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Insurance Producer Resume Samples
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0-5 years of experience
Assisted one agent and up to 30 clients a day
- Developed marketing and sale plans to generate sale opportunities
- Performed detail study of insurance products, provided excellent customer service by identifying also understanding client inquires, service request and educating insurance coverage’s
- Called prospects/clients to offer products, calculated premiums, refunds and arranged payment methods
- Scheduled up to 5 insurance financial reviews a day for agent
0-5 years of experience
Calculated premiums and established payment methods for sales.
- Identified and solicited sales prospects in agency databases.
- Evaluated leads obtained through direct referrals, lead databases and cold calling.
- Met with 10 existing and prospective clients each week to select appropriate insurance policies.
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
- Negotiated new and renewal production goals with business development manager.
10+ years of experience
Customer service in an insurance agency writing auto and home insurance policies.
- Phone to and from insureds as well as working with insurance companies.
- Wrote insurance and maintained, files for a customer base of 250-300 insureds.
- Solved problems of insured with a professional attitude.
- Supervised a group of 7-10 employees in the personal line department.
6-10 years of experience
Provided comprehensive administrative support to agent including conducting meetings, creating productivity reports and ensuring compliance with office procedures.
- Supervised five other employees, ensuring all duties are appropriately delegated and projects completed on time and within budget.
- Recognized for providing excellent customer service to clients.
- Trained new employees on proprietary computer programs and overall office procedures.
- Marketed several types of insurance policies including auto, life, home and some bank products to prospective clients.
0-5 years of experience
Excellent with prospecting on the phone
- Analyzed and provided clients’ family protection needs (final expense protection, income protection, children’s education protection, mortgage protection)
- Makes sales presentation to labor union members across Massachusetts with a sales closing ratio of 3:4
- Consistently achieved a weekly sales target of $4,000 Annualize Life Plans
- Conduct policy owner review sessions to deepen client relationship, review clients other life insurance needs and cross sell company products
- Participated in hiring and training the sales team
- Coordinated business development and lead generation for the team
0-5 years of experience
Sought out new clients and developed clientele by networking to find new customers and generated lists of prospective clients.
- Attended meetings, seminars and programs to learn about new products and services, learned new skills, and received technical assistance in developing new accounts.
- Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions and changes, and to change beneficiaries.
- Planned and oversaw incorporation of insurance program into company’s bookkeeping system.
6-10 years of experience
Office Manage-Inside Sales Representative/Licensed Producer-LSA4
- Help individuals to understand and assess their insurance needs, explained options available and assisted them in selecting the best policies at the best price.
- Managed current clients records, updated current information.
- Cold and warm calling processed qualified potential clients.
- Individually Produced 62 life sales 2013, 63 life sales 2012, 45 life sales in 2011 38 life sales in 2009 & 2010, 20 life sales in 2008
- Optimized the Internet to identify potential clients.
6-10 years of experience
Performed all duties related to insurance.
- Composed new business insurance in both personal and commercial lines
- Managed existing accounts.
- Secured business relationship with many mortgage companies, realtors, and bankers to improve the current referral program in place.
- Composed homeowners, dwellings and commercial packages policies for closings.
- Increased the percentage of Hispanic clientele from 10% to 40% of the total agency volume in three years.
0-5 years of experience
Insurance Producer Commercial Lines
- Reviewed client’s insurance policies and made recommendations
- Used obtained information from clients to generate leads
- Established strong rapport with insured’s by demonstrating strong communication skills
- Designed policies and recommended insurance coverage’s to meet specific policy holder needs
0-5 years of experience
Developed client base by using referrals, phone solicitation, and advertising
- Met with clients to determine financial situation and insurance needs to assist clients in meeting long term financial goals
- Completed contracts with clients, detailed coverage, and planned follow-up meetings to evaluate customers ever-changing needs
- Maintained required education and licensing
0-5 years of experience
Calculated premiums and established payment methods for sales
- Identified and solicited sales prospects in agency databases
- Met with an average of 10 walk-in policyholders to address and resolve complaints
- Evaluated leads obtained through direct referrals
- Finalized sales and collected necessary deposits
- Calculated quotes and educated potential clients on insurance options
- Followed up with customers on unresolved issues
- Tracked the progress of all outstanding insurance claims
0-5 years of experience
- Provided customer service support to individual and group health insurance clients
- Enrolled new clients in individual health insurance policies and aided existing clients with renewals
- Served as a Blue Cross Blue Shield of NC leads contact for Spanish-speaking customers
- Conducted presentations and answered questions about the Affordable Care Act to audiences of 100+
- Assisted in clerical support such as: preparing correspondence, filling documents, greeting customers, answering telephone calls and emails, and comparable administrative tasks
0-5 years of experience
Utilized communication skills to retain accounts for income insurance.
- Conducted need based sales presentations to individuals and independent businesses.
- Set appointments and maintained referrals for future presentations.
- Delivered excellent customer service to businesses and individuals.
0-5 years of experience
Assisted office manager with small projects such as organization of front desk, filing and attending group meetings
- Met personal goal for selling insurance policies of 5 or more insurance policies every 4-6 weeks
- Completed data entry: entered customer information using Allstate’s All-star program
- Reported customer wind, hail, auto claims
- Ensured that each customer received outstanding service by greeting the customer, and providing accurate information
- Answered phones and resolve customer policy issues
0-5 years of experience
Obtained valuable knowledge and licensing for insurance sales for property and casualty, life and health insurance.
- Prospected and called new leads to generate business.
- Assisted in coordinating apartment breakfasts to develop new leads.
- Sold property and casualty insurance to clients along with life and health insurance.
- Developed a network of my own prospects to generate referrals.
0-5 years of experience
Maintained insurance accounts in business, property and casualty, boating, flood and motorcycles
- Explained insurance policies and premiums to call-in clients
- Issued quotations to clients
- Created policies for new customers, explained billing and completed all documentation requirements.
- Maintained inventory of closed policies following state insurance regulations
- Handled angry customers, able to diffuse difficult situations and satisfy the customer
0-5 years of experience
Independently ran entire agency by managing records, accounting, accounts payable, marketing and front office.
- Provided daily assistance and account management for existing commercial clients.
- Review, renewals and changes for Commercial Package policies and Health policies.
- Worked directly with insurance companies and MGA’s to negotiate coverage options and policy pricing.
- Regular inspections with insured and companies for loss prevention and risk management.
- Continuously attended seminars and webinars to keep up to date on products with each appointed company and ongoing changes in the industry.
10+ years of experience
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
- Presented and clearly explained insurance policy options to clients based on their needs and goals.
- Prepared necessary paperwork to process insurance sales and renewals.
- Submitted up-to-date activity and production logs to agency management for review.
- Pursued continuing education and training programs to continue professional development.
0-5 years of experience
Life and Health insurance producer
- Called clients and made appointment for sale.
- Explained various policies to clients and helped them selected right policy for them and their financial situation.
- Sold policies to clients.
- Prepared various reports for the company as well as maintained records for all their clients.
- Recruited other producers for the company
0-5 years of experience
Serves as first-level contact for inbound or outbound phone sales using State Farm systems to perform job duties
- Applies State Farm underwriting and eligibility guidelines to correctly price and bind policies according to established procedures
- Links product, industry, and market knowledge to make recommendations
- Provides accurate rate quotes and binding applications for insurance product
- Coordinates or participates in special projects or committees
- Written over 500 policies since 2013
0-5 years of experience
Assisted policy holders on setting up payment options and plans.
- Answered policy holders questions or concerns related to their insurance policy.
- Maintained efficiency in policy holders’ payment request to the finance department.
- Documented daily activity of the insured, deceased persons, and cancellations of the policy.
0-5 years of experience
- Solicited new clients by developing business relationships.
- Placed new clients with the best carriers for their particular risk.
- Influenced Underwriters to place risks by gathering as much information as possible and develop quotes as necessary.
- Formulated insurance plans based on individual client’s needs.
- Sold an average of $1,500 in revenue per week in commercial insurance policies.
0-5 years of experience
- Sold Insurance policies and managed customer accounts, including claims and payments.
- Wrote and made recommendations for individual insurance coverages.
- Resolved any customer issues or complaints.
- Performed daily office functions.
0-5 years of experience
Responsible for generating sales via cold calling potential customers and re-servicing existing
customers
- Worked with business owners in business to business market for inclusion of product in benefits package
- Trained new insurance producers on sales methodology
- Responsible for customer support including monthly/yearly policy reviews
- Recruited potential producers
10+ years of experience
- Executed all bail paperwork and post bonds for defendant release
- Managed business to business sales & customer services
- Provided disposition follow-up, defendant monitoring and file management
- Prepared spreadsheet and maintained liability for surety
- Provided legal documents for courts, Promis/Gravel System
- Worked within a budget of 2 million dollars
- Managed purchase and distribution of promotional products
0-5 years of experience
- Managed office documentation
- Greeted and directed visitors/Sale of insurance or taking of payments
- Answered incoming calls and took accurate messages or quotes
- Balance and maintain monthly bank statements and accounts receivable
- Performed faxing, photocopying and filling duties
- Maintained office organized and sanitized.
0-5 years of experience
Wrote Property and Casualty Insurance Policies
- Wrote Life and Health Insurance Policies
- Worked in Variety of Banking Areas: Auto Loans, Credit Cards, Checking and Savings Accounts, Certificates of Deposits, and Money Markets.
- Recorded Customer’s Payments and Resolved Payment Disputes
- Marketed Insurance to Customers Using Consultative Sales Skills.
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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.
