Associate Agent Resume Samples

An Associate Agent is hired by almost many sectors for managing the business and getting new clients for the agency. While the exact duties vary based on the organization’s requirements, the Associate Agent Resume lists the following common core tasks – working with other agents and sales manager to develop annual or quarterly business goals, collecting the documents from clients or junior agents and verifying the information; generating client lists, meeting prospective clients, communicating with staffs and clients; collecting payments; preparing sales and revenue reports for presentation; and preparing detailed statistics.

Those interested in this role must possess excellent communication and negotiation skills. In addition, the person should be skilled in research, multitasking, organizing and have the ability to plan and achieve the goals of the agency through proper teamwork. To apply for this job, a bachelor’s degree with relevant work experience in the same domain is needed.

Associate Agent Resume example

Associate Agent Resume

Headline : To use office, team attitude, sales skills and excellent customer services to help grow a company. driven and motivated individuals to become part of our winning Business Development team.

Skills : Sales & Marketing, Management, Business Development.

Description :

    1. Insuranced accounts in keeping with agency and goals.
    2. Associated Agent sold auto, home insurance, commercial and work compensation policies.
    3. Responsible for gathering the information and risk management recommendations regarding the production of new accounts.
    4. Prepared new applications with underwriting acceptability for insurance company program, completion and accuracy.
    5. Explained coverage and exclusions to clients.
    6. Represented agency in community by attending chamber meetings, functions, and other community events.
    7. Actived seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and system.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
General Studies


Sr. Associate Agent Resume

Headline : Personable business professional with 7-year track record of a profitable agency ownership as well as a 3 year top sales leader. Attained Entrepreneurial leadership while becoming Pizza Fusion's top gross sales franchisee. We will develop and train on strategies, sales techniques, sales processes and much more.

Skills : Active Listening, Analytical , Achiever Accuracy,.

Description :

    1. Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
    2. Confered with clients to obtain and provide information when claims are made on a policy.
    3. Contacted underwriter and submit forms to obtain binder coverage.
    4. Customized insurance programs to suit individual customers, often covering a variety of risks.
    5. Developed marketing strategies to compete with other individuals or companies who sell insurance.
    6. Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
    7. Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Senior
Education
Education
Business


Jr. Associate Agent Resume

Headline : Provided customer service for clients as well as agents, provided quotes, material as needed for presentations. Followed up on underwriting, ordered medical records, created and maintained electronic files. Prepared organizations' production reports pulling information from various sources and incorporating into an excel spreadsheet.

Skills : Micorsoft, various CRM's and client database knowledge.

Description :

    1. Gathered and entered data from multiple sources for reports, production items, provided appropriate quotes, forms, marketing material as needed.
    2. Helped plan and organize company functions.
    3. Answered the telephone, greeted clients, problem solved for clients.
    4. Matched clients' request with appropriate product, helped agents in the sales area for the product.
    5. Used various companies' software to provide extremely accurate and appropriate presentation for agents.
    6. Responded to written and electronic correspondence on a daily basis.
    7. Ordered medical records, handled 'field underwriting' for clients with various medical conditions.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Health

Associate Agent III Resume

Summary : Business professional experience in managing daily business operations. Past experience includes general sales and sales in the life and health insurance industry as well as customer service.

Skills : Customer Service, Sales, Quality Control, Insurance.

Description :

    1. Calculated premiums and establish payment method.
    2. Contacted underwriter and submit forms to obtain binder coverage.
    3. Selected company that offers type of coverage requested by the client to underwrite policy.
    4. Confered with clients to obtain information when claims are made on a policy.
    5. Monitored insurance claims to ensure they are settled equitable for the client.
    6. Customized insurance policy to suit individual customers, often covering a variety of risks.
    7. Developed marketing strategies to compete with other companies who sell insurance.
    8. Attend meetings and seminars to learn about new products, services, and assistance in self development.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Regents

Associate Agent II Resume

Summary : Service-oriented Insurance Agent with 15 years insurance experience. Associate Agent with Horace Mann, you have uncapped earning potential, access to an experienced training program and the opportunity to help provide solutions specifically geared to and priced for educators.

Skills : Computer, Microsoft Office, Property Management.

Description :

    1. Interviewed 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.
    2. Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
    3. Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
    4. Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
    5. Customized insurance programs to suit individual customers, often covering a variety of risks.
    6. Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
    7. Calculated premiums and establish payment method.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
Business

Associate Agent I Resume

Summary : Over15+ years of payroll knowledge and processing, utilizing various software types. 10+ years manager; coaching, guiding, strategic planning, and recruiting. Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.

Skills : Customer Service, Communications, Sales.

Description :

    1. Responsible for supporting 5 associates with the "day to day" office responsibilities, training, mentoring, motivating individual(s) and team successes.
    2. Maintained the highest client data base in the office of a 1.5 million dollars and rising.
    3. Build and maintaining business/client relationships to create client satisfaction and retention.
    4. Interviewed prospective clients; obtain data for their personal/business needs, financial resources, and the physical condition of the person(s) or property(s) to be insured.
    5. Discussed and review in detail, the insurance programs, suggest options, additions and/or modifications to meet the policyholder's needs and expectations.
    6. Ensured that all policy requirements are fulfilled.
    7. Followed up with clients on all required medical examinations and property inspections, to ensure that all underwriting requirements are fulfilled to bind coverage.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BS

Associate Agent/Consultant Resume

Summary : To achieve a chanllenging poisitive position with a etablished, growing and successful company with room for advancement. The Associate Agent opportunity reports to the Regional Agency Consultant.

Skills : Sales & Marketing, Construction, Art & Photography, Computer.

Description :

    1. Sell and bind property and causualty Insurance. Upsell where needed.
    2. Deal with Insured on a daily basis. Do end of day report.
    3. Communicated thru phone, in person and email with colleuges to resolved cutomers complaints.
    4. Sold various types of insurance policies to businesses and individuals.
    5. Ordered office supplies took detailed messages for agents maintained records for renewal of license maintained customer records.
    6. Enhanced customer service skills by dealing with clients on a daily basis.
    7. Researched coverage and premium options and supplied clients with the best coverage available.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Insurance Property And Causualty

Associate Agent/Supervisor Resume

Headline : Seeking a position where excellent creative and technical skills can be utilized to improve the company's profitability. Experienced training program and the opportunity to help provide solutions specifically geared to and priced for educators.

Skills : Office Environment, Hospital Registration Environment.

Description :

    1. Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
    2. Calculated premiums and establish payment method.
    3. Confered with clients to obtain and provide information when claims are made on a policy.
    4. Contacted underwriter and submit forms to obtain binder coverage.
    5. Customized insurance programs to suit individual customers, often covering a variety of risks.
    6. Developed marketing strategies to compete with other individuals or companies who sell insurance.
    7. Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
    8. Monitored insurance claims to ensure they are settled equitably for both the client and the insurer.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts

Associate Agent/Representative Resume

Headline : Seeking a position where excellent creative and technical skills can be utilized to improve the company's profitability. Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.

Skills : MS Office Suite, Adobe Creative suite, Wordpress, Raisers Edge, Publisher, Vertical Response.

Description :

    1. Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
    2. Calculated premiums and establish payment method.
    3. Confer with clients to obtain and provide information when claims are made on a policy.
    4. Contacted underwriter and submit forms to obtain binder coverage.
    5. Customize insurance programs to suit individual customers, often covering a variety of risks.
    6. Developed marketing strategies to compete with other individuals or companies who sell insurance.
    7. Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
    8. Inspectedcproperty, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts

Associate Agent Resume

Headline : Gale is a top-level sales and business professional with the proven ability to exceed quotas and generate sustained growth. Received letters of commendation from clients.

Skills : AP Style, Chicago Style, Copy Editing, Copywriting, Sales, Customer Service, Business Administration, Adobe Suite.

Description :

    1. Excelled at inside sales and increased clientele.
    2. Serviced existing clients. Cold called auto related marketing leads sourced from the Internet.
    3. Increased clientele by turning leads into Auto and Home Owners policies as well as other Personal Lines of Insurance.
    4. Called Commercial prospects and set appointments.
    5. Brought outside sales to Agency from personal contacts and Affinity Groups.
    6. Provided excellent customer service. Problem solved any issues that arose.
    7. Inspected property, examining its general condition, type of construction, age, and other characteristics to determine if it is a good insurance risk.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business