Insurance Account Representative Resume Samples

An Insurance Account Representative is accountable for designing and implementing effective marketing techniques to sell insurance contracts to potential and existing clients. A well-drafted Insurance Account Representative Resume mentions the following duties and tasks – selling new insurance contracts to new and old customers, contacting potential clients and creating rapport, cold calling customers, selling suitable protection plans to individuals and companies, collecting information from customers and assisting in filing insurance paperwork, checking insurance claims, and fulfilling all established description pertaining to the job position.

Apart from proven work experience, the following abilities are expected from job applicants – a good understanding of various insurance policies including – automobile, life, property, fire and medical; computer proficiency, strong negotiation, and networking skills; and the ability to replenish job-specific knowledge. Education to the extent of a high school diploma or GED is all that is required for the job.

Insurance Account Representative Resume

Objective : Highly organized individual with strong attention to detail. Strong analytical skills coupled with clear communication and excellent interpersonal skills. Have the ability to prioritize workload to meet deadlines and to maintain a high level of quality and accuracy. Attains to utilize current medical expertise and continue to learn and grow in other areas of both the medical and legal fields.

Skills : Medical Terminology, Medical Records, Medical Coding, Medicaid, Medicare, Research, Reconciliation, Typing, Training & Development, Auditing, Collections, Customer Relations, Customer Service, microsoft Office Suite.

Description :

    1. Many lines of business together State Farm offers over 100 products.
    2. The Insurance Account Representative works with the agent to develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
    3. Responsible for sound, proper and timely execution of all assigned work.
    4. Managed, analyzed and evaluated information and agency record relevant to the assigned client, projects, and needs.
    5. Worked in collaborating with the agent in the preparation of recommendations, marketing strategies and actions for the client.
    6. Coordinated and managed the activities necessary to meet the needs of assigned projects by handling assigned work requests in an efficient, timely manner.
    7. Provide prompt, accurate, and friendly customer service.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts


Insurance Account Representative III Resume

Summary : Work with a company that will allow to participate and contribute with its development and mission through the knowledge, abilities and experience that I have obtained during professional lifetime.

Skills : Microsoft Office, Multi-Line Phone System, Customer Service, Collections.

Description :

    1. preparing proposals, closing business, keep tracking with the underwriting process and following-up until the business becomes booked.
    2. Contact customers to generate sales opportunities to the Agency measured on a weekly, monthly and quarterly basis.
    3. Walk-in quotes assistance to raw new customers in all mentioned fields.
    4. Service Daily review of customers reports to follow-up customer's needs including but not limited to premium increases, loss claims, non-renewals, account updates, endorsements, midterm changes, etc.
    5. Customers to gather information, provide feedback, and follow-up to claims whenever it is necessary.
    6. Collect deposit or payments, arrange for new billing options, and establish new payment accounts.
    7. Perform secretarial support including but not limited to budgeting and sales presentations.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Associates In Art


Insurance Account Representative II Resume

Summary : Dedicated and driven administrative professional with five years of successful experience improving best practice processes in the area of office administration. Recognized for ability to work well under pressure, attention to detail and accurately balance multiple assignments.

Skills : Management Experience, Planning, Customer Service Legal.

Description :

    1. Successfully managed accounts and assisted in the advancement of our book of business.
    2. Actively pursued leads obtained through direct referrals, lead databases, and cold calls.
    3. Contributed innovative ideas and offered constructive feedback at weekly sales meetings.
    4. Accurately calculated quotes and advised potential clients on insurance options.
    5. Answered questions with up-to-date knowledge of sales and store promotions in order to offer our clients a valuable product and informed experience.
    6. Commendably investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
    7. Served as the main liaison between customers, management and sales team.
    8. Ethically maintained a cash drawer averaging more deposits with the utmost principle.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Arts

Insurance Account Representative I Resume

Headline : Very energetic, extremely positive individual who genuinely enjoys working with the public and displays excellent customer relations skills. Motivated, young woman who has demonstrated proficiency in listening to customer needs and formulating a plan to achieve desired results. Honest, eager individual with a passion for achieving goals for self and others.

Skills : Customer Service, Microsoft Office, Finance Familiarity, Insurance, Credit Repair Law Familiarity, Managing, Self-efficiency, Marketing, Meeting Conducting, Speaker, Rapport Building Techniques And Skills, Selling, Sales Background, Fluent Spanish Speaking.

Description :

    1. Provide training and product support to less experienced staff members.
    2. Work effectively under minimal to no supervision.
    3. Set monthly sales goals and track weekly progress of premiums collected, sales reached, and marketing sources responsible for sales generated.
    4. Create individual files for all new client households, which contain specific notes, documents and other important information for future office use.
    5. Record all daily conversations with clients in the State Farm database for the use and availability of both company and other team members.
    6. Revise monthly bills when necessary by calculating credits and premium adjustments.
    7. Finalize and carry out bank deposits for office, keep a record of money received.
    8. Quote difference in regular monthly premiums for clients with pending changes.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Insurance Account Representative I Resume

Summary : Highly organized and approachable individual with excellent communication skills. Strong desire to succeed and progress. Looking for a position where I can maximize potential.

Skills : Microsoft Office, Spanish.

Description :

    1. Resented and clearly explained insurance policy options to clients based on their needs and goals.
    2. Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
    3. Obtain existing insurance, personal information, home/auto details in order to run insurance quotes.
    4. Processed applications, payments, corrections, endorsements and cancellations.
    5. Promoted agency products to customers in person, on the telephone and in writing.
    6. Prepared necessary paperwork to process insurance sales and renewals.
    7. Finalized and maintained all types of personal lines insurance policies within the agency.
    8. Promoted client retention through high-quality service and follow through.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Science

Sr. Insurance Account Representative Resume

Summary : Licensed insurance and financial services professional with extensive experience in sales, lending, prospecting and lead generation. Seeking a position offering new challenges and opportunities for career growth and advancement.

Skills : Quick Learner, Efficient Worker, Eager to learn, Organized, Excellent People Skills, Great Communication Skills.

Description :

    1. Complied with regulatory requirements, including Anti Money Laundering.
    2. Processed, closed and administered customer loan proposals.
    3. Solicited bank products to potential customers, created and maintained all types of business and consumer accounts.
    4. Initiated and maintained relationships with local businesses such as surveying companies, local banks, realtors, and insurance agencies.
    5. Evaluated leads obtained through direct referrals, lead databases and cold calling.
    6. Calculated quotes and educated potential clients on options.
    7. Conducted annual reviews of existing policies to update information.
    8. Followed up with customers on unresolved issues.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
High School Diploma

Jr. Insurance Account Representative Resume

Objective : Able to maintain a sense of humor under pressure. Poised and competent with demonstrated ability to easily transcend cultural differences. Thrives in deadline-driven environments. Excellent team-building skills.

Skills : Licensed Insurance Agent, Notary Public, Customer Service, Sales, Marketing, MS Applications. Typing Speed: 74 WPM and 176 CPM.

Description :

    1. Opened agency and un-forwarded the phones from the night before.
    2. Maintained the agency in a professional manner by sweeping, mopping and dusting every other day.
    3. Welcomed customers as soon as they walked into the agency.
    4. Informed customers with basic and intermediate information regarding their insurance needs.
    5. Resolved customer conflicts in a polite and courteous manner on the phone or in person.
    6. Answered a multiple line phone using telephone etiquette and inform agent in charge as well as other producers of any messages for them.
    7. Issued certificates of insurance, letters of experience and loss history letters on a frequent basis upon customer's demands.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma

Insurance Account Representative/Supervisor Resume

Headline : Seeking challenging role where I can utilize years of experience in sales and customer service skills.

Skills : Adobe, Administrative Assistant, Administrative Support, Answering Phones.

Description :

    1. Established and maintained a good working relationship with potential and existing clients.
    2. Identified contacts and sales prospects as assigned.
    3. Responsible for preparing a variety of status reports including closings, activity, adherence to goals and follow-up.
    4. Responsible for various other duties related to insurance sales and claims.
    5. Maintained and activated policies by preparing paperwork to transmit to corporate.
    6. Vast knowledge of multiple lines of insurance products.
    7. Provide training and product support to less experienced staff members.
    8. Set monthly sales goals and track weekly progress of premiums collected, sales reached, and marketing sources responsible for sales generated.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma

Asst. Insurance Account Representative Resume

Objective : Focused and dedicated insurance professional motivated to provide superior customer service and drive sales through cold calling, referrals and strategic outside marketing activities. Personable Loan Officer skilled in coaching and mentoring branch team members on a variety of loan products and services. Dependable and successful in building a loyal customer base.

Skills : Currently hold my Texas General Lines licenses in: Life, Health, Accident, HMO, and Property and Casualty.

Description :

    1. Processed applications, payments, corrections, endorsements and cancellations.
    2. Called warm and cold leads each week to expand the client base.
    3. Promoted agency products to customers in person, on the telephone, and in writing.
    4. Compiled coverage and rating information in an accessible format.
    5. Prepared necessary paperwork to process insurance sales and renewals.
    6. Pursued continuing education and training programs to continue professional development.
    7. Followed up with potential clients regarding online information requests.
    8. Presented and clearly explained insurance policy options to clients based on their needs and goals.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Legal Studies

Lead Insurance Account Representative Resume

Objective : Licensed Property and Casualty Insurance Specialist with over 13 years' of successful experience transitioning into the Healthcare industry utilizing background in sales, underwriting and education.

Skills : Microsoft Office, Quicken.

Description :

    1. Licensed Property and Casualty insurance specialist Serviced the existing client base along with the new business.
    2. Provided prompt and precise service including knowledge of insurance products, eligibility, coverage options, policy changes, claim submissions, and billing inquiries.
    3. Facilitated relationships with clients and prospects, examined their risks and exposures.
    4. Secured leads by cold calling and reviewed policies for cross-sale opportunities.
    5. Increased overall monthly production goals by writing new policies for current and new businesses.
    6. Established and executed marketing goals with the agent.
    7. Process all endorsements and customer inquiries for the above policy types Lead agency projects and delegated tasks to other employees.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Healthcare Management

Insurance Account Representative/Analyst Resume

Objective : Working on a career change to a meaningful and fulfilling position in the Human and Social Services Industry.

Skills : Customer Relationship Management, Social Media Marketing, Strategic Planning, Spanish.

Description :

    1. Tailor techniques to appeal to the broad customer base, meet specific customer needs and ensure complete customer satisfaction.
    2. Generate sales by effectively presenting and informing customers of the full range of the company's products.
    3. Educate our clients on the specifics of their life, automobile or homeowner's policies.
    4. Cold call to generate more business for the office.
    5. Upsell new and existing clients by pivoting to other products that State Farm offers.
    6. Update and maintain files, databases, and contact lists.
    7. Review, manage and grow an assigned portfolio of accounts.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Marketing Management

Insurance Account Representative Resume

Headline : Ability to direct complex projects from concept to fully operational status. Goal-oriented individual with strong leadership capabilities. Organized, highly motivated, and detail-directed problem solver.

Skills : POS Systems, Cash Handling, Mentorship, Customer Service, Approx. 57 Wpm.

Description :

    1. Correspond with customers to resolve billing issues and queries.
    2. Update and maintain billing records and documentation every day.
    3. Interact with customers to respond to specific requirements.
    4. Perform assigned administrative-related duties and responsibilities.
    5. Maintain invoice records and support documents.
    6. Collaborate with other departments to cater to customer needs.
    7. Educate our clients on the specifics of their life, automobile or homeowner's policies.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
General Studies