Independent Agent Resume Samples

Description :

1. Experienced insurance sales agent with the great knowledge of the customer service procedures, standards, planning techniques, scheduling and health insurance laws and regulations.
2. Created and composed the reports and statistics by demographical regions.
3. Communicated intensively with potential clients to offer insurance deals based on their financial status, requirements and needs, including physical condition of the individual or the insured property in order to improve insurance coverage.
4. Generated new leads from field activity and actively followed up referrals.
5. Monitored insurance claims, Maintained customers' records and handled policy renewals Reviewed and resolved customer complaints within stipulated time period.
6. Conducted market surveys for gathering information about customers' choice and preferences of insurance products and ongoing market trends in the insurance industry.
7. Identified customers' needs and closed deal after making necessary negotiations - Customized insurance programs to suit the customer needs.
8. Innovated and executed new strategies to bring profit-oriented results for insurance organization.

Experience

0-2 Years

Level

Entry Level

Education

Management

Description :

1. Answers inbound calls for Allstate Claim's department.
2. Expresses empathy to caller regardless if the caller is a customer or claimant.
3. Follows strict guidelines throughout each call to meet the requirements for each claim filed.
4. Multitasks between multiple screens to input concise information provided.
5. Sets up inspections for vehicles.
6. Transfers call to the appropriate department.
7. Responsible for the state claims department is the first voice a caller will hear from after they got into an accident.

Experience

10+ Years

Level

Senior

Education

Associates

Description :

Experience

2-5 Years

Level

Junior

Education

Bachelor's

Description :

1. Identified prospective customers using lead generating methods and performing an average of 30 cold calls per day.
2. Involved in high pressure sales on a daily basis.
3. Build B2B relations.
4. Set daily, weekly and monthly goals and reach them.
5. Traveled all over the state to obtain new client accounts.Target market research.
6. Kept track of state regulations and follow all state regulations and company standards.
7. Handled and filed claims for clients.
8. Set up enrollments with large companies and present to all employees both in a group setting and individual setting.

Experience

2-5 Years

Level

Junior

Education

Bachelor's

Description :

1. Developed working knowledge of products/services to appropriate Consumers.
2. Successfully sold supplemental, health, and life policies to the community at large.
3. Maintained working knowledge of products and services through ongoing product training.
4. Networked throughout various communities to accomplish monthly sales goals.
5. Experienced at Cold-calling and setting appointments.
6. Accomplished door-to-door sales and successfully performed various presentations.
7. Explained benefits of Aflac supplemental health insurance policies to new clients.

Experience

5-7 Years

Level

Executive

Education

BS

Description :

1. Interviews prospective clients to obtain data about their financial resources and needs, and discuss any existing coverage.
2. Sells various insurance policies to individuals on behalf of insurance companies, including Medical, Dental and Life.
3. Ensures that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
4. Explains features, advantages and disadvantages of various policies to promote sale of insurance plans.
5. Calls on policyholders to deliver and explain insurance policies.
6. Reviews existing policies and suggest additions or changes, or to change beneficiaries.
7. Selects company that offers type of coverage requested by client to underwrite policy.
8. Seeks out new clients and develop clientele by networking to find new customers and generate list of prospective clients.
9. Calculates premiums and establish payment method.

Experience

7-10 Years

Level

Management

Education

MBA

Description :

1. Produced new business acting as an insurance broker, contracted with top-rated and internationally known insurance companies.
2. Developed raw business accounts and sold life insurance, mortgage protection plans, health plans and non-variable retirement accounts.
3. Efficiently called web-based leads, referrals and prospected for in-home appointments.
4. Professionally handled and collected initial premiums.
5. Managed own appointment setting and presentations, weekly scheduling, marketing activities, follow-ups, and submissions of applications and forms.
6. Called a weekly average of 300 leads, setting up 10-15 appointments a week.
7. Closed an average of 35% appointments and increased closing ratio by 10% over a one year span.
8. Managed logistics of daily business by calling and scheduling appointments to be in close range of proximity to efficiently save time and fuel costs.

Experience

2-5 Years

Level

Junior

Education

Diploma

Description :

1. Closed an average of 8-10 new sales per week.
2. Calculated premiums and established payment methods for sales.
3. Met with 25 existing and prospective clients each week to select appropriate insurance policies.
4. Finalized sales and collected necessary deposits.
5. Contributed ideas and offered constructive feedback at weekly sales and training meetings.
6. Calculated quotes and educated potential clients on insurance options.
7. Promoted ancillary products to 15 existing and new clients each month.
8. Addressed an average of 40-50 customer inquiries and complaints each week.
9. Followed up with customers on unresolved issues.

Experience

5-7 Years

Level

Executive

Education

Associate

Description :

1. Calculates premiums and establish payment method.
2. Calls on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
3. Contacts underwriter and submit forms to obtain binder coverage.
4. Customizes insurance programs to suit individual customers, often covering a variety of risks.
5. Develops marketing strategies to compete with other individuals or companies who sell insurance.
6. Ensures that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
7. Interviews 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.
8. Performs administrative tasks, such as maintaining records and handling policy renewals.
9. Seeks out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Experience

10+ Years

Level

Senior

Education

A.A.S

Description :

1. Developed base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
2. Approached potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
3. Determined clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
4. Developed a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
5. Obtained underwriting approval by completing application for coverage.
6. Completed coverage by delivering policy; planning future follow-up visits and evaluations of needs.
7. Provided continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
8. Provided death benefits by delivering policy proceeds; reassessing client needs.

Experience

0-2 Years

Level

Entry Level

Education

BS