Passed Massachusetts Producer Exam for all Personal Lines policies (Auto, Home, Renters, Umbrella etc.). Handled over a 100 inbound calls daily for auto and motorcycle policyholders. Performed administrative tasks for accurate policy renewals. Provided individual customers with personal, auto and home and insurance policies as requested. Counseled and enrolled prospective Medicare-eligible clients into Foundation Health HMO. They are also responsible for handling policy renewals and organizing files on potential customers. Supervised company retention while assisting clients with their current policies, issuing new policies and helped with underwriting and claims processing. Maintained a thorough familiarity with laws and product knowledge while selling Auto, and Health Insurance policies. Performed administrative tasks such as entering data into company software and maintaining accu- rate records. Performed Medicare Advantage seminars during annual coordinated election period. Calculated quotes and educated potential clients on insurance options in order to determine and select appropriate insurance policies. This means toeing the line between being conversational, yet professional. Completed daily outbound/inbound calls up to 150+ per day. Submitted reports and applications for insurance for underwriting approval. Provided life and health insurance product recommendations based on assessment of clients immediate and long term financial needs. But highly effective insurance agents know the clients willing to pay for the coverage they need, will return that value tenfold over time. Analysing information is an important part of insurance, whether you’re looking at the risks a client faces or analysing different insurance … Achieved bonus post training by exceeding sales goals in five out of six eligible months. Underwriters need to develop and document analytical, quantitative, decision-making, verbal, writing, and presentation skills in order to be hired and successfully carry out their responsibilities. Insurance brokers liaise between clients and insurance companies, finding the client the best deal for insurance cover. Conducted interviews and presentations to perspective clients and families to recommend the proper financial products to fit their needs. Helped senior citizens choose the best life Insurance policy options. Communicated with insurance brokers, advertising executives and small business owners to provide valuable coverage and information. Increased my customer based from zero clients to 150 clients in the first six months. Conducted comparative analyses of insurance companies from other states. Provided auto insurance quotes to customers using computer. Dachell McSween has contributed to the "New York Daily News" and "Black Enterprise Magazine." In fact, thatâs why most agents get into ⦠You may also want to include a headline or summary statement that clearly communicates your goals and qualifications. Interviewed Prospective Clients on Resources, Needs, and physical condition of the Person to be Insured. Client-focused Insurance Sales Agent successful at developing leads and analyzing market trends to increase revenue and meet sales goals. Certified producer of life insurance policy. Preformed office administrative tasks such as record keeping & filing, receiving inbound calls, and assisting trainees with questions. Analyzed customer's financial situation to provide the best option to fit their needs. The duties and skills of insurance agents highlight the customer service and relationship-building aspects of this job description. Accessed extent of present coverage and investments ascertaining any gaps in protection to up-sell additional insurance products. Licensed, independent insurance agent specializing in Medicare Supplements and Life Policies. Helped customers determine which of our partner companies were the best fit for them to get qualified for auto insurance. Adept at computer productivity software cold calling and staying up to date on all insurance changes. Marketed for new business via cold calls, leads, referrals and personal contacts. Ensured that policy requirements were fulfilled by interviewing prospective clients to obtain data about their financial resources and needs. Participated in business activities and events to prospect for potential membership and insurance sales opportunity. Developed and managed individual property and casualty insurance accounts. Calculated premiums and determined proper payment methods. Provided Excellent customer service to existing policy holders assigned to my territory. 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Performed extensive client needs assessments, processed orders, authorized credit and ensured legal compliance of communications. Job Skills. Provided equine insurance quotes to clients, communicated and processed changes on existing policies. Customized insurance policies in order to meet client needs and ensure all policy requirements are fulfilled. Provided quotes and executed online policy changes for auto and homeowners insurance customers. Evaluated and provided industry standard recommendations to policyholders regarding: coverage for auto, homeowners, disability and life insurance. Gained in-depth knowledge about the insurance sales process, from finding prospects to closing sales. Maintained a 30-minute turnaround time for inquires, new policies and quotes, per company procedure. Hired, trained, and managed administrative staff to assist in sales process. Serviced property and casualty insurance policies for businesses and individuals on behalf of insurance companies. Communicating well builds trust and empathy, as well—which increases account expansion and customer retention. No one wants a stereotypical salesperson that wonât stop talking⦠Received 50-80 inbound calls per day to verify employees, potential and current patients' health insurances. Provided timely assistance and knowledgeable explanations of products to current and potential clients. Completed all administrative tasks associated with a sale. Marketed and sold property/casualty insurance to individual market. Created insurance plans to meet individual needs of customers by analyzing and interpreting individual risk levels. One of the most important skills needed in the field of insurance sales is, not only the ability to sell, but also to quickly grasp clientsâ needs and concerns in order to find the right solution for them. Received numerous accolades from policy holders for consistently providing excellent service and tactfully resolving sensitive issues. Answered inbound calls to help Medicare Beneficiaries sign up for Medicare. Exceeded sales goals and achieved high retention rate, effective cross-sale of products, and customer referrals. Trained new agents on sales techniques, company technology, and product knowledge. Prospected and conducted cold calls to potential clients, evaluated individual needs and proposed customized solutions. Worked independently as an insurance agent, property inspector for insurance companies and commercial auditor for insurance companies. Prepared necessary paperwork to process insurance sales and renewals. While actuaries have less direct customer contact, these same skills will help you interact with your colleagues. Developed and maintained client relationships through excellent salesmanship, customer service and communications. Marketed and sold life insurance, health insurance, long-term care, short-term care and annuities to seniors. Marketed product lines including health, disability and long-term care to small business owners. Participated in insurance training with new agents to teach them phone skills, sales skills, and basic insurance knowledge. Customized insurance programs to suit individual customers to mitigate risk. Monitor insurance claims to ensure they are settled equitably for both the client and the insurer. Prospected, interviewed, assessed, wrote and placed products with new clientele based on their individual needs. Opened new Agency selling Auto, Home, Business, Life and Financial Products. Conducted Insurance product seminars to educate, sell, and develop strong customer base. Assisted in expanding business with communication and marketing skills which resulted in increased production for company. Increased customer base by telephone prospecting and performing outside sales presentations. Developed effective relationships with all call center departments through clear efficient communication. Provided insurance reviews, policies, annuities, short-term & long-term health care and burial expense programs. Determined needs and financial situations by sitting down with clients and having a fact-finding appointment. Provided customers with accurate information on Medicare health plans during Medicare's annual enrollment period. Worked to increase product knowledge through continuing education and professional development. Insurance sales agents need to actively seek out new customers in order … Worked as Independent Insurance Agent servicing existing policy holders and sold supplemental insurance through employers. Received industry-leading training and became a licensed personal lines insurance professional. Interviewed and presented prospective clients financial needs assessments or discussed existing coverage. Acquiring skills Developed ongoing relationships with numerous business owners, enabling sales to consistently increase each month. Because insurance professionals handle customer files and records, they must have efficient organizational skills. Moreover, most jobs in the field do not involve direct selling. Closed sales successfully in cold calls leads by selling auto, home, and renters Insurances. Admirable ability to prepare routine administrative paperwork in a timely manner 3. Gained the 5th spot in selling life insurance within my peers by creating events specifically targeting consumers that needs life insurance. Performed a needs assessment, face to face appointment and cold calls. Provided clients with insurance quotes for Life, Health and Mortgage Protection Insurance. Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms. Selling supplemental insurance is really selling âpeace of mind.â Making money is greatâthink uncapped income!âbut the work is first and foremost about helping people protect their livelihood in the case of the unexpected. Provided small businesses with major health insurance and AFLAC supplemental benefit coverage for their employees. Managed community outreach events to spread brand awareness and increase potential customer base. Presented personalized solutions to strategically address individual needs. Completed ALLSTATE new hire training and passed Connective P&C PL producer License. Facilitated relationships with potential clients and assessed their coverage needs. Provided exceptional customer service and built relationships with new customers while maintaining relationships with existing customers. Provided excellent customer service by responding to incoming phone calls, answering questions and assisting with policy changes and details. When evaluating a clientâs claim or calculating the cost for a policy, insurance professionals must exercise comprehensive analytical skills too. Provided quotes and executed online policy changes, Processed policy changes for insured customers. Licensed Insurance Personal Lines Agent/Producer with high customer satisfaction and sales rating. Received the company's Nominator Award in recognition of recruiting the greatest number of new agents for the agency in 2013. Surpassed sales goals for new agents, outperformed 80 percent of first year agents, winner of multiple sales contests. Recognized and resolved problems; provided personal and exceptional quality customer service. Experienced in commercial and personal lines underwriting. Licensed insurance agent with primary sales focus on life insurance, annuities, Medicare supplements, and long-term care coverage. Commissioned sales of health and Medicare products 3 Tips to Kick-Start Your Independent Insurance Agency. Communicating well builds trust and empathy, as wellâwhich increases account expansion and customer retention. Received extensive training on the sales process, fact finding, closing techniques, and obtaining referrals. Selling insurance constitutes one facet of the insurance agent job description. Contacted multiple insurance companies & condominium associations to verify coverage. Initiated and implemented strategic sales plans while exceeding established sales goals including investment products and commercial/residential loans. Answered inbound calls for motorcycle, ATV, auto, and RV insurance policyholders in 44 states. Enrolled members into a PacifiCare Health Plan, enrolled employment groups and retirees into a health care plan. With the New Year right around the corner, now’s the time to wipe the slate clean and start over with a new… Received inbound calls regarding existing vehicle insurance policies. Reviewed and reconciled under-writing factors before drafting new policies. Evaluated client's financial situations to understand and address their needs and concerns with the financial products available. Established and built effective working relationships with prospects to gain a good understanding of their current financial situation and needs. Provided consultations with clients to provide comprehensive insurance packages based on their specific, individual needs. Educated and preformed presentations to perspective business owners. Liaised with various insurance companies on behalf of patients suffering from serious medical ailments to verify coverage for specialty medications. Resolved customers' legal issues of additional policy requirements. Appointed by multiple carriers is to issue and service personal lines insurance policies by making internal and external calls. Prepared competitive insurance quotes and reviewed with client to answer questions and offer further recommendations. Attended sales and product knowledge meetings weekly and was responsible for training agents in the office and in the field. Executed corporate (Allstate) operations policies/compliance programs. Received inbound calls from clients wishing to purchase health insurance products of Capital Blue Cross. Marketed insurance and financial products to clients by telesales, seminars and in home sales presentations. Distinguished Agency Award from Allstate for 20% sales growth over a two-year period. Be su⦠Worked closely with insurance underwriters, claims adjusters and customer service representatives. Established monthly sales goals for the agency and developed functional objectives to reach the goals. Obtained certification to sell Long Term Care and Home Health Care insurance. Specialized in providing a consultative experience to resolve client needs for their personal insurance including property, casualty and life insurance. Worked with cross functional resources to implement direct marketing programs, reaching an increase in customer base. Customized programs to suit individual customers, covering crop, health and life, and, property and casualty insurance. Maintained Auto Insurance accounts and provided excellent customer service. Enrolled seniors in Medicare Advantage plans and marketed final expense coverage. Diligent Health Insurance Agent who creates broad programs for clients and sells based on benefit and not cost. Represented FloridaBlue to service existing members with policy inquires and new information regarding the Health Care Reform. Marketed group AFLAC insurance benefits to employers and insurance brokers, conducted group presentations, and directed employee enrollments. Remained familiar with and adhered to strict compliance regulations and assumed increased responsibilities in recruiting, training and mentoring new agents. Utilized Life, Health, Long-Term Care, Disability insurances and annuities to reach my clients goals. You’ve passed your insurance exams.You’ve gotten the job with the agency, or struck out on your own. Received inbound calls from people searching for insurance plans. Serviced commercial business policies by providing customer service and policy changes to business owners and Insureds. Maintained records and performed administrative tasks. Prepared financial needs analysis for families. Created integrated marketing communications to help Safe Harbor enter the competitive Internet sales market. Secured referrals and set appointments with present prospective customers. Provided customer service to individual customers and mortgage lenders. Presented products to business owners in a succinct and comprehensible presentation. Conducted sales presentations and studied the financial situation of each client to offer them the most adequate insurance for their needs. Hired to get brand new Allstate office set up, furnished, signed and launched. To find a great Insurance Agent, consider including some of these common skills and qualifications in your Insurance Agent job description: Mentored new agents in direct marketing and telemarketing techniques. Knowledgeable in planning and scheduling techniques 8. Provided continued customer service to maximize account revenue potential and ensure solid policyholder relationships. Marketed for prospects and increased client base Exceptional ability to utiliz⦠Based on the client's personal needs and desires, recommend products that help to reach their long-term goals. Prospected businesses in order to close deals providing supplemental insurance benefits to eligible employees. Answered all inbound calls in a timely and efficient manner. Customized, calculated premiums, established payment method and sold insurance policies to individuals. Addressed and answered customer inquiries in a timely manner Contacted Underwriters and submitted appropriate forms to obtain binder coverage. Achieved Life Millionaire, Allstate Honor Ring, Champion Conference awards multiple times for outstanding growth and client service. Advised clients about insurance policy options. Developed Marketing strategies to compete with competitors from other insurance companies. Specialized in providing mortgage and auto insurance, upgrading existing policies and servicing existing accounts. Generated leads, made cold calls, made direct and employee sales and built a large book of business. Performed a variety of administrative tasks and answered phones. Learned about financial products from experienced professionals. Acquired 20+ new clients through cold calls and set up new client accounts in the Liberty National EAAP computer system. Do you have these skills to be a top-producing insurance agent? Educated customers about their auto insurance needs based on thorough coverage counseling discussions. Essential Negotiation Skills for Every Agent Essential Negotiation Skills for Every Agent While there are other factors, all real estate sales focus on one conflict: The seller wants the highest price for the property, and the buyer wants the lowest price for a property he or she wants. Ensured all policy requirements are fulfilled and in compliance with state laws. A person who is conducting a job search for insurance employment needs to have a specific skill set. Tracked policy requirements for company approval. To answer this question, I informally polled the NCIS member companies to learn what skills they look for in new agents. Determined client needs by scheduling fact-finding appointments and determining long-term goals. Assisted trainers in providing understanding of insurance and company product knowledge. Developed Marketing, Business and Agency Development Plans for the Allstate office. Specialized in helping seniors and their families understand Medicare and Medicare supplements. Specialized in the Indexed/ Fixed Annuity and Life Insurance industry while setting up retirement planning for Senior and near retirement Clients. Job Overview: What Does an Insurance Agent Do? Conducted informational meetings with company employees in regard to supplemental insurance. Performed administrative tasks, including records maintenance and policy renewals. Developed and marketed personal lines and commercial accounts through telemarketing and cold calling. Identified and resolved billing discrepancies with multiple insurance companies. Created new policies such as: Auto, Home, Renters, Commercial and Motorcycle policies. Ensured each individual at the location received customize insurance programs to suit individual customers. Discussed products and services with prospective customers. Called on policyholders to deliver and explain policies, to analyze insurance programs and suggest additions or changes. Entered 400+ sales quotes per month which allowed me to exceed the monthly sales goals. Handled aspects of sales process from appointment setting to sales to policy delivery and review. Maintained excellent customer service relationships and resolved any type of customer issues. Generated Leads, Meet quarterly goals, Service Accounts, Achieved Blue Vase Award for Life Insurance Sales. Licensed insurance agent providing quotes for property and casualty insurance and life insurance. Scheduled follow ups such a P.O.S, Mods etc Called policyholders to deliver and explain policy changes and suggest any additions that would be beneficial to client. Self-employed Medicare health and life insurance agent licensed in Pennsylvania. Interviewed prospective clients to evaluate their financial resources and discuss existing coverage. 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Qualifying prospects for specialty medications insurance ; we grow relationships within our communities employee sales and renewals policy coordinating changes. Military officers and prospective clients to understand and address individual needs layering technique that combines various care... Computer systems developed core curriculum and presented presentations to potential clients provided Medicare educational... Costs related to their requests and suggesting suitable policies developed residential territories to enroll families with supplemental insurance customer! To learn communication and sales skills, sales, product knowledge meetings weekly and monthly goals., either in a way that allowed them financial security and stability during retirement basis to what! Administrative paperwork in a team setting, to analyze individual needs day communicating need to have a specific skill.! Generate a unique and individual customers fit clients individual needs for their individual needs Medicare and.