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Insurance Account Executive Resume Samples
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0-5 years of experience
Analyzed prospect’s risk characteristics to recommend amount and types of insurance coverage.
- Assisted clients in the enrollment process through documentation reviews, which increased enthusiasm and commitment to ADP services.
- Facilitated a Client Management role by continuously meeting the needs of clients through the analysis of their current health platform, and by providing recommendations on solutions that would be more in-line with budget requirements.
- Oversaw sales of ADP’s Group Health & Benefits insurance products to new and existing clients of Small Business Services within a defined geographical territory.
- Established and strengthened relationships with other ADP business units to better penetrate market segment, resulting in 15% increased lead flow 5% increase in successful sales.
- Prepared and presented sales proposals to upper management while negotiating purchase agreement.
6-10 years of experience
Exceeded 150 new accounts annually with a closing ratio of 75% through strategic sales techniques
- Performed extensive client needs and requirements analysis to develop customized solutions.
- Recognized and capitalized on opportunity to move into lucrative transportation sector.
- Directed team of customer service associates achieving highest customer satisfaction and retention.
0-5 years of experience
Captured the banking market niche for “Quick Close” life insurance that secured 7A and 8A small business loans through the Small Business Administration (SBA).
- Direct sales business to business particularly in the SBA and Banking markets.
- Sold revenue of $375,000 in life insurance premium in 24 months, long-term care, disability, key man insurance and buy sell agreement insurance in 2009.
- Partnered with firm’s Certified Financial Planner (CPA) senior partners to ensure the close of high level investment and insurance accounts.
- Super Star achiever in “Quota Buster” and Pace Setters contests with production numbers over 150% in annual quota which exceeded sales objectives.
0-5 years of experience
Marketed and sold personal and commercial lines of insurance such as Auto, Home, and Life.
- Trained and managed a team of sales representatives
- Developed a client base by personal networking and contacting company leads.
- Arranged appointments with prospective clients by meeting them in person or via telephone.
- Administered contact management software to maintain accurate policy updates and renewals.
- Participated in community events via chamber of commerce and other local divisions.
0-5 years of experience
Introduced the firm to customers and explained the objectives and benefits of various insurance programs
- Analyzed the insurance policies and explained the breakup of the amount to the insured
- Sold policies on behalf of the firm and achieved decied sales targets
- Assessed the requirements of the clients and customers and recommended them policies as per their needs and budget.
- Researched the insurance market to gain information about the position of firm and its competitors and develop new strategies accordingly
- Maintained the records of the policies sold and customer details for future references
0-5 years of experience
- Developed and maintained a book of business (commercial general liability insurance) while satisfying a renewal rate of 85% or higher on a monthly basis.
- Specializing in contractors insurance and various markets. Continuously met and exceeded sales goals.
- Provided additional lines of coverage to existing clients.
- Prepared new business proposals and renewals in a timely manner. Closed minimum 15 new accounts per month and 20 plus house accounts per month.
0-5 years of experience
- Top producer averaging $80,000 annualized premium per month in sales revenue
- Delivered informational sales presentations to potential clients and assisted throughout the application process while strengthening client relationship
- Conducted needs analysis through critical thinking and recommended appropriate products to meet client’s needs
0-5 years of experience
- Maintained high outbound calling volume to generate sales of Workers Compensation insurance
- Assessed needs of clients to ensure they were in compliance with state laws
- Continuously developed future sales pipeline through cold calling prospective clients
- Achieved a minimum of 100% of sales quota monthly
- Excellent customer service and communication skills
6-10 years of experience
Managed 60-80 accounts per month in the aspects of renewing, up selling, and retaining
- Set appointments for agents to do renewal reviews/presentations with clients
- Marketed various accounts based on their needs to multiple carriers such as Golden Eagle, The Hartford, and others
- Set up new clients and updated existing clients in AMS as needed
- Created proposals and marketing files for new and renewal business
- Set up finance agreements with the agency’s finance company
- Handled customer calls (ranging from collecting renewal information to complaints)
6-10 years of experience
Launched and manage a Property & Casualty Division offering clients once source for all of their insurance
needs.
- Coordinate placement of comprehensive benefit plans for small and large group employers.
- Established a general liability “Ez 2 Pay” insurance program allowing employers to have greater cash flow while eliminating policy term audits.
- Work in unison with Progressive Employer Management’s benefits administrative team to identify areas of concern and develop strategies that would save clients time and money.
- Preferred agency status recognition awarded by health insurance carriers for production achievements.
0-5 years of experience
Responsibilities included selling auto, home, life and other insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Prospecting customers using established lead methods, and meeting goals that qualify with business quota.
- Opening major corporate accounts which generate company revenues in the range $10Million dollars.
- Counseled and provide advice to policy holders and prospects on matters of protection and coverage.
- Develop and maintain business relationships with policy holders and community leaders.
- Make group presentations to decision makers in affinity organizations.
0-5 years of experience
Maintained weekly sales averages and surpass goals within strict deadlines
- Researched and tailored insurance coverage needs for prospective clients
- Resolved existing customer issues within timely fashion to retain client renewals
- Managed client database for existing payroll contacts
- Consulted with clients to ensure compliance with state regulations and law
- Licensed Property and Casualty Insurance Producer in FL, PA, CA, TX, AZ and NY
0-5 years of experience
Sold primarily workers compensation to small and mid-size businesses
- Established rapport with C-level executives and gatekeepers
- Led team meetings and training opportunities
- Exceeded sales quota in units (5 out of 6 months on quota)
0-5 years of experience
Recruited new and perspective clients by developing a network of perspective clientele.
- Monitored insurance claims to ensure they were settled equitably for both the client and the insurer.
- Performed administrative tasks, such as maintaining records and handling policy renewals.
- Ensured fulfillment of policy requirements, including all examinations and the completion of required forms.
- Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
0-5 years of experience
- Counseled, quoted, and completed life insurance applications in multiple states to diverse clientele.
- Responded to a very high volume of inbound telephone requests for life insurance.
- Managed the status of applications and followed up with customers daily.
- Represented several highly rated insurance companies and assisted clients in deciding which policy would meet their individual needs.
6-10 years of experience
Responsibilities include customer service, front-line underwriting and sales acquisitions of new clients while cross-selling the existing customer base.
- Consistently met sales goals, time availability and managed multi-facet duties of a call center environment.
- Multiple sales awards and certificates for excellent sales, customer service and superior attendance.
- Experienced in accessing client’s needs, recommending coverage solutions, preparing formal written quotes and closing on opportunities.
- Highly accomplished Account Manager with extensive experience in sales, business development, underwriting, marketing and relationship management.
0-5 years of experience
- Won award for top sales performance known as “A-Team Member”
- Successfully handled over 100+ inbound/outbound calls per day.
- Generated over of paid premiums from life insurance applications.
- Daily completion of case management duties including the verification of application details and submitting them in good order.
0-5 years of experience
- Licensed in Property & Casualty in NJ, NY, PA, DE, MD, VA, & DC
- Analyze the individual risks of clients and advise on the best products and services to meet their business needs
- Assess clients and provide carrier partners with accurate information regarding their business risk characteristics
- Review state databases to insure that clients are compliant with the WC laws in the states in which they operate
- Coach, train, & partner with multiple field teams, upwards of 20 individuals, for all client insurance needs
- Sell, issue, & service all client policies
0-5 years of experience
Sold life insurance products over the phone including: term life, whole life, universal life, accidental death & dismemberment, long term care, disability, and fixed annuities
- Switched from subsidy to commission faster than any other trainee in the history of the company building a $200,000 pipeline in 4 months.
- Sold the most accidental death & dismemberment policies of any account executive in the company eight months running.
- Maintained an 80% resell rate
- Promoted to the Business Recovery division of the company where I was responsible for contacting customers that had already expressed disinterest to other account executives.
0-5 years of experience
Responsible for the sales of ADP’s major insurance products to new and existing clients within Pennsylvania, Connecticut and California.
- Prospected each territory by maximizing the opportunity afforded by sales leads generated from a variety of resources.
- Obtained pertinent information from prospects.
- Applied to insurance carriers on behalf of prospective clients for desired insurance products.
0-5 years of experience
- Established a benefits sales division within an existing property & casualty agency. Provided life, health and other insurance products to existing and new clients.
- Responsible for marketing, sales, application processing and lead generation.
- Received endorsement from and provided coverage for a local 650 member association.
0-5 years of experience
Licensed property and casualty insurance agent in six states
- Worked with insurance carriers to produce workers compensation insurance quotes and secure new business
- Consistently met individual and team quotas
- Communicated with current ADP payroll clients to offer workers compensation and serve as a resource for existing and future needs
- Developed skills for thinking creatively to attract and secure new business
0-5 years of experience
Bring in new customer through sales of life, accident and health insurance products.
- Contact potential clients by telephone in order to secure appointments.
- Work with agents to optimize sales scripts and utilize multiple techniques to target individuals.
- Assist families with preparing home and personal budgets and utilize information to show benefits of life insurance.
- Review policy applications for error and omissions then work with insurance underwriters to facilitate completion of process.
- Help customers apply for policies in a manner that will optimize approval.
0-5 years of experience
Responsible for account / sales development and maintain an existing book of business which includes personal lines and commercial lines of insurance while providing quality customer service, and building customer relationships.
- Ensure customers are receiving excellent customer service at all times.
- Works in a team environment to ensure high quality service in all relationships with having a positive and supportive attitude.
- Provide appropriate reports to management as required.
- Handle day to day client’s needs, including making coverage changes, handling claims, answering client’s questions regarding policies, and processing policy changes.
- Maintain existing book of business by processing renewals and remarketing accounts when necessary, and ensure compliance with insurance company guidelines/underwriting.
- Assist producers with developing new business and rounding our existing accounts.
0-5 years of experience
Property and Casualty licensed agent specializing in worker’s compensation.
- Exceeding sales quota in units and revenue goals.
- Managing over 1000 accounts of businesses ranging up to 50 employees.
- Selling payroll clients ADP worker’s compensation service, and cross selling other lines of insurance.
- Broker between client and 12 A-rated insurance carriers.
- Prospecting new clients and building relationships with underwriters.
- Providing certificates of insurance and waivers of subrogation for clients.
0-5 years of experience
- Marketed ADP’s workers’ compensation solutions to small businesses
- Partnered with A-rated insurance carriers to accurately underwrite workers’ compensation insurance policies.
- Prospected new clientele through a variety of channels
- Developed marketing email templates for Insurance Associates based on my strong writing background to use as an additional resource in the attempt to gain access to prospective clients.
0-5 years of experience
Upsold ancillary lines of [company name] services by providing benefits information
- Underwent extensive training and testing to get professionally licensed in PA
- Contacted insurance carriers to get property and casualty estimates for businesses
- Displayed excellent service by setting appointments and following up with small businesses
0-5 years of experience
- Sold worker’s compensation insurance to current payroll clients and new business prospects
- Generated new business through cold calls, customer referrals, and new business leads
- Organized, analyzed and scheduled assignments to meet known priorities, sales activities, and critical work deadlines
0-5 years of experience
Assigned to a territory of ADP payroll clients to manage and assist with health benefits.
- Assist clients in the enrollment process through gathering an understanding of their needs, offering quotes, and assisting with the completion of applications for the insurance.
- Created new business with non ADP clients through cold calls
- Establish and strengthen relationships with other ADP business units such as payroll and workers compensation to generate sales
- Responsible for hitting monthly sales goals in a team setting.
0-5 years of experience
- Maintain licenses and/or registrations to market State Farm products, as requested
- Assist in developing an insurance and financial services marketing plan for the agency
- Develop qualified leads and set appointments for financial services products
- Create and facilitate insurance and financial services product presentations to potential and existing clients
- Conduct needs based marketing interviews within the office or client’s home or business
- Accurately prepare forms, policies, endorsements when required
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Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
