Provided training and administrative resources for new employees regarding organizational procedures. “In reviewing resumes, we ask, ‘Which organizations are this candidate involved with? Contacted all job applicants to inform of application status. 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, 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, Billing inquiries as well as made payments, payment arrangements or set up auto billing options. Insurance agents assist clients in obtaining insurance policy as per his/her needs. Upsold products to policyholders and potential new clients. Handle calls from customers all over the United States who were calling in to get quotes for home and auto insurance. Use our Job Search Tool to sort through over 2 million real jobs. 3. Delivered customer support and service experiences to promote more effective office environment. Resume Details. Calculate premiums and establish payment method. Highlight one relevant example of work experience. Accepted cash, checks, credit card payment from clients. Able to offer understandable explanation of policy coverage to clients. It’s actually very simple. Present cross sales products to the potential insured (e.g. Built and leveraged professional network connections which provided continuous and relevant applicant sources across diverse industries and experience levels. Eiffel Insurance Insurance Sales Agent | Mission, TX 01/2019 to Current. Cultivated small business and consumer clientele relationships. Use our Job Description Tool to sort through over 13,000 other Job Titles and Careers. Include the Skills section after experience. There are resume skills section writing tips you need to follow for you to attract your target employer. Diminished project lags by effectively training employees on best practices and protocols. While the most successful agents in the nation make more than $1 million annually, many of those who sign on to sell insurance wash out within a year. When writing your resume, be sure to reference the job description and highlight any skills, awards and certifications that match with the requirements. Researched and analyzed beneficial insurance and investment options and made recommendations to clients. Organized applicant drug tests and obtained results. Progressive individual with polished relational and multitasking skills seeking to join a fast-paced … Do you need the best Insurance Sales Agents resume? Experience. Worked in a fast paced call center resulting average of 65 calls a days. Obtaining detailed information from clients and accurately entering necessary information into the correct data base. In building an insurance sales representative resume, the above mentioned qualities can serve as an essential reference in filling out the skills section of your resume. Successful at executing recruitment campaigns and managing applicant tracking systems. Guide the recruiter to the conclusion that you are the best candidate for the insurance sales manager job. Insurance Sales Agent Resume Examples & Job Description 1. Who is establishing themselves as a leader in the community?’” Effective at customer communication. Delivered administrative support to team members, including making copies, sending faxes, organizing documents and rearranging schedules. Scheduled meetings with salespeople and clients, emailed customers and placed outbound calls as needed. This position was seasonal and based on yearly open enrollment period for Medicare-eligible individuals. Educating Medicare eligible individuales about the current and also 2012 United Healthcare Medicare products. That’s how we made the initial ranked list. Rendered information to callers and drafted office emails. Your resume must immediately make a powerful first impression; to do so, it is critical that your strengths and ability to excel in insurance sales and underwriting stand out. When writing your resume, be sure to reference the job description and highlight any skills, awards and certifications that match with the requirements. Analyzed customer needs and provided best options, upselling products and services. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. Answered and directed incoming calls using multi-line telephone system. Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations. Processed payments and updated accounts to reflect balance changes. 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. All rights reserved. Separate Juvenile policies, accidental policies, and transfer home to and auto quotes department after sale has been completed on first call. Employers look out for the above listed skills, therefore having them in your resume increases chances of securing an insurance sales representative job. You may also want to include a headline or summary statement that clearly communicates your goals and qualifications. The resume of an independent insurance agent will have a more managerial/entrepreneurial flavor; whereas working for a firm will have a more productivity/sales emphasis. Extensive knowledge of state laws so as to provide coverage that meets with varying state regulations. They choose insurance policies to provide the best security to their health, properties, and lives. Resume writing today has become as time-consuming a process as writing a report. Business Development Specialist of Jones Family Insurance Services with [company name]. Met with prospective customers in their homes to calculate quotes and educate potential clients on insurance options. Answered incoming calls and provided detailed information regarding Medicare Part D or Medicare Advantage plans. 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. A good sample insurance resume will include a variety of relevant keywords and phrases, which may include words such as sales, analyst, analysis, claims, manager, agency or others, depending on the job advertisement and the required skills. Drove client retention by increasing savings opportunities and identifying premium discounts. Insurance Sales Agents Career. Position required patience and understanding, as well as, the ability to explain complex medical plans in common terms so customers would understand their options. 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. Job description and duties for Insurance Sales Agent. Upsold products to policyholders and potential new clients. Made outgoing calls to customers utilizing a lead system in order provided expert guidance on life and health Insurance policies. Reviewed referral candidates and contacted qualified individuals to request applications. A Health Insurance manager works to make sure that the company is providing right services to the right person i.e. Planned and executed recruitment events to bring in area candidates. Start With the Best Insurance Agent Resume Format. Engaged customers and provided high level of service by carefully explaining details about documents. Using resume information from our database of over 7 million resumes, we looked at all resumes that listed insurance agent under their work history. Customize insurance programs to suit individual customers, often covering a variety of risks. Provided leadership and training for new agents regarding industry best practices and company policies. Exceeded monthly targets for enrollments and always maintained excellent quality standards in highly regulated field of insurance. Exceeded company sales goals for new policies. Usual duties of a Licensed Insurance Agent include identifying customer needs, seeking clients, providing information, answering to inquiries, submitting applications, writing reports, and maintaining client records. for new agents on the sales process and relationship building while maintaining current accounts and sales numbers. This way, you can position yourself in the best way to get hired. Prepared, compiled and filed documents as well as reports presented to various parties. A sales representative resume must … Our sales process is structured as a one call close to get method of payment and scheduling medical exam on the first call. This is one of the hundreds of Insurance Agent resumes available on our site for free. Scheduled daily appointments for home services to market life insurance policies and collect premiums from home based clients. The reasoning here is simple. Customize quotes based on customer needs and financial means to best protect them and their family's health and assets. Position Overview The first person you will meet (after the receptionist) when you visit an insurance agency is the insurance sales agent. Contacted potential clients to discuss their financial needs. Account research to not only make sure there is no drug fraud/ or drug abuse. Skilled corporate recruiting professional able to recruit all levels of candidates, including entry- and c-level executives. Clients in this context can be a businesses or individuals. Most resume samples highlight skills such as communication, the ability to sell, insurance products knowledge, and computer operation. All rights reserved. Handled high call volume of inbound/outbound calls in the range of 100+ calls a day. Controlled customer complaints regarding sales and service. Established customer-focused, needs based review process to educate customers about insurance options. Also Insurance Sales Agent Jobs. Looking for a growth-oriented position. Maintained office supplies inventory by checking stock and ordering new supplies as needed. Writing a resume is what we're best at, so let us help you land that job offer! “We look closely at community service and leadership,” says Broussard. Use our Career Test Report to get your career on track and keep it there. Worked cold and warn leads to develop a large book of business. 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. Supervise and delegate work of co-representatives, Company representative in office and at fairs/shows to sell insurance. Comprehensive understanding of insurance laws and regulations. Educated and advised policy holders and potential clients on products available to resolve gaps in medical coverage. Career in insurance is one of best job options. Directed clients to appropriate personnel to address concerns, resolve complaints or answer account-related questions. This person will be responsible for your insurance policy management from the time you ask the first question, to when you pay your first premium. Trained and mentored newer recruiters in successful strategies for areas such as interviewing and qualifying candidates. Exceeded company sales goals for new policies. 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