Relationship Building (Soft Skills)

Job Summary: 

• Actively sell Elevanta’s self-funded health program to association members.
• Manage and grow a robust sales pipeline.
• Advise employers on Affordable Care Act requirements, their available options, and changes that may need to be made to their benefits programs.
• Educate members regarding their obligations under state and federal laws.
• Make regular contact with members of Elevanta’s client associations through participation in trade shows, daily outbound calls and responses to questions/information requests.
• Coordinate with Elevanta’s internal and third-party vendors and partners to assist business owners with enrollment in services.
• Educate health program participants on the benefits of Elevanta’s other business services.
• Develop long-term relationships with association members and become seen as a knowledgeable and valuable resource.

Skills on Resume:

• Program Sales (Hard Skills)
• Pipeline Management (Hard Skills)
• Employer Advising (Soft Skills)
• Member Education (Soft Skills)
• Member Outreach (Soft Skills)
• Vendor Coordination (Hard Skills)
• Service Education (Soft Skills)
• Relationship Building (Soft Skills)

Job Summary: 

• Strategic prospecting of new advisors to increase sales, including following up on leads.
• Increase the productivity of existing advisors who have done limited insurance business with Sun Life.
• Promote and recommend Sun Life product illustrations and sales strategies.
• Provide individual case support for new and existing business partners with the goal of helping advisors understand Sun Life products, processes and to place new business.
• Work with advisors in competitive situations to provide the support needed to win the sale.
• Provide life and health products and illustration training, including awareness of sales strategies and the sales cycle, to independent advisors via phone and virtual conferencing tools.
• Participate in outbound contact campaigns designed to raise awareness of the team and its ability to support advisors.
• Proactively identify advisors for potential opportunities.
• Participate in post-launch sales initiatives to develop advisor interest in campaigns and product enhancements, with the goal of generating sales and increasing market share.
• Work with the Regional Director to develop a tactical plan for the region that will provide direction for the marketing and sale of Sun Life products and services within the firm.
• Maintain knowledge of current and future product shelf.
• Create and maintain activities, opportunities, tasks and events on Salesforce.
• Respond to inquiries about Sun Life's individual life and health products and processes.

Skills on Resume:

• Prospecting (Hard Skills)
• Advisor Development (Soft Skills)
• Product Promotion (Hard Skills)
• Case Support (Soft Skills)
• Competitive Sales Support (Soft Skills)
• Product Training (Hard Skills)
• Campaign Outreach (Hard Skills)
• CRM Management (Hard Skills)

Job Summary: 

• Interact with customers by taking frontline, multichannel contacts, recommending the best pet health insurance option for their unique needs.
• Assist 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.
• 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)
• Post-Enrollment Support (Hard Skills)
• Problem Solving (Soft Skills)
• Insurance Knowledge (Hard Skills)
• Plan Recommendation (Soft Skills)
• Empathy And Listening (Soft Skills)
• Consultative Sales (Hard Skills)
• Outbound Calls (Hard Skills)

Job Summary: 

• Handle inbound calls with no prospecting or cold calling.
• Establish a good liaison with clients’ customers while selling Renters, Manufactured Housing and Classic Car insurance.
• Adopt strategies that drive sales growth efficiently.
• Track and monitor personal results.
• Meet monthly sales and key performance goals.
• Follow underwriting requirements and corporate policies while negotiating sales.
• Maintain industry knowledge and complete state licensure continuing education courses.
• Remain positioned and well-informed of changes implemented that affect work.

Skills on Resume:

• Inbound Calls (Soft Skills)
• Client Liaison (Soft Skills)
• Sales Strategies (Hard Skills)
• Performance Tracking (Hard Skills)
• Sales Goals (Hard Skills)
• Underwriting Compliance (Hard Skills)
• Industry Knowledge (Hard Skills)
• Continuing Education (Soft Skills)

Job Summary: 

• Develop leads, schedule appointments, identify customer needs and market appropriate insurance products based on customer needs.
• Provide general administrative support.
• Responsible for including scheduling of appointments, managing calendars, taking phone calls, greeting customers, preparing meeting materials, processing customer policy changes and endorsements, generating reports and other communications.
• Educate customers or prospects about insurance products, coverages and/or options.
• Work on complex projects requiring a high degree of initiative, communication and problem-solving.
• Accept other duties to promote the accomplishment of organizational goals.
• Accountable for maintaining skill proficiency, including improvement, and upgrading any additional or new skills on the appropriate position skills list.
• Develop relationships with centers of influence.

Skills on Resume:

• Lead Development (Hard Skills)
• Administrative Support (Hard Skills)
• Policy Processing (Hard Skills)
• Customer Education (Soft Skills)
• Project Management (Hard Skills)
• Problem Solving (Soft Skills)
• Skill Development (Soft Skills)
• Relationship Building (Soft Skills)

Job Summary: 

• Responsible for the ownership and operation of a new Farmers Office.
• Motivate the team of Agency Producers and Customer Service Representatives.
• Offer Insurance and Financial Services products to new and existing consumers.
• Make product recommendations for Personal Lines, Business, Life, and Financial Services.
• Cultivate, secure and retain target consumers and commercial clients.
• Support client questions, issues and inquiries to build long-lasting relationships.
• Expand business reach through solid marketing and networking plans.
• Comply with Farmers Insurance standards and state regulations.
• Track and identify areas to constantly improve the customer experience.

Skills on Resume:

• Office Management (Hard Skills)
• Team Leadership (Soft Skills)
• Product Sales (Hard Skills)
• Product Recommendations (Soft Skills)
• Client Acquisition (Hard Skills)
• Customer Support (Soft Skills)
• Marketing And Networking (Hard Skills)
• Customer Experience (Soft Skills)

Job Summary: 

• Develop and deliver risk management strategies for each customer based on their risk profile.
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty.
• Update bookkeeping systems, customer records, and sales databases.
• Report monthly and/or quarterly progress to stakeholders.
• Spend time listening to new and potential clients, assessing their priorities and finances.
• Determine suitable insurance plan options that successfully meet their individual insurance needs.
• Remain updated on insurance industry changes and protocols.
• Fulfill all policy requirements and monitor insurance claims from start to finish.

Skills on Resume:

• Risk Management (Hard Skills)
• Portfolio Growth (Hard Skills)
• Record Management (Hard Skills)
• Progress Reporting (Hard Skills)
• Client Assessment (Soft Skills)
• Plan Recommendation (Soft Skills)
• Industry Knowledge (Hard Skills)
• Claims Monitoring (Hard Skills)

Job Summary: 

• Handle counter, email and telephone enquiries for all classes of general insurance.
• Provide insurance quotations and process motor insurance applications, renewals, extensions, cancellations and issuance of insurance documents for all general insurance products, including requirements under GIAS.
• Monitor and follow up on all aspects of customer support in spoken/ written form.
• Carry out telemarketing calls and marketing campaigns.
• Cross-sell all classes of general insurance in spoken and written form.
• Carry out daily opening and closing procedures such as checking of transaction records, NETS and Credit Card terminals.
• Assist the Operations Executive in daily operations and any ad-hoc projects/assignments.
• Ensure training hours under CPD requirements and comply with all regulatory requirements by the relevant authorities.
• Undertake any other tasks assigned by superiors from time to time.

Skills on Resume:

• Customer Enquiries (Soft Skills)
• Policy Processing (Hard Skills)
• Customer Support (Soft Skills)
• Telemarketing (Hard Skills)
• Cross-Selling (Hard Skills)
• Operational Procedures (Hard Skills)
• Operations Support (Hard Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Answer inbound calls to sell insurance products to new clients.
• Market insurance products via the telephone.
• Maximize sales of insurance plans by preparing and presenting solutions, negotiating and overcoming objections, and assisting in purchasing appropriate products.
• Determine eligibility and ask underwriting questions to determine if the specified prospective client meets carrier requirements.
• Ensure carrier, state, and company guidelines are adhered to.
• Cross-sell insurance products, identify sales leads, and make outbound calls to finalize a sale.
• Document all information related to the call for reporting purposes.
• Contact and cross-sell existing agency clients.

Skills on Resume:

• Inbound Sales (Hard Skills)
• Telemarketing (Hard Skills)
• Sales Negotiation (Soft Skills)
• Eligibility Assessment (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Cross-Selling (Hard Skills)
• Call Documentation (Hard Skills)
• Client Outreach (Soft Skills)

Job Summary: 

• Work with local businesses and homeowners to grow the book of business, developing relationships, and delivering the benefits of Rural Mutual's product line.
• Work collaboratively with clients, underwriters, and all of the staff of Rural Mutual through the purchase of each policy.
• Operate functions of the office and be the leader of the team of policy producers.
• Provide exceptional customer service to everyone.
• Maintain an increasing knowledge of products.
• Provide training, education, knowledge, and expertise to team members.
• Develop and build networks of strategic alliances and partnerships to drive new property and casualty insurance business to the agency.
• Build and form new partnerships with potential clients and handle their insurance accounts.
• Deliver sales sufficient to help move the agency to the next level.

Skills on Resume:

• Business Development (Hard Skills)
• Client Collaboration (Soft Skills)
• Office Leadership (Soft Skills)
• Customer Service (Soft Skills)
• Product Knowledge (Hard Skills)
• Team Training (Soft Skills)
• Strategic Networking (Hard Skills)
• Sales Growth (Hard Skills)

Job Summary: 

• Analyze a client’s financial situation and recommend suitable strategies using appropriate placement of insurance, investment and wealth management tactics.
• Create a sales and marketing strategy for developing new client relationships.
• Develop and foster own client base.
• Act as an advocate for clients, having a commitment to enhance, enrich and serve clients to the best of one's ability.
• Prepare and deliver presentations to clients and prospects for business development purposes.
• Attend industry meetings and continuing education sessions, as the industry is constantly changing, which provides tremendous intellectual satisfaction and ongoing improvement in skills.
• Offer personal attention when pursuing new clients through various marketing strategies to grow the existing portfolio of policyholders.
• 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.
• Develop risk management strategies for each customer to ensure his or her policy needs are continuously met.

Skills on Resume:

• Financial Analysis (Hard Skills)
• Sales Strategy (Hard Skills)
• Client Development (Hard Skills)
• Client Advocacy (Soft Skills)
• Business Presentations (Hard Skills)
• Continuing Education (Soft Skills)
• Marketing Outreach (Hard Skills)
• Risk Management (Hard Skills)

Job Summary: 

• Attain and exceed all sales goals by setting appointments with qualified leads through phone calls, emails, and other methods.
• Responsible for the development and successful acquisition of new business revenue from new and existing clients.
• Prospect sectors or market areas by identifying needs and proposing company products and services.
• Obtain prospects and 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 or effectiveness.
• Develop strong relationships with prospects and clients.
• Responsible for prospecting, soliciting, quoting and selling new Commercial accounts.
• Cold calling, marketing, networking, and generating new business across the entire nation to commercial businesses for their property and casualty insurance and workers' compensation insurance business.
• Develop a book of business that is profitable for both the agency and carriers.
• Explain complex insurance products, issues and resolutions.

Skills on Resume:

• Sales Achievement (Hard Skills)
• Business Acquisition (Hard Skills)
• Market Prospecting (Hard Skills)
• Client Outreach (Hard Skills)
• Industry Expertise (Hard Skills)
• Process Improvement (Soft Skills)
• Relationship Building (Soft Skills)
• Commercial Sales (Hard Skills)

Job Summary: 

• Responsible for achieving set targets.
• Secure the best insurance policies for customers.
• Responsible for customer service.
• Identify and define growth opportunities in the market for the business.
• Develop a comprehensive understanding of product offerings.
• Actively develop contacts and networks inside and outside the company.
• Secure financial freedom with the best compensation in the industry have the highest comp in the industry.
• Start each day by reaching out to prospective clients or sitting down with the first appointment to present solutions that fit their needs.
• Attend regular training sessions and meetings throughout the week to stay on top of company offerings, add to skills, and collaborate on outreach strategy.

Skills on Resume:

Target Achievement (Hard Skills)

Policy Placement (Hard Skills)

Customer Service (Soft Skills)

Market Growth (Hard Skills)

Product Knowledge (Hard Skills)

Networking (Soft Skills)

Client Prospecting (Hard Skills)

Training Participation (Soft Skills)

Job Summary: 

• Generate new business opportunities and sell new business policies.
• Answer face-to-face, telephone, or written inquiries from clients regarding coverage, rating and billing procedures.
• Determine the acceptability of new and renewal business per the company's Underwriting rules.
• Guideline using information gathered from insured, brush fire reports, motor vehicle records, CLUE reports, inspections and risk notices from claims.
• Solicit new business and cross-sells increased or additional coverage.
• Update rating information and verify the accuracy of policy information.
• Provide rate and coverage information to prospective clients' inquiries.
• Use excellent follow-up skills to ensure targeted closings are met.
• Partner with carriers to ensure the seamless transfer of the file.

Skills on Resume:

• Business Generation (Hard Skills)
• Client Inquiries (Soft Skills)
• Underwriting Assessment (Hard Skills)
• Risk Evaluation (Hard Skills)
• Cross-Selling (Hard Skills)
• Policy Accuracy (Hard Skills)
• Rate Communication (Soft Skills)
• Follow-Up Skills (Soft Skills)

Job Summary: 

• Follow up on client interactions in a thorough manner to ensure customer satisfaction.
• Confirm client insurance coverage and provide evidence of insurance papers to policyholders.
• Communicate with the customers about complaints, give acceptable solutions, and follow up to ensure that the problem is fixed.
• Apply appropriate changes to consumer policies based on the information provided.
• Answer incoming call center questions about insurance policies and insurance coverage issues, as well as consumer complaints and general inquiries.
• Generate new business quotes that will turn into future clients.
• Find, train, and manage insurance agents and develop them into top performers to gain new clients and drive sales.
• Take all necessary measures to ensure that ethical and legal compliance regulations are being followed by staff when handling insurance investigation claims.
• Schedule meetings with union members to review their benefits.
• Consult members on their benefits and enroll them in the best plan for their needs.

Skills on Resume:

• Follow-Up Skills (Soft Skills)
• Coverage Verification (Hard Skills)
• Complaint Resolution (Soft Skills)
• Policy Updates (Hard Skills)
• Call Handling (Soft Skills)
• Quote Generation (Hard Skills)
• Agent Management (Soft Skills)
• Compliance Oversight (Hard Skills)

Job Summary: 

• Conduct meetings with new and potential clients and carefully listen to their individual circumstances.
• Present the best insurance policies to meet their needs.
• Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals.
• Stay updated about insurance industry changes that may affect customers in the portfolio.
• Tailor risk management strategies and client profiles to reflect each customer’s individual needs.
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current.
• Accurately report progress to monthly and quarterly sales quotas to stakeholders.
• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities.
• Present insurance plan options tailored to their individual circumstances.

Skills on Resume:

• Client Meetings (Soft Skills)
• Policy Presentation (Soft Skills)
• Record Management (Hard Skills)
• Industry Knowledge (Hard Skills)
• Risk Management (Hard Skills)
• Database Maintenance (Hard Skills)
• Sales Reporting (Hard Skills)
• Needs Assessment (Soft Skills)