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Insurance Consultant Resume Samples
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0-5 years of experience
Responsible for identifying client’s needs to provide insurance to fit their lifestyle
- Utilize technology and marketing tools to generate new business
- Employ statistical concepts to determine probability and assess risks
- Sold 42 life policies in first quarter which increased revenue by 30%
0-5 years of experience
Tailored policies to client needs in Personal Lines Insurance
- Experienced with Travelers, Hartford, Safeco, ASI, MetLife and Liberty Mutual
- Emphasized and acquired multiple lines of business from each client for retention purposes
- Completed continuous sales training throughout tenure, focused on step by step objection handling
- Operated dual monitors and ran multiple software systems simultaneously
- Mastered computer multi-tasking efficiently through employment of company call timer policies
0-5 years of experience
Insurance professional offering a full continuum of employee benefit programs to the association marketplace, small to mid-sized businesses and individuals.
- Developed and implemented Private health exchange along with additional self-funded options for the small to mid-sized groups. Offered our programs to 1200 groups with a total of 200,000 lives.
- Developed a complete voluntary portfolio for the individual and small group market.
- Established a distribution system that allows individuals the ability to enroll directly with the organization.
- Enrollment specialist for several organizations covering all products including group Medical, Medicare, dental, HSA, Self-funded medical, and voluntary programs throughout the Country.
- Held educational webinars with business owners and individuals. Webinars included an overview of the dental marketplace along with understanding of the changes in the healthcare rules and laws and how the two work together
0-5 years of experience
- Interacting and making sure that all complaints are resolved while gaining the trust of the company’s major clients to make sure that they are satisfied to the highest degree.
- Overseeing the checks being processed as premium that exceed five hundred dollars to minimize any fraud activity,
- Disputing claims against the company if any, to assure that funds aren’t refunded unless valid reasoning is provided by the policy holder.
0-5 years of experience
Sell and underwrite personal auto, home and renters insurance policies to inbound callers responding to direct mailing through affinity relationships, direct television advertisements and internet lead aggregators
- Mentor for new hire training class
- Generated sale opportunities for homeowners and personal umbrella policies
- Member of the pilot team launching the Farmers program in the merging process from 21st Century, as well as the pilot team for the launch of Truecar
- You make the difference award in May and June 2014 for metrics and conversion
0-5 years of experience
- Devises methods of attracting & retaining clients using self-produced advertising & marketing techniques
- Generates leads through existing customer referrals, walk up prospecting, & cold calling
- Develops structured programs in a consultative manner specifically meeting the coverage needs of individual companies
- Prepares & presents recommended contracts featuring appropriate coverage’s for exposures of the each company
- Achieves & exceeds monthly sales goals 12 out of 12 months by using statistical strategies and forecasting
- Penetrates existing customer accounts creating sales opportunities to accomplish further rounded programs for all remaining lines of business
- Implemented a referral based quarterly incentive program to increase ROI revenue
10+ years of experience
- Worked closely with personal and commercial lines underwriters to ensure policies are accurate and renewals are timely.
- Monitored insurance claims to ensure both equitable for the company and client.
- Took charge of any customer complaints and resolved to retain business.
- Cross-sold insurance and investment products to new and existing clients.
- Called on policyholders to deliver and explain policies, analyze coverages, and collect necessary premiums.
- Conducted monthly meetings to educate staff on new polices and procedures.
- Created unique insurance plans specific to each client.
6-10 years of experience
- Receive, prioritize, and process unemployment claim data at an average of 900-1200 claims per day.
- Gather documentation from clients’ Human Resources departments for unemployment protests and hearings.
- Handle incoming and outgoing telephone calls diplomatically and professionally.
- Apply employment and unemployment laws, ensuring compliance with state regulations.
- Serve as liaison between client Human Resources departments and State Unemployment Representatives, relaying and interpreting information.
0-5 years of experience
- Ensure the monthly actual financial results reflect the performance of the business through general ledger account review and comparisons to latest estimates.
- Monitor financial and risk reporting from investments including review of regulatory filings and financial statements
- Develop key targets for business initiatives and post audit analysis to determine success of projects.
- Work with the Director of Planning and Analysis and Operating Management to develop financials on key projects to aid in making business decisions.
- Provide financial management information by preparing financial status analysis and reports.
6-10 years of experience
Receiving and prioritizing claims and hearing documents
- Analyzing individual case information
- Interpreting and applying state laws and regulations
- Responding to customer or state agency requests in a timely manner
- Providing excellent customer service to resolve issues
0-5 years of experience
- Respond professionally to inbound telephone and email inquiries from customers.
- Anticipate customer needs by providing relevant solutions.
- Responsible for learning products and staying up-to-date on new product or policy changes.
- Accurately enter pertinent customer data and research customer information.
- Send out claim forms and answer claims status questions.
6-10 years of experience
- Receive and prioritize claims, questionnaires and other unemployment related data
- Investigate unemployment claims/terminations on behalf of national, state and local employers
- Process 80 – 100 unemployment claims daily
- Initiate timely telephone calls, faxes or emails to the client to obtain, document or pass along needed information
- Use the details regarding an employees’ separation provided by the client, interpret and apply state laws and regulations in response to unemployment documents
- Ensure work is accurate and complete, processed by deadline
- Analyze and evaluate investigation findings/determinations with employers and State representatives, to determine proper case handling
0-5 years of experience
Provide automobile insurance to prospective clients
- Servicing current automobile policies
- Serve as liaison between customers and field agents.
- Assist with training and development of current employees
- Updated files, databases, records, and other documents.
0-5 years of experience
Service insurance policies for insurance agents and customers
- Endorse and create quotes for agents and customers
- Handle large call volume, assist with escalated incidents via customers & agents
- Assist agents with getting the required documents to customers
- Constant use of Microsoft Word, Excel, Power Point, and Outlook
0-5 years of experience
- Operated as a Benefits Counselor, Benefits Director, Health and Life Insurance Agent.
- Called on prospects and provided various companies health and life plan benefits.
- Explained features and benefits of plan coverage to fit medical needs.
- Finalized & signed policy contracts for underwriting submission and approval.
6-10 years of experience
- Analyze and process unemployment claims with individual case information.
- Interpret details regarding an employee’s separation provided by the client, interpret and apply state laws and regulations in response to unemployment documents.
- Receive and prioritize and adhere to deadlines for claims, questionnaires, determinations and other unemployment related data
0-5 years of experience
- Provide unemployment services to diverse clients
- Obtain discharge or quit information from clients
- Provide state agencies the client unemployment information
- Prepare unemployment protest letters addressed to state representatives
- Prepare unemployment appeal letters on behalf of the employer
- Prepare documents for unemployment hearings
- Prep clients for unemployment hearings
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[Insurance Consultant]
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.
