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Independent Insurance Agent Resume Samples
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0-5 years of experience
Grew book of insurance clients by 35% and increased client retention to 99% annually by targeted client communications, 100% client-contact for renewals, community outreach, referrals and cross-sales.
- Offered multiple carriers insurance products in Individual, Group, Medicare, life, Property & Casualty product lines.
- Managed selection, conversion and implementation of new CRM with mobile interface.
- Performed detailed, individual needs analysis insuring suitability of proposed insurance products and tailored presentation of product strengths and benefits.
- Conducted post-sale work-flows tracking transition activities and client follow-up activities.
- Developed cross selling marketing strategies to increase referrals and grow property and casualty and Life business.
- Hosted Medicare open enrollment presentation sessions explaining market updates and answer questions, resolve any outstanding issues, and to prospect for new business through individual sessions.
- Conducted field underwriting and inspections of insureds’ property examining general condition and other characteristics indicative of good insurance risk.
0-5 years of experience
Pursuing Insurance Agent Licensure was prompted by interest to expand knowledge base regarding healthcare reform and effects on healthcare services and the general population. The experience has given this RN a broad knowledge base and a well-rounded set of skills.
- Assisted and provided Medicare beneficiaries educational information regarding health insurance options that would meet individual and personal needs.
- Reviewed medication lists and summary of plan benefits to insure client was adequately informed of all costs that might be incurred prior to making a plan selection.
- Provided information and education to individuals regarding the Affordable Care Act Reform and assisted clients apply for plans through the Health Insurance Marketplace, as well as private plan options.
- Developed training program for new [company name]s and provided training throughout the State of Florida.
10+ years of experience
- Marketed and sold various types of health and life insurance plans to individuals
- Developed marketing tools to seek new clients and generate clientele list
- Scheduled meetings with clients to explain features and advantages of insurance policies
- Customized insurance policies to suit individual customers’ needs
- Maintained customer database and followed up periodically to ensure customer satisfaction and future renewal
0-5 years of experience
Direct and aggressively drive the growth, retention and profitability of portfolio of Commercial, Property & Casualty and Life Insurance products. Cultivate and strengthen beneficial relationships through integrity and persuasive communication skills. Proven ability to effectively present and articulate products. Determined sales goals and formulated marketing plans to capture business opportunities. Identified, secured and implemented strategic alliances and partnerships. Consistently exceed client expectations by providing the highest level of quality service.
- Grew portfolio from zero to 500 accounts within first 3 years; averaged 25 new accounts each month.
- Maintained a 90% retention rate within a very competitive market.
- Exceeded revenues of all new agents within first 4 months; maintained revenues consistent with seasoned agents.
0-5 years of experience
Obtained my Life Health and Annuities License May 2011 and Property and Casualty License in January 2015.
- Exceed goals set by parent company to maintain current contract as a Guardian producer.
- Appointed in 2012, by my general agent as a mentor to all new agents of the agency assisting in developing their basic selling skills, marketing plans, role-play on a monthly basis.
- Consistently attended networking groups and displayed at local and national trade shows to prospect and fill pipeline.
6-10 years of experience
- Consulted businesses and individuals on how to fill the gaps of their existing insurance coverage
- Conducted informative business-to-business and one-on-one sales presentations
- Filed claims for policyholders and helped retrieve required medical documents
- Prospected and developed new business through cold calling and referrals
6-10 years of experience
- Consulted businesses and individuals on how to fill the gaps of their existing insurance coverage
- Conducted informative business-to-business and one-on-one sales presentations
- Filed claims for policyholders and helped retrieve required medical documents
- Prospected and developed new business through cold calling and referrals
6-10 years of experience
Superb ability to communicate effectively with all clients from small business owner to large corporate human resource director
- Developed and implemented sales plans, managed all phases of the sales cycle-from prospecting to close and follow-up support
- Coordinated new insurance product as a viable solution for growth in the medical/legal industry
- Produced the highest volume of cold calls in my office
0-5 years of experience
[company name] provides voluntary supplemental insurance programs that help employees pay for everyday living expense in the event of sickness or injury.
- Built trusting relationships with Ohio area business owners offering consultation services to expand employer’s benefit package by implementing accident plans which reduced employer’s Worker’s Compensation Claims loss.
- Selected as Rookie Agent of the Week several times for leading in cold calls, averaging over 500 calls per week
- Selected as Rookie Agent of the Week several times for leading for setting over 5 appointments per week
0-5 years of experience
In addition to the duties and processes listed above I was also the Agency Sales Trainer which involved weekly meetings with my sales staff, special training seminars and working in the field with new and seasoned agents providing them with guidance and sales education.
- Closed and average of 4 new sales per week.
- Identified and solicited sales prospects in agency databases.
- Met with existing and prospective clients each week to select appropriate insurance policies.
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
- Contributed ideas and offered constructive feedback at weekly sales meetings.
10+ years of experience
- Managed office operations of a $5 million independent insurance agency which represented 16 different insurance companies
- Sold 75% of agency’s sales and primary contact for all customers for policy related questions and issues
- Orchestrated insurance seminars with the purpose of educating the public on basics of insurance and its policies
- Networked with motorcycle and auto dealerships at trade-shows to encourage recommendations to new owners for our insurance policies
- Consulted with owner on hiring, eliminating, performance management and training of new agents
0-5 years of experience
Responsible for the sale of health, accident, dental, vision, life, annuities, critical illness, and long term care insurance.
- Traveled throughout the Southwest Region to run self-generated appointments.
- Additional responsibilities included matching clients with products that best suited their needs.
- Sourced appointments from company provided leads, along with self-prospecting efforts.
- Generated over in revenue annually.
6-10 years of experience
Hold NYS Licenses in Life, Accident & Health, as well as Property & Casualty Insurance
- Involved in the solicitation, selling and negotiation of insurance
- Liaison between prospective clients & insurance carriers
- Coordinated a smooth process, from the application stage through the issuance of the policy
- Created strong and supportive climate for client through education of insurance needs
6-10 years of experience
Effectively market and sell life insurance policies and cemetery property; sold property and casualty insurance products, including commercial, and supplemental insurance policies.
- Issue insurance policies and educate prospects and policyholders on matters of protection and coverage.
- Conduct market surveys to analyze preferences of insurance products and ongoing market trends.
- Interpret and evaluate research findings and develop business analyses and projections necessary for strategic decision making.
- Coordinated prospecting via public presentations, marketing events, and personal insurance reviews.
- Effectively managed the daily operation of an insurance office.
0-5 years of experience
Independent Insurance Producer for Mutual of Omaha, [company name] and other various companies.
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies.
- Look for new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
- Select company that offers type of coverage requested by client to underwrite policy.
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
0-5 years of experience
- Continuously finding ways to promote company brand and the number of referrals
- Negotiated and established contracts with different insurance companies
- Reinforced client retention
0-5 years of experience
- Completed my 215 license in Florida for Health and Life Insurance with a score of 86%.
- Routinely meet with clients to consult on which health insurance best fits their needs.
- Sold 200 plus health insurance policies through United Health, Humana, Molina, and Aetna.
- Qualified all applications through Affordable Health Act.
6-10 years of experience
Primarily responsible for generating new business by holding sales appointments in the office as well as in the field
- Responsible for prospecting, networking and building new business relationships
- Effectively meet clients needs for risk protection and financial security by analyzing needs and making recommendations of the best solutions
- Service policyholder accounts, and answer questions about insurance policies. Submit insurance claims and delivery of claims payments
- Held educational seminars to promote financial security awareness
- Actively participated in the community to build relationships and promote the agency
10+ years of experience
Established and maintained home-based insurance agency to market and sell health and life insurance and manage claims for customers.
- Call on businesses and individuals to build customer base and market insurance products, making networking contacts via referrals and software tools.
- Make marketing presentations to business owners to offer employee insurance at group rates.
- Demonstrate various policies to employees and individuals.
- Process applications for insurance coverage by computer and transmit to company headquarters.
- File claims for policyholders; service accounts; ensure compliance with state and federal insurance regulations.
10+ years of experience
Make regular sales calls on existing accounts and establish contact with new accounts
- Assist individuals, families, and businesses select insurance policies that provide best protection
- Make effective customer presentations, ensure policy pricing is accurate and within their financial limitations / needs
- Represent insurance companies and successfully sell property and casualty, life and health insurance, and Medicare products to diverse clients
- Represent insurance companies and sucessfully sell employee benefits solutions to commercial accounts
- Prepare and maintain records and reports, perform claims management, and provide top quality customer service
0-5 years of experience
Provides advice, education, and recommendations to present and potential insurance clients in regards to their insurance policies
- Teaches a Community Education course to educate the public in better understanding insurance
- Creates forms for potential insurance clients to fill out to get the required
- Processes insurance quote requests from potential clients
- Contacts insurance underwriters to obtain final approval on complex insurance applications
- Assists current clients with claims processing, if needed
0-5 years of experience
- Trained in sales strategies to sell supplemental insurance (Cancer, Critical Care, Short-Term Disability and Accident, among others) to businesses and individuals. Generated new clients by pursuing leads, referrals, “cold” calls and networking.
- Attended meetings, training seminars and in-depth courses to learn product features as well as internal work-processing procedures; maintained detailed records.
- Won several cash prizes for achieving specified sales quotas.
0-5 years of experience
- Solicited, wrote and serviced group/individual insurance (life, health, disability, accident, etc.)
- Reviewed programs with clients and prospects by evaluating their insurance needs, answering questions and recommending a solution that would best suit their unique situation and budget
- Managed my own insurance business, interfacing with various insurers and complying with each carrier’s requirements to solicit, write, service and maintain accounts.
10+ years of experience
13 years of insurance experience, from writing policies, underwriting, and servicing over 500 clients.
- Licensed Property, Casualty, Life and Health for the state of Kentucky
- Would make daily deposits for numerous accounts, including escrow and operating accounts
- Managed 4 other agents at one point in time amongst two different locations.
- Attended numerous continuing education classes per state requirements to maintain licensing
- Answered multiline phone system and directed calls to appropriate departments.
- Familiar with both Turborater and Agency Advantage software, both used to manage clients and quote insurance as well as minimal experience with Quickbooks
- Enrolled Medicare members in Medicare Advantage Plans and Prescription drug plans through Humana in late 2010
6-10 years of experience
- Hold NYS Licenses in Life, Accident & Health, as well as Property
- Involved in the solicitation, selling and negotiation of insurance
- Liaison between prospective clients & insurance carriers
- Coordinated a smooth process, from the application stage through the issuance of the policy
- Created strong and supportive climate for client through education of insurance needs
0-5 years of experience
- Prospect and interview potential customers by networking and referrals
- Sell various types of insurance policies to individuals on behalf of insurance companies, including life, health, accident, and annuities.
- Customize insurance programs to suit individual customers, often covering a variety of risks. Calculate premiums and establish payment methods.
- Ensure policy requirements are fulfilled, and monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
- Consistently exceeded sales performance on average of 19.3% year vs year
- Averaged 3 to 5 open accounts in a weekly basis
6-10 years of experience
Independent sales associate providing in extensive knowledge of life and health insurance to potential clients
- Assist clients in acquisition and processing of life and health insurance, as well as annuities and IRA’s
- Lead a team of associates in training and product knowledge
- Working with families and individuals securing a financial road map
- Appointed with ING, Transamerica, Pacific Life, Western Reserve Life
- Working with Debt America in Financial Counseling
0-5 years of experience
- Medicare presentations of senior benefits during open enrollment.
- Presented plan comparisons for cost saving and added coverage on senior plans.
- Prospect clients for educational presentations of Aflac benefits.
- Resolved any claims in question of payment.
- Provided all areas of client servicing.
6-10 years of experience
Started new agency, sales from $0 to nearly $650K now
- Provide diverse services – Insurance, DMV, Taxes & Notary
- Services to individuals and small businesses
- Sales involve Auto, Home, Life Health and Commercial Lines
- Manage office and staff
- Prospect small businesses and network at different organizations
- Organize groups’ presentations to educate individual and small business owners about the diverse types of business insurance protection and Life insurance products.
0-5 years of experience
- Produced over $10,000 in annualized premiums.
- Business to business sales experience.
- Consistent lead generation by cold approaches.
- Lead generation by gaining over 50 referrals.
- Self-management by setting schedules, appointments, and submitting applications on time without error
- Providing customer service to my designated territory with over 300 clients.
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[Independent Insurance Agent]
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.
