An Independent Insurance Broker is a self-employed professional who acts as a liaison between the client and the insurance company. The job responsibilities vary based on the type of insurance needed by the customers, and the size of the insurance company, however, the following core duties are found on the Independent Insurance Broker Resume – building and maintaining business relationships with clients, scheduling and attending meetings, researching insurance policies and products, negotiating policy terms and costs with insurance providers, collecting insurance premiums, and preparing reports for insurance underwriters.
To ensure success in this field, the following skills are needed – a passion for sales, and excellent interpersonal skills, extensive knowledge of available insurance products, the ability to create lasting and trusting relationships with clients, and multitasking skills. While formal education is not mandatory, possessing a degree and direct work experience will be beneficial.
Objective : Professional Independent Insurance Broker combining considerable experience marketing insurance plans to a wide variety of clients. Employed prudent decision making skills in order to fulfill clients' expectations. Strong working knowledge of state mandated laws and regulations. Ensured compliance with company procedures, and maintained positive client relations.
Skills : Safety Oriented Team Building/Training/ Supervision.
Description :
Made sure to give them exactly what they were wanting while at the same time; making sure they knew about all of the other opportunities available to them.
Followed up are a must, not a choice; and making sure to clients have a good understanding of what they were buying is a necessity.
Built a level of trust by being honest and sincere with the potential client.
Made sure all needs was assessed making sure not to miss any details.
Consistently maintained accuracy in calculating figures and amounts such as discounts, interest, commissions, proportions and percentages.
Handled the processing, distribution, accuracy verification and maintenance of policies.
Built business relationships with Mortgage Brokers and Realtors to build a book of business.
Experience
2-5 Years
Level
Executive
Education
BA
Independent Insurance Broker Resume
Summary : Over 9 years of professional experience in the health insurance industry. Exceptional interpersonal and communication skills. Strategic thinker, strong persuasive presentation skills. Experience working with CRM systems. Strong understanding of technology systems and web applications. Computer proficient in Microsoft Office - Word, Excel, PowerPoint, Project & Outlook.
Licensed in the State of Florida as a Life, Variable Annuity and Health Insurance agent, Legal Expense license, as well as a fully Registered Representative and Investment Advisor with the NASD.
Prospected, marketed, and sold various products and services to clients throughout South Florida.
Conducted seminars and private workshops on Insurance, Financial and Identity Theft product and services to individuals, social groups, businesses and educational institutions.
Self-directed and responsible for all marketing, promotions and business operations.
Recruited back to AT&T (formerly BellSouth).
Sold my book of business and returned to the new back to the new AT&T.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Science
Independent Insurance Broker Resume
Summary : A team focused approach to customer service. Confidently collects, verifies, and analyzes the input of specialized team-members so as to produce accurate, logical, and compelling proposals for clients. Accurately and easily handles numeric data and spreadsheets. Always mindful of compliance issues and budget constraints while working towards completed proposals.
Skills : Management, Maintenance Planning.
Description :
Committed to ensuring that clients had access to the best plans available.
Dedicated to helping seniors fully understand their options Educated seniors concerning state and federal benefits available to low income individuals.
Provided enrollment forms for state pharmaceutical benefit programs.
Serviced those who have a pressing need for the products offered, while building a long-term, satisfying relationship with the client.
Handled and resolved customer complaints.
Helped to expand carriers' brand through new communities.
Responsible for extensive account review to determine insured's eligibility and insurance plan.
Experience
7-10 Years
Level
Management
Education
MA In Organizational Administration
Independent Insurance Broker Resume
Headline : To establish a long-term career in a company where I may utilize my Independent Insurance Broker professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.
Skills : Cloud Computing, Microsoft Office, Photoshop.
Description :
Licensed Agent in Ohio Health and Accident.
Provided expert knowledge to assist clients with Medicare options.
Presented educational seminars in small and large group settings.
Located resources necessary to lower costs for clients and convey plan utilization strategies.
Developed curriculum for CEU luncheons for Social Services Network as a Co-Sponsor.
Special event planned for health fairs and other health related events, donation requests, acquisition and management.
Provided exceptional customer service Generating insurance quotes and Maintain knowledge of new products with follow up phone calls.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Independent Insurance Broker Resume
Headline : A highly smart and educated well young human being. Very business minded and I love working to the fullest of my ability and trying my best to meet or exceed my goals. I most definitely try my best to meet the any jobs standards and exceed in it. I always go above and beyond for the customers in every way possible to give the best experience possible.
Skills : Medicare Health Advisor, AdvertisingTrainer, Mortgage Broker.
Description :
Solicited and sale life insurance to a variety of people.
Specialized in the Senior Citizen Market and focus on the Final Expense side of insurance to provide funeral benefits for them.
Achieved sales and maximize my earnings for the carriers to produce business.
Consulted with key decision personnel from a wide range of industries.
Processed applications, payments, corrections, endorsements, and cancellations.
Promoted agency products to clients via face to face meetings, tele-conference, and in writing.
Earned consistant sales goals.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Independent Insurance Broker Resume
Summary : Independent Insurance Broker Professional with over 13+ years experience in marketing and management, possessing profitable business development and sales skills. In supervisory roles, managerial skills have proven to increase employee productivity and quality of work. I am an adaptable, sincere, and thorough professional who takes pride in work and has an invaluable work ethic.
Skills : Software Sales, Data Storage, Insurance, Information Technology, Business Development.
Description :
Maintained in-depth knowledge of the ACA (affordable care act) plans available through the Florida Exchange via continuing education, training and insurance certifications.
Explained features, advantages, and disadvantages of various ACA policies to promote the sale of insurance plans best suited to the needs of individuals.
Adepted at developing presentation materials, conducting seminars to inform and educate individuals on the changes in the health care industry.
Sold various types of insurance policies to both business and individuals (including life, major medical, disability, dental, accidental, Medicare and mortgage protection).
Called on policyholders to deliver and explain policy, to analyze insurance programs and suggest additions or changes, or to change beneficiaries.
Prospected for new clients via cold calls and internet leads.
Analyzed, prepared, and delivered presentations to clients through effective use of information, data, and product knowledge.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Arts
Independent Insurance Broker Resume
Summary : Independent Insurance Broker with exceptional managerial and leadership performance derived from being analytical, logical, and practical while focusing on prompt delivery of anticipated results. Fully committed to set objectives, precision, and accuracy to get the job done. Outstanding organizational skills with the ability to make objective and decisive determination even under fire with a strong sense of responsibility, efficiency, and productivity relying on common sense and realistic perspective.
Skills : Business Management, Critical Thinking.
Description :
Specialized in Medical, Dental. Vision, Travel and Medicare supplemental and Medicare advantage.
Certified and contracted with Covered CA.
Worked with DaVita insurance group as outside insurance consultant and broker as well as conducting individual enrollment for patient with special ESRD needs.
Specialized in the medical, dental, vision insurance for groups and individuals as well as Medicare Advantage, Life , Cancer, Critical Illness, Short & Term Care Working with area senior care facilities and senior community centers Conduct community presentations and CMS registered education events.
Provided a product to clients to protect their assets and families lifestyles in time of passing.
Sold and educated costumers on various plans to suit ones health status.
Helped to expand carriers brand through new communities.
Experience
7-10 Years
Level
Management
Education
High School Diploma
Independent Insurance Broker Resume
Summary : Results-oriented with more than 20 years of progressive experience in positions of increasing duties and responsibilities. Extensive experience in construction, sales, and business development as well as managing account and customer relationships.
Skills : SAP, Microsoft Office, Microsoft Word, Excel, Outlook, Autocad, Blueprint Reading, SHAFTALIGN, LUCA.
Description :
Collected information from clients and assessing their risk profiles and insurance needs.
Specialized in real estate management firms.
Attended coop, condo and management board meetings, to analyze the unique needs of property management clients.
Prepared reports for insurance underwriters and negotiating with the clients.
Renewed or modified existing policies.
Provided a product to clients to protect their assets and families lifestyles in time of passing.
Sold and educated costumers on various plans to suit ones health status.
Experience
10+ Years
Level
Senior
Education
High School Diploma
Independent Insurance Broker Resume
Summary : Demonstrating exceptional ability in directing daily business activities with comprehensive skills in maximizing efficiency, compliance, and profitability improvement. Offer high-caliber entrepreneurial and leadership skills, coupled with expertise in establishing productive relationships with employees and clients by providing innovative solutions.
Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
Customized insurance programs to suit individual customers, often covering a variety of risks.
Sought out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
Performed administrative tasks, such as maintaining records and handling policy renewals.
Selected Company that offers type of coverage requested by client to underwrite policy.
Educated clients on current plans showing the options on their individual needs and goals.
Experience
7-10 Years
Level
Management
Education
High School Diploma
Independent Insurance Broker Resume
Summary : Responsible for Preparing new business presentations and selling to commercial and personal clients Placing new and renewal business with Prudential, Morstan, Aetna, Oxford and several wholesalers Gathering & analyzing commercial and personal client underwriting data to properly place the business Corresponding visiting with clients carriers when necessary or to maintain relations.
Skills : Presentation, Closing, Organizational, Time Management, Leadership, Establishing relationships for return sales.
Description :
Experienced in many areas: Selling personal insurance products, Life and Health, annuities and Mutual Funds, Medicare Advantage benefits, and Commercial Insurance.
Checked and processed new lines, renewals, and endorsements.
Assisted clients with claims and the process of the claims.
Processed client, company requests, binders, schedules, ID cards, certificates, invoicing, endorsements, audits, cancellations, reinstatement, etc.
Sold insurance products.
Assisted in providing outstanding customer service while delivering highly personalized protection solutions to individuals and their families.
Provided both groups and individuals with quotes and benefits offered with various insurance carriers.
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