Agency Owner Resume Samples

The role of an Agency Owner varies from company to company; however, the Agency Owner Resume gives a list of these common work activities – promoting different types of products including health, insurance and disability; maintaining and developing customer database, approaching potential customers, identifying client needs, delivering presentations, explaining various coverage types, and processing applications for coverage. The job description includes assisting customers with claims, maintaining insurance records; and cold calling potential customers.

A well-drafted resume lists the following requirements and skills- excellent selling skills, persuasion skills, good knowledge of the product that is being sold, client relationship, attention to details, accuracy, stamina, and perseverance. Familiarity with insurance laws and regulations is also necessary. While a high school diploma is mandatory, preference is given to those possessing a college education and state licensing.

Agency Owner Resume example

Agency Owner Resume

Summary : As an Agency Owner the primary responsibilities of the position is to drive and grow new business revenue, and ensuring clients receive superior customer service.

Skills : Management, Problem Resolution, Strategy Development.

Description :

    1. Successfully managed the Sales and Customer Service for an Insurance book of business.
    2. Responsible for all new business quoting and sales. Ultimately responsible for the customer service experience for all policyholders.
    3. Personally directed the effective resolution of claims and complaints from customers.
    4. Managed an employee and saw to their development in sales and customer service skills.
    5. Responsible for payroll, commissions, workers compensation and overall office management.
    6. Doubled Commercial Lines book of business by actively soliciting new customers in the Restaurant, Convenient Store, Construction.
    7. Developed a user training manual and onboarding guide to best support new agency employees.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Diploma


Agency Owner Resume

Summary : Conclusive presentation, negotiation and closing skills with the ability to influence others. Proven leader with refined communication, organization and time management skills.

Skills : Insurance, Sales, Management, Marketing, Real Estate.

Description :

    1. Offered and maintained multi-line insurance products: Property, Casualty, Commercial General Liability, Worker's Compensation.
    2. Consistently maintained retention ratio annually. Consulted with insurance agencies and brokers.
    3. Specialized in commercial insurance, business general liability, and worker's compensation for small to medium size business owners.
    4. Dedicated to meeting customer needs through building long-term relationships that can last a lifetime and gain many business referrals.
    5. Trained staff to carry out the day-to-day business operation activities to run efficiently and smoothly.
    6. Developed ongoing marketing strategies to grow business and always bring in new clients.
    7. Evaluated, analyzed, and applied underwriting guidelines for each new line of business.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Management


Agency Owner Resume

Summary : Results oriented with a consistent record of exceeding standards and expectations. Outstanding communication and presentation skills with a unique combination.

Skills : Management, Salesforce, Medical Devices.

Description :

    1. Developed and implemented a sales plan and manage all phases of the sales cycle from prospecting to close and follow-up support.
    2. Represented a full line of insurance products, serving as a trusted advisor to businesses and individuals.
    3. Hired, trained and supervised sales support staff, and create a fun and productive work environment.
    4. Drove a pace-setting increase in annual revenue in FY2012, outperforming "high-reach" sales targets every quarter.
    5. Earned awards for excellent sales performance, including the Farmers Production award.
    6. Initiated an aggressive campaign of cold-calling, offering referral incentives and participating in networking events.
    7. Set and prepared insurance presentations from cold calls and paid leads.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Political Science

Agency Owner Resume

Summary : Advocate within Farmers to provide them with a comprehensive portfolio of solutions and options. Other exciting and fulfilling responsibilities.

Skills : Technical Skills, Marketing.

Description :

    1. Assisted Market Director launch Farmers in the Roanoke market.
    2. Evaluated leads obtained through direct referrals, lead databases and cold calling.
    3. Finalized sales and collected necessary deposits.
    4. Met with prospective customers and business owners in their homes, businesses and other settings.
    5. Daily interaction with existing agency and direct client business. 
    6. Contributed ideas and offered constructive feedback at weekly sales and training meetings.
    7. Managed a team of professionals to grow agency and service existing customers.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BA

Agency Owner Resume

Headline : Considerable experience in sales, training and management and put it to work in a challenging, forward moving environment.

Skills : Microsoft Office, Case Management, Sales.

Description :

    1. Created and worked in a fast-paced sales driven environment.
    2. Helped to grow the agency from scratch to a million book of business.
    3. Contacted prospective customers via telemarketing to grow business.
    4. Prepared forms or agreements to complete sales.
    5. Determined customers' financial services need and prepare proposals to sell services that address these needs.
    6. Conferred with company officials to develop methods and procedures to increase sales, expand markets, and promote business.
    7. Directed the hiring, training, or performance evaluations of marketing or sales staff and oversee their daily activities.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
Diploma

Agency Owner Resume

Objective : Seeking an opportunity that builds upon educational foundation and professional experiences to develop and further career.

Skills : Sales Management, Customer Relationship Management.

Description :

    1. Sold customized insurance solutions to suit the client and business needs.
    2. Discussed existing coverage of the individual or property and further explained what American Family could do to their benefit.
    3. Determined construction age and value, also any other characteristics to determine risk.
    4. Maintained excellent records and completed notice of policy renewals in a timely manner.
    5. Called on clients to review, update, or suggest additional changes to their policies.
    6. Monitored sales staff performance to ensure that goals are met. 
    7. Resolving discrepancies, posting reports in a timely manner.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business

Agency Owner/Co-ordinator Resume

Summary : Manage client costs, mitigate risk and establish strategic, mutually beneficial partnerships and relationships with users, vendors and service providers.

Skills : Market Analysis, Sales Force.

Description :

    1. Evaluated cost reduction and program improvement need for clients by analyzing financial data.
    2. Managed the day-to-day tactical and long-term strategic activities within the business.
    3. Guided Clients on customized financial management strategies and asset protection plans.
    4. Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance.
    5. Maintained confidentiality of bank records and client information.
    6. Generated new business through marketing, networking and cross-selling.
    7. Determined staffing requirements and interviewed, hired and trained new employees.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Psychology

Agency Owner/Analyst Resume

Summary : Accomplished business development consultant, experience assisting clients in analyzing, implementing and evaluating business projects to meet performance expectations.

Skills : Management, Communication Skills.

Description :

    1. Consultant with demonstrated track record driving growth, reducing cost, improving operations.
    2. Problem-solving abilities constantly utilized, managing budget for office including all expenses and payroll.
    3. Developed networking and marketing strategies, utilized team building to create networks.
    4. Sells financial products and insurance to new and current clients.
    5. Compiled lists of prospective clients to provide leads for additional business.
    6. Leadership skills utilized, managed and educated support staff, complete reviews and provide feedback to staff.
    7. Increased annual premiums of a year for three consecutive years.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Administration

Lead Agency Owner Resume

Summary : Obtain a position which utilizes experience in sales, Advanced Planning, recruiting and management. Profile of Qualifications Proficient sales in recruiting and management.

Skills : Transportation, Logistics, Project Management.

Description :

    1. Applied organizational skills toward selling financial products to clients.
    2. Fostered, nurture and maintained positive relationships with clientele.
    3. Provided expert guidance and innovative solutions for individuals and businesses in the areas of retirement planning, insurance.
    4. Managed and Mentored Agents in Business Operations and Financial Services.
    5. Hired, Trained, Developed, Managed and Mentor Top Producers in Company.
    6. Presented seminars for clients on financial diversification and advanced planning.
    7. Managed and built an insurance agency meeting Allstate's annual goals.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
B.A

Associate Agency owner Resume

Summary : Self-motivated outside sales professional experienced in both technical and non-technical, fast-paced team environments. Relationship building and closing expert. Outside sales specialist with strength.

Skills : Communication Skills, Management.

Description :

    1. Calculated premiums and established payment methods for sales.
    2. Identified and solicited sales prospects in agency databases.
    3. Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
    4. Collected all premiums on or before the effective date of coverage.
    5. Negotiated new and renewal production goals with a business development manager.
    6. Contributed ideas and offered constructive feedback at weekly sales and training meetings.
    7. Provided overall support to the sales organization as needed. For instance, providing pre-sale and post-sale materials and other overall client service-oriented tasks.
    Years of Experience
    Experience
    10+ Years
    Experience Level
    Level
    Senior
    Education
    Education
    Business

    Asst. Agency owner Resume

    Summary : Versatile and results-oriented business professional with leadership experience & training. Highly adaptable with demonstrated the ability to lead and operate in many different business environments.

    Skills : Sales Force, Marketing.

    Description :

      1. Successfully launched a new insurance agency from the ground up.
      2. Managed the efficient execution of the daily office operations, budgeting, and personnel.
      3. Developed and implemented performance standards and processes to drive customer growth.
      4. Created, developed and strategically planned all marketing plans for the agency.
      5. Hired, managed, and trained all agency personnel.
      6. Developed worked processes, organizational structure, management processes, and administration procedures.
      7. Conducted annual property and casualty, life and financial reviews.
    Years of Experience
    Experience
    10+ Years
    Experience Level
    Level
    Senior
    Education
    Education
    Management

    Agency Owner Resume

    Summary : Dependable sales leader bringing management experience and a willingness to take on added responsibility to meet tight deadlines.

    Skills : Sales Development, Customer Service,

    Description :

      1. Calculated premiums and established payment methods for sales.
      2. Identified and solicited sales prospects in agency databases.
      3. Met with an average of walk-in policyholders to address and resolve complaints.
      4. Evaluated leads obtained through direct referrals, lead databases and cold calling.
      5. Met with existing and prospective clients each week to select appropriate insurance policies.
      6. Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
      7. Finalized sales and collected necessary deposits.
    Years of Experience
    Experience
    10+ Years
    Experience Level
    Level
    Senior
    Education
    Education
    Bachelors