New Business Representative Resume Samples

As a New Business Representative, the individual will act as a liaison between the marketing and sales team. The job description and duties are listed on the New Business Representative Resume as – seeking the new business opportunities by contacting and developing relationships with potential customers; qualifying leads from marketing campaigns, contacting potential clients through cold calls and emails; presenting the company to potential clients; identifying client needs and suggesting appropriate products/services, building long-term trusting relationships with clients, and setting up meetings and calls between clients and account executives.

To be successful in this role, one should have prior experience developing leads from marketing campaigns, the ability to exceed sales quota, strong communication skills, and strong interpersonal skills. Other crucial skills include the following – hands-on experience with multiple sales techniques; track record of achieving sales quotas, familiarity with MS Excel; a good understanding of sales performance metrics; and excellent communication and negotiation skills. Depending on the industry, employers may necessitate a degree in fields such as marketing or business.

New Business Representative Resume example

New Business Representative Resume

Headline : New Business Representative position with a business degree and background in banking. Detail oriented and excellent customer service skills with 10 plus years of experience in banking and administrative work.

Skills : Customer Service, Time Management, Problem Solving, Judgment And Decision Making And Administration.

Description :

    1. Interviewed clients and take their calls to provide customer service and obtain information on claims.
    2. Processed, prepared, and submitted business or government forms, such as submitting applications for coverage to insurance carriers.
    3. Processed and recorded new insurance policies and claims.
    4. Corresponded with insured or agent to obtain information or inform them account status or changes.
    5. Organized and worked with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
    6. Reviewed and verified data, such as age, name, address and principal sum and value of property on insurance applications and policies.
    7. Modified, updated, and processed existing policies and claims to reflect any change in beneficiary, amount of coverage or type of insurance.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
B.S. In Business Managemenet


New Business Representative Resume

Objective : Objective in life is to get as much real life experience in Customer service I can. Objective in work is to come to work on time everyday and work hard to excel in the company. I want to work for a company that provides the opportunity to growth within and one that will alow me to show my experience.

Skills : 10-key, Typing, Customer Service, General Ledger, Journal Entries, Microsoft Office.

Description :

    1. Reviewed all forms and paperwork for processing.
    2. Processed applications.
    3. Handled money/apply for the money.
    4. Serviced requests.
    5. Worked with duel screens.
    6. Used/navigated Automation tools.
    7. Examined letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and the effects of changes.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma


New Business Representative Resume

Summary : Responsible for Learning to verify applications for completeness, and also Developing working knowledge of regulatory, technical, and/or underwriting guidelines to assess applications for compliance.

Skills : Multi-Line Phone System, Multitasking, Microsoft Office, Customer Service.

Description :

    1. Trained others Using websites online to order motor vehicle reports, check the status of orders, and check the status of pending business for agents.
    2. Answered incoming calls from agents.
    3. Worked emails from agents and other work types associated with new business Accomplishments within the company: While working at Transamerica, I was able to achieve satisfactory productivity as well as maintain an above-average quality of work.
    4. Took pride in taking responsibility for my actions and enjoyed working on problem cases until they were completed.
    5. Selected to complete quality checks as well as work on special projects that allowed me to gain valuable knowledge about the company and how it works as a whole.
    6. Compared information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
    7. Conformed with and abides by all regulations, policies, work procedures, instruction, and all safety rules.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
High School Diploma

New Business Representative Resume

Summary : To obtain a New Business Representative position in an organization that provides opportunities for me to utilize my experience, education and skills that will add to the success of the organization. I possess strong computer application knowledge with strengths in attention to detail, accuracy, and excellent organizational skills. I am looking for a career that will promote personal growth and fosters my strong ambition to succeed.

Skills : Powerpoint, Adobe Contribute, Acrobat, InDesign, Public Speaking, Small and Large Group Presentation,, Inbound and Outbound Calling.

Description :

    1. Reviewed and audited correspondence, applications, legal documents and reports to proceed with appropriate processing.
    2. Met the department's production standards for measuring the quality and quantity of work processed.
    3. Communicated and corresponded with agents or insured/s to obtain supplemental information or to explain legal requirements in accordance to company regulations, state laws, and NASD, or SEC regulations, as required.
    4. Followed up on administrative requirements.
    5. Entered, updated, and verified the information contained in the application is in the computer system.
    6. Answered inbound calls and provide customer service to external and internal customers.
    7. Researched customer and agent inquiries.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Associate Of Arts

New Business Representative Resume

Summary : New Business Representative experience. Led special projects by clearly and concisely defining the project scope, assigning duties, measuring progress, and implementing change. Subject matter expert on Replacement Regulations with an emphasis on NY. Focused on outstanding levels of service and strive for effective resolution with new and existing clients.

Skills : Sales & Marketing, Customer Service, Computer Skills, Account Management, Business Development, Medical Terminology, Management Experience, Cold Calling.

Description :

    1. Responsible for maintaining several types of insurance lines and MNL products.
    2. In charged of verifying insurance information using the Life database.
    3. Accountable for developing and testing new organic MNL lines and products.
    4. Responsible for processing and approving all new business applications.
    5. Directed creative input to implement becoming the most efficient processing insurance division.
    6. Reviewed, updated, and issued policies ensuring accuracy Other duties as assigned based on divisional needs.
    7. Ability to learn and follow MetLife's policies and procedures.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Business Administration

New Business Representative Resume

Headline : Highly accomplished and proficient New Business Representative professional who is passionate about delivering programs involving benefits, wellness, payroll, employee relations, HRIS, administration, and the Human Resource function as a whole. The pro-active approach in developing and implementing programs, which reduce costs, meet compliance levels and deliver above expectations.

Skills : Administrative, Marketing, Sales, Organizational, Event Coordination, Community Outreach, Communications.

Description :

    1. Responsible for examination of various transactions and documents to ensure they are correct and complete in order to maintain compliance with company and state-specific guidelines and for recording purposes.
    2. Complied with regulatory requirements in prioritizing and completing work assignments.
    3. Documented policy files to reflect interaction with customers and the progress of transactions.
    4. Utilized standardized letters to confirm policy changes, and create free form letters for written communications to brokers to instruct or explain contractual and procedural requirements.
    5. Educated Financial Service Representatives on market requirements, processes, and contract provisions.
    6. Researched issues and bring issues to resolution.
    7. Knowledged of New Business processing for all lines of business.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

New Business Representative Resume

Objective : Self-sufficient and able to work independently with little supervision. Highly organized, able to prioritize effectively to accomplish multiple tasks. Demonstrates success in comprehending and carrying out complex instruction to successful conclusions.

Skills : Customer Service, Analysis, Management.

Description :

    1. Specialized in quality and assurance in life insurance policies such as: simplified submit, full submit (trainer), trial applications, pre-print, motor vehicle reports (trainer), RX checks (trainer), quality (trainer), select quote (trainer), indexing and final actions.
    2. Primary contacted for all submit inquires and assists in conducting interviews for submit positions.
    3. Ability to learn and follow MetLife's policies and procedures.
    4. Searched rates, and gave quotations on LTL, TL, Ocean, and Rail freight for customers.
    5. Answered questions about products.
    6. Helped with troubleshooting sets.
    7. Brought my conversion rate from a 30% to 70% Learned how to Rebuttals.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma In Theater

New Business Representative Resume

Headline : To seek a long-term career where I can continually learn, grow, and become part of a team. I am looking for a position where I can take on responsibility and build trust amongst my superiors and peers.

Skills : Customer Service, Management Experience, Administrative.

Description :

    1. Delegated to all E-applications.
    2. Contacted agents, clients, and companies.
    3. Completed tasks on a deadline.
    4. Selected for a long-term assignment with USAA and handle inbound calls from members who are inquiring about life insurance products (new policies or increasing existing policies).
    5. Worked with life insurance and annuity agents on outstanding policy requirements.
    6. Completed multi-screen data entry while answering phone calls.
    7. Employed fast paced multi-tasking with several computer programs.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor's

New Business Representative Resume

Objective : Responsible for Learning to verify applications for completeness, Developing a working knowledge of regulatory, technical, and/or underwriting guidelines to assess applications for compliance.

Skills : Windows 10, Customer Service.

Description :

    1. Responsible for document scanning, assembling and indexing new life insurance applications.
    2. Contacted sales agent for clarification/documentation when needed.
    3. Handled of sensitive personal information such as work visas, driver's licenses and Social Security numbers.
    4. Gathered data for internal sales contests.
    5. Coveraged of reception desk to direct incoming calls, and sign in visitors.
    6. Used Professional communication Phone sales Data entry.
    7. Provide field support to insurance agents daily utilizing both email and phone correspondence.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Associates In Liberal Arts

New Business Representative Resume

Summary : To support the growth and profitability of an organization that provides challenge encourages advancement, and rewards achievement with the opportunity to utilize my substantial experience, skills, and proven abilities in all fields as customer service and collections.

Skills : Technical Consulting, Technical Consulting, Sales & Marketing, Sales & Marketing, Public Speaking, Management, MS Office, MS Office.

Description :

    1. Reviewed all incoming new business applications and supporting documents for annuities without money.
    2. Processed delivery requirements received.
    3. Team membered of a focus group for a new system to be launched.
    4. Logged errors and distributed to persons to complete corrections.
    5. Created follow ups for delivery requirements.
    6. Evaluated member needs and provide information on Term and Whole Life products.
    7. Gathered required information from members and submit requests to company Underwriters.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor's In Organizational Management