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90–120 day SkillBridge internship training transitioning service members to become Corporate Sales Account Executives. Trainees prospect industry partners, assess insurance needs, learn risk management and client onboarding, master CRM tools (Salesforce), understand compliance, and prepare for state insurance licensing exam. Program includes supervised on-site training and potential interview for full-time Account Executive roles.

Build a book of business by prospecting and developing referral relationships with real estate and mortgage professionals. Advise clients on insurance needs, analyze carrier options, and deliver customized policies to mitigate household risk. Meet monthly new-business revenue goals and leverage provided training in sales process management and Salesforce.

Provide warm, professional email and chat support to clients across multiple states and product lines. Document case details, maintain accurate records, redirect claims when needed, and meet accuracy and turnaround benchmarks. Collaborate with internal teams, prioritize client experience, and follow established processes while building foundational insurance operations knowledge and career growth.

Develop a book of business by prospecting and building referral relationships with real estate and mortgage professionals. Assess client insurance needs, analyze carrier options, and deliver custom household risk solutions. Complete required licensing and Goosehead training, use CRM and sales processes to manage opportunities, and pursue business development and networking to grow revenue.

Manage full-cycle recruiting to source, qualify, and hire high-quality candidates using LinkedIn, cold outreach, referrals, and campus recruiting. Meet quarterly hiring goals, support team hiring targets, assist with marketing and campus events, and perform administrative and social media tasks. Grow professionally into senior and management roles with strong performance.

Build a book of business by prospecting and establishing referral partner relationships (real estate/mortgage), assess client insurance needs, analyze options across a large carrier portfolio, and deliver custom household risk solutions. Generate monthly new-business revenue, manage sales processes using provided training, and earn uncapped commissions plus renewal income.

90–120 day on-site SkillBridge internship training transitioning service members for Corporate Sales Account Executive roles. Participants prospect partners, analyze client insurance needs, present tailored solutions, learn CRM/Salesforce and compliance, and prepare for state insurance licensing exam.

Support budgeting, forecasting, and reporting; build and maintain financial models; perform variance and scenario analysis; prepare reports and dashboards; partner cross-functionally to support strategic initiatives and improve planning processes.

Entry-level retention specialist who re-markets expiring or at-risk policies, executes multi-carrier reshops, presents alternative coverage, and identifies cross-sell opportunities. Provides high-touch client service, documents interactions in agency systems, follows scripts and compliance standards, completes required training, and maintains an active state insurance license to support retention and agency revenue goals.

Sell insurance by prospecting and building referral relationships with real estate and mortgage professionals, analyze clients' insurance needs across a large carrier portfolio, provide tailored solutions, and grow a book of business. Meet monthly new-business revenue targets, manage renewals for passive income, and use Salesforce and sales process training provided.