Insurance Producer Resume Samples

The role of an Insurance Producer is similar to that of an Insurance Agent, the only difference is that these producers don’t work on behalf of any firm, but they are independent business people. A well-drafted Insurance Producer Resume emphasizes on duties such as – communicating and building a relationship with warm and cold markets through phone calls or direct meetings, processing insurance policy applications, developing marketing strategies to promote new insurance contracts, evaluating and identifying customer’s need and financial status, monitoring insurance claims and fulfilling all policy requirements.

Candidates willing to take this career line must depict resume skills like – very good knowledge of insurance products and services, familiarity with methods and techniques of selling products, comprehensive knowledge of insurance practices and services and in-depth knowledge of all types of insurance plans. The most common educational qualification seen on most resumes is a bachelor’s degree in business, economics, finance or business administration.

Insurance Producer Resume

Headline : Insurance Producer with over five years' experience, ability to demonstrate passion in ensuring that all tasks are achieved and completed in a timely manner.

Skills : Teamwork, Coaching, Sales, Public Speaking, Insurance, Multimedia, Written Communication.

Description :

    1. Researches & identifies prospects that may meet United Health Care's ideal client profile.
    2. Effectively uses United Health Care sales tools to make initial contact with qualified prospects.
    3. Meets with prospective and existing clients and develops a positive business relationship.
    4. Engages the appropriate industry group and United Health Care resources to offer "best in Partnership" resources for each prospect.
    5. Partners across the firm to utilize appropriate resources for initial and ongoing prospect sales meetings and proposals.
    6. Identifies key decision-makers, clients or prospects risks needs and determines the services, products
    7. Supports sales efforts by adhering to department operations and providing timely and accurate prospects data.
    8. Keeps up to date on prospects' current issues, researches new information on prospects.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Insurance


Life Insurance Producer Resume

Headline : Highly active, motivated to do what is best for the company. Professional equipped with a positive attitude and drives to succeed. Highly efficient, productive and committed college athlete. Hardworking and conscientious with the capacity to manage time and plan ahead to reach superior results.

Skills : Microsoft Office, Ability To Multi-Task, Customer Service, Computer Skills, ABS/NECHO.

Description :

    1. Sell various types of insurance policies to businesses and individuals on behalf of the insurance company, including automobile, fire, life, property, and health.
    2. Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
    3. Confer with clients to obtain and provide information when claims are made on a policy.
    4. Contact underwriter and submit forms to obtain binder.
    5. Customize insurance program to suit individual customer, often covering a variety of risks.
    6. Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
    7. Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
    8. Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Insurance


Licensed Insurance Producer Resume

Objective : Eight years of military experience in positions of increasing responsibility have made accustomed to working with people from all walks of life.

Skills : Budget Analysis, Marketing, Ms Office Suite, Project Management, Presentation Skills, Computer Literate, Communication, Negotiation, New Business Development, Networking.

Description :

    1. Interview prospective clients too obtain data about their financial resources and needs, the physical condition of the property to be insured, and to discuss any existing coverage.
    2. Call on policy holders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
    3. Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
    4. Customize insurance programs to suit individual customers, often covering a variety of risks.
    5. Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
    6. Calculate premiums and establish payment method.
    7. Perform administrative tasks, such as maintaining records and handling policy renewals.
    8. Develop marketing strategies to compete with other individuals or companies who sell insurance.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business Management

Insurance Producer/Agent Resume

Summary : Dedicated and passionate worker, with a reputation for professionalism and efficiency. Stays current on the latest trends in the industry, with comprehensive knowledge of products, services and practices. Proven effective leader, focusing on providing outstanding customer service and accountability for goal achievement. Cultivates positive relationships with customers.

Skills : Life Insurance Agent.

Description :

    1. Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
    2. Calculate premiums and establish payment method.
    3. Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
    4. Confer with clients to obtain and provide information when claims are made on a policy.
    5. Contact underwriter and submit forms to obtain binder coverage.
    6. Customize insurance programs to suit individual customers, often covering a variety of risks.
    7. Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Business Administration

Sr. Insurance Producer Resume

Summary : Obtain a position that will enable me to utilize my organizational skills, experience in customer service, ability to communicate, and work well with people in a professional environment while exhibiting a work ethic that will be an asset to employer.

Skills : Microsoft Office.

Description :

    1. Process and record new insurance policies and claims.
    2. Correspond with insured or agent to obtain information or inform them account status or changes.
    3. Review and verify data, such as age, name, address, and principle sum and value of property on insurance applications and policies.
    4. Notify insurance agent and accounting department of policy cancellation.
    5. Organize and work with detailed office records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
    6. Calculate premiums, refunds, commissions, and adjustments.
    7. Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
    8. Obtain computer printout of policy cancellations or retrieve cancellation notices from file.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Business Administration

Lead Insurance Producer Resume

Objective : Acquire a position that utilizes background and strengths in customer service, analysis and problem solving to meet Customer expectations and continued professional development.

Skills : Microsoft Office/Microsoft Excel.

Description :

    1. Agent specializing in Property and Casualty risks as well as Health and Life.
    2. The primary focus is Personal Lines insurance while also serving as secondary Comm agent for the small brokerage as well as Health/Life and Workers Comp.
    3. Focus is always on finding creative ways to maximize client's coverage in the most cost-effective manner.
    4. Work hard to contribute my ideas and time to make the agency successful.
    5. Developed expertise writing high-value homes, autos and collector vehicles.
    6. Developed a small book of small-market Commercial risks while also gaining experience writing some mid-market risks.
    7. Extensive experience writing Personal and Comm risks with Allied, Travelers, SAFECO, Kemper Preferred, and Kemper Specialty, Chubb and many other carriers.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.A. In Broadcasting

Insurance Producer/Advisor Resume

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

Skills : Experience with all office equipment, and the ability to learn quickly.

Description :

    1. Assistant to the president of the agency and did marketing, data entry on new and existing accounts, service work on renewals, changes to policies, and did personal visits to clients.
    2. Handled several large accounts including community colleges, marinas, and contractors.
    3. Worked as a bookkeeper in a retail store, was responsible for data entry, pricing of merchandise, and worked the floor when necessary.
    4. Develop marketing strategies to compete with other individuals or companies who sell insurance.
    5. Kept our department organized and efficient.
    6. Kept all correspondence and supporting data pertaining to our accounts in order.
    7. Bookkeeping position organized the office and set up a system to track invoices to shipping tickets and verified shipments with warehouse staff.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Insurance

Insurance Producer/Supervisor Resume

Summary : To obtain a challenging position with a growth oriented organization in which experience and intense desire to learn and advance within a company will be of great value.

Skills : Microsoft Word, Excel, Outlook, Type 40 Wpm Without Error.

Description :

    1. Place outbound calls to try and obtain new business.
    2. Provide thorough auto, fire, and life insurance quotes to prospects.
    3. Performed detail study of insurance products, provided excellent customer service by identifying as well as understanding client's needs.
    4. Educating clients on their insurance coverage's.
    5. Analyzing the needs of clients as well as providing clients' family protection needs. Conduct policy owner review sessions to deepen client producer relationships, review client's other life insurance needs and cross-sell company products.
    6. Maintain required education and licensing.
    7. Maintained clients' accounts by making changes and assisting in billing questions.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Science

Insurance Producer/Coordinator Resume

Headline : Goal-oriented Insurance Producer dedicated to high levels of customer satisfaction and meeting aggressive business goals. Self-motivated with specialized knowledge in sales of Property and Casualty Insurance.

Skills : Sales Skills, Graphic Design, Web Design, IT, Server Management, Leadership Skills.

Description :

    1. Provided service to clients' changing insurance needs by selling life, health, and disability insurance.
    2. Approached potential clients by utilizing mailings and phone solicitation.
    3. Determined clients' particular needs and financial situations by determining the 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. Obtains underwriting approval by completing the application for coverage.
    6. Planned future follow-up visits and evaluations of needs.
    7. Updates job knowledge by participating in educational opportunities.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Graduate Studies

Insurance Producer III Resume

Objective : Accomplished measurable results while leading teams of 256 soldiers in a dynamic, fast-paced environment. Possess a comprehensive background in operations management derived from conducting domestic and global operations.

Skills : Leadership.

Description :

    1. Specialize in commercial property-casualty, general liability, and worker's compensation.
    2. Meet with potential clients to discuss provided products and services.
    3. Manage the pipeline of clients and potential clients to provide superior sells and service.
    4. Meet regularly with clients to provide valuable advice and ideas to mitigate risk and keep claims down.
    5. Present proposals of products to key business leaders to help them make decisions regarding their business needs.
    6. Coordinate with the account manager to ensure client needs are being met and issues are taken care of.
    7. Inspecting property commercial buildings, property and job sites to find safety issues and help implement controls to resolve to minimize safety issues.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business Management

Insurance Producer II Resume

Headline : Solid experience in staff management and team-building; coach, guide, lead, and inspire staff to achieve productivity excellence. Decisive problem solver able to execute innovative solutions and process improvements to meet defined business goals.

Skills : Writing, Editing, Social Media, Communications.

Description :

    1. Calculate premiums and establish payment method.
    2. Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
    3. Confer with clients to obtain and provide information when claims are made on a policy.
    4. Contact underwriter and submit forms to obtain binder coverage.
    5. Customize insurance programs to suit individual customers, often covering a variety of risks.
    6. Develop marketing strategies to compete with other individuals or companies who sell insurance.
    7. Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Insurance Producer Resume

Objective : Results oriented team member with broad background in Logistics and Information Technology (IT). Adapts quickly to numerous and various systems and networks. Expert in analysis of information and trends to improve efficiency and production within an organization. Able to identify and trouble shoot IT issues and resolve them quickly. Seasoned instructor and developer of educational tools and tests for evaluation.

Skills : Selling, Customer Service, Marketing, And Insurance Industry.

Description :

    1. Quoting new polices, and processing new insurance policies, servicing and renewing existing policies.
    2. Meet with customers and providing excellent advice in order to meet their insurance needs.
    3. Resolve questions or issues that may evolve in purchasing insurance or claims.
    4. Ensure customer files are complete, accurate and up to date.
    5. Follow the annual crop insurance flow and ensure the necessary reports are completed on time.
    6. Maintain a working knowledge of changing programs, procedures and all state and federal regulations applicable to the agency.
    7. New customers to the agency and also gave excellent customer service to the customers.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Insurance