Insurance Agency Owner Resume Samples

An Insurance Agency Owner is a self-employed professional who generated new business by contacting potential customers. The job description entails selling, soliciting, and negotiating plans that match the needs of the assigned or potential customer’s portfolio. A well-drafted Insurance Agency Owner Resume mentions the following duties – developing marketing strategies and promoting all types of new insurance contracts or suggesting changes to existing ones, breeding productive relationships to create a pool of prospective clients, evaluating business or individual customer’s needs and financial status and proposing protection plans, maintaining bookkeeping systems, database and records; and achieving customer acquisition and revenue growth objectives.

The most sought-after skills for the post include the following – proven work experience, familiarity with all types of insurance plans, proven ability to work with goals, demonstrable abilities to communicate, and experience in delivering client-focused solutions. While a high school diploma or GED is mandatory, possessing a degree is preferred.

Insurance Agency Owner Resume example

Insurance Agency Owner Resume

Summary : Fully bilingual in Spanish and feel that bring a lot to the table with experience and professionalism. Very community-oriented, which has led to serving as the board of directors.

Skills : Supervision, Manager, Safety, Continuous Improvement, Training.

Description :

    1. Hired and managed staff.
    2. Applied for payments and setting up billing schedules.
    3. Provided correct insurance coverage for inquiring clients.
    4. Reviewed applicable materials to ensure strict compliance with policies, protocol, and procedures.
    5. Sold insurance products and services to customers and prospects.
    6. Brought agency from $0 to $1.1 million in premium revenue.
    7. Dedicated and cooperative in helping meet company objectives.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
HS Or Equivalent In Property And Casualty Insurance And Life And Health Insurance


Insurance Agency Owner Resume

Headline : Seeks to bring to your team experience in positively facilitating growth and capacity-building for individuals at the learner, teacher, and support levels. To focus on engaging and developmentally appropriate learning, data-focused collaboration and planning with research-based solutions, positive learner/parent/teacher relations, continuous teacher development, and current tech, which together improve learner-ownership and success for every learner.

Skills : Excellent interpersonal, Microsoft Publisher, Internet, various municipal computer software systems, multiple phone lines, switchboards and monitors, postage systems. . Strong verbal and written communication.

Description :

    1. Submitted forms and paperwork to the corporate office for approval.
    2. Provided customer service for clients with questions in regards to their policies.
    3. Payrolled and profited and loss statements.
    4. Serviced a 300 customer base for Auto and Home coverage.
    5. Achieved a 300 Customer Base.
    6. Initiated the business on its own and specialized in personal, commercial, health, and life insurance.
    7. Utilized Farmer's educational opportunities too.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Insurance And Life And Health Insurance


Insurance Agency Owner Resume

Summary : Worked at developing advertising campaigns, budgets, ads, and handling any problems that would come up with existing business. In addition, would develop marketing strategies for new businesses to assisting in their growth.

Skills : Safety Consultant, Safety Instructor.

Description :

    1. Responsible for Daily Operations, Sales, and service along with claims handling.
    2. Managed full office staff.
    3. Helped clients protect and recover from the unknown. 
    4. Managed a team of service and producers to succeed in Payroll and bookkeeping.
    5. Official safety instructor for the Hispanic contractor association.
    6. Assisted customers with account maintenance and management.
    7. Offered insurance solutions.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Certificate In Life Insurance Financial Service

Insurance Agency Owner Resume

Headline : Insurance Agency Owner with 20+ years of experience in business management, consumer collections, budget preparation, financial analysis and management, profit and loss responsibility, sales and sales forecasting, strategic planning, customer service, employee supervision and development, marketing, merchandising, vendor relations, and related administrative duties.

Skills : Customer Service, MS Office.

Description :

    1. Started and successfully managed my own business under Farmers Insurance Group.
    2. Ensured timely and effective execution of all company programs, policies, and processes.
    3. Demonstrated through example, a commitment to exceptional customer service.
    4. Resolved problems and complaints quickly to avoid serious problems.
    5. Monitor store operations to ensure customer-friendly services are consistently provided.
    6. Able to manage start-up business operations and lead cost-effective solutions to help the company gain market share and a competitive edge.
    7. Built business through referrals and repeat customers.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma

Insurance Agency Owner Resume

Summary : Excellent interpersonal skills. Marketing products or services is a passion when believing in that service or product. Work with integrity and please the customer.

Skills : Insurance, Sales, Customer Service, Multi-Line Phone.

Description :

    1. Successfully managed the Sales and Customer Service for an Insurance book of business.
    2. Responsible for all new business quoting and sales.
    3. Ultimately responsible for the customer service experience for all policyholders.
    4. Personally directed the effective resolution of claims and complaints from customers.
    5. Managed an employee and saw to their development in sales and customer service skills.
    6. Responsible for payroll, commissions, workers' compensation, and overall office management.
    7. Doubled Commercial Lines book of business by actively soliciting new customers in the Restaurant, Convenient Store, Construction, and Hotel industries.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Certificate In Engineering

Insurance Agency Owner Resume

Summary : Seeks to obtain a position that will enable to use working skills, educational background, abilities, and experiences to further expand knowledge and work ethics in a positive environment and become an asset to the company.

Skills : Multi-Line Phone, 10-key, Notary, Notary, Banking, Lending.

Description :

    1. Generated insurance quotes for potential and existing clients by determining need and risk profiles.
    2. Consulted and reported on claims.
    3. Hired, trained, and managed office staff.
    4. Developed new business through leads and referrals.
    5. Also implemented marketing and cross-selling programs for growth.
    6. Provided excellent client service and support.
    7. Attended seminars to gain current perspectives in a changing marketplace.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BS In Business Administration

Insurance Agency Owner Resume

Objective : A versatile, resourceful, and highly energetic leader. Result-driven and focus on creating and implementing practical, customer-driven solutions. Expertise and proficiency with office computer software and programs specific to most insurance companies. As a business owner understand how important it is to have people you can trust and depend on.

Skills : Insurance Sales, Benefits, Enrollment, And Appointment Setting.

Description :

    1. Successful insurance agent originally hired as a scratch agent with knowledge of obtaining a sizable book of business after the first year of obtaining and surpassing sales goals.
    2. Trained and mentored two to three staff members to ensure all needs of our customers were being taken care of accurately and in a timely manner.
    3. Developed client investment and insurance risk analysis and provide clients with a professional needs presentation.
    4. Established sales tactics through referrals, cold-calling, and a variety of print marketing techniques.
    5. Served as the face of the agency.
    6. Participated in community events to position the agency in the area as a well-known and respected agency.
    7. Managed an independent insurance agency writing property & casualty insurance policies for several companies.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
A.A.S. In Financial Management

Insurance Agency Owner Resume

Summary : Results-oriented Finance Analyst with 10 years of proven experience in streamline budgeting and forecasting activities, accounting best practices, and financial analysis with the finance systems. Successful in utilizing best practices to manage projects that automate financial processes.

Skills : Report Writing, Time Management, Law Enforcement, Insurance, Sales.

Description :

    1. Represented a full line of insurance products, serving as a trusted advisor to businesses and individuals.
    2. Developed and implemented sales plans and manage all phases of the sales cycle.
    3. Consistently met and frequently exceeded sales goals.
    4. Hired, trained, and supervised sales support staff, and create a fun and productive work environment.
    5. Attended networking meetings in town to generate referral sources.
    6. Met and exceeded Allstate expectations for the first year of service within 6 months of the agency being open.
    7. Set monthly sales goals and made a detailed plan of how to obtain them.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BA In Business Management

Insurance Agency Owner Resume

Summary : Highly motivated business associate with extensive customer service and sales experience. Business-savvy with over ten years of experience directing and marketing teams towards increased revenues and success. Results-oriented with the ability to lead organizations to successful product launches and higher revenues. Client relations expertise in developing new and maintaining existing client relationships.

Skills : Management, Training & Development, Marketing, Communications.

Description :

    1. Owned and operated an independent insurance agency.
    2. Managed all aspects of local operations to including risk analysis, claims (incident reports regarding customer losses); customer service, sales.
    3. Worked to develop target markets and customers and execute business and marketing plans to sell products and services.
    4. Concerning matters of BSA/AML, USA PATRIOT Act, and OFAC compliance measures (40-70 hours per week).
    5. Inspected property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
    6. Sold various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property.
    7. Performed administrative tasks, such as maintaining records and handling policy renewals.
    Years of Experience
    Experience
    7-10 Years
    Experience Level
    Level
    Management
    Education
    Education
    BA In Professional Communications

    Insurance Agency Owner Resume

    Headline : Seeking to grow in the insurance industry as a sales representative, marketing representative, or manager, over 15 years of experience and knowledge of underwriting guidelines for personal and commercial lines. Sales and managing experience as well as group-oriented. Results-focused, quality-driven professional with extensive experience in operational development positions, demonstrating consistent achievement of objectives, strong sales and service skills, and dedication to organizational goals.

    Skills : Insurance, Sales, Management.

    Description :

      1. Managed agency and trained staff in the art of sales and customer service.
      2. Supported the community with various events and functions.
      3. Serviced, sold, and managed about 50 policies in 6 months.
      4. Employed contact manager.
      5. Represented the face of the company and personal agency in the community.
      6. Identified, interviewed, hired, trained, and evaluated seven employees.
      7. Conducted comprehensive staff meetings to measure the performance of agency goals.
      Years of Experience
      Experience
      5-7 Years
      Experience Level
      Level
      Executive
      Education
      Education
      HS Diploma