Insurance Sales Representative Career Research and Resources
Commercial Coverage Insurance Agency
• Responsible for maintaining relationships through consistent professional communication to meet each client’s needs in an effective and empathetic manner. • Developing an understanding of clients specific needs and matching their concerns with appropriate solutions. • Ensuring accuracy within filing documentation and invoicing by procuring appropriate paperwork and reviewing with great attention to detail. ...
Avg. Salary: $55,000 · Company Rank: Not Available
AmWINS Group Inc. (formerly Colemont), San Francisco, CA
• Developed and implemented marketing strategies, which resulted in increased, company efficiency, productivity, and profitability. • Developed new customer relations through telephone contact and sales activity. • Systematically increased office organization by developing more efficient filing/documenting system. • Created various spreadsheets to improve inventory management and reporting accuracy. • I...
Avg. Salary: $55,000 · Company Rank: Not Available
Colemont Insurance Brokers, San Francisco, CA
• Provided support for regional VP and sales team in managing operation workflow. • Performed accounts receivable duties including invoicing, researching discrepancies, reconciliations and responding to customer requests for documentation. • Maintained and prioritized daily tasks and projects including: call logs, appointments, travel, expense reports and general errands. • Maintained detailed administrative ...
Avg. Salary: $55,000 · Company Rank: Not Available
Colemont Insurance Brokers, San Francisco, CA
• Assisted in all areas of administrative work including data entry, receptionist duties, file organization, research and development. • Liaised with vendors to order and maintain inventory of office supplies. • Maintained and prioritized daily tasks and projects including: call logs, appointments, travel, expense reports and general errands. • Successfully established effective systems for record retention by crea...
Avg. Salary: $55,000 · Company Rank: Not Available
Thaxton & Associates Insurance Services
• Marketing of new and renewal accounts. Process includes gathering underwriting data, analyzing the data, completing applications and submitting to carriers for quoting. • Prepare quarterly account reviews, including but not limited to coverage/limit summary, claims loss analysis and loss ratio calculations. • Provide direct customer service to clients and handle all their insurance needs including personal insurance. ...
Avg. Salary: $72,500 · Company Rank: 2.0 out of 5
Superior Access Insurance Services
• Rated contractors risks for company underwriter’s final approval. • Reviewed online contractors applications for binding acceptance. • Provided customer service to retail agent by way of answering policy inquiries, providing certificates of insurance and reporting claims to insurance company.
Avg. Salary: $72,500 · Company Rank: 4.0 out of 5
Traders Network
Identified prospective customers using lead generating methods and performing an average of 200 cold calls per day. Identified and qualified customer needs, developed investment strategies for commodity future contracts and options. Consistently hit and exceeded sales goals by 20%. Recognized as top sales generator
Avg. Salary: $50,000 · Company Rank: Not Available
A.G. Edwards and Sons Inc
Investment Consultant with broad industry experience in healthcare, administrative management and relationship-building skills that provides financial planning strategies for clients by accurately assessing each client's present and future financial and health needs, objectives and requirements.
Avg. Salary: $50,000 · Company Rank: Not Available
AmTrust North America
Called on independent agencies in 3-9 states to market oir product lines and solicite business
Avg. Salary: $72,000 · Company Rank: Not Available
GCUBE Insurance Services, Inc
Handle all carrier relationships, licenses, compliance, new broker approvals, E & O issues.
Avg. Salary: $100,000 · Company Rank: Not Available
