Licensed Insurance Producer Resume Samples

A Licensed Insurance Producer is a licensed representative who takes responsibility for selling, soliciting, and negotiating insurance. However, these producers are not employees for any company but are individual businesspeople. A well-drafted Licensed Insurance Producer Resume describes the following duties and responsibilities – networking with a variety of people, cold calling potential customers through phone calls and meetings; processing applications for various insurance policies; documenting records of all policyholders and developing marketing and sales plans to generate sales opportunities.

Sample resumes denote the following qualifications – familiarity with various types of insurances; sales skills; positive attitude, high level of self-determination; telephone etiquette; strong knowledge of relevant software; a solid understanding of insurance policies and procedures; and superior networking skills. Formal education is not mandatory for this post, however, most of these producers possess a degree and a valid license.

 

Licensed Insurance Producer Resume example

Licensed Insurance Producer Resume

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

Skills : Microsoft Office, Management.

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.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma


Sr. Licensed Insurance Producer Resume

Summary : To obtain a Licensed Insurance Producer position in a business environment, allowing to utilize skills, knowledge, and help improve professional growth.

Skills : Microsoft Office, Customer Service.

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.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Diploma


Jr. Licensed Insurance Producer Resume

Objective : A position in human resources or administration. Provides impeccable customer service and administrative assistance.

Skills : Management, Organizing.

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.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Associate Of Arts In General Studies

Licensed Insurance Producer I Resume

Objective : To find a career that will provide with stability and security as Licensed Insurance Producer.

Skills : Management, Organizing.

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.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Master's

Licensed Insurance Producer II Resume

Headline : Insurance Producer is seeking high energy, driven and motivated individual to become part of our winning sales team.

Skills : Sales, Management.

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.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
CNA

Licensed Insurance Producer III Resume

Summary : To work that offers a variety of tasks to be completed on a regular basis.

Skills : Management, Customer Service, Sales, Detailed Product Quotes, Production And Maintenance.

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.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Masters

Asst. Licensed Insurance Producer Resume

Objective : Quick study, with an ability to easily grasp and put into application new ideas, concepts, methods and technologies.Dedicated, innovative and self-motivated team player. Exceptional leadership, organizational, oral/written communication, interpersonal, analytical, and problem resolution skills. Thrive in both independent and collaborative work environments.

Skills : Graphics Design, Microsoft Office Suites, Technical Support, Customer Service, Process Improvement, Public Speaking.

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.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Management

Associate Licensed Insurance Producer Resume

Headline : Highly skilled creative, marketing professional, seeking a career move where To highlight expertise in marketing and sale. Hope to develop new and effective marketing strategies while developing expert skills and knowledge about the insurance industry.

Skills : Excellent customer service , multi-line phone systems.

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.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor's

Lead Licensed Insurance Producer Resume

Summary : Professional experiences have developed exceptional interpersonal skills, keen attention to detail, and the ability to effectively multitask. I am computer proficient and have excellent planning ability.

Skills : Microsoft Office, Customer Service, Computer , Insurance Sales.

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.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor's

Licensed Insurance Producer Resume

Summary : To put 12 years of Insurance Producer experience to work in a challenging environment with opportunities to grow.

Skills : Proficient With Microsoft Office Suite, Customer Relations, Billing Specialist.

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.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Diploma