Licensed Insurance Producer Resume Samples

Description :

1. Performed administrative and secretarial support functions for the vice president of a large oil company.
2. Coordinated and managed multiple priorities and projects.
3. Provided discreet secretarial and reception services for a busy multi-physician center.
4. Scheduled appointments and maintained accurate, up-to-date confidential patient files.
5. Assisted with general accounting functions; maintained journals and handled A/P and A/R/Billing/Coding.
6. Provided telephone support; investigated and resolved billing problems for physician group.
7. Trained and supervised part-time staff.
8. Customer Service/Sales/Marketing Registered incoming patients in a hospital emergency room.
9. Demonstrated ability to maintain composure and work efficiently in a fast-paced environment while preserving strict confidentiality.

Experience

5-7 Years

Level

Executive

Education

Diploma

Description :

1. Sells insurance policies to potential clients.
2. Helps individuals, businesses, and families select the most appropriate policies to fit their needs.
3. Sells policies that protect individuals and businesses from financial loss resulting from automobile accidents, fire, theft, storms, and other events that can damage property.
4. Advises clients on how to minimize risk.
5. Seeks out leads, prospects, and new clients.
6. Maintains reports and records of insurance policies.
7. Matches insurance policies for clients with the companies that offer the best rates and coverage.
8. Obtains price quotes.

Experience

10+ Years

Level

Senior

Education

Diploma

Description :

1. Utilizes computer and manual systems (Applied TAM) to service accounts such as processing submissions, generate and issue policies, process endorsements, cancellations, and reinstatement of canceled policies.
2. Utilizes online quoting programs and underwrite new and existing business for clients as well as submit business to various markets for quotes.
3. Experiences in writing commercial property and casualty line of insurance such as general liability, workers compensation, and business auto.
4. Continues to bring a energetic and youthful presence to the work place.
5. Helps the customer and insure that their experience is nothing short of the best.
6. Works own with little or no supervision.
7. Prioritizes work and office professionalism.

Experience

2-5 Years

Level

Junior

Education

Associate Of Arts In General Studies

Description :

1. Performs needs-based selling with non-scripted probing techniques to determine consumer needs and to offer the most appropriate product or service to address their needs.
2. Communicates effectively with individuals/teams in the program to ensure high quality and timely expedition of customer requests.
3. Contributes ideas on ways to resolve problems to better serve the customer and/or improve productivity.
4. Provides healthcare analysis and demonstrates the Company's value, leveraging the appropriate information with the client, collaborates with key areas of the organization to present a comprehensive, integrated healthcare story for the customer through presentations and written executive summaries.
5. Creates formal presentations both to prospective and existing clients.
6. Executes strategic presentations as needed to define and support the Company's overall mission.
7. Evaluates account-specific utilization to target specific areas where the Company has an opportunity to offer new programs and promote wellness and other existing program options.
8. Prepares strategic responses via the RFP process, highlighting and promoting the value of the consulting role in the account management process.
9. Provides business requirements and customer feedback to internal business partners to ensure that market leading, group-specific information is available for sound decision making.

Experience

2-5 Years

Level

Junior

Education

Master's

Description :

1. Makes cold calls.
2. Accurately computes quotes into the system.
3. Addresses service calls and make endorsements.
4. Upsells to previous customers.
5. Prints and faxes documents.
6. Documents lead prospects and sold customers.
7. Responsible for Cash handling processing payments in the office.
8. Built rapport with customers.
9. Follow up on previous prospects and customers.

Experience

5-7 Years

Level

Executive

Education

CNA

Description :

1. Hold active Maryland State Licenses for property and casualty, in addition to life and health.
2. Retained twenty-four credits of continuing education to renew state licenses every two years.
3. Set up new accounts and payment accounts.
4. Prepared and sent claim reports to the company's claims department for assignment and processing.
5. Processed payments, filing, scanning, emailing, faxing, mailing, and being responsible for office supply replenishment.
6. Worked with QuickBooks, Windows, Microsoft Word, and Internet.
7. Prioritized daily activities, including all inbound calls, quotes and sales-related inquiries.
8. Answered customers' questions regarding products, prices and availability.

Experience

7-10 Years

Level

Management

Education

Masters

Description :

1. Counsels clients with respect to Property, Casualty, Life, and Health insurance products; and Financial Bank products.
2. Gathers and analyzes data regarding exposures, loss history and unique coverage needs for submission to underwriters.
3. Processes policy renewals and invoicing for commercial and personal lines.
4. Exercises high level of integrity and discretion when handling confidential information.
5. Preserves client's Financial Services records according to State Compliance standard.
6. Handles critical clients, incidents and complaints Manage office staff of five producers.
7. Provides extraordinary customer service to both internal and external relations.
8. Prepares currency transaction reports and process deposits daily.
9. Reviews and balances premium fund accounts daily and at month end.

Experience

2-5 Years

Level

Junior

Education

Management

Description :

1. Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
2. Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
3. Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
4. Obtains underwriting approval by completing application for coverage.
5. Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
6. Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
7. Provides death benefits by delivering policy proceeds; reassessing client needs.
8. Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

Experience

5-7 Years

Level

Executive

Education

Bachelor's

Description :

1. Met with prospective clients in their homes, businesses and other settings.
2. Met with walk-in potential clients each week to address and resolve their insurance needs.
3. Finalized sales and collected necessary deposits.
4. Calculated quotes and educated potential clients on insurance options.
5. Setup and orchestrated demonstrations on Hurricane and Flood protection.
6. Used Property Insurance, Replacement Cost Estimator for homes, Endorsement enhancements for Citizens Property Insurance, Take Out Companies and Expanded Market Companies.
7. Responsible for Auto, Home and Recreational Vehicle Insurance Sales and Service programs.

Experience

10+ Years

Level

Senior

Education

Bachelor's

Description :

1. Responsible for customer service to existing clients via multi line phone system or in office.
2. Provided annual reviews and coverage counseling with clients.
3. Processed personal lines inspections for homeowners policies including disputing discrepancies between the vendor company and the insured, and correcting policies for adjusted replacement cost as a result of the inspection.
4. Reviewed billing and processed payments.
5. Attracted and processed new clients and issued policies.
6. Processed correspondence as needed.
7. Provided extraordinary customer service to both internal and external relations.

Experience

7-10 Years

Level

Consultant

Education

Diploma