Licensed Insurance Sales Agent Resume Samples

A Licensed Insurance Sales Agent is a professional who takes charge of selling life, property, casualty, automotive, health or other types of insurance. Typical duties seen on the Licensed Insurance Sales Agent Resume include the following – attending seminars and meetings to gain knowledge about new products and services; calculating premiums and establishing payment methods; conferring with clients and providing information when claims are made on policies; contacting insurance programs and submitting forms to obtain binder coverage; customizing insurance programs to suit individual customers; and developing new marketing strategies.

The nature of the job demands the following skills and abilities – skillful in networking, the ability to use accounting or bookkeeping software, knowledge of conducting sales presentations; strong marketing techniques; familiarity with financial risks; and a solid understanding of insurance laws and regulations. Formal education is not mandatory, however, successful resumes denote a postsecondary qualification.

Licensed Insurance Sales Agent Resume example

Licensed Insurance Sales Agent Resume

Objective : To obtain a Licensed Insurance Sales Agent position as a team player in a people-oriented organization where to maximize customer service experience in a challenging environment in order to achieve the company's goals and a lasting working relationship.

Skills : Incentive based sales experience, Inventory control.

Description :

    1. Generates new business by contacting potential customers and selling Automobile insurance.
    2. Explains various insurance policies and help clients choose plans that suit them.
    3. Responsible for Property and casualty insurance agents sell policies that protect people and businesses from financial loss resulting from automobile accidents, fire, theft, and other events that can damage property.
    4. Responsible For businesses, property and casualty insurance also covers injured workers' compensation, product liability claims, or medical malpractice claims.
    5. Responsible for Life insurance agents specialize in selling policies that pay beneficiaries when a policyholder dies.
    6. Sells annuities that promise a retirement income.
    7. Responsible for Sell towing, rental, and medical coverage.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor's


Jr. Licensed Insurance Sales Agent Resume

Objective : Licensed Insurance Sales Agent passion for assisting people, especially Medicare consumers, to provide the best healthcare benefit options to meet their needs.

Skills : Incentive based sales experience, Inventory control.

Description :

    1. Helps insurance companies generate new business by contacting potential customers and selling Automobile insurance.
    2. Uses a consumer-centric, consultative selling approach to align our consumers' healthcare needs with appropriate products from Humanas portfolio
    3. Works independently to achieve sales goals to maximize Humanas growth
    4. Models a high level of professionalism and integrity with every consumer phone interaction
    5. Provides a variety of insurance products including auto, homeowners, and umbrella policies.&
    6. Seeks out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
    7. Proactively expands sales by making initial contact, explaining policy features and agency value by providing price quotes and preparing proposals.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor's


Licensed Insurance Sales Agent Resume

Objective : Motivated sales professional with 5+ year's sales representative experience. Focused and dedicated insurance professional motivated to provide superior customer service and drive sales through cold calling, referrals and strategic outside marketing activities. Client-focused Insurance Sales Agent successful at developing leads and analyzing market trends to increase revenue and meet sales goals.

Skills : Communications, Microsoft Office, Sales, Insurance, Lab Work, Money Handling, Teamwork, Internet Research, Customer Service, Documentation, Typing.

Description :

    1. Listened to customer needs and preferences to provide accurate advice.
    2. Completed purchases with electronic check, credit and debit payment methods.
    3. Increased purchase totals by recommending additional items.
    4. Reviewed purchases for fraudulent activities.
    5. Worked flexible schedule to accommodate changing customer levels.
    6. Solicited referrals from satisfied clients.
    7. Answered incoming telephone calls with professional and knowledgeable responses.
    8. Provided expert product and service information.
    9. Maintained up-to-date knowledge of customer buying habits.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
HIGH SCHOOL DIPLOMA

Licensed Insurance Sales Agent I Resume

Objective : To assist a company in operating in an effective and efficient manner, so as to ensure it's profitability, maintenance of its image, it's success and satisfaction of goals reached for those in which the services have been provided.

Skills : Claims Processing, Customer Service, Billing.

Description :

    1. Progressively promoted from Licensed Insurance Sales Agent to Sales Manager with a focus on generating Property & Casualty, Health, Life, and Sickness Insurance Policies.
    2. Established sales processes and oversee change management program driving increased sales revenue.
    3. Supported and motivated a successful and growing sales team, including facilitating education and training sessions.
    4. Headed recruitment and development of new staff members to ensure compliance with State Farm regulations and high-performance levels.
    5. Evaluated, developed, and implemented marketing initiatives and manage community and PR events to drive brand recognition and sales revenue.
    6. Continued to function as a high-rated Licensed Insurance Sales Agent regularly meeting with prospects and clients to understand their needs and tailor packages to fit based on needs and goals, while providing exceptional customer service.
    7. Recognized more than once as one of the Top Three Team Members for production in the area of agent aspirant.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MBA

Licensed Insurance Sales Agent II Resume

Headline : To further develop as Licensed Insurance Sales Agent skillset while demonstrating the excellence to excel and exceed all goals.

Skills : Microsoft, Automotive, Customer Service.

Description :

    1. Handed inbound calls and selling insurance products to fit the customers' needs.
    2. Quoted and sold of homeowners and automotive polices for numerous carriers.
    3. Achieved weekly quotas.
    4. Built customer rapport to network business connections.
    5. Handled endorsements to policies, taking payments, and handing all billing situations.
    6. Utilized data entry and listening skills to determine customer needs.
    7. Utilized online sources to research and solve customer issues.
    8. Followed scheduled breaks and lunches while staying within 96% of adherence.
    9. Overachieved on all KPIs for a call handling times and customer experience.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelors

Licensed Insurance Sales Agent III Resume

Summary : Talented sales and customer service specialist skilled at balancing customer service needs and company demands. Effectively builds loyalty and long term relationships with customers while achieving all individual sales and metric goals.

Skills : MS Office, Salesforce.

Description :

    1. Successfully marketed and sold full line of auto, home, and umbrella insurance products as well as club memberships.
    2. Consistently met or surpassed sales goals and company objectives.
    3. Developed extensive experience in account management, customer retention, and follow-up services.
    4. Procured new clients while maintaining, servicing, and growing existing client base.
    5. Independently managed entire sales cycle, from initial client consultation, product presentation, contract negotiations through to final sales closing.
    6. Utilized consultative sales skills to performing client needs assessments, and develop insurance solutions to meet those needs.
    7. Worked closely with clients to fit insurance needs and budgetary requirements.
    8. Demonstrated solid presentation, selling, and closing techniques.
    9. Achieved top performance in account retention, add-on sales, and growth.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Accounting

Asst. Licensed Insurance Sales Agent Resume

Objective : To obtain a Licensed Insurance Sales Agent position as an associate in a progressive company, with the opportunity to advance. Ability Summary 10 years of customer service experience. Highly motivated, work well on a team, and have the ability to prioritize and complete multiple tasks.

Skills : Management, Organizing.

Description :

    1. Helped insurance companies generate new business by contacting potential customers and selling one or more types of policies.
    2. Explained various insurance policies and help clients choose plans that suit them.
    3. Called potential clients to expand their customer base.
    4. Interviewed prospective clients to get data about their financial resources and discuss existing coverage.
    5. Explained the features of various policies.
    6. Analyzed client's current insurance policies and suggest additions or changes.
    7. Customized insurance programs to suit individual clients.
    8. Maintained electronic and paper records.
    9. Sold policies that cover the costs of medical care and assisted-living services in old age, and also sold dental insurance.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor's

Associate Licensed Insurance Sales Agent Resume

Headline : Seeking employment with a company that rewards hard work and a positive attitude with the opportunity to enhance skills and become a productive asset to the organization.

Skills : MS Office, Sales, Communication skills.

Description :

    1. Communicated with prospective Allstate customers who have expressed an interest in new or additional products and services.
    2. Effectively educated, persuaded and close the sale.
    3. Utilized multiple online systems while speaking with customers on the phone.
    4. Demonstrated a comprehensive understanding of company products and services, and the ability to make specific recommendations to match customers' needs.
    5. Gained good organizational skills and the ability to multi-task and prioritize in a high -volume, fast paced environment.
    6. Managed sensitive and critical client information.
    7. Demonstrated a comprehensive understanding of company products and services, and the ability to make specific recommendations to match customers' needs
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Property And Casualty General Lines License In Insurance

Lead Licensed Insurance Sales Agent Resume

Summary : Customer Service support professional offering versatile office management skills and proficiency in Microsoft Office programs. Strong planner and problem solver who readily adapts to change, works independently and exceeds expectations. Able to juggle multiple priorities and meet tight deadlines without compromising quality.

Skills : Office And Records Management, MS Office.

Description :

    1. Developed leads, schedule appointments, identify customer needs, and market appropriate products and services.
    2. Established customer relationships and follow up with customers, as needed.
    3. Provided prompt, accurate, and friendly customer service.
    4. Serviced responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
    5. Worked with the agent to establish and meet marketing goals.
    6. Used a customer-focused, needs-based review process to educate customers about insurance options.
    7. Maintained personal networks; participated in professional organizations.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor's

Licensed Insurance Sales Agent Resume

Objective : To work hard, use knowledge, people skills, and training to produce the outcome of work expected of when being employed with your company.

Skills : Customer Service, Sales.

Description :

    1. Develops base for long-term sources of clients by using referrals, occupational, and special interest groups to compile lists of prospects.
    2. 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.
    3. Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
    4. Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
    5. Ensures timely completion of coverage; planning future follow-up visits and evaluations of needs.
    6. Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
    7. Enhances 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
Certification