An Insurance Sales Specialist is a professional who oversees the representatives who sell insurance policies. Daily account abilities are stated on the Insurance Sales Specialist Resume as – meeting with clients, and potential clients to grow their customer base; identifying client’s needs, and matching them with insurance policies; researching and sourcing potential clients and building long-term relationships; persuading potential clients to engage and meet to discuss insurance products; advising clients on the insurance policies; customising insurance programs to suit individual clients; and re-assessing the policy needs of existing clients after life-changing events.
The nature of the job demands the following skills and abilities – good comprehension of insurance plans, including automobile, fire, life, property, medical, etc.; the ability to work with computers and understanding and interpreting standard statistical findings; and experience in creating long-lasting relationships. A high school diploma or degree is commonplace among job applicants. Work experience is as well expected from potential applicants.
Objective : Insurance Sales Specialist is responsible for selling insurance products to clients. This includes selling insurance products such as life, health, auto, and home and commercial property to clients. It also includes managing sales processes in the field including client sourcing, prospecting, call handling, closing and follow-up.
Skills : Microsoft Office, Customer Service, Data Entry, Bookkeeping.
Description :
Regarded insurance companies; not only by its customers, but also by the market itself.
Confirmed OCASO financial strength rating, with an A (Excellent) rating.
Attended meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
Calculated premiums and establish payment method.
Delivered and explained policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
Met with clients to obtain and provide information when claims are made on a policy Contact underwriter and submit forms to obtain binder coverage.
Customized insurance programs to suit individual customers, often covering a variety of risks.
Developed marketing strategies to compete with other individuals or companies who sell insurance.
Experience
0-2 Years
Level
Entry Level
Education
Masters In Business Administration
Insurance Sales Specialist Resume
Summary : Insurance Sales Specialist is responsible for sales, marketing, and customer relations in the insurance industry. This includes identifying new opportunities and establishing relationships with customers, agents, and insurers to achieve financial objectives.
Skills : Impeccable interpersonal skills and friendly attitude.
Description :
Acquired appointments via cold calls, e-mail marketing, Facebook, direct mail.
Prepared quotes via Adobe Acrobat and delivered to clients, either in person or using Microsoft Outlook or Mozilla Thunderbird.
Presented plans to customers, wrote and delivered policies to clients as necessary.
Developed innovative brochure presentations to help customers understand how insurance works and to make value decisions.
Created unique online sales presentation used in private webinars.
Provided ongoing training for other agents to develop superior communication skills.
Kept detailed notes on sales via Excel spreadsheets designed.
Experience
10+ Years
Level
Senior
Education
Electronics
Insurance Sales Specialist Resume
Summary : Insurance Sales Specialist is responsible for driving the sales of insurance products to new and existing customers by developing, executing, and measuring sales performance across the entire insurance business. It includes managing the sales process and providing sales support to customers and vendors.
Skills : Business Management, Customer Service, Verbal Communication, Phone Skills, Listening, Data Entry Skills, People Skills.
Description :
Obtained client information by answering telephone calls; interviewing clients; verifying information.
Determined eligibility by comparing client information to requirements Establishes policies by entering client information; confirming pricing.
Informed clients by explaining procedures; answering questions; providing information.
Maintained and improved quality results by adhering to strict standards and guidelines.
Updated job knowledge by studying new product descriptions; participating in educational opportunities.
Accomplished sales and organization mission by completing related results as needed.
Finalized sales and collected necessary deposits Collected all premiums on or before effective date of coverage.
Experience
7-10 Years
Level
Management
Education
Sales
Insurance Sales Specialist Resume
Summary : Seeking a career in business with focuses in procurement of products and services as well as inventory management. To apply my educational and professional experiences in support of corporate operational activities and growth, while broadening my experiences and capabilities in business and business management.
Skills : Oracle, Peoplesoft, FINANCIALS, CRM, ERP, BI, .NET Quickbooks, MITS, WCIS, V3, Sharepoint, Microsoft Applications: Word, Excel, Access, Project, Power Point, Dynamics AX, Outlook, Windows, Adobe Reader.
Description :
Recruited as one of five individuals covering multiple territories.
Managed 18 brokers with over 100 employees.
Boosted account revenues to $1M+ annually.
Increased lead sources, maximizing Internet and existing clients referrals.
Increased brokerage referrals 22%, driving north and south regions to 108% and 117% of annual revenue quota, respectively.
Revamped professional development training programs to optimize prospecting tactics for under-producing sales regions in Nevada and turned into top-ranking units.
Maintained friendly demeanor regardless of large call volume.
Maintained and education and licensure of insurance products, services and local insurance laws.
Answered inquiries and educated customers.
Experience
10+ Years
Level
Senior
Education
BS In Personnel Management
Insurance Sales Specialist Resume
Objective : Insurance Sales Specialist is responsible for sales, marketing, and customer service to the insurance and financial services marketplace.
Skills : Microsoft Office, Project Management, Visual Basic, Technical Writing, Web Design, Database Management, MySQL, SQL, Javascript, C++.
Description :
Conducted sales for various permanent life insurance products, Long Term Care.
Advanced sales market including non-qualified deferred Compensation, business succession planning, wealth transfer and estate planning for all Chicago Citibank financial centers.
Conducted life insurance training for Citibank financial executives, Citi business and client financial analysis.
Included were Long Term Care, business succession and various uses for life insurance in all financial markets.
Conducted Long Term Care Seminars for bank clientele for over 20 financial centers throughout the greater Chicago area.
Second highest grossing insurance agent reflecting total premium and number of policies issued in the nation.
Able to move over and become a top producer in Major Med.
Experience
0-2 Years
Level
Entry Level
Education
Bachelor Of Science
Insurance Sales Specialist Resume
Summary : To obtain a Insurance Sales Specialist position where I can apply my customer service and organizational skills while gaining new knowledge that allows me to be an asset to my employer.
Maintained friendly demeanor regardless of large call volume.
Maintained and education and licensure of insurance products, services and local insurance laws.
Answered inquiries and educated customers.
Effectively sold insurance products and issued policies electronically and via telephone.
Averaged approximately 30 sale phone calls and completed 30% (peer averaged).
Prepare proposals for proposal submission and negotiations with clients.
Implemented best practices in sales processes that ensure an excellent customer experience.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Music
Insurance Sales Specialist Resume
Objective : Motivated, personable business professional that has a successful track record in the accounting area and also excelled in the purchasing area.
Maintained an active participation in customer calls, training sessions, and other customer interactions
Built relationships with vendors and distributors.
Leveraged relationships with existing customers as well as collaborating with new customers.
Implemented a comprehensive sales process that includes forecasting, quoting, planning, order fulfillment, follow up on quotes and orders, and follow up on orders and payments.
Controlled inventory levels for all products in all product lines.
Established a strong relationship with internal departments to ensure effective implementation of company policies and processes.
Provided regular updates on industry trends to senior management.
Experience
0-2 Years
Level
Entry Level
Education
Sales
Insurance Sales Specialist Resume
Objective : Insurance Sales Specialist is responsible for ensuring all product and service offerings meet the needs of the insurance industry.
Skills : Microsoft Word, Microsoft Excel, Microsoft Power Point, Adolbe Acrobat, Benefit Point.
Description :
Generated new business through new product and service introductions.
Identified, qualified and closed customers with great potential to generate positive results.
Productively managed sales teams in order to achieve growth goals.
Negotiated and advocated for the company products, services and initiatives.
Worked closely with all departments in order to maintain a high degree of stakeholder involvement and accountability.
Demonstrated excellent communication skills.
Responsible for quoting, selling, and servicing insurance policies.
Experience
0-2 Years
Level
Entry Level
Education
Bachelor Of Science
Insurance Sales Specialist Resume
Objective : Insurance Sales Specialist (IS) is responsible for partnering with the Insurance Company and their customers to achieve business goals. This includes understanding their needs, taking a customer-centric approach and working closely with the CEO and senior management to develop strategies to achieve their objectives.
Skills : Well organized with time great management abilities.
Description :
Identified new markets and competitors within each market, using industry data and knowledge of the industry and products.
Established partnerships with other insurance companies in order to obtain the best value in each market.
Identified new opportunities based on the current relationship with customers or prospects.
Fended new ways of selling insurance products that are more efficient or cost effective for customers.
Worked closely with the Chief Financial Officer (CFO) to identify new revenue sources through marketing initiatives, as well as identify cost savings opportunities through operational efficiencies
Developed a sales plan for each territory that. includes all aspects of selling insurance products
Conducted market research, including competitor analysis, to help drive sales.
Experience
2-5 Years
Level
Executive
Education
Sales
Insurance Sales Specialist Resume
Objective : Insurance Sales Specialist is responsible for selling a broad range of insurance products to insurance customers. This includes selling standard and long term products, as well as providing customized product solutions and services. This position is responsible for a diverse cross-functional team.
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