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Insurance Professional Resume Samples
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0-5 years of experience
Licensed Producer focused on advising businesses and individuals on the best ways to reduce loss exposure.
- Partnered with CPAs, attorneys, and other professionals to provide comprehensive analysis for businesses on all lines of insurance from employee benefits to business policies.
- Developed and implemented cost reductions strategies on healthcare renewals and other employee benefit packages.
- Assessed client risk exposure and recommended corresponding solutions to optimally meet client needs and objectives.
- Created and initiated local marketing programs resulting in over 30 new accounts.
0-5 years of experience
Provided insurance needs to new and existing customer in both Property and Casualty lines.
- Held Property and Casualty Insurance licenses in over 18 states.
- Handled escalated calls from customers in Manager’s absence.
- Designed Sales board tracker that was used in the Allstate Illinois and Texas Customer Contact Centers.
- Named one of the top 5 sales representatives in the Allstate Illinois Customer Contact Center based on number of items sold as well as retention of customers.
0-5 years of experience
- Gathered information from computer database to answer questions about automobile and homeowner policies
- Processed payments to maintain yearly renewed automobile policies
- Identified and discussed different coverages, deductibles, and premiums for customers to understand detailed items on insurance policies
0-5 years of experience
- Quoted and sold auto/property insurance, via phone.
- Answered inquiries and handled complaints regarding rate increases.
- Received payments by phone and promoted company website.
0-5 years of experience
Provided customer service and support to customers internally and externally.
- Answered phone calls to assist customers with quotes, taking their payments, and insuring or making changes to their policy.
- Ensured that the customer’s questions or concerns were being met.
- Ensured that the customers had fast and reliable customer service.
- Learned the company’s technology and software.
0-5 years of experience
PA State licensed in Property and Casualty Insurance
- Handle customer premiums, changes and problems
- Quote insurance policies over the phone and one-on-one
- Interact with clients via email, phone, and face-to-face
- Bank certified in State Farm loans, checking and savings accounts
0-5 years of experience
Promoted from part-time PC Sales Associate to full-time Tablet Specialist within one month based on high performance in revenue and notional margin.
- Recognized by Territory Manager for upper echelon performance in notional margin per hour within the territory.
- Number one in revenue and notional margin for January, February, and March.
- Averaged over $110,000 per month in revenue, including over $220,000 in December, more than $170,000 in March, and almost $160,000 in February.
- Created and maintained personal relationships with customers.
0-5 years of experience
Responsible for marketing new business, renewal of existing accounts, implementation of clients and on-going care of relationships to deliver satisfactory service. Built and contracted vendor relationships in order to deliver custom product to fit the needs of individual buyers. In addition to the property and casualty market, also managed fully integrated occupational and non-occupational programs.
- Oversight of $22M National Account client base resulting in 90% renewal ratio with an average increase of 3% per account per year in revenues.
- Marketed claim services and presented cross sell opportunities to the self-insured and fronted market.
- Managed active accounts including client problem investigation and resolution resulting in exemplary customer satisfaction.
- Priced and negotiated all new and renewal accounts.
- Launched unit operations manual to ensure uniform implementation of new and renewal business.
0-5 years of experience
Developed and maintained relationships across multiple business units and regional offices to build relationships between the Customer Information Center (CIC) and Agency channels to improve customer experience and increase agency production potential
- Liaison between agencies and CICs as a consultant to address questions and concerns about CIC sales and service processes and procedures
- Supervised Agency Hotline team in planning, designing, development and management of communications for agents published on Agency Web Portal
- Facilitated National Sales Education Center presentations to educate new Agents about the CIC
- Developed, scheduled and facilitated 7 monthly countrywide webinars to educate new and existing agents and regional partners on call center processes and procedures that impact agency business
- Reached approximately 1500 agents on an avg of 81% of facilitated meetings increasing Agent participation rates to 86% from 2007 – 2009
0-5 years of experience
Responsible for managing and maintaining more than $150,000 of existing customer’s policies and business.
- Performed exterior and interior inspections of homes for new and existing policies.
- Advised customers on all insurance needs including: additional insurance/policy needs, renewal of policies, billing and payment issues.
- Successfully solicited additional policies for the business exceeding $ 30,000.00 / 40 policies.
- Completed self-study course to prepare for licensing exam.
- Participated in several community events to help garner attention and additional business for the agency.
0-5 years of experience
Answered an average of 100 calls per day by addressing customer inquiries, solving problems and providing new product information.
- Described product to customers and accurately explained details and care of merchandise.
- Politely assisted customers in person and via telephone.
- Successfully acquired an average of 150 new customers per month, generating a 50% growth in revenue.
- Provided an elevated customer experience to generate a loyal clientele.
- Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
- Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.
6-10 years of experience
Provided excellent customer service to current and potential customers resulting in multiple Recognition Awards
- Monitored and reviewed over 450 unit files for three Casualty Adjusters and one Claims
- Audited files, investigated and determined coverage to ensure payments were timely and appropriate
- Recommended specific reserves and authorized bodily injury settlements
- Analyzed operating results relative to established guidelines and took appropriate action to improve performance and productivity
- Developed and motivated staff for promotional opportunities
- Comprised and presented performance evaluations for staff
0-5 years of experience
Led 12 direct reports delivering operational results for 5 Midwest states. Responsible for day-to-day operations for Casualty claims. Reported to the Director of Claims.
- Developed Subrogation program improving net recoveries by over 10%.
- Implemented Glass network program and improved repair ratio by 12%.
- Created Project Team to implement a new Imaging system workflow.
- Implemented standardized Claims Best Practices which resulted in improved customer satisfaction results by 4% points, reducing leakage, and improving consistency in reserving and settlement practices.
- Developed Staffing Template that determined appropriate staffing levels.
0-5 years of experience
Assisted in resolving compliance issues in accordance with established company policies and procedures.
- Communicated and negotiated with all levels of management and executives to meet corporate objectives.
- Earned reputation for strong work ethic, honesty, and commitment to giving 100% toward company goals.
- Conducted internal product knowledge training, which consisted of formal instruction sessions and interactive workshops. Promoted the retention of existing customers by providing quality member service.
- Recognized as subject matter expert with life and insurance policies and the ability to explain complex policies.
- Developed and implemented forms and procedures that were mandated for use by the entire organization.
6-10 years of experience
Accurately processed all health and workers’ compensation insurance claims and payments to over 60 network PT clinics. Submitted average billing over $150,000 per week.
- Conducted quarterly billing workshops to train over 60 network providers on new managed care contracts and billing requirements.
- Trained all new staff on Lytec and electronic medical billing software and claims processing.
- Organized quarterly continuing education workshops for over 60 network therapists, case managers, and physicians.
- Processed new clinic applications and credentialed over 75 therapists for new managed care contracts that included Blue Cross Blue Shield and United Healthcare.
- Resolved payment issues that included denied claims and incorrect payment with major health insurance carriers, managed care organizations, and third party administrators.
6-10 years of experience
Handled over 4,000 personal and commercial field property claims to conclusion during tenure from 1998 – 2006
- Provided optimum service to policyholders, negotiated fair settlements and identified fraudulent cases
- Responsible for field investigations, inspection, documentation and settling of complex claims
- Extremely knowledgeable of the Xactimate estimating system
- Assisted in the training of new adjusters
- Authorized to negotiate and decide on claim values up to $60,000
- Consistently exceeded regional subrogation unit and salvage goals
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Insurance Professional
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.
