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Insurance Broker Resume Samples
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0-5 years of experience
Managing, staffing and selling insurance for [company name] Brokerage.
- Planned, coordinated and implemented recruiting and sales efforts for brand new insurance office that lead to new agents and increased sales
- Involved in every aspect of establishing and organizing new office including the set up of systems and processes that were fundamental in structuring the office.
- Responsible for interviewing prospects and training new agents as well as the hiring and firing of administrative staff.
- Managed sales and administrative staff as well as daily production and commission reports making sure that production levels were exceeding expectations and that everyone got paid accordingly and on time.
- Sold auto, homeowners, commercial & renters insurance.
- Organized marketing events at local grocery stores and swap meets to bring in new clients and increase brand awareness.
0-5 years of experience
Provided prompt, accurate and courteous service to insured, sales representatives and insurance
companies
- Increased sale volumes of three types of insurance products and reported directly to the owner
- Set up computers for new employees and got them acquainted with firm’s system
- Assisted part-time IT manager to resolve instant IT-related issues
- Contacted vendors to schedule training sessions for the whole firm
- Collaborated with oversea team on designs of fliers, postcards for advertising
0-5 years of experience
Resolved customer concerns and maintained own book of business.
- Generated new sales for health and life insurance and acquired referrals for potential new customers.
- Prepared complete and accurate applications for underwriting and ensured proper delivery of policy to client.
- Maintained and over-exceeded company minimums.
10+ years of experience
Increased book of business to over $500,000 in 9 years
- Partnered with large San Diego Real Estate office as “In House Insurance Agent.”
- Established working partnerships with local Mortgage Brokers.
- Knowledge of all underwriting guidelines for numerous Insurance Companies.
10+ years of experience
Self-employed Insurance Broker for 12 years. Independently contracted with leading Insurance Carriers including Blue Cross, Blue Shield, Aetna and Health Net. Solicited, presented, wrote and managed my own Book of Business consisting of Individual, Family and Small Group Insurance Policies.
- Maintained excellent client Retention Rates
- Developed referrals accounting for over 70% of new business
- Won business from competitors through Broker of Record Change
- Wrote Small Group Business through the General Agencies LISI of San Diego and Group Health Solutions of NY
- Managed and grew Book of Business while teaching in Thailand for nine years.
0-5 years of experience
Write auto insurance policies
- Make over 100 outbound calls per day
- Closing ratio is at 94% for dates 1/1/14-7/31/14
- Educate customers on their insurance needs and options
- Help my office achieve monthly goals and quotas
- Help customers with claims and insurance related problems
- Maintain the highest level of customer appreciation and service
6-10 years of experience
- Marketed personal insurance for P&C on a daily basis.
- Front line Underwriting prior to company submissions.
- Reconciled accounts for discrepancies after company issuance.
- Marketed policies with 18 major carriers.
- Handled the move of a $5.5 million book of business from one large company to another.
0-5 years of experience
- Solicited businesses to allow me to shop their insurance.
- Went on appointments with potential and current clients to go over their coverage, gather information about their business, sell quotes, and renew their policies.
- Acted as an intermediary between clients and insurance companies.
- Developed an in-depth knowledge of risks and the insurance market.
0-5 years of experience
Explaining to the clients about the importance of different kinds of insurance policies and offering the best insurance to satisfied their needs
- Searching for new clients and generating the list of prospective clients
- Identifying needs of customers and market appropriate products and services
- Provide quick, perfect and friendly customer service
- Quoting new business
- Taking payments and advance accounting for company
- Negotiating the broker fee
0-5 years of experience
- Contacted potential clients based on health insurance leads with assigned campaigns
- Analyzed a client’s financial and health insurance position to pre-qualify client
- Communicated with floor supervisors to assign lead fronts to the appropriate closer
- Communicated with client to understand their health insurance needs and develop quotes based on client needs with available products
- Convinced clients to utilize company’s services to purchase health insurance
- Upsold various ancillary products to clients
- Initiated action to meet key performance indicators based on dials, closes, and fronts closed
0-5 years of experience
- Licensed insurance agent with the state of Illinois, in the areas of life, health, retirement, and long term care
- Established relationships with clients and wrote policies to protect their assets.
- Made it a priority to give my clients the tools and the knowledge to make sound business decisions
0-5 years of experience
- On behalf of the customer represent the type of insurance coverage necessary and find the appropriate coverage for them
- Use telephone communication techniques and create instant connection with client over the phone.
- Process insurance paperwork and submit all required documentation to secure insurance coverage.
- Created record keeping of clients to keep a follow up method of client, along with descriptive notes on each client
- Promoted company promotional sales directly to the public
6-10 years of experience
Review existing policies in place, and create proposals to illustrate better product available for client through our agency by utilization of different insurance companies.
- Anticipate the insurance needs of clients, such as policy renewals and appropriate changes in coverage.
- Creating and maintaining relationship with clients including planning and attending meetings and knowing the nature of the business along with life of the client.
- Providing advice to clients on risk management and assist them to develop new ways to minimize risks.
- Preparing reports for insurance underwriters and negotiating with the clients.
- Boosted existing revenue stream by cross-selling to existing clients on renewals.
- Expanded into new markets. Built a broad, diversified and loyal client base by placing them with leading national companies.
- Collaborated with colleagues to exchange information such as selling strategies and marketing information.
- Collecting insurance premiums and processing accounts.
- Attend sales and trade meetings, and read related publications in order to obtain information about market conditions, business trends, and industry developments.
0-5 years of experience
- Assist residents of CT County’s including low income families enroll in Health Insurance.
- Provide information of our 4 insurance carriers such as Anthem, United Health Care, Conneticare, and Healthy CT.
- Give back to the community by implementing seminars and access to apply without residence having to travel.
- Discussed legal documentation such as green card, permanent residence card for qualification of Medicaid.
0-5 years of experience
- Sold health insurance plans to over 45 individuals in families within 3 months
- Extensive knowledge of health insurance enrollment procedures through the Connect for Health CO state exchange
- Sold Medicare Supplement plans to eligible individuals 65 years of age and older
0-5 years of experience
Customize insurance programs to suit individual customers, often covering a variety of risks
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
- Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including medical, dental, life and critical illness insurance
0-5 years of experience
- Work with multiple insurance agencies to provide the best coverage
- Contact car dealerships to acquire information for our clients
- File claims for our clients when they’re involved in accidents
0-5 years of experience
- Service and manage Commercial Lines accounts using Applied Systems
- Process renewals and remarket policies
- Process policy endorsements, certificates, cancellations and handle billing inquiries
- Cross-sell insurance services to current clients
- Exercise problem solving techniques through weekly team meetings
0-5 years of experience
- Enroll Medicare-eligible prospects after conducting full needs assessment
- Enroll individuals and families into Covered California health plans
- Assist Medicare beneficiaries to attain subsidy assistance
- Aid clients in resolving any issues pertaining to their coverage
- Recruit new agents that are currently offering other lines of insurance
- Train new agents to understand Medicare market and help them attain new clients
0-5 years of experience
- Provide insurance products & loss prevention programs to commercial clients
- Coordinate and direct new client transitions
- Manage insurance and loss prevention needs of major accounts
- Build, improve and maintain relationships with clients
- Coordinate needed support services to effectively run the accounts
- Maintain an existing customer base, and grow the base of business
- Develop a cohesive strategic sales plan
0-5 years of experience
- Outbound calls to introduce prospects to the company’s health insurance offerings.
- Help customers to implement new health insurance plans over the phone and in person.
- Answer incoming calls from customers looking to buy insurance and customers with questions.
- Put together packages of introductory material for new clients.
6-10 years of experience
- Establishes and maintains contacts with community groups and health care providers
- Educates community agencies about product portfolios, facilitates delivery of sales proposals, and obtains competitive market information (i.e., product design and rating practices)
- Effectively manages prospect activity by completing all enrollment, administrative procedures and paperwork accurately and in a timely manner.
0-5 years of experience
- Knowledgeably educate potential policy owners and other life insurance agents on Cigna’s available whole life cancer insurance policies.
- Earnestly produce and manage individual/group insurance policies.
- Arduously recruit and support licensed life insurance agents to produce Cigna’s supplemental life insurance policies.
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Insurance Broker
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela 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.
