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Licensed Insurance Agent Resume Samples
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0-5 years of experience
Presented insurance plans available through many of the major insurance carriers that met Affordable Care Act Standards (Humana, Cigna, Assurant, Coventry, United, and the Health Insurance Marketplace)
- Advised and counseled customers through precise communication which insurance plans best suited their needs and budget
- Aided clients with premiums, effective dates, policy terminations, and additional policy riders
- Enrolled over 600 individuals in health insurance plans during open and special enrollment periods (November 15 – April 31)
0-5 years of experience
- Developed client leads and implemented marketing strategies to retain new clients.
- Established customer-focused, needs based review process to educate customers about insurance options.
- Scheduled daily appointments for home services to market life insurance policies and collect premiums from home based clients.
0-5 years of experience
Met with prospective customers in their homes to calculate quotes and educate potential clients on insurance options.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
0-5 years of experience
- Handled high call volume of inbound/outbound calls in the range of 100+ calls a day.
- Worked cold and warn leads to develop a large book of business.
- Optimized Broker office to manage and convert quailed leads.
- Converted 70-80% of all leads utilizing the sales technique of matching needs to the benefits for clients.
- Encouraged add on (dental & vision) and explained all benefits for the consumer plan of choice.
- Individually produced over 175 sales in the 2015 Annual Open Enrollment period.
0-5 years of experience
Qualified clients and verified personal information to determine eligibility status for the Affordable Care Act program.
- Advocated consumers through the process of selecting affordable health insurance and ancillary coverage on the Marketplace.
- Processed, prepared, and submitted business or government forms, such as submitting applications for coverage to insurance carriers.
- Maintained full compliance with Go Health policies and Federal and State regulations.
- Controlled customer complaints regarding sales and service.
- Mentored trainees, preparing work stations and assigning specific duties.
0-5 years of experience
Business Development Specialist of Jones Family Insurance Services with [company name]
- Utilize consultative sales to educate customers regarding their insurance options
- Perform financial analyses for business and residential accounts and conduct monthly financial training seminars
- Conduct all aspects of business operations including but not limited to, budgeting, sales, banking, marketing, training, payroll, and client services
- Exceeded first quarter performance standards by 68% in sales
- Keynote speaker at ABCAB Business Development Seminar, October 2011, March 2012, May 2012, and August 2012
0-5 years of experience
- Cultivated personal book of business by calling establishments and small businesses and coordinated appointments and presentations with human resource representatives as well as employees.
- Identified sales trends to assist in developing a strategy to meet goals while working collaboratively with peers.
- Educated and advised policy holders and potential clients on products available to resolve gaps in medical coverage.
- Developed rapport within my book of business by assisting with filing claims, addressing questions or concerns, completing annual and semi-annual evaluations and explaining the policy benefits to existing policy holders and new employees.
10+ years of experience
- Successfully marketed and provided industry products and services to develop and maintain client relationships.
- Cultivated small business and consumer clientele relationships.
- Promoted team-building while achieving desired sales productivity levels.
- Used best practices to produce proficient employee performance.
0-5 years of experience
- Made outgoing calls to customers utilizing a lead system in order provided expert guidance on life and health Insurance policies
- Assisted clients on purchasing life policies to ensure financial security in case of long term care requirements or other relevant financial crises.
- Accepted cash, checks, credit card payment from clients. Accurately balanced and reconciled daily remittance and upload electronically to central office.
0-5 years of experience
Assisted Medicare customers in enrolling in Medicare plans, and helped them choose the appropriate plan based on their personal situation and needs. Position required patience and understanding, as well as, the ability to explain complex medical plans in common terms so customers would understand their options.
- Able to gain customer’s trust in expertise and make them more comfortable and secure in their decision, helping this segment of the population with their insurance needs.
- Exceeded monthly targets for enrollments and always maintained excellent quality standards in highly regulated field of insurance.
- This position was seasonal and based on yearly open enrollment period for Medicare-eligible individuals.
0-5 years of experience
- Licensed in 30 states, receiving inbound calls, calling web leads, and maintaining a $60k-$80k pipeline.
- Sales presentation includes doing a comprehensive needs analysis, completing a 40 question application to provide accurate quotes on the first call, shopping the top 10 to 15 term life insurance companies to ensure the lowest rates available to the current potential insured.
- Our sales process is structured as a one call close to get method of payment and scheduling medical exam on the first call. Also following up with the potential insured to make sure medical examination is confirmed and completed, as well as, any required documents needed for policy to be issued and in force, as well as, present any offers or tentative offers made by insurer.
- Present cross sales products to the potential insured (e.g. Separate Juvenile policies, accidental policies, and transfer home to and auto quotes department after sale has been completed on first call.)
0-5 years of experience
Licensed to counsel on and sell personal lines casualty insurance in 19 states
- Assess and write quality personal lines risk according to state specific underwriting guidelines
- Counsel insured on appropriate coverage amounts and implications
- Cross-sell personal lines policies to achieve multiline business to increase premium written and retention
- Collaborate across organizational channels to maintain 93% annual retention rate
- Identify internal inefficiencies in processes for continuous improvement and problem solving
- Provide sales coaching, feedback, and subject matter support to fellow agents
0-5 years of experience
- Prospected for potential clients to expand book of business
- Scheduled fact finding appointments with clients
- Interviewed prospective clients to discuss clients financial situation and insurance protection needs
- Analyzed clients current insurance policies and made recommendations
- Presented potential solutions using world class suite of products and detailing each unique feature
- Secured immediate insurance coverage by obtaining illustration rates and completing applications
- Assisted with expediting individual cases by providing adequate information to process policy approvals
- Delivered policies with clear talk about client responsibilities regarding approved policy
0-5 years of experience
- Contacted potential clients to discuss their financial needs.
- Conducted information and gathered meetings with clients.
- Analyzed client needs and presented potential solutions.
- Contacted underwriters with regards to clients account status.
- Cross sold various insurance products, based upon the clients need.
0-5 years of experience
- Averaged 100 inbound and outbound calls a day communicating regularly with potential clients and offered insurance policies based on their financial status, requirements and needs.
- Consistently met monthly quotas, which helped company achieve their monthly goals.
- Obtaining detailed information from clients and accurately entering necessary information into the correct data base.
- Created profitable growth strategies and techniques for the company.
0-5 years of experience
Using knowledge of the Medicare product portfolio to accurately assess the distinct needs of different prospects,
explain the differences between various products, and assist the prospect member in selecting a product that best
meets their unique needs
- Assist the prospect in completion of the enrollment application over the phone with complete, accurate and required information, consistent with Medicare requirements and enrollment guidelines
- Meet and maintain requirements for agent licensure, appointments, and annual product certification
- Answer incoming phone calls from prospective members and identify the type of assistance and information the customer needs with the goal to convert the caller to a qualified lead and ultimately sale
- Ask appropriate questions and listen actively to identify specific questions or issues while documenting required
- May make outbound calls to prospective members to follow up on questions or to current members to review
- Meet the goals established for the position in the areas of: sales quota, attendance and other performance
0-5 years of experience
Promoted, presented and sold multi supplemental insurance policies for both personal and business needs.
- Interacted with established client base to ensure customer service needs were fulfilled to help with claims.
- Presented complicated ideas and solutions to potential clients in a professional and easy to understand format.
- Administrative paperwork before and after the sale, including documentation and contract negotiations.
0-5 years of experience
Worked in a fast paced call center resulting average of 65 calls a days
- Assisted policyholders by phone and able to provide one call resolution resulting in excellent customer surveys
- Ability to meet deadlines set by management resulting recognition for team and individual goals
- Licensed agent for the state of Georgia resulting in knowing rules and regulations for the state, taking
0-5 years of experience
Handle calls from customers all over the United States who were calling in to get quotes for home and auto insurance.
- Customize quotes based on customer needs and financial means to best protect them and their family’s health and assets.
- Extensive knowledge of state laws so as to provide coverage that meets with varying state regulations.
- Sell the quotes to the customers and take payment to be able to issue the policy and provided them with the needed insurance.
- Obtain insurance licenses in 46 states to be able to issue insurance policy in those states. Required passing state mandated test to gain my license.
0-5 years of experience
- Averaged 100 inbound and outbound calls a day communicating regularly with potential clients and offered insurance policies based on their financial status, requirements and needs.
- Consistently met monthly quotas, which helped company achieve their monthly goals.
- Obtaining detailed information from clients and accurately entering necessary information into the correct data base.
- Created profitable growth strategies and techniques for the company.
0-5 years of experience
- Answered calls for United Health Care as a Licensed Insurance Agent
- Multitasked using various programs within two computer interfaces
- Emphasized customer service during consultative telesales process
0-5 years of experience
- Achieve conversion of over 150% of the average agent by providing auto insurance quotes to interested customers from various lead sources
- Effectively cross-sell and/or refer interested customers to ancillary products allowing for earning 3rd place award for most ancillary products sold Q3 2015
- Accurately capture underwriting information for each customer achieving below average loss ratio
- Meet and exceed quotas of signed policies typically by double
- Effectively provided efficient quotes that gave me 4th Best Agent of October 2015
0-5 years of experience
Answered incoming calls and provided detailed information regarding Medicare Part D or Medicare Advantage plans.
- Billing inquiries as well as made payments, payment arrangements or set up auto billing options
- Account research to not only make sure there is no drug fraud/ or drug abuse.
- Received 100% customer service satisfaction ratings.
6-10 years of experience
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Customize insurance programs to suit individual customers, often covering a variety of risks
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
- Calculate premiums and establish payment method.
0-5 years of experience
Servicing and educating clients under 65 in Medicaid and Individual Insurance needs
- Assist clients with the Government Marketplace enrollment
- Developing a book of business from inbound and outbound caller campaigns
- Coaching employees on sales strategies and insurance benefits
- Interviewing and reviewing potential applicants
0-5 years of experience
- Mentored College of insurance students by guiding them through the Medicare and Health process and state regulations to prepare for the NC state licensure test.
- Proctored students for the Medicare and Health state test.
- Educating Medicare eligible individuales about the current and also 2012 United Healthcare Medicare products. Enrolling them into the appropriate plan that benefits there health needs.
- Set home appts and community meetings for Medicare receipents
- Adherance to quality and production
6-10 years of experience
- Quoting and selling Mortality and major medical policies, meeting quota of 55 new business policies per month
- Processing client files, renewal documents as well as reviewing applications and policies.
- Interacting with clients daily to report claims, receive payments, and handle client complaints and concerns.
- Supervise and delegate work of co-representatives
- Company representative in office and at fairs/shows to sell insurance
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[Licensed 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.
