Independent Insurance Agent Resume Samples

As an Independent Insurance Agent, the insurance agent will generate new business for the company on an independent basis. The job description includes selling, soliciting and negotiating insurance plans with potential customers and adding more customers to the insurance company. A professional Independent Insurance Agent Resume marks the following duties – promoting all types of insurance policies by generating effective marketing plans, breeding productive relationship with prospective clients, evaluating business or client needs, working with clients to deliver risk management strategies; and achieving customer acquisition.

To reach out new and existing customers, the agents need the following competencies – familiarity with all types of insurance plans and policies; proven ability to achieve sales target, computer proficiency, networking skills, and basic statistical analyzing skills. While a high school diploma or GED is mandatory, possessing additional qualifications will be an added merit.

Independent Insurance Agent Resume example

Independent Insurance Agent Resume

Objective : Seeking a position where my excellent organizational, administrative and management skills can enhance the company's visibility and profitability. With my ten plus years in customer service and solution implementation experience will prove vital to the company as a whole. I am Quick learner with the proven ability to grasp new interventions, policies, and procedures, with great time management skills techniques that will enhance the company overall objectives.

Skills : Microsoft Office, Microsoft Word, Microsoft Excel,.

Description :

    1. Determine customers' financial services needs and prepare proposals to sell services that address these needs.
    2. Prepare forms or agreements to complete sales.
    3. Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
    4. Record transactions accurately, and keep clients informed about transactions.
    5. Prepare documents needed to implement plans selected by clients.
    6. Calculate costs for billings or commissions.
    7. Prepare forms or agreements to complete sales.
    8. Record transactions accurately, and keep clients informed about transactions.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science


Independent Insurance Agent I Resume

Objective : Accomplished Executive with over 25 years of domestic and international experience, in sales, marketing and new market development, encompassing a vast array of products and services, translating to a deep understanding of numerous business environments. Result oriented with a solid track record securing key clients and customer loyalty, building strong relationship with external business partners.

Skills : MS Office, Relationship Building, Customer Service, Presentation Skills, Public Speaking, Writing, Editing, Sales.

Description :

    1. Businesses to business sales helping small business owners gain the knowledge and ability to offer health benefits to their staff and families; in addition provided health, home and auto to individuals.
    2. Coached owners on saving money by comparing individual health coverage costs with their current small group plans.
    3. Performed field underwriting to find proper coverage for pre-existing conditions and keeping costs within budgets.
    4. Consulted small business owners and individuals with life insurance, disability income benefits and annuities.
    5. Created health, vision, dental and life insurance policies for clients.
    6. Built successful client network through self-generated leads by phone consultation, direct mail, office and home visits.
    7. Maintained database for client profiles and committed to client satisfaction by communicating via phone, e-mail and visits.
    8. Consulted businesses with 10 to 1000 employees with group auto and homeowners insurance, life, health and other benefits.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Insurance


Independent Insurance Agent II Resume

Objective : To obtain a career opportunity in a growing field where I can utilize my skills and acquire new ones. Extended exposure in both conducting and supervising multiple employees and performing multiple tasks in a fast paced environment.

Skills : Communications, sales, customer service,.

Description :

    1. Bring in new customer through sales of life, annuities, medicare,and long-term care insurance products.
    2. Expand insurance coverage into multiple markets across different counties and throughout the state.
    3. Contact potential clients by telephone in order to secure appointments.
    4. Prepare and deliver presentations to large groups.
    5. Obtain existing insurance, personal information, income/debt details in order to run insurance quotes.
    6. Work with agents to optimize sales scripts and utilize multiple techniques to target individuals.
    7. Assist families with preparing home and personal budgets and utilize information to show benefits of life insurance.
    8. Develop packaged deals for customers that are willing to utilize company for health, investment,and life policies.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Marketing

Independent Insurance Agent III Resume

Headline : Over 25 years of experience with a strong background in marketing, communications, event planning and project management. Skilled in cultivating positive relationships with clients, colleagues and the community. I particularly adept at communicating with clarity and diplomacy to individuals from diverse cultural and organizational backgrounds. I have strong leadership skills; able to prioritize, delegate tasks, and make sound decisions quickly while maintaining a focus on the bottom line.

Skills : Microsoft Office, Customer Service, Team Lead, Attention to detail.

Description :

    1. Consult with clients to determine their insurance needs.
    2. Customize insurance programs to suit individual and group customers.
    3. Develop marketing strategies to compete and win new clients.
    4. Explain features and advantages of various policies to promote the sale of insurance programs.
    5. Schedule client meetings via phone and via web referrals.
    6. Sell various types of insurance policies to small businesses and individuals on behalf of various health and life insurance companies.
    7. Meet with clients in person at their homes or in store front to consult and close the deal.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
Marketing

Sr. Independent Insurance Agent Resume

Headline : Have demonstrated sound business judgments, decisiveness, well-developed planning, analytical, and communication skills at a high level of performance in a variety of progressively responsible and challenging assignments.

Skills : Semci Partner, Ezlynx And Microsoft Word.

Description :

    1. Answer phones and take payments from current clients using the client management system.
    2. Call and interview prospective clients to expand customer base.
    3. Periodically analyze current client insurance policies to suggest changes or additions.
    4. Explain features and benefits of various insurance companies to current and future clients.
    5. Customize insurance policies to suit individual clients.
    6. Handle insurance policy renewals, write new insurance policies and maintain electronic and paper records of current clients.
    7. Take in insurance claims and help clients settle their claim.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
Master of Science

Jr. Independent Insurance Agent Resume

Headline : To obtain a position that will enable me to use my strong organizational skills, educational background, and ability to work well with people.

Skills : Microsoft office , ABS, Necho, sales in Auto, Fire, Bank and Life.

Description :

    1. Sell various types of insurance policies to businesses and individuals on behalf of insurance companies.
    2. Interview prospective clients to obtain data about their financial resources and needs, and to discuss any existing coverage.
    3. Call on policyholders to deliver and explain policy, to analyze their insurance program and suggest additions or changes.
    4. Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
    5. Ensure that policy requirements are fulfilled including any necessary medical examinations and the completion of appropriate forms.
    6. Develop an understanding of insurance products and services to support development of quotes for various types of coverages.
    7. Help small business customers identify and assess potential risk to business continuity.
    8. Possess strong organizational, time management and follow-through skills.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Operations Research

Independent Insurance Agent/Assistant Resume

Summary : Confident, highly energized, effective, and persuasive communicator with proven ability to cultivate productive relationships with key executive decision makers and manage sales campaigns to achieve maximum success of corporate objectives. Recognized for a successful track record of achieving multimillion dollar quotas, with extensive experience at lead generation, reports, strategic planning, territory management, and goal attainment.

Skills : Microsoft Excel, Quickbooks Pro, Microsoft Word And Excel.

Description :

    1. Successfully oversaw marketing, advertising, and selling, as well as underwriting various types of insurance policies to businesses and individuals on behalf of the Farmers Group of Companies, including automobile, fire, life, and property as well as specialized policies such as marine, farm / crop, and medical malpractice.
    2. Inspected properties and examined the general condition, type of construction, age, and other characteristics to determine if risk was acceptable.
    3. Interviewed prospective clients obtaining data regarding financial resources and needs, physical condition of individuals or property to be insured, and reviewed any existing coverages.
    4. Ensured policy requirements were fulfilled, including any necessary medical examinations and the completion of appropriate forms.
    5. Planned and monitored insurance programs incorporated into bookkeeping system of company.
    6. Monitored insurance claims and ensured settlement was equitable for both client and insurer.
    7. Sought new clients by networking and generating lists of prospective clients.
    8. Formulated business and sales plans, sales strategies, and tactics.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Business Administration

Independent Insurance Agent/Supervisor Resume

Headline : Highly qualified Independent Insurance Agent with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.

Skills : Quick Learner, Organizational Skills, Forklift Operator, Can lift up to 150lbs, Safety Oriented, Hard Worker, Leadership potential.

Description :

    1. Maintaining current clients and meeting their individual and family needs with proper life insurance, health insurance, and annuities.
    2. Meeting with existing clients on an as need basis or twice a year.
    3. Referrals are important to meeting and exceeding personal and company goals.
    4. Making sure to follow up with each and every application to provide the client with an easy experience for one of the most important purchases of their life.
    5. Respond in a timely manner if the client has a need to be met.
    6. Answer any letters or emails from the underwriting department in a timely matter as to not cancel an application.
    7. Responsible for collecting a saliva or urine sample if needed to issue an application and meet state and company underwriting guidelines and regulations.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business

Independent Insurance Agent Lead Resume

Headline : Obtain a position in a sales role utilizing my professional experiences, time management skills, and ability to thrive in a fast paced work environment.

Skills : Microsoft Office, FSP, DNA, ChiroTouch.

Description :

    1. Responsible for maximizing the sales of life insurance, medicare supplements, annuities, and long term care insurance in assigned market segment.
    2. Created personalized business model and activity metrics to become more efficient and drive sales.
    3. Gained experience in face to face sales as well as cold calling/prospecting.
    4. Responsible for managing current customers and assuring their satisfaction.
    5. Wrote contracts, quoted prices, and prepared sales documents for policies written.
    6. Educated clients on a vast array of Banker's Insurance products.
    7. Developed relationships with clients to obtain referrals for future appointments.
    8. Numerous training sessions to develop sales skills as well as product and industry knowledge.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Master Of Science

Independent Insurance Agent/Advisor Resume

Summary : Seeking a challenging position to acquire some quality experience that demands excellent computer proficiency to employ my existing talents and acquire new expertise while working in an active environment and requiring strong organizational skills.

Skills : Microsoft Windows, Word, Excel, Outlook, Powerpoint,.

Description :

    1. Obtained license for Life, Health and Accident Insurance.
    2. Devised a personal technique for introducing the sales concept and the product to clients and business owners.
    3. Helped in recruiting new associates for the District Assisted in training four new associates in products, prospecting and closing accounts with business owners Devised a technique to prospect, present products and programs, and close appointments for new accounts Had over 300 policyholders that I personally enrolled.
    4. Personally handled and managed all claims, pended business, and account/policy reconciliations of my accounts/policyholders as well as many that were not.
    5. Constructed presentations according to the diversity of the job site to personalize and concentrate on the need of the clients.
    6. Maintained professional appearance for representation of the company I was affiliated with.
    7. Followed HIPPA regulations at all times as I was responsible for personal, private, and sensitive information.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Nursing

Independent Insurance Agent Resume

Summary : Seek an Independent Insurance Agent position where I can apply my experience and efficiently contribute to the company’s growth.

Skills : Inventory Mgmt, Case Mgmt, Evidence Based Practices,.

Description :

    1. Handle inbound and outbound sales calls Provide health insurance and Medicare Supplemental Insurance to clients as provided by agencies I represented.
    2. Meet with clients in office or location of their preference.
    3. Ensure all paperwork is completed and filed in accordance with all state and federal regulations.
    4. Maintain accurate and up to date client files.
    5. Ensure clients receive a policy tailored to fit their specific needs.
    6. Stay up to date on Medicare Supplemental policies and any other health insurance as necessary.
    7. Speak with representatives of agencies represented to solve any disputes or voice clients' concerns.
    8. Ensure claims are paid out in an efficient and timely manner to clients.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Human Services