A Life Insurance Broker acts as an independent and unbiased link between the consumer and the insurance company. These brokers find the best life insurance policies for the clients and ensure that they don’t get ripped off. Work activities listed on the Life Insurance Broker Resume are – researching policies and from different insurers, arranging insurance cover, dealing with renewals; helping to change existing policies, collecting premiums, processing accounts; preparing reports for underwriters, liaising with other insurance professionals; and finding new clients and forecasting their future needs.
To ensure clients get the best deals, the job applicant needs a vast knowledge of the insurance world and the following skills – good communication skills, attention to detail, the ability to write reports, IT skills, good at researching, and analyzing information, organized; honest, negotiating skills, the ability to multitask; and knowledge of all types of insurance policies. Graduates from the following streams seem to attract employers – finance, accounting, mathematics, statistics, or economics.
Summary : Life Insurance Broker is responsible and coach-able individual, energetic, team player, committed and proficient in sales. Passionate and motivated, with a drive for excellence. 11 years in customer service, Monitors Brokerage Statements. Tracking Brokerage Transfers. Overseeing daily Pershing downloads. Training new client services personnel. Providing exceptional customer service to CPAs, FAs, clients, vendors, and staff.
Skills : Microsoft Office, German, Spanish, Excel, PowerPoint.
Description :
Sold various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
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.
Experience
7-10 Years
Level
Management
Education
BA In English Education
Life Insurance Broker Resume
Headline : Actively seeking a Life Insurance Broker position in the Health/ Wellness industry. Previous experience in Wellness/Fitness centers. Studied Health Sciences and Sociology as an undergrad at West Chester University. Driven, ambitious, passionate, self starter with certifications and licenses in both Personal Training/Group exercise Instructor.
Skills : Customer Service, Life Insurance Agent.
Description :
Helped families, and individuals find coverage for insurance, and/or annuities.
Provided service to clients' changing insurance needs by selling life, health, and disability insurance.
Developed base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
Approached 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.
Determined clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
Developed a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Obtained underwriting approval by completing application for coverage.
Experience
5-7 Years
Level
Executive
Education
BA In Health Sciences
Life Insurance Broker Resume
Objective : Looking for a responsible position in the field of Sales, & Marketing, requiring making a positive contribution and fulfilling overall business objectives. Languages spoken and written: French, English, And Italian. Six years experience, within the, Transportation / Courier Industry, Coordinating the assignment of tasks for brokerage services representatives. Performing statement preparation and variable annuity processing.
Skills : MS Office, Analytics, Finance, Marketing, Insurance, Banking, Operations.
Description :
Generating business leads for marketing of insurance policies.
Performed policy servicing: i.e. preparing quote letters, creating, following up on outstanding documentation/information required, handling inquiries, processing endorsements, cancellations and audits &processing claims.
Liaisoned between the internal departments & external clients to ensure that the background check process runs effectively by preventing, troubleshooting, and resolving problems.
Interacted with clients of various sizes via e-mail, phone & on-site visits as well as maintain client relationships.
Ensured that all requests & case management workflows are resolved in a timely manner as per client expectations.
Revised information in company database (binding, invoices policies, endorsements, audits, & cancellations).
Prepared and generated quotations, binders, invoices, routine correspondence, records and reports.
Experience
2-5 Years
Level
Junior
Education
M.B.A. In Finance & Marketing
Life Insurance Broker Resume
Objective : To become a recruiter in a fast paced progressive environment that encourages teamwork, friendly competition, and hard work. Provide brokerage investment services to all CPA affiliates and their clients. Providing broker support and after-the-sale service to in-house registered representatives. Performing support in sales and operations to outside registered representatives. Performing the processing of applications/forms and trades/deposits.
Skills : Microsoft Office, Salesforce, Insinq, Excel.
Description :
Prospected, cold call, email, and arrange face to face meetings.
Developed a cold calling script and a lead system from scratch.
Designed permanent life insurance policies for clients.
Presented and sold solutions in line with client's budget/financial objectives.
Closed deals and meet monthly call, email, and sales quotas in a fast paced aggressive sales environment.
Commissions Department Supervisor Helped with the recording of policy deliveries for agent compensations and provides the leadership and quality assurance for The Delivery Team.
Responsible for Lapses throughout the month, as well as Lapse Audits every 3 months.
Experience
0-2 Years
Level
Entry Level
Education
B.A In History
Life Insurance Broker Resume
Headline : To find a challenging Life Insurance Broker position where my experience and skills can be fully utilized, Creates documents using word processing equipment which include letters, memos, forms, reports, dictation, certificates of insurance. May including data entry, mail and answering telephones. Answering phones, files, processes mail, types checks and forms.
Skills : Excel, Client Management, Supervising.
Description :
Involved a careful eye for detail and patience to review Lapse Reports from Life Quotes carriers and compare them to agents' records.
Communicated in a professional manner with the agent if there are questions or problems.
Completed coverage by delivering policy; planning future follow-up visits and evaluations of needs.
Provided continuing service by providing direct deposit forms.
Processed changes in beneficiary and policy loan applications.
Calculated premiums and establish payment method.
Selected company that offers type of coverage requested by client to underwrite policy.
Experience
5-7 Years
Level
Executive
Education
MS
Life Insurance Broker Resume
Headline : Life Insurance Broker is Receiving requests for quotes, develops and maintains a network of agency and/or broker relationships. Identifying and analyzes client exposures to recommend and/or design risk transfer/financing products. Identifying appropriate carriers, sends requests, negotiates favorable quotes and prepares recommendations.
Skills : Training, Developing, Demonstrating.
Description :
Built your list of potential clients by researching internal and external databases, websites and social media.
Pro-actively targeted your list through outbound sales calls, emails and visits (both face-to-face and virtual) and converting them from potential clients in to ACS clients.
Built relationships with Private Jet Operators to ensure we are able to provide the most suitable aircraft choices for the clients’ requirements.
Developed and maintained relationships with clients to ensure repeat business.
Ensured you are consistently exceeding both your sales activity and financial targets.
Confirmed company procedures are being followed in a methodical and chronological way to ensure protection of both ACS and the client.
Demonstrated an expert understanding of the aircraft and chartering process.
Experience
5-7 Years
Level
Executive
Education
MS
Life Insurance Broker Resume
Objective : Life Insurance Broker with 4 years of experience in Providing web site access and navigational support. Providing general product information. Troubleshooting and resolving policy and endorsement related production issues. Answering Billing and Collections inquiries from brokers and customers.
Skills : Billing, Policy Assistant, MS Office.
Description :
Managed charter bookings from inquiry to completion.
Flight watched/oversaw flight departures.
Built a wide and effective network of contacts inside and outside the organization.
Made prompt, clear decisions which may involve tough choices or considered risks.
Desired to immerse self into role and commit to the demands of the role.
Worked independently, but enjoys working with people inside and outside of ACS.
Enjoyed working to goals and objectives in a competitive environment.
Experience
2-5 Years
Level
Executive
Education
MS
Life Insurance Broker Resume
Headline : Life Insurance Broker is Meeting FINRA requirements to retain Series 6 registration, including but not limited to: annual training, understanding and complying with required reporting, and staying current on FINRA and broker dealer policies and procedures. Providing professional, reliable and prompt services to customers, develop relationships with external and internal partners, as they effectively troubleshoot, prioritize, and multi-task.
Skills : Developing, Recording, Process Assistant.
Description :
Taken a commercial outlook on all flights ensure a win win for ACS and the client.
Handled pre- and post-sale calls and requests from customers and PFRs on brokerage accounts and all direct mutual fund, annuity, and variable life insurance accounts; providing outstanding service to increase asset sales and retention in-line with organizational goals.
Placed trades on mutual funds, stocks, UITs and bonds for customers and PFRs.
Ensured compliance with FINRA books and records requirements, respond to internal and regulatory audit requests and update procedures, as necessary.
Established bank-lines for customers to quickly facilitate EFTs and wires.
Processed IRA one-time and non-qualified distributions.
Educated PFRs and customer on documentation requirements and technology platforms for new account openings and on-going servicing.
Experience
5-7 Years
Level
Executive
Education
MS
Life Insurance Broker Resume
Headline : Life Insurance Broker is Capturing caller information on customer management system, May be requiring to follow up with customer to ensure service issue has been resolved, Complying with all division policies and regulatory requirements. Executing of duties will necessitate a firm understanding of a variety of company policies, industry initiatives, and legal guidelines.
Skills : Legal Assistant, Trading, Sales.
Description :
Handled death-of-account-owner situations by establishing estate accounts and following proper protocol.
Facilitated Periodic Investment Plan and Systematic Withdrawal Plan instructions and monitor them going forward.
Made trade corrections and create/send invoices to PFRs, also handle appeals.
Promoted the use of technology, including RightBRIDGE, Docupace, Wealthscape and Wealthscape Investor.
Handled margin call notifications.
Verified that proper breakpoint charges were given on mutual fund sales and correct trades, if necessary.
Ensured accurate rules are followed for mutual fund swaps, switches and reinstatements.
Experience
5-7 Years
Level
Executive
Education
MS
Life Insurance Broker Resume
Headline : Life Insurance Broker is Using a variety of systems and tools to promptly respond to inquiries received via inbound phone lines. Serving as a subject matter expert on a variety of topics including but not limited to Operations, Licensing, Compliance, and Sales. Providing information to callers about various features of specific products / policies. Completing and verifying transactions requested by callers and either processes requests or forwards to appropriate parties for handling.
Skills : Sales, Patient Care, System Assistant.
Description :
Notified reps of re-org notifications, municipal bond notices, warrants/rights offerings and tender offers.
Sold-out security positions to satisfy debit balances, clean-up low value brokerage accounts.
Obtained proper requirements to make sure beneficiary designations are approved.
Made changes to customer accounts; including name, address and investment objectives.
Handled questions regarding jurisdiction, licensing and proper state registration assignments.
Completed special projects and tasks as assigned by Manager or Senior Leaders.
Know ledged of securities industry, including books and records, rules and regulations, product types and market trading functionality.
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