An Insurance Salesman is responsible for expanding the business by actively seeking and acquiring new clients. The job description entails identifying the needs and demands and sell insurance products. Typical work activities are listed on the Insurance Salesman Resume as – designing and implementing effective marketing strategies for selling new insurance contracts and adjusting existing ones; contacting potential clients and creating rapport by networking, cold calling, and using referrals; appraising the wishes and demands of business and customers; collecting information from clients on their risk profiles; preparing reports to shareholders; checking insurance claims; and fulfilling company established policy obligations.
The most sought-after skills include – good comprehension of insurance plans, the ability to work with computers and understand and interpret standard statistical findings; experience in delivering client-focused and in creating a long-lasting relationship. Employers seek those with a high school diploma or GED and work experience.
Objective : To secure an entry level position at a commercial real estate firm. Providing excellent customer service and regularly serve customers to demonstrate products and explain product features. Recommending products to customers, based on their specific needs and interests.
Skills : Quickbooks, Microsoft Suite, Connectwise, Labtech, Outlook.
Description :
Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
Sought out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Customized insurance programs to suit individual customers, often covering a variety of risks.
Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
Calculated premiums and establish payment method.
Experience
2-5 Years
Level
Executive
Education
BS
Insurance Salesman Resume
Objective : Very skillful and ready to learn more. looking for career opportunities so I can have the ability to help a company grow to its full potential or higher. Answering customer questions relating to products, prices, availability, product uses, and credit terms. Soliciting new accounts, as well as work on unsold accounts and existing accounts, Maintaining margin, as well as sales volume to objective, Estimating or quote prices, warranties, and delivery dates.
Skills : Shift Leader, Computer , Inventory, People, Handling Money Through Collections R Account Pay Offs.
Description :
Performed administrative tasks, such as maintaining records and handling policy renewals.
Worked as an insurance salesman selling supplemental benefits to small businesses.
Marketed supplemental life, accident, and health insurance plans to business owners and their employees.
Prepared estimates, and bids that meet specific customer needs.
Arranged and directed delivery and installation of products and equipment.
Analyzed information received from customers and various credit services.
Approved and applied unsecured shop limits and job limits within assigned authority.
Experience
2-5 Years
Level
Executive
Education
BS
Insurance Salesman Resume
Objective : Provide my professional sales experience and unique knowledge of sales and marketing with a goal of advancing my employer's market share. Greeting customers and determine what each customer wants or needs in person and over the phone. Recommending, selecting, and helping locate or obtain merchandise based on customer needs and desires. Describing merchandise and explain use, operation, and care of merchandise to customers.
Skills : Ms Word, MS Office, Ms Excel, Ms Project, Ms Office Suite, Project Management, Powerpoint, 3D Studio Max, Indesign, Digital Prepress, Business Management.
Description :
Hired and trained sales representatives for computer software for Independent insurance Agencies and Property & Casualty Insurance Companies.
Responsible for the development of 5 States for comparative rating sales and management system sales.
Responsible for the refinement and development of the rating software by determining customer's growing needs.
Responsible for over 50% of the total sales.
Sold life, health, and personal lines of insurance in Ida and Sac Counties.
Proactively managed the course of aging accounts and determine action needed.
Created and approved payment plans for delinquent customers (up to 100k and 90 days).
Experience
2-5 Years
Level
Junior
Education
GED
Insurance Salesman Resume
Summary : To enhance my skills as an Insurance Salesman professional while bringing value to my employer. Computing sales prices, total purchases and receive and process cash or credit payment. Answering questions regarding the store and its merchandise. Maintaining knowledge of current sales and promotions and policies regarding payment and exchanges.
Skills : Power Point, Word, Excel, Salesman.
Description :
Used GPS smart phone for actions.
Performed collection calls for accounts.
Reviewed and approved lien waivers.
Reviewed lien / bond filing dates to ensure collectability of AR portfolio.
Followed all required state/federal lien and bond laws for assigned.
Followed up on disputes timely and work with Regional/Branch and salesman to resolve.
Facilitated placement of accounts with collection agencies including periodic follow-and determine legal action when necessary, including direct communication with legal representation.
Experience
7-10 Years
Level
Management
Education
MS
Insurance Salesman Resume
Headline : To gain long term employment with a consistent and reputable company, as well as to further my skills. Maintaining records related to sales in the Point of Sale (POS) software, Placing special orders or call other stores to find desired items.
Skills : Microsoft Office Suite, Quickbooks Pro Accounting Software, Coffee Cup Website Design, Maintenance and Mechanical , Pipefitting, Welding,.
Description :
Attended and graduated a nationally accredited bartender school.
Familied with Word Processor and Excel.
Worked in sales both behind a counter as well as cold calling.
Worked as an insurance salesman for combined insure group nine years ago.
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
Frequently used laptop & phone.
Learned to persuasive, yet patient and professional.
Experience
5-7 Years
Level
Executive
Education
GED
Insurance Salesman Resume
Objective : Seeking a Full-time position in your department that rewards loyalty, hard work, dependability and positive results in the team environment. Skill set includes multi-tasking, special projects, customer service, computer skills, word processing, spreadsheets, documentation and data entry.
Skills : -Proficient user of Microsoft Excel, Word, and PowerPoint.
Description :
Marketed services to clients to secure their investments for retirement.
Generated personal leads and referrals to grow business.
Cold called 3 days a week in an effort to set up personal appointments at potential client's homes.
Created and executed a personal approach to achieve a cold-call success ratio of 20 percent, with the industry average at 10 percent.
Trained new employees out in the field how to present and close sales.
Ended the year in the top 15% of new employees for overall sales and production.
Encountered many people; did many presentations.
Experience
2-5 Years
Level
Management
Education
Bachelor Of Arts In Marketing
Insurance Salesman Resume
Objective : Accomplished and energetic Office and Sales Assistant with a solid history of achievement in customer service and team work. Motivated leader with strong organizational and prioritization abilities. Areas of expertise include Planning, Organizing and Customer Service.
Oversaw training and help closed sales of insurance products such as auto, fire and life insurance.
Trained two employees on phone prospecting and sales, within one month, they sold an average of 40,000 in new premium.
Used my in depth knowledge of the products and guided consumers through any problem they had that was in the scope of the products we offered.
Traveled the state of Kansas following up on leads provided by the company.
Maintained Prudential accounts in Longview, upgrading and selling insurance as necessary for each customer and collecting monthly payments of .
Sold various types of insurance policies to businesses and individuals on behalf of insurance companies, fire, life, and property.
Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be .
Experience
2-5 Years
Level
Junior
Education
High School Diploma
Insurance Salesman Resume
Objective : Goal oriented professional with 15 years of experience in the insurance industry. Specializing in customer service by developing relationships to determine the optimal products and services available for each client and his specific needs. Specializing in: Conflict Resolution Listening and Communication Multi-tasking Training and Mentoring.
Skills : Standard Operating Procedures, CCNA.
Description :
Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
Passed state certified test to become insurance agent in Kentucky.
Set up appointments by cold calling on telephone made sells in person with high closing percentages.
Quoted and issued insurance policies, answered questions and discussed life insurance with potential customers.
Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to .
Communicated regularly with Regional / Branch and salesman regarding collection matters.
Visited customers and branches as needed which will include some limited travel.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Insurance Salesman Resume
Headline : Insurance Salesman is Initiating telephone and email contact with potential Enterprise prospects from various lead sources, including but not limited to: Website, Online events, Social Media, Researching into select identified accounts to identify key personas and develop a plan to reach out to the prospects.
Skills : Salesman, Recording, MS Office.
Description :
Partnered with Regional Vice President on regional sales growth and risk management/mitigation staying aligned with direction provided by Regional Credit Manager and VP, Credit.
Assisted with training of less experienced team members, providing guidance to team members on complex and escalated issues.
Followed on team assigned metrics, coordinating with Regional Credit Manager on actions needed to ensure metrics are being achieved.
Ensured team members are trained on and are following all SOPs.
Assisted Regional Credit Manager with team member AR Reviews, coordinating with Regional Credit Manager on recommendations for providing any coaching and training required.
Took lead as needed on legal accounts within region.
Filled and merchandised all coolers, displays, racks, shelves, and/or vendors in accordance with PBV standards.
Experience
5-7 Years
Level
Executive
Education
MS
Insurance Salesman Resume
Headline : Insurance Salesman is Conducting proactive activities to generate interest with relevant messaging based on targeted segment, Coordinating and facilitating initial discovery calls between prospects and AkitaBox Sales Executives, Managing a pipeline of leads, while meeting/exceeding response times, Recording & maintaining prospect information into CRM database, Coordinating campaign efforts & results with Marketing.
Skills : Marketing, Managing, Recording.
Description :
Executed all promotions.
Created and utilized point of sale signage.
Ordered product and/ or runs invoices.
Serviced all customers as scheduled.
Communicated with customers and co-workers.
Followed company rules and regulations.
Performed basic financial calculations, such as addition, subtraction, multiplication, and division.
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