Independent Agent Resume Samples

An Independent Agent works as an independent broker and sells a wide range of insurance policies, vehicles, real estate, life insurance, and so on. While the exact duties vary based on the type of industry, the day-to-day duties are common and are listed on the Independent Agent Resume as follows – cold calling potential customers; assisting customers with their claims maintaining insurance records; providing information about insurance policies; and making a detailed survey of available options for clients. If the agent works for the real estate area, the relevant duties may include finding potential buyers and sellers; negotiating contracts, and assisting in buying and selling processes.

The ideal candidate for this role should showcase on the resume the following skills and abilities – familiarity with laws pertaining to the field of agency undertaken, selling and negotiation skills, confidentiality, customer service orientation, and attention to detail. Eligible resumes make a display of a high school diploma or college education. State licensing is as well required.

Independent Agent Resume example

Independent Agent Resume

Objective : Results-driven professional with extensive technical background, proficient in the use of various types of instrumentation, market research and market analysis. Sound business acumen exemplified by substantial analytical thinking and problem solving skills, ability to plan strategically, achieve results and positively effect change. Possessing an aptitude for learning new concepts quickly, working well independently or within groups and establishing good rapport with all business factions.

Skills : Management, Outlook, Microsoft, Account Management, Bookkeeping.

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.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Management


Sr. Independent Agent Resume

Summary : Exceptional interpersonal, adaptive, communication, and critical thinking skills. Ability to think creatively and strategically in order to align with company needs. Follow strategic guidelines necessary to company's policy.

Skills : Management, MS Offce, Organizing.

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.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Associates


Jr. Independent Agent Resume

Objective : Motivated, self starters who know the transportation business and understand how to solve problems and identify logistic solutions. Independent Agents provide transportation solutions for our customers

Skills : Service-focused, technically skilled office support.

Description :

  • Handled objections and negotiated sales as well as upsold most of the clients products and or services.
  • Provided death benefits by delivering policy proceeds; reassessing client needs.
  • Completed coverage by delivering policy; planning future follow-up visits and evaluations of needs.
  • Provided continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
  • 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.
  • Determined clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
  • Developed a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor's

Independent Agent I Resume

Objective : Self-motivated Manager offering a strong work ethic and determination to complete tasks in a timely manner. Detail-oriented with extensive sales, benefits, management and operations knowledge.

Skills : Customer Service, Microsoft Office.

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.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor's

Independent Agent II Resume

Headline : Sales and customer service and team oriented, motivational leader focused on efficiency and innovation with proven analytical and problem-solving skills. Highlights Customer Relations Specialist Microsoft Office Suite Superb time management skills Natural Leader Process Improvement Cost reduction and containment Troubleshooting Budgeting and forecasting.

Skills : Inventory Management, Retail Management, Merchandising.

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.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS

Independent Agent III Resume

Summary : Communicate effectively on an interpersonal level, manage conflict positively, work productively with others to find solutions and reach an agreement. Works with integrity and ethics to motivate and inspire others.

Skills : Sales Management, sales coaching, sales planning, sales staffing.

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.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MBA

Asst. Independent Agent Resume

Objective : Self-driven and ambitious licensed insurance professional with extensive experience in sales, prospecting and lead generation. Credentials include management in book of business accounts, multi-line insurance sales, bank product sales, customer account services, conducting insurance financial reviews in appointments, and agency marketing.

Skills : Public Relations, Media Relations, Project Management, Team Management.

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.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma

Associate Independent Agent Resume

Headline : Hard-working, multi-tasking employee with outstanding telephone, scheduling and documentation skills.Results-driven professional with extensive technical background, proficient in the use of various types of instrumentation, market research and market analysis. 

Skills : Sales And Mangment, Customer Service, Communication.

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.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associate

Lead Independent Agent Resume

Summary : To work with a Company who thrives on excellent Customer Service.Highly professional Assistant Manager with 14 years experience. Excellent in juggling multiple tasks and working under pressure. Broad industry experience includes Retail, Automobile industry, Telecommunication, Banking. Highly ambitious, managed different levels of projects incl. budgeting and administration, P&L accountability.

Skills : Microsoft Office, Multi-Line Phone System, POS.

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.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
A.A.S

Independent Agent Resume

Objective : Self-driven individual with 6+ years of experience, seeking an administrative position with Basic Energy, making the most out of knowledge in MS office, communication skills, and positive attitude to contribute to the success of the company.

Skills : Commercial Driving, Forklift Operator.

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.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BS