Licensed Insurance Agent Resume Samples

A Licensed Insurance Agent will help the insurance companies in generating new businesses by bringing new customers and selling various types of insurances. The job description also includes explaining about various plans to customers and helping in choosing the right plan that suits their needs. A well-drafted Licensed Insurance Agent Resume mentions the following duties and tasks – calling existing customers to expand their buying options; interviewing new clients about their financial resources; explaining the merits and features of various insurance plans; and handling policy renewals.

Those seeking this job role must depict on the resume the following skills – proven work experience, familiarity with all types of insurance plans; basic computer knowledge and statistical analysis; experience in delivering client-focused solutions, demonstrable abilities to communicate, influence, present and sell effectively. A high school diploma and License to practice is mandatory.

 

Licensed Insurance Agent Resume

Objective : Client-focused Licensed Insurance Sales Agent, successful at developing leads and analyzing market trends to increase revenue and meet sales goals. Strives to work hard in any atmosphere. Customer service and sales professional successful in improving customer retention rates and growing revenue. Organized, motivated and hardworking with proficiency in multiple software.

Skills : Customer And Personal Service, Management Of Personnel Resources, Active Listening, Coordination, Administration And Management, Production And Processing, Judgment And Decision Making

Description :

  • Using computers for various applications, such as database management or word processing.
  • Performing payroll functions, such as maintaining timekeeping information and processing and submitting payroll.
  • Answering telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
  • Collecting and depositing money into accounts, disbursing funds from cash accounts to pay bills or invoices, keeping records of collections and disbursements, and ensuring accounts are balanced.
  • Operating office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
  • Greeting visitors or callers and handling their inquiries or directing them to the appropriate persons according to their needs, making copies of correspondence or other printed material.
  • Operating electronic mail systems and coordinating the flow of information, internally or with other organizations.
  • Opening, reading, routing, and distributing incoming mail or other materials and answer routine leers.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma


Independent Licensed Insurance Agent Resume

Summary : An Independent Licensed Insurance Agent with extensive experience of 20 years in personal lines sales and customer service. Excellent inbound/outbound call capabilities. Ability to multi-task within a fast-paced environment. Proven track record negotiating with brokers to reach a team effort and individual results. Bi-lingual, analytical, driven and committed to achieving career advancement within the organization. To acquire a challenging and permanent position, with the opportunity for advancement.

Skills : Operations Analysis, Critical Thinking, Transportation, Reading Comprehension, Operation Monitoring, Computers And Electronics Equipment Maintenance, Time Management, Equipment Selection

Description :

  • Providing empathetic, complete, concise, and appropriate insurance quotes and education to clients while representing multiple insurance companies.
  • Identifying the client's needs to provide referrals and/or recommendations to assist in short and long term options.
  • Communicating clearly and honestly with clients in a compassionate and non-judgmental manner.
  • Educating new employees to develop skills with system use, collections of premiums and quotes.
  • Manager of the quoting department which is responsible for quoting guidelines for all satellite offices.
  • Quoting new and renewal policies for auto, homeowner, commercial auto, motorcycle, and recreational vehicle policies.
  • Processed and prepared appropriate documentation for new applications, payments and policy changes for insured's needs.
  • Preparing appropriate documentation in a timely manner and in accordance with agency guidelines and state laws.
  • Collaborating with team members to ensure quality and comprehensive service and issues are fully resolved.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
Insurance Pre-licensing Course


Office Manager/Licensed Insurance Agent Resume

Summary : Office Manager/Licensed Insurance Agent with a unique combination of business, people and sales skills. Bringing to the table the ability to combine knowledge, ethics, personality, and adaptability to any challenge. Having over 14 years of experience in sales and management while achieving all the desired goals. Verifiable track record for the successful completion of projects through developing partnerships and building positive rapport with customers, members, and clients while maintaining costs. Versed in: Various forms of insurance, project design, management, and sales.

Skills : Microsoft Office, Windows Vista, Windows XP, Windows 7, Data Entry, Attention To Detail, Organizational, Meet Deadlines, Work Independently, Typing, Internet, Bilingual

Description :

  • Delivered and explained the policy, to analyze insurance programs and suggest additions or changes, or to change beneficiaries.
  • Customized insurance programs to suit individual customers, often covering a variety of risks.
  • Explained features, advantages and disadvantages of various policies to promote the sale of insurance plans.
  • Performed administrative tasks, such as maintaining records and handling policy renewals.
  • Conferred with clients to obtain and provide information when claims are made on a policy.
  • Monitored insurance claims to ensure they are settled equitably for both the client and the insurer.
  • Attended meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • Kept current with industry standards by participating in educational workshops, reviewing professional publications, maintaining personal networks, and participating in professional organizations.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
BS in Healthcare Management

Licensed Insurance Agent II Resume

Summary : Dedicated, hardworking Licensed Insurance Agent with a strong work ethic and ability to build lasting client relationship. Experienced in operations management, sales, and staffing. Adept at communicating effectively with customers, vender's, and staff. Active Property and Casualty Insurance License with the KY Department of Insurance. Good written and verbal skills. Attention to detail concerned with quality. Ensure tasks are completed correctly and on time. Adaptability and ability to work under pressure.

Skills : Quickbooks, Microsoft Office, Customer Service, Accounts Payables, Account Receivables, Sales

Description :

  • Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage's processed applications, payments, corrections, endorsements, and cancellations.
  • Promoted agency products to customers in person, on the telephone, and in writing.
  • Developed productive working relationships with car dealers, loan processors and other business partners in the community.
  • Promoted client retention through high-quality service and follow through.
  • Managed accounting operations, accounting close, account reporting and reconciliations.
  • Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions.
  • Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
  • Located, checked in and pulled customer files for appointments, policy updates, and payments.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
High School Diploma

Licensed Insurance Agent / Floor Supervisor Resume

Summary : Bilingual Licensed Insurance Agent, fluent in both English and Spanish with 11 years of experience in the Financial Servicing Industry with a focus on origination, customer service delivery, and risk management experience. Experience in coaching, developing, and mentoring other peers and employees.

Skills : Excel, Word, Publisher, Word Processing, Powerpoint, Powerpoint Presentations, Customer Service

Description :

  • Oversaw inventory and office supply purchases. Verified and logged in deadlines for responding to daily inquiries and outlined the appropriate process and procedures necessary to fulfill and complete inquiries.
  • Facilitated organized record retrieval and access by maintaining a filing system for customers.
  • Promoted client retention through high-quality service and follow through.
  • Developed new financial service opportunities with both existing and new clients.
  • Supported can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
  • Developed ongoing networking relationships with small business owners - such as real estate agents, mortgage lenders, auto dealers, etc.
  • Exceeded performance goals by setting quality appointment leads for field agents.
  • Answered inbound phone calls from prospective members wanting more information on plans.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
High School Diploma

Senior Licensed Insurance Agent Resume

Summary : Accomplished Senior Licensed Insurance Agent who excels at promoting long-term agency success through proactive marketing and quality customer service. Dedicated Experienced Insurance Executive motivated to maintain customer satisfaction and to contribute to company productivity and success. Proven ability to establish and maintain internal and external client rapport.

Skills : NexGen, Interpersonal, Communications, Interpersonal Communication, Microsoft Office, Sales, Salesforce, Data Entry

Description :

  • Opening new member accounts and cross-sold banking and life insurance products.
  • Providing customer service to members with their personal lines insurance policies.
  • Ensuring members received a satisfactory explanation of all charges and payment credits.
  • Working with a variety of web-based and internet programs and software to access daily operating systems and customer profiles.
  • Selling and processing personal lines insurance policies for members of the united states military.
  • Greeting customers in a timely fashion, while quickly determining their needs.
  • Cold calling new clients to set up meetings to discuss their need for the products.
  • Listening to clients explain their situation to me and seeing what would be the best product for their specific situation.
  • Probing to find the root need, tailoring a response to the need and effectively perusing the sale.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
High School Diploma

Junior Licensed Insurance Agent Resume

Objective : Dedicated Experienced Junior Licensed Insurance Agent motivated to maintain customer satisfaction and to contribute to company productivity and success. Proven ability to establish and maintain internal and external client rapport. Dependable and driven, with strong time management and prioritization abilities.

Skills : Proficient In Microsoft Office Products, Word 2007, Outlook 2003, Excel 2007, Adobe, Action, Windows OS, Types 50 Wpm, 10 Key-pad

Description :

  • Prospected for new business by following up on sales leads generated from lead databases, marketing, cold-calling, and referrals.
  • Follow up with prospective clients by phone, email, appointment, or direct mail.
  • Presented and explained insurance policy options based upon prospective client needs and goals.
  • Set appointments with prospective clients to present insurance packages offered.
  • Sold various types of Allstate automobile and home insurance to individuals.
  • Prospected and generated new business through telemarketing warm leads, referrals, networking, and cold leads. Generate insurance quotes in high volumes.
  • Printed remittance report, count payments and put in deposit bag ready for drop off the next morning.
  • Adhered to all position-specific administrative policies, including but not limited to confidentiality, non-disclosure, and program-specific material usage.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Certificate

Licensed Insurance Agent - Associate Resume

Summary : Licensed Insurance Agent - Associate with 6 plus year of strong customer service. Consistently recognized for sales growth and meeting profit margins. Strong organizational, technical, and analytical skills. Tech-savvy with very strong computer skills. Enjoys interacting with potential customers and knows how to turn NO into YES.

Skills : Leadership Development, Organizational Leadership, Sales Management, Microsoft Office, Collaboration, Communications

Description :

  • Completing a needs analysis to identify the best product for the customer with the goal being to determine the best plan for the caller and enroll them into the plan of their choice.
  • Utilizing strong communication skills to educate and assist customers regarding the purchase of an insurance plan.
  • Using in-depth knowledge of auto-insurance to confidently explain billing scenarios accomplishments licensed personal lines.
  • Maintaining fiduciary responsibilities related to premiums purchased and serviced through various carriers on behalf of the client.
  • Assisting clients in purchasing the auto, home, and commercial policies that met their individual needs.
  • Displaying excellent customer service while multitasking and fast pace with accuracy.
  • Assisting customers with understanding the knowledge of their homeowners and renters policies.
  • Helping insureds to make changes to their policies and ensuring that they are properly covered and answering any questions that they may have including claims and complaints.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
BA in Management

Jr. Licensed Insurance Agent Resume

Objective : Jr. Licensed Insurance Agent who consistently models and inspires high levels of integrity, lives up to commitments, and takes responsibility for achieving results, encourages others to do the same. Connects meaningfully with customers to build emotional engagement and customer advocacy.

Skills : Excel, Microsoft Word, 50+ Wpm. 10-key, Bilingual, Data Entry, Detail Oriented, Documentation, Auditing

Description :

  • Educated clients regarding health insurance options and assist in their migration to plans with more manageable costs and desired benefits.
  • Targeted small, less than 30 employees, business market niche to fill a service gap in the insurance industry.
  • Developed marketing strategies and promotions to encourage new business that generated new clients and increased sales.
  • Ensured that weekly measuring metrics are being exceeded by means of customer surveys, and constant supervisor feedback.
  • Provided world-class customer service and ensure all customers are satisfied with the there policies.
  • Obtained underwriting approval by completing the application, forms, and required documents.
  • Provided superior customer service and soliciting life insurance via phone and email campaigns.
  • Scouted potential clients, took information from potential clients with existing coverage, explained company policy to users, meet the sales goals.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
High School Diploma

Licensed Insurance Agent Resume

Objective : Licensed Insurance Agent with over four years of demonstrated success in promotions, sales, brand management, customer service and resulting in promotions and a National Award. Proven ability to develop solid interpersonal relationships with clients, outside business partners and individuals across multiple departments within all levels of management.

Skills : Computer Science, Customer Service Representative, Sales, Management, Lotus Notes, Microsoft Office, Windows Xp

Description :

  • Operated in a high volume call center environment by responding to incoming calls.
  • Responded to scheduled appointments to discuss health insurance plans, determined if Medicare members should stay with their current supplement plan or change.
  • Maintained state licensing requirements, kept abreast of regulatory changes and requirements.
  • Remained current on product offerings, enhancements, and or changes/modifications.
  • Exercised responsive and timely follow-up to customer inquiries in an effort to finalize and or preserve the sale recommend solutions and provide product options to meet customer needs, including increased coverage and combinations.
  • Enhanced insurance agency reputation by accepting ownership for accomplishing new and different requests, exploring opportunities to add value to job accomplishments.
  • Developed a base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
  • Enhanced insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
High School Diploma