Commercial Insurance Agent Resume Samples

A Commercial Insurance Agent will help business owners assess the risk their company is facing. To complete these core tasks, several work activities mentioned on the Commercial Insurance Agent Resume are carried out and such are – recommending the best insurance policy that can address the identified risks, directing or referring the company to lawyers, developing marketing strategies, and promoting all types of commercial insurance contracts, suggesting changes or additional policies, evaluating the business needs and financial status, proposing protection plans that meet the criteria; reporting the progress of monthly initiatives to stakeholders; and achieving customer acquisition and revenue growth targets.

To ensure success in this field, the following skills are required – familiarity with all types of insurance plans, basic computer skills, knowledge of statistical analysis; proven ability to work with goals; the ability to communicate, present and influence and sell effectively; and experience in delivering client-focused solutions. A degree is commonplace among job applicants.

Commercial Insurance Agent Resume example

Commercial Insurance Agent Resume

Headline : To acquire a position seeking an ambitious, dynamic, and energetic individual with the ability and skill to manage daily tasks with a positive attitude that will benefit the facility, employees, and customers. Eager to learn, a very hard worker, organized, I get along with co-workers, and go beyond expectations.

Skills : Computer Skills, Communication Skills.

Description :

    1. Developed and maintained valuable relationships with prospective and current clients, business owners, and insurance representatives to help grow a commercial lines practice.
    2. Responsible for issuing Certificates of Insurance and all policy changes.
    3. Solicited sales of upgrading coverage and service to existing customers.
    4. Learned aspects of the insurance business.
    5. Specialized in commercial business insurance needs.
    6. Used Exceptional and successful customer service.
    7. Built customer relationships.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MS


Commercial Insurance Agent Resume

Headline : Skilled Representative that is highly motivated to excel within an organization seeking long-term employment. Trained to use electronic medical records in conjunction with patients' needs.

Skills : Insurance, Customer Service, Microsoft Word, Excel, And Outlook.

Description :

    1. Licensed in multiple states Guide clients on insurance products to fit their needs.
    2. Handled incoming calls via the VOIP system.
    3. Documented information regarding clients in proper systems.
    4. Answered routine inquiries.
    5. Knowledged of Microsoft Office Suite.
    6. Able to type 40 wpm Organizational skills that complement time management ability.
    7. Maintained company standards and principles.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor's In Management


Commercial Insurance Agent Resume

Objective : Self-motivated professional with a strong work ethic and extensive experience in customer service, Information Technology, and administration. Strengths include excellent written and verbal communication, strong organizational skills, multi-tasking, problem solving, and the ability to work independently.

Skills : Speaks Spanish, Microsoft Programs, Computer Skills.

Description :

    1. Earned management trust by serving as key holder, responsibly opening and closing.
    2. Politely assisted customers in person and via telephone.
    3. Provided an elevated customer experience to generate a loyal clientele.
    4. Answered insurance questions with up-to-date knowledge of commercial policies.
    5. Effectively communicated with and supported sales and administrative teams on a daily basis.
    6. Handled daily heavy cold calls to improve sales.
    7. Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor's In Business

Commercial Insurance Agent Resume

Objective : To secure a Commercial Insurance Agent position that will offer professional development and an environment where I can attain my personal, financial, and career goals.

Skills : MS Office, Accounting Skills.

Description :

    1. Developed strong working relationships with City Presidents of Compass Bank to increase revenue production.
    2. Integrated, analyzed, documented, and presented complex coverage solutions for multiple location and multi-state corporations.
    3. Analyzed Financial documents in order to establish bond limits and creditworthiness.
    4. Developed relationships with Business owners to establish rapport and build trust.
    5. Worked with commercial lenders of Compass Bank to secure new insurance accounts.
    6. Helped drive sales goals and achieve monthly quotas.
    7. Processed monetary transactions regarding accounts.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelors In Psychology

Commercial Insurance Agent Resume

Objective : Commercial Insurance Agent with 3+ years of experience in Analyzing business insurance needs and make customized insurance recommendations, Soliciting businesses in the northern Utah region/southern Utah region for commercial insurance opportunities.

Skills : Microsoft Office, Claims Processing.

Description :

    1. Sought out new clients and developed clientele by networking to find new customers and generate lists of prospective clients.
    2. Explained features, advantages, and disadvantages of various policies to promote the sale of insurance plans.
    3. Contacted underwriter and submitted forms to obtain binder coverage; ensured that policy requirements were fulfilled.
    4. Conferred with clients to obtain and provide information when claims are made on a policy.
    5. Performed administrative tasks, such as maintaining records and handling policy renewals.
    6. Selected companies that offered type of coverage requested by the client to underwrite policy; monitored insurance claims to ensure they were settled equitably.
    7. Called on policyholders to deliver and explain policy, to analyze insurance programs and suggest additions or changes, or to change beneficiaries.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor's In Business Management

Commercial Insurance Agent Resume

Summary : Commercial Insurance Agent with excellent problem-solving skills. Organized, efficient, and always willing to go the extra mile for on-time content delivery. A licensed insurance professional with extensive experience in sales, prospecting, and lead generation. Seeks a position offering new challenges and opportunities for career growth and advancement.

Skills : Account Management, Automotive, Hand Tools, Computer Skills, Sales.

Description :

    1. Managed over in commercial business accounts.
    2. Conducted annual reviews of existing policies to update information.
    3. Reported policy changes and company conditions affecting customer satisfaction.
    4. Followed up with customers on unresolved issues.
    5. Met with prospective customers and business owners in their homes, businesses, and other settings.
    6. Directed and coordinated marketing activities and policies to promote products and services.
    7. Experienced in managing client accounts.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
GED

Commercial Insurance Agent Resume

Headline : Commercial Insurance Agent accomplished in insurance sales, marketing, and customer service. Exceptional organization, time management, and multi-tasking abilities.

Skills : Microsoft Office, Multiple POS Systems.

Description :

    1. Compiled and delivered winning sales presentations and proposals.
    2. Proactively seek new business opportunities Conduct needs analysis for clients Fully assessed client's needs and developed targeted solutions.
    3. Conducted reviews on accounts on a regular basis to evaluate a client's demands and usage of their accounts.
    4. Maintained accurate and detailed documentation.
    5. Ensured the needs of the clients were met.
    6. Met with clients to discuss and resolve topics and issues.
    7. Managed a portfolio of accounts Negotiated contracts & commissions with carriers and brokers.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts In Communications

Commercial Insurance Agent Resume

Headline : To bring my insurance knowledge and management in both commercial and personal disciplines combined with my experience in sales, management, customer service, human resources, and accounting to a challenging and responsible position. I'm looking for a long-term stable career with an employer that appreciates hard work, continuing education, family, and focus on the bottom line profitability.

Skills : Sales, Developing Skills.

Description :

    1. Managed two office locations and the commercial producers along with the commercial insurance book.
    2. Sold various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, Worker's Compensation, and medical or specialized policies.
    3. Interviewed prospective clients to obtain data about their needs and current coverages.
    4. Sought out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
    5. Developed marketing strategies to compete with other individuals or companies who sell insurance.
    6. Worked with underwriters and maintain relationships to ensure our clients have the best coverage and price.
    7. Generated over 500 of my own business insurance leads(X-Dates).
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor's In Marketing

Commercial Insurance Agent Resume

Objective : Successful multi-industry Customer Service, Sales & Finance professional Highly self-motivated top sales producer. Excellent leadership, team building, sales & sales management, public speaking, and time management abilities. Enjoy learning from and mentoring colleagues. Specializing in customer prospecting and client relationship management. Successful record of increasing sales and profitability.

Skills : Agriculture, Trade Shows, Sales Management, Customer Service, Negotiation, Customer Relations, Account Management.

Description :

    1. Met or exceeded 100% quota every month Identified & closed new business and negotiated insurance contracts.
    2. Completed 100 cold calls per day on average.
    3. Prospected Cold Calling Relationship building Use of Gold Mine CRM.
    4. Hold current Commercial Property & Casualty insurance license in the state of Oregon.
    5. Sold and managed multi-line commercial insurance for small Southern Oregon businesses.
    6. Sold insurance policies to business owners.
    7. Analyzed business owners' insurance programs & created more valuable options for them & their companies.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
B.B.A In Accounting

Commercial Insurance Agent Resume

Objective : Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships. Highlights Excellent communicator Sales expertise Friendly Debt and credit management Reliable Detail-oriented Customer service-focused Excellent time management Analytical.

Skills : Managing Skills, Clerical Skills.

Description :

    1. Experienced in completing accord apps and supplements - 15 years experienced construction insurance specialist and proficiency with markets and underwriters.
    2. Experienced in General Liability, Professional Liability, Commercial Auto, Commercial Property, BOP Programs, Workers Compensation, and Bonds - Experienced in sales, rating, markets, apps, and binding.
    3. Experienced with 360 AMS Management Software - Knowledgeable in construction and business liability markets and guidelines.
    4. Experienced in using Travelers, Hartford, Guard, and other online BOP Raters.
    5. Sold and managed multi-line commercial insurance for more than 300 small Oregon businesses.
    6. Advised clients on the types of insurance needed for business operation on an individual basis.
    7. Assisted clients in understanding difficult policy language.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
MS